Invesco Municipal Trust
VKQ- Exchange
- NYSE
- SEC CIK
- 0000877463
In the last 90 days, Invesco Municipal Trust insiders filed 0 open-market purchases and 1 sale; 92 institutions reported holding it in 13F filings for Q2 2026, worth $151.5M in total; no superinvestor holds it.
Q2 2023 vs. Q1 2023
How the institutions holding Invesco Municipal Trust changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 81 | 82 | +1 |
| Shares | 14.5M | 15.0M | +438.3K (+3.0%) |
| Value | $144.4M | $141.4M | −$2.93M (−2.0%) |
New holders (12)
Institutions that held Invesco Municipal Trust at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Merit Financial Group, LLC | 30,347 | $286.2K | 0.01% |
| Bank of New York Mellon Corp | 27,495 | $259.3K | 0.00% |
| Virtu Financial LLC | 17,815 | $168.0K | 0.01% |
| Wealthcare Advisory Partners LLC | 12,875 | $121.4K | 0.01% |
| Cerity Partners LLC | 11,357 | $107.1K | 0.00% |
| Moors & Cabot, Inc. | 10,779 | $101.6K | 0.01% |
| Financial Engines Advisors L.L.C. | 10,024 | $94.5K | 0.00% |
| Compass Wealth Management LLC | 7,721 | $72.8K | 0.02% |
| Wolverine Asset Management LLC | 3,250 | $30.6K | 0.00% |
| Fiduciary Alliance LLC | 665 | $6.28K | 0.00% |
| Jones Financial Companies LLLP | 472 | $4.45K | 0.00% |
| FMR LLC | 3 | $28 | 0.00% |
Sold out (11)
Institutions that held Invesco Municipal Trust at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Smith, Moore & Co. | 89,756 | $890.4K |
| Invesco Ltd. | 35,474 | $351.9K |
| Financial Advocates Investment Management | 30,336 | $300.9K |
| Edge Capital Group, LLC | 26,667 | $264.5K |
| Pinnacle Bancorp, Inc. | 15,500 | $153.8K |
| JPMorgan Chase & Co | 11,147 | $111.0K |
| Perkins Coie Trust Co | 4,200 | $41.7K |
| Caldwell Trust Co | 4,000 | $39.7K |
| M&R Capital Management Inc | 1,969 | $19.5K |
| Bartlett & Co. LLC | 664 | $7.00K |
| Bartlett & Co. Wealth Management LLC | 664 | $6.58K |