Purchases and Sales Made in Q4 2023 in Invesco Municipal Trust (VKQ)
This table provides information about the institutional ownership of Invesco Municipal Trust (VKQ) during Q4 2023. The information is specifically focused on institutions that hold shares of Invesco Municipal Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
850New |
$6.76K - $8.1K
|
850
$8.41K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
799+ 8.93% |
$6.35K - $7.61K
|
9.75K
$96.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
590+ 5.72% |
$4.69K - $5.62K
|
10.9K
$108K
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
581+ 1.01% |
$4.62K - $5.54K
|
58.1K
$574K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
581+ 1.01% |
$4.62K - $5.54K
|
58.1K
$574K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
553New |
$4.4K - $5.27K
|
553
$5.47K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
203New |
$1.61K - $1.93K
|
203
$2.01K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
196+ 0.63% |
$1.56K - $1.87K
|
31.4K
$310K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
130New |
$1.03K - $1.24K
|
130
$1.29K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
62+ 0.49% |
$493 - $591
|
12.6K
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
43+ 8.98% |
$342 - $410
|
522
$5.16K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
35+ 0.27% |
$278 - $334
|
12.9K
$128K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-193- 0.47% |
$1.53K - $1.84K
|
40.7K
$403K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-330- 39.76% |
$2.62K - $3.14K
|
500
$4.95K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-512- 0.19% |
$4.07K - $4.88K
|
275K
$2.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-600- 3.98% |
$4.77K - $5.72K
|
14.5K
$143K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.32K- 2.81% |
$18.4K - $22.1K
|
80.1K
$792K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.95K- 4.42% |
$23.4K - $28.1K
|
63.8K
$631K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.1K- 22.42% |
$32.6K - $39.1K
|
14.2K
$140K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-4.6K- 28.75% |
$36.6K - $43.8K
|
11.4K
$113K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.27K- 21.86% |
$41.9K - $50.2K
|
18.8K
$186K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-8.96K- 43.33% |
$71.2K - $85.4K
|
11.7K
$116K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.47K- 13.13% |
$75.3K - $90.3K
|
62.7K
$620K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-9.64K- 37.76% |
$76.6K - $91.9K
|
15.9K
$157K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-12K- 17.19% |
$95.4K - $114K
|
57.8K
$572K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.1K- 8.41% |
$104K - $125K
|
143K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14K- 8.82% |
$112K - $134K
|
145K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-35.5K- 11.37% |
$282K - $338K
|
277K
$2.74M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.8K- 5.82% |
$300K - $360K
|
611K
$6.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-50K- 29.04% |
$398K - $476K
|
122K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-66K- 31.29% |
$525K - $629K
|
145K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-178K- 16.57% |
$1.42M - $1.7M
|
897K
$8.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-208K- 10.2% |
$1.66M - $1.98M
|
1.83M
$18.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-244K- 96.78% |
$1.94M - $2.33M
|
8.12K
$80.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-666K- 52.13% |
$5.29M - $6.35M
|
611K
$6.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-845K- 28.93% |
$6.72M - $8.05M
|
2.08M
$20.5M
|