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.
Q4 2024 vs. Q3 2024
How the institutions holding Invesco Municipal Trust changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 105 | 2 | 100 | −3 |
| Shares | 17.9M | 103.1K | 19.1M | +1.35M (+7.6%) |
| Value | $183.4M | $1.06M | $187.8M | +$5.42M (+3.0%) |
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held Invesco Municipal Trust at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Inc | 106,488 | $1.04M | 0.00% |
| Ibex Wealth Advisors | 89,129 | $874.4K | 0.10% |
| Whipplewood Advisors, LLC | 80,820 | $792.8K | 0.45% |
| Independent Advisor Alliance | 77,702 | $762.3K | 0.01% |
| Marex Group plc | 70,267 | $689.3K | 0.01% |
| Oppenheimer & Co Inc | 31,641 | $310.4K | 0.00% |
| Kingswood Wealth Advisors, LLC | 19,700 | $193.3K | 0.01% |
| XTX Topco Ltd | 17,939 | $176.0K | 0.01% |
| Nomura Holdings Inc | 16,964 | $166.4K | 0.00% |
| Concorde Asset Management, LLC | 15,794 | $154.9K | 0.08% |
| Permanent Capital Management, LP | 15,770 | $154.7K | 0.05% |
| Landscape Capital Management, L.L.C. | 15,307 | $150.2K | 0.02% |
| Atlanta Consulting Group Advisors, LLC | 12,000 | $117.7K | 0.04% |
| MAI Capital Management | 5,106 | $50.1K | 0.00% |
| Fairway Wealth LLC | 800 | $7.85K | 0.00% |
| TD Waterhouse Canada Inc. | 125 | $1.23K | 0.00% |
Sold out (19)
Institutions that held Invesco Municipal Trust at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Saba Capital Management, L.P. | 2,456,292 | $25.2M |
| CNH Partners LLC | 169,571 | $1.74M |
| Jones Financial Companies LLLP | 33,975 | $347.6K |
| Nine Masts Capital Ltd | 28,564 | $293.1K |
| Mercer Global Advisors Inc | 15,546 | $160.0K |
| Ackerman Capital Advisors, LLC | 13,325 | $136.7K |
| NCM Capital Management, LLC | 11,476 | $117.7K |
| Private Advisor Group, LLC | 10,530 | $108.0K |
| Busey Wealth Management | 10,297 | $105.6K |
| Herold Advisors, Inc. | 10,293 | $105.6K |
| Private Trust Co NA | 2,424 | $24.9K |
| Umb Bank N A | 2,361 | $24.2K |
| Mechanics Financial Corp | 1,766 | $18.1K |
| Pin Oak Investment Advisors Inc | 1,189 | $12.0K |
| Bessemer Group Inc | 1,008 | $10.0K |
| Wolverine Asset Management LLC | 704 | $7.22K |
| Livelsberger Financial Advisory | 553 | $5.67K |
| AdvisorNet Financial, Inc | 500 | $5.13K |
| Global Retirement Partners, LLC | 309 | $3.17K |
Not filed for Q4 2024 yet (2)
Institutions that held Invesco Municipal Trust at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 102,892 | $1.06M |
| Planning Capital Management Corp | 203 | $2.08K |