Purchases and Sales Made in Q4 2024 in Invesco Municipal Trust (VKQ)
This table provides information about the institutional ownership of Invesco Municipal Trust (VKQ) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
304K+ 36.38% |
$2.9M - $3.13M
|
1.14M
$11.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
106KNew |
$1.02M - $1.1M
|
106K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
89.1KNew |
$850K - $917K
|
89.1K
$888K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
80.8KNew |
$771K - $832K
|
80.8K
$805K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
77.7KNew |
$741K - $800K
|
77.7K
$774K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
64.9K+ 54.68% |
$619K - $668K
|
184K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
63.6KNew |
$607K - $654K
|
63.6K
$633K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35K+ 467.47% |
$334K - $360K
|
42.5K
$424K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
31.6KNew |
$302K - $326K
|
31.6K
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.7KNew |
$188K - $203K
|
19.7K
$196K
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
15.8KNew |
$150K - $162K
|
15.8K
$157K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
10.9K+ 2.7% |
$104K - $112K
|
414K
$4.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
10K+ 31.97% |
$95.6K - $103K
|
41.4K
$412K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
8.77K+ 1.56% |
$83.6K - $90.2K
|
570K
$5.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
6.13K+ 10.16% |
$58.5K - $63.1K
|
66.5K
$662K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.29K+ 1.6% |
$12.3K - $13.2K
|
81.9K
$815K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
989+ 9.64% |
$9.44K - $10.2K
|
11.2K
$112K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
834+ 4.51% |
$7.96K - $8.58K
|
19.3K
$192K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
800New |
$7.63K - $8.23K
|
800
$7.97K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
161+ 0.11% |
$1.54K - $1.66K
|
144K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
154+ 1.37% |
$1.47K - $1.58K
|
11.4K
$114K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-132- 1.82% |
$1.26K - $1.36K
|
7.11K
$70.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-157- 1.25% |
$1.5K - $1.62K
|
12.4K
$123K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-400- 3.49% |
$3.82K - $4.12K
|
11K
$110K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-595- 50.0% |
$5.68K - $6.12K
|
595
$5.93K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.06K- 10.49% |
$19.7K - $21.2K
|
17.6K
$175K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.18K- 11.2% |
$20.8K - $22.4K
|
17.3K
$172K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.08K- 1.06% |
$29.4K - $31.7K
|
288K
$2.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.28K- 21.46% |
$31.3K - $33.8K
|
12K
$120K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-4K- 14.24% |
$38.1K - $41.1K
|
24.1K
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
Mackay Shields LLC
|
SELL
|
- |
-4.4K- 1.32% |
$42K - $45.3K
|
329K
$3.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.05K- 2.43% |
$48.2K - $52K
|
203K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6.23K- 91.65% |
$59.4K - $64.1K
|
567
$5.65K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6.75K- 3.87% |
$64.4K - $69.5K
|
168K
$1.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-16.2K- 23.36% |
$154K - $167K
|
53.1K
$529K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.2K- 63.61% |
$250K - $270K
|
15K
$149K
|