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 2025 vs. Q1 2025
How the institutions holding Invesco Municipal Trust changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 99 | 2 | 99 | +2 |
| Shares | 18.1M | 40.3K | 16.9M | −1.13M (−6.3%) |
| Value | $174.7M | $382.7K | $154.7M | −$19.6M (−11.2%) |
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held Invesco Municipal Trust at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| StoneX Group Inc. | 54,180 | $495.7K | 0.02% |
| Balyasny Asset Management LLC | 24,719 | $226.2K | 0.00% |
| HRT Financial LP | 20,627 | $188.0K | 0.00% |
| Kestra Advisory Services, LLC | 11,190 | $102.4K | 0.00% |
| Wolverine Asset Management LLC | 8,787 | $80.4K | 0.00% |
| Trust Co of Toledo NA | 4,119 | $37.7K | 0.00% |
| Pin Oak Investment Advisors Inc | 1,189 | $11.0K | 0.01% |
| Geneos Wealth Management Inc. | 687 | $6.29K | 0.00% |
| Livelsberger Financial Advisory | 553 | $5.06K | 0.10% |
| WPG Advisers, LLC | 57 | $522 | 0.00% |
| Comerica Bank | 9 | $80 | 0.00% |
Sold out (9)
Institutions that held Invesco Municipal Trust at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Simon Quick Advisors, LLC | 19,972 | $192.7K |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,586 | $160.1K |
| Lido Advisors, LLC | 15,975 | $154.2K |
| Private Advisor Group, LLC | 14,530 | $140.2K |
| Bokf, NA | 4,000 | $38.6K |
| US Bancorp | 2,700 | $26.1K |
| Jones Financial Companies LLLP | 1,285 | $12.4K |
| Northwestern Mutual Wealth Management Co | 1,103 | $10.6K |
| CWM, LLC | 136 | $1.00K |
Not filed for Q2 2025 yet (2)
Institutions that held Invesco Municipal Trust at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Concorde Asset Management, LLC | 25,924 | $244.5K |
| Permanent Capital Management, LP | 14,326 | $138.2K |