VKQ
Invesco Municipal Trust
1W: -1.0%
1M: -9.3%
3M: -13.8%
YTD: -10.0%
1Y: -9.3%
3Y: +19.6%
5Y: -19.0%
$8.60
+0.11 (+1.30%)
Weekly Expected Move ±2.5%
$8
$8
$9
$9
$9
Institutional Ownership — VKQ
108
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
151M
Total Invested
15
New Positions
33
Increased
37
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (113 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 2,749,965 | $24M | -1,637,091 | -37.3% | 19Q | SEC ↗ |
| 2 | MORGAN STANLEY | 2,417,581 | $21M | +528,053 | +27.9% | 60Q | SEC ↗ |
| 3 | GUGGENHEIM CAPITAL LLC | 1,131,919 | $10M | +13,338 | +1.2% | 64Q | SEC ↗ |
| 4 | Hennion & Walsh Asset Management, Inc. | 940,068 | $8M | +661,027 | +236.9% | 2Q | SEC ↗ |
| 5 | UBS Group AG | 734,875 | $6M | -97,661 | -11.7% | 47Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 715,977 | $6M | +149,890 | +26.5% | 7Q | SEC ↗ |
| 7 | SIT INVESTMENT ASSOCIATES INC | 712,419 | $6M | -13,760 | -1.9% | 15Q | SEC ↗ |
| 8 | LPL Financial LLC | 537,435 | $5M | -275,855 | -33.9% | 61Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 504,066 | $4M | +42,266 | +9.2% | 65Q | SEC ↗ |
| 10 | BANK OF AMERICA CORP /DE | 497,299 | $4M | +269,249 | +118.1% | 15Q | SEC ↗ |
| 11 | NewEdge Advisors, LLC | 453,003 | $4M | +101,890 | +29.0% | 19Q | SEC ↗ |
| 12 | VAN ECK ASSOCIATES CORP | 368,154 | $3M | -81,334 | -18.1% | 15Q | SEC ↗ |
| 13 | Advisors Asset Management, Inc. | 199,809 | $2M | +360 | +0.2% | 11Q | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 168,862 | $1M | -582 | -0.3% | 23Q | SEC ↗ |
| 15 | Fiera Capital Corp | 159,850 | $1M | -6,115 | -3.7% | 2Q | SEC ↗ |
| 16 | Wealth Alliance Advisory Group, LLC | 150,429 | $1M | +30,355 | +25.3% | 35Q | SEC ↗ |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 147,332 | $1M | -2,936 | -2.0% | 35Q | SEC ↗ |
| 18 | JFS WEALTH ADVISORS, LLC | 145,451 | $1M | +185 | +0.1% | 47Q | SEC ↗ |
| 19 | Capital Investment Advisors, LLC | 142,850 | $1M | -3,000 | -2.1% | 49Q | SEC ↗ |
| 20 | Steward Partners Investment Advisory, | 140,481 | $1M | — | +0.0% | 18Q | SEC ↗ |
| 21 | Cetera Investment Advisers | 134,718 | $1M | +33,668 | +33.3% | 8Q | SEC ↗ |
| 22 | STIFEL FINANCIAL CORP | 128,947 | $1M | +6 | +0.0% | 41Q | SEC ↗ |
| 23 | Invesco Ltd. | 115,421 | $993K | -47,407 | -29.1% | 10Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 110,301 | $949K | +24,431 | +28.5% | 65Q | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 93,645 | $805K | +51,954 | +124.6% | 25Q | SEC ↗ |
| 26 | IBEX WEALTH ADVISORS | 90,101 | $775K | +875 | +1.0% | 7Q | SEC ↗ |
| 27 | Whipplewood Advisors, LLC | 87,183 | $750K | -1,544 | -1.7% | 7Q | SEC ↗ |
| 28 | SEAMOUNT FINANCIAL GROUP INC | 73,688 | $634K | — | +0.0% | 11Q | SEC ↗ |
| 29 | SMITH, MOORE & CO. | 72,406 | $623K | +828 | +1.2% | 9Q | SEC ↗ |
| 30 | AMERIPRISE FINANCIAL INC | 72,380 | $622K | +258 | +0.4% | 16Q | SEC ↗ |
| 31 | Summit Trail Advisors, LLC | 69,405 | $597K | -2,890 | -4.0% | 2Q | SEC ↗ |
| 32 | Tyche Wealth Partners LLC | 68,846 | $592K | -581 | -0.8% | 11Q | SEC ↗ |
| 33 | OPPENHEIMER & CO INC | 51,829 | $446K | +1,725 | +3.4% | 7Q | SEC ↗ |
| 34 | Stratos Wealth Partners, LTD. | 47,156 | $406K | +10,800 | +29.7% | 3Q | SEC ↗ |
| 35 | Concurrent Investment Advisors, LLC | 40,019 | $344K | -3,323 | -7.7% | 4Q | SEC ↗ |
| 36 | Cambridge Investment Research Advisors | 34,662 | $298K | -7,943 | -18.6% | 53Q | SEC ↗ |
| 37 | &PARTNERS | 33,557 | $289K | +2,238 | +7.1% | 4Q | SEC ↗ |
| 38 | Prospera Financial Services Inc | 32,821 | $282K | +1,835 | +5.9% | 6Q | SEC ↗ |
| 39 | PNC Financial Services Group, Inc. | 32,804 | $282K | — | +0.0% | 15Q | SEC ↗ |
| 40 | Nuveen, LLC | 32,624 | $281K | — | +0.0% | 6Q | SEC ↗ |
| 41 | OSAIC HOLDINGS, INC. | 31,364 | $270K | +11,177 | +55.4% | 26Q | SEC ↗ |
| 42 | MELFA WEALTH MANAGEMENT, INC. | 31,343 | $270K | -2,199 | -6.6% | 15Q | SEC ↗ |
| 43 | JANE STREET GROUP, LLC | 25,664 | $221K | +1,284 | +5.3% | 3Q | SEC ↗ |
| 44 | PFG Investments, LLC | 25,550 | $220K | -1,050 | -3.9% | 3Q | SEC ↗ |
| 45 | COHEN & STEERS, INC. | 25,000 | $215K | — | +0.0% | 8Q | SEC ↗ |
| 46 | Compass Financial Group, INC/SD | 24,349 | $209K | — | +0.0% | 15Q | SEC ↗ |
| 47 | CITADEL ADVISORS LLC NEW | 24,060 | $207K | — | +0.0% | 1Q | SEC ↗ |
| 48 | XTX Topco Ltd NEW | 23,745 | $204K | — | +0.0% | 1Q | SEC ↗ |
| 49 | HARBOUR INVESTMENTS, INC. | 22,314 | $192K | — | +0.0% | 2Q | SEC ↗ |
| 50 | Worth Asset Management, LLC NEW | 21,087 | $181K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 24,060 | $207K |
| XTX Topco Ltd | 23,745 | $204K |
| Worth Asset Management, LLC | 21,087 | $181K |
| ROTHSCHILD INVESTMENT LLC | 20,000 | $172K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 13,882 | $119K |
| ENVESTNET ASSET MANAGEMENT INC | 13,857 | $119K |
| ACCREDITED INVESTOR SERVICES, LLC | 12,569 | $108K |
| Merit Financial Group, LLC | 11,080 | $95K |
| Mariner, LLC | 10,397 | $89K |
| MERCER GLOBAL ADVISORS INC /ADV | 9,164 | $79K |
| Global Retirement Partners, LLC | 7,410 | $64K |
| Aberdeen Wealth Management LLC | 4,558 | $39K |
| IFG Advisory, LLC | 2,977 | $26K |
| Chung Wu Investment Group, LLC | 2,000 | $17K |
| JPMORGAN CHASE & CO | 1,400 | $12K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MACKAY SHIELDS LLC | 208,814 | $2M |
| ROBINSON CAPITAL MANAGEMENT, LLC | 124,983 | $1M |
| Rareview Capital LLC | 96,145 | $827K |
| Stratos Wealth Advisors, LLC | 88,727 | $763K |
| Bank of New York Mellon Corp | 81,874 | $704K |
| StoneX Group Inc. | 72,627 | $625K |
| Concorde Asset Management, LLC | 63,972 | $550K |
| Independent Advisor Alliance | 42,550 | $366K |
| GOLDMAN SACHS GROUP INC | 16,836 | $145K |
| Sowell Financial Services LLC | 14,000 | $120K |
| Kestra Advisory Services, LLC | 11,592 | $100K |
| Wealthspire Advisors, LLC | 11,500 | $99K |
| NCM Capital Management, LLC | 11,476 | $99K |
| FIRST TRUST ADVISORS LP | 11,390 | $98K |
| Financial Engines Advisors L.L.C. | 10,998 | $95K |
| MAI Capital Management | 5,106 | $44K |
| Advisory Services Network, LLC | 3,647 | $31K |
| Camelot Portfolios, LLC | 2,212 | $19K |
| PIN OAK INVESTMENT ADVISORS INC | 1,189 | $10K |
| Allworth Financial LP | 850 | $7K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Hennion & Walsh Asset Management, I | +661,027 | +236.9% | 940,068 |
| MORGAN STANLEY | +528,053 | +27.9% | 2,417,581 |
| BANK OF AMERICA CORP /DE | +269,249 | +118.1% | 497,299 |
| RAYMOND JAMES FINANCIAL INC | +149,890 | +26.5% | 715,977 |
| NewEdge Advisors, LLC | +101,890 | +29.0% | 453,003 |
| Rockefeller Capital Management L.P. | +51,954 | +124.6% | 93,645 |
| WELLS FARGO & COMPANY/MN | +42,266 | +9.2% | 504,066 |
| Cetera Investment Advisers | +33,668 | +33.3% | 134,718 |
| Wealth Alliance Advisory Group, LLC | +30,355 | +25.3% | 150,429 |
| ROYAL BANK OF CANADA | +24,431 | +28.5% | 110,301 |
| GUGGENHEIM CAPITAL LLC | +13,338 | +1.2% | 1,131,919 |
| OSAIC HOLDINGS, INC. | +11,177 | +55.4% | 31,364 |
| Stratos Wealth Partners, LTD. | +10,800 | +29.7% | 47,156 |
| Penserra Capital Management LLC | +2,964 | +200.0% | 4,446 |
| CHOREO, LLC | +2,429 | +14.5% | 19,163 |
| &PARTNERS | +2,238 | +7.1% | 33,557 |
| Prospera Financial Services Inc | +1,835 | +5.9% | 32,821 |
| OPPENHEIMER & CO INC | +1,725 | +3.4% | 51,829 |
| CoreCap Advisors, LLC | +1,700 | +572.4% | 1,997 |
| JANE STREET GROUP, LLC | +1,284 | +5.3% | 25,664 |