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Invesco Municipal Trust

VKQ
Exchange
NYSE
SEC CIK
0000877463

No open-market purchases or sales by Invesco Municipal Trust insiders were filed in the last 90 days; 92 institutions reported holding it in 13F filings for Q2 2026, worth $151.5M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Invesco Municipal Trust as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
83
No complete 13F data for Q4 2020
Shares held
10.0M
No complete 13F data for Q4 2020
Total value
$132.2M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting VKQ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 83 institutions
Q1 2021: 83 institutionsQ2 2021: 84 institutionsQ3 2021: 78 institutionsQ4 2021: 76 institutionsQ1 2022: 90 institutionsQ2 2022: 94 institutionsQ3 2022: 90 institutionsQ4 2022: 93 institutionsQ1 2023: 81 institutionsQ2 2023: 82 institutionsQ3 2023: 76 institutionsQ4 2023: 99 institutionsQ1 2024: 93 institutionsQ2 2024: 93 institutionsQ3 2024: 105 institutionsQ4 2024: 100 institutionsQ1 2025: 99 institutionsQ2 2025: 99 institutionsQ3 2025: 95 institutionsQ4 2025: 90 institutionsQ1 2026: 93 institutionsQ2 2026: 92 institutions
Value heldQ1 2021: $132.2M
Q1 2021: $132.2MQ2 2021: $140.1MQ3 2021: $130.9MQ4 2021: $129.3MQ1 2022: $117.2MQ2 2022: $120.5MQ3 2022: $117.3MQ4 2022: $142.9MQ1 2023: $144.4MQ2 2023: $141.4MQ3 2023: $132.2MQ4 2023: $172.5MQ1 2024: $183.0MQ2 2024: $191.3MQ3 2024: $183.4MQ4 2024: $187.8MQ1 2025: $174.7MQ2 2025: $154.7MQ3 2025: $159.5MQ4 2025: $167.2MQ1 2026: $151.1MQ2 2026: $151.5M
Institutions holding VKQ and their total value by quarter
QuarterHoldersValue
Q2 202692$151.5M
Q1 202693$151.1M
Q4 202590$167.2M
Q3 202595$159.5M
Q2 202599$154.7M
Q1 202599$174.7M
Q4 2024100$187.8M
Q3 2024105$183.4M
Q2 202493$191.3M
Q1 202493$183.0M
Q4 202399$172.5M
Q3 202376$132.2M
Q2 202382$141.4M
Q1 202381$144.4M
Q4 202293$142.9M
Q3 202290$117.3M
Q2 202294$120.5M
Q1 202290$117.2M
Q4 202176$129.3M
Q3 202178$130.9M
Q2 202184$140.1M
Q1 202183$132.2M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Invesco Municipal Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding VKQ in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Panagora Asset Management Inc128$2.00K0.00%––
Jacobi Capital Management LLC156$2.00K0.00%––
American Portfolios Advisors400$5.28K0.00%––
Bartlett & Co. Wealth Management LLC664$8.76K0.00%––
Bartlett & Co. LLC664$9.00K0.00%––
Selective Wealth Management, Inc.741$10.0K0.01%––
Steward Partners Investment Advisory, LLC800$10.6K0.00%––
Atlas Private Wealth Management941$12.0K0.01%––
Citigroup Inc1,000$13.0K0.00%––
Prestige Wealth Management Group LLC1,843$24.0K0.01%––
AdvisorNet Financial, Inc2,000$26.0K0.00%––
Pacitti Group Inc.2,100$27.0K0.02%––
CoreFirst Bank & Trust2,200$29.0K0.02%––
Pin Oak Investment Advisors Inc2,379$31.0K0.03%––
US Bancorp2,392$32.0K0.00%––
Newbridge Financial Services Group, Inc.2,406$32.0K0.02%––
Horan Securities, Inc.2,587$34.0K0.03%––
Fifth Third Bancorp5,522$73.0K0.00%––
Highlander Capital Management, LLC5,770$76.0K0.04%––
Tradewinds Capital Management, LLC5,988$79.0K0.02%––
Barrett Asset Management, LLC7,555$100.0K0.00%––
Spire Wealth Management7,743$102.0K0.00%––
Seelaus Asset Management LLC10,816$143.0K0.09%––
Prospera Financial Services Inc11,100$147.0K0.01%––
Washington Trust Co11,300$149.0K0.00%––
Equitable Holdings, Inc.11,277$149.0K0.00%––
Bremer Bank National Association11,453$151.0K0.03%––
Harbour Investments, Inc.11,582$153.0K0.01%––
Hollencrest Capital Management11,920$157.0K0.01%––
Kestra Advisory Services, LLC11,887$157.0K0.00%––
Kalos Management, Inc.13,550$184.0K0.06%––
Truist Financial Corp14,500$192.0K0.00%––
Cohen & Steers, Inc.14,795$195.0K0.00%––
Northwestern Mutual Wealth Management Co14,861$196.0K0.00%––
Sunbelt Securities, Inc.15,333$202.0K0.04%––
Meristem Family Wealth, LLC15,600$206.0K0.04%––
Ramiah Investment Group15,674$206.9K0.16%––
Raymond James Financial Services Advisors, Inc.16,685$220.0K0.00%––
B. Riley Wealth Management, Inc.17,535$231.0K0.03%––
Rockefeller Capital Management L.P.18,157$239.0K0.00%––
Stifel Financial Corp19,727$260.0K0.00%––
Old North State Trust, LLC20,000$264.0K0.21%––
HighTower Advisors, LLC19,968$265.0K0.00%––
LPL Financial LLC20,508$271.0K0.00%––
Wealth Alliance Advisory Group, LLC22,000$290.0K0.15%––
Sheaff Brock Investment Advisors, LLC22,678$299.0K0.03%––
Cambridge Investment Research Advisors, Inc.22,783$301.0K0.00%––
Baird Financial Group, Inc.23,620$312.0K0.00%––
Penbrook Management LLC30,000$396.0K0.28%––
Mid Atlantic Financial Management Inc30,450$402.0K0.03%––
The PNC Financial Services Group, Inc.36,894$487.0K0.00%––
Bokf, NA38,000$502.0K0.01%––
Golden Green, Inc.39,660$524.0K0.45%––
Edge Capital Group, LLC40,000$528.0K0.04%––
Financial Advocates Investment Management40,946$540.0K0.04%––
City of London Investment Management Co Ltd45,000$595.0K0.03%––
Powell Investment Advisors, LLC48,453$640.0K0.42%––
Wealthcare Advisory Partners LLC49,215$650.0K0.05%––
Mackay Shields LLC49,295$651.0K0.00%––
6 Meridian57,826$763.0K0.07%––
Capital Investment Advisors, LLC59,185$781.0K0.03%––
First Trust Advisors LP63,262$835.0K0.00%––
Smith, Moore & Co.64,628$853.0K0.14%––
Advisor Group Holdings, Inc.65,430$863.0K0.00%––
Commonwealth Equity Services, LLC73,004$963.0K0.00%––
Busey Wealth Management77,266$1.02M0.05%––
Raymond James & Associates78,544$1.04M0.00%––
Benjamin F. Edwards & Company, Inc.91,737$1.21M0.07%––
Ibex Wealth Advisors121,739$1.61M0.40%––
Ameriprise Financial Inc126,366$1.67M0.00%––
Royal Bank of Canada131,570$1.74M0.00%––
Invesco Ltd.135,104$1.78M0.00%––
Bank of America Corp206,165$2.72M0.00%––
Van Eck Associates Corp238,922$3.15M0.01%––
Rivernorth Capital Management, LLC303,262$4.00M0.24%––
JFS Wealth Advisors, LLC326,422$4.31M0.88%––
Wells Fargo & Company451,909$5.96M0.00%––
Parametric Portfolio Associates LLC537,089$7.09M0.00%––
Morgan Stanley558,172$7.37M0.00%––
Sit Investment Associates Inc746,713$9.86M0.26%––
UBS Group AG1,044,467$13.8M0.01%––
Guggenheim Capital LLC1,506,681$19.9M0.13%––
Bramshill Investments, LLC2,025,185$26.7M1.69%––