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 2024 vs. Q1 2024
How the institutions holding Invesco Municipal Trust changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Of which not filed for Q2 2024 | Q2 2024 | Change |
|---|---|---|---|---|
| Holders | 93 | 2 | 93 | +2 |
| Shares | 18.9M | 6.62K | 19.2M | +339.6K (+1.8%) |
| Value | $183.0M | $64.2K | $191.3M | +$8.44M (+4.6%) |
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held Invesco Municipal Trust at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Mackay Shields LLC | 124,286 | $1.24M | 0.04% |
| Stratos Wealth Advisors, LLC | 110,443 | $1.10M | 0.05% |
| Absolute Investment Advisers LLC | 58,700 | $584.7K | 0.09% |
| Wealthspire Advisors, LLC | 44,285 | $441.1K | 0.01% |
| Smith, Moore & Co. | 40,242 | $400.8K | 0.04% |
| Quarry LP | 32,500 | $323.7K | 0.13% |
| Sanctuary Advisors, LLC | 15,286 | $141.5K | 0.00% |
| Permanent Capital Management, LP | 14,352 | $131.3K | 0.03% |
| Lido Advisors, LLC | 12,886 | $128.3K | 0.00% |
| NCM Capital Management, LLC | 11,476 | $114.3K | 0.06% |
| Blue Bell Private Wealth Management, LLC | 6,792 | $67.6K | 0.01% |
| Bramshill Investments, LLC | 5,620 | $56.0K | 0.01% |
| Camelot Portfolios, LLC | 2,212 | $22.0K | 0.01% |
| Global Retirement Partners, LLC | 309 | $3.08K | 0.00% |
Sold out (12)
Institutions that held Invesco Municipal Trust at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Landscape Capital Management, L.L.C. | 158,458 | $1.54M |
| Matisse Capital | 97,310 | $943.9K |
| Wolverine Asset Management LLC | 94,407 | $915.7K |
| Summit Trail Advisors, LLC | 19,088 | $185.2K |
| Beverly Hills Private Wealth, LLC | 14,713 | $142.7K |
| Atlanta Consulting Group Advisors, LLC | 14,000 | $135.8K |
| Cetera Investment Advisers | 11,919 | $115.6K |
| Sheaff Brock Investment Advisors, LLC | 11,400 | $110.6K |
| National Asset Management, Inc. | 12,550 | $104.7K |
| Modera Wealth Management, LLC | 10,068 | $97.7K |
| Financial Management Professionals, Inc. | 5,000 | $49.0K |
| Assetmark, Inc | 1 | $6 |
Not filed for Q2 2024 yet (2)
Institutions that held Invesco Municipal Trust at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Highlander Capital Management, LLC | 5,770 | $56.0K |
| FSA Wealth Management LLC | 850 | $8.24K |