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.
Q3 2023 vs. Q2 2023
How the institutions holding Invesco Municipal Trust changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 82 | 76 | −6 |
| Shares | 15.0M | 15.8M | +851.4K (+5.7%) |
| Value | $141.4M | $132.2M | −$9.26M (−6.5%) |
New holders (7)
Institutions that held Invesco Municipal Trust at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisor Partners II, LLC | 118,349 | $987.0K | 0.04% |
| Walleye Capital LLC | 20,685 | $172.5K | 0.00% |
| Susquehanna International Group, LLP | 13,956 | $116.4K | 0.00% |
| Oppenheimer & Co Inc | 10,266 | $85.6K | 0.00% |
| JPMorgan Chase & Co | 905 | $7.55K | 0.00% |
| Comerica Bank | 479 | $4.00K | 0.00% |
| Geneos Wealth Management Inc. | 120 | $1.00K | 0.00% |
Sold out (13)
Institutions that held Invesco Municipal Trust at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| HighTower Advisors, LLC | 16,676 | $157.0K |
| Prospera Financial Services Inc | 16,541 | $156.0K |
| Woodline Partners LP | 15,881 | $149.8K |
| Nomura Holdings Inc | 13,500 | $127.3K |
| XML Financial, LLC | 11,880 | $112.0K |
| Cerity Partners LLC | 11,357 | $107.1K |
| Kestra Private Wealth Services, LLC | 11,000 | $103.7K |
| Financial Engines Advisors L.L.C. | 10,024 | $94.5K |
| Horan Securities, Inc. | 2,587 | $24.4K |
| Fiduciary Alliance LLC | 665 | $6.28K |
| Allworth Financial LP | 500 | $4.71K |
| Jones Financial Companies LLLP | 472 | $4.45K |
| FMR LLC | 3 | $28 |