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Invesco Municipal Trust (VKQ) Institutional Ownership

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$9.49
+0.09 (+0.96%)
(As of 05/3/2024 08:53 PM ET)
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Institutional Ownership Changes (13F Filings) for Invesco Municipal Trust (NYSE:VKQ)

Current
Institutional Ownership
Percentage
32.00%
Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$29.05M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$20.16M
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VKQ Institutional Buying and Selling by Quarter

Invesco Municipal Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 Matisse Capital97,310$944K0.5%N/A0.176%
4/30/2024 Van ECK Associates Corp441,667$4.28M0.0%+5.5%0.798%
4/30/2024Commonwealth Equity Services LLC114,605$1.11M0.0%+6.9%0.207%
4/26/2024 Riverbridge Partners LLC56,959$553K0.0%-1.9%0.103%
4/23/2024 Summit Trail Advisors LLC19,088$185K0.0%-11.0%0.034%
4/17/2024 Hennion & Walsh Asset Management Inc.294,349$2.86M0.2%+7.1%0.532%
4/16/2024 Financial Management Professionals Inc.5,000$49K0.0%N/A0.009%
3/27/2024Nomura Holdings Inc.10,622$101K0.0%N/A0.019%
2/26/2024Virtu Financial LLC20,109$192K0.0%+87.7%0.036%
2/13/2024Karpus Management Inc.2,075,253$19.78M0.6%-28.9%3.750%
2/13/2024Aristides Capital LLC22,300$213K0.1%N/A0.040%
2/13/2024 Wellspring Financial Advisors LLC36,046$344K0.0%N/A0.065%
2/12/2024Catalytic Wealth RIA LLC29,296$279K0.1%N/A0.053%
2/12/2024Weiss Asset Management LP18,400$175K0.0%N/A0.033%
2/9/2024UBS Group AG896,700$8.55M0.0%-16.6%1.620%
2/8/2024Sheaff Brock Investment Advisors LLC11,400$109K0.0%-28.8%0.021%
2/8/2024Robinson Capital Management LLC514,960$4.90M1.7%+76.2%0.931%
2/8/2024 Fiera Capital Corp1,053,119$10.04M0.0%N/A1.903%
2/7/2024 JFS Wealth Advisors LLC8,118$77K0.0%-96.8%0.015%
2/6/2024 Summit Trail Advisors LLC21,455$204K0.0%N/A0.039%
2/5/2024 Van ECK Associates Corp418,765$3.99M0.0%+14.6%0.757%
2/2/2024Herold Advisors Inc.10,293$98K0.0%N/A0.019%
2/2/2024 Madison Park Capital Advisors LLC16,300$155K0.1%N/A0.029%
2/1/2024Wolverine Asset Management LLC44,877$428K0.0%+155.0%0.081%
1/30/2024 Tyche Wealth Partners LLC75,109$716K0.2%N/A0.136%
1/18/2024 Relyea Zuckerberg Hanson LLC14,539$139K0.0%N/A0.026%
1/16/2024 Simon Quick Advisors LLC22,781$217K0.0%N/A0.041%
1/16/2024 Raymond James Financial Services Advisors Inc.14,185$135K0.0%-22.4%0.026%
1/16/2024 Raymond James & Associates80,112$763K0.0%-2.8%0.145%
1/11/2024 Wealth Alliance Advisory Group LLC57,806$551K0.1%-17.2%0.104%
1/5/2024 Capital Investment Advisors LLC159,001$1.52M0.0%+5.0%0.287%
12/1/2023B. Riley Wealth Advisors Inc.12,550$105K0.0%-17.7%0.023%
11/14/2023AQR Arbitrage LLC383,742$3.20M0.1%+78.2%0.693%
11/14/2023Robinson Capital Management LLC292,289$2.45M1.1%+46.9%0.528%
11/13/2023Bramshill Investments LLC2,163,163$18.04M2.1%+14.6%3.909%
11/13/2023Wolverine Asset Management LLC17,602$147K0.0%+441.6%0.032%
11/13/2023PNC Financial Services Group Inc.10,494$88K0.0%-35.0%0.019%
11/9/2023Karpus Management Inc.2,920,164$24.35M0.8%-2.8%5.277%
11/9/2023UBS Group AG1,074,811$8.96M0.0%-3.9%1.942%
11/8/2023Sheaff Brock Investment Advisors LLC16,000$133K0.0%-20.0%0.029%
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11/8/2023 Van ECK Associates Corp365,395$3.05M0.0%-2.4%0.660%
11/8/2023Landscape Capital Management L.L.C.34,339$286K0.0%+44.9%0.062%
11/8/2023Oppenheimer & Co. Inc.10,266$86K0.0%N/A0.019%
11/2/2023 JFS Wealth Advisors LLC252,271$2.10M0.2%-0.7%0.456%
10/30/2023 Melfa Wealth Management LLC31,158$260K0.3%-12.3%0.056%
10/27/2023 Hennion & Walsh Asset Management Inc.275,261$2.30M0.1%+22.4%0.497%
10/26/2023Advisor Partners II LLC118,349$987K0.0%N/A0.214%
10/24/2023 Raymond James & Associates82,430$687K0.0%+54.2%0.149%
10/23/2023Commonwealth Equity Services LLC93,806$782K0.0%+33.0%0.170%
10/16/2023 Riverbridge Partners LLC57,493$479K0.0%+8.1%0.104%
10/16/2023 Capital Investment Advisors LLC151,406$1.26M0.0%+13.7%0.274%
10/10/2023 Wealth Alliance Advisory Group LLC69,806$582K0.2%+25.0%0.126%
8/15/2023Rivernorth Capital Management LLC790,303$7.45M0.4%+40.4%1.428%
8/11/2023Karpus Management Inc.3,003,817$28.33M0.9%-0.5%5.428%
8/11/2023Landscape Capital Management L.L.C.23,697$223K0.0%+57.2%0.043%
8/11/2023Financial Engines Advisors L.L.C.10,024$95K0.0%N/A0.018%
8/11/2023Guggenheim Capital LLC740,343$6.98M0.1%-3.7%1.338%
8/10/2023 Private Advisor Group LLC12,460$117K0.0%-15.9%0.023%
8/10/2023Moors & Cabot Inc.10,779$102K0.0%N/A0.019%
8/10/2023Sit Investment Associates Inc.2,140,920$20.19M0.5%+6.0%3.869%
8/9/2023Robinson Capital Management LLC198,944$1.89M0.8%+5.7%0.359%
8/8/2023Prospera Financial Services Inc16,541$156K0.0%-6.6%0.030%
8/7/2023Wolverine Asset Management LLC3,250$31K0.0%N/A0.006%
8/3/2023 Van ECK Associates Corp374,479$3.53M0.0%+4.8%0.677%
8/1/2023Merit Financial Group LLC30,347$286K0.0%N/A0.055%
7/31/2023LPL Financial LLC181,200$1.71M0.0%+13.7%0.327%
7/27/2023Virtu Financial LLC17,815$168K0.0%N/A0.032%
7/27/2023 Compass Wealth Management LLC7,721$73K0.0%N/A0.014%
7/26/2023 Riverbridge Partners LLC53,207$502K0.0%-7.9%0.096%
7/25/2023 Raymond James Financial Services Advisors Inc.17,296$163K0.0%-7.7%0.031%
7/25/2023 Raymond James & Associates53,473$504K0.0%-43.7%0.097%
7/17/2023 Wealthcare Advisory Partners LLC12,875$121K0.0%N/A0.023%
7/13/2023 Wealth Alliance Advisory Group LLC55,856$527K0.2%-17.7%0.101%
7/13/2023 Cambridge Investment Research Advisors Inc.43,534$411K0.0%+25.5%0.079%
7/11/2023 Capital Investment Advisors LLC133,176$1.26M0.0%+10.4%0.241%
5/11/2023Karpus Management Inc.3,018,274$29.94M0.9%-0.7%5.454%
5/11/2023Bramshill Investments LLC1,743,086$17.29M2.1%-1.3%3.150%
5/11/2023BOKF NA43,500$432K0.0%-4.4%0.079%
5/11/2023Guggenheim Capital LLC768,492$7.62M0.1%-39.8%1.389%
5/10/2023Landscape Capital Management L.L.C.15,074$150K0.0%-29.5%0.027%
5/4/2023Edge Capital Group LLC26,667$265K0.0%+22.7%0.048%
5/4/2023Beverly Hills Private Wealth LLC14,417$143K0.0%N/A0.026%
5/3/2023 Van ECK Associates Corp357,495$3.55M0.0%+17.3%0.646%
4/20/2023 Hennion & Walsh Asset Management Inc.74,841$742K0.0%N/A0.135%
4/20/2023 Institute for Wealth Management LLC.15,400$153K0.0%N/A0.028%
4/14/2023 Raymond James Financial Services Advisors Inc.18,738$186K0.0%-20.0%0.034%
4/14/2023 Raymond James & Associates94,907$941K0.0%+8.1%0.171%
4/10/2023 Capital Investment Advisors LLC120,676$1.20M0.0%+23.4%0.218%
3/15/2023B. Riley Wealth Advisors Inc.15,250$151K0.0%+21.5%0.028%
3/6/2023Rockefeller Capital Management L.P.58,057$574K0.0%+34.8%0.105%
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One company holds a near-total monopoly on it.
2/13/2023Smith Moore & CO.81,714$809K0.1%+2.1%0.148%
2/10/2023CoreCap Advisors LLC5,554$55K0.0%N/A0.010%
2/10/2023XML Financial LLC11,880$118K0.0%-7.9%0.021%
2/10/2023Sit Investment Associates Inc.1,905,863$18.87M0.5%+22.2%3.444%
2/9/2023Landscape Capital Management L.L.C.21,371$212K0.0%-38.6%0.039%
2/9/2023HighTower Advisors LLC109,296$1.08M0.0%+163.5%0.197%
2/8/2023 Raymond James & Associates87,792$869K0.0%+15.6%0.159%
2/8/2023UBS Group AG1,210,143$11.98M0.0%-8.2%2.187%
2/8/2023Prospera Financial Services Inc22,694$225K0.0%+68.8%0.041%
2/8/2023 Cambridge Investment Research Advisors Inc.32,936$326K0.0%+7.2%0.060%
(Data available from 1/1/2016 forward)

VKQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VKQ shares?

During the previous two years, 83 institutional investors and hedge funds held shares of Invesco Municipal Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($20.19M), Karpus Management Inc. ($19.78M), Bramshill Investments LLC ($18.04M), Fiera Capital Corp ($10.04M), UBS Group AG ($8.55M), Rivernorth Capital Management LLC ($7.45M), and Guggenheim Capital LLC ($6.98M).Learn more on VKQ's institutional investors.

What percentage of Invesco Municipal Trust stock is owned by institutional investors?

32.00% of Invesco Municipal Trust stock is owned by institutional investors. Learn more on VKQ's institutional investor holdings.

Which institutional investors have been buying Invesco Municipal Trust stock?

Of the 69 institutional investors that purchased Invesco Municipal Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fiera Capital Corp ($1.05M), Karpus Management Inc. ($932.25K), Bramshill Investments LLC ($875.49K), Rivernorth Capital Management LLC ($679.46K), Sit Investment Associates Inc. ($477.22K), Robinson Capital Management LLC ($374.45K), and JFS Wealth Advisors LLC ($244.38K).

How much institutional buying is happening at Invesco Municipal Trust?

Institutional investors have bought a total of 6,995,571 shares in the last 24 months. This purchase volume represents approximately $68.55M in transactions.

Which Invesco Municipal Trust major shareholders have been selling company stock?

Of the 36 institutional investors that sold Invesco Municipal Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Karpus Management Inc. ($1.25M), Bramshill Investments LLC ($724.62K), Guggenheim Capital LLC ($578.37K), JFS Wealth Advisors LLC ($571.77K), UBS Group AG ($329.64K), Van ECK Associates Corp ($59.85K), and Raymond James & Associates ($43.75K).

How much institutional selling is happening at Invesco Municipal Trust?

Institutional investors have sold a total of 3,801,442 shares in the last 24 months. This volume of shares sold represents approximately $37.85M in transactions.


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This page (NYSE:VKQ) was last updated on 5/6/2024 by MarketBeat.com Staff

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