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 2025 vs. Q2 2025
How the institutions holding Invesco Municipal Trust changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 99 | 95 | −4 |
| Shares | 16.9M | 16.5M | −365.7K (−2.2%) |
| Value | $154.7M | $159.5M | +$4.83M (+3.1%) |
New holders (10)
Institutions that held Invesco Municipal Trust at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Concorde Asset Management, LLC | 75,366 | $727.5K | 0.30% |
| Concurrent Investment Advisors, LLC | 42,019 | $405.5K | 0.01% |
| Wiley Bros.-Aintree Capital, LLC | 19,495 | $188.1K | 0.00% |
| Lido Advisors, LLC | 14,575 | $140.6K | 0.00% |
| Permanent Capital Management, LP | 14,352 | $138.5K | 0.03% |
| Perennial Investment Advisors, LLC | 11,040 | $106.5K | 0.01% |
| Advisory Services Network, LLC | 3,747 | $36.2K | 0.00% |
| Highline Wealth Partners LLC | 1,000 | $9.65K | 0.00% |
| IFP Advisors, Inc | 800 | $7.72K | 0.00% |
| North Star Investment Management Corp. | 341 | $3.29K | 0.00% |
Sold out (14)
Institutions that held Invesco Municipal Trust at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Pathstone Holdings, LLC | 102,391 | $936.9K |
| Rothschild Investment LLC | 74,700 | $683.5K |
| Wellspring Financial Advisors, LLC | 28,546 | $261.2K |
| Balyasny Asset Management LLC | 24,719 | $226.2K |
| HRT Financial LP | 20,627 | $188.0K |
| Elequin Capital LP | 19,460 | $178.1K |
| Atlanta Consulting Group Advisors, LLC | 12,000 | $109.8K |
| Moors & Cabot, Inc. | 10,259 | $93.9K |
| Wolverine Asset Management LLC | 8,787 | $80.4K |
| JPMorgan Chase & Co | 2,302 | $21.1K |
| Fortitude Family Office, LLC | 1,156 | $10.6K |
| Geneos Wealth Management Inc. | 687 | $6.29K |
| Livelsberger Financial Advisory | 553 | $5.06K |
| CoreCap Advisors, LLC | 297 | $2.72K |