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Inv Vk Mun Tr (VKQ) Institutional Ownership

Inv Vk Mun Tr logo
$9.20 +0.02 (+0.22%)
As of 11:54 AM Eastern
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Institutional Ownership Changes (13F Filings) for Inv Vk Mun Tr (NYSE:VKQ)

Current
Institutional Ownership
Percentage
32.00%
Number of
Institutional Buyers
(last 12 months)
61
Total
Institutional Inflows
(last 12 months)
$31.13M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$14.54M
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VKQ Institutional Buying and Selling by Quarter

Inv Vk Mun Tr Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2025 Prospera Financial Services Inc26,000$238K0.0%+73.3%0.047%
8/6/2025 Moors & Cabot Inc.10,259$94K0.0%-11.4%0.019%
8/5/2025 Rareview Capital LLC238,154$2.18M1.4%-6.5%0.430%
8/4/2025 Wolverine Asset Management LLC8,787$80K0.0%N/A0.016%
7/31/2025 Whipplewood Advisors LLC82,639$756K0.4%+27.1%0.149%
7/29/2025 Stratos Wealth Advisors LLC198,777$1.82M0.1%-3.1%0.359%
7/24/2025 Trust Co. of Toledo NA OH4,119$38K0.0%N/A0.007%
7/17/2025 Capital Investment Advisors LLC148,638$1.36M0.0%-7.1%0.269%
7/16/2025 Dakota Wealth Management124,380$1.14M0.0%-5.4%0.225%
7/15/2025 Riverbridge Partners LLC30,542$279K0.0%+5.3%0.055%
7/7/2025 Wealth Alliance Advisory Group LLC72,716$665K0.1%+3.9%0.131%
5/16/2025Jones Financial Companies Lllp79,668$769K0.0%N/A0.144%
5/16/2025NewEdge Advisors LLC45,076$435K0.0%-7.9%0.081%
5/16/2025Concorde Asset Management LLC25,924$244K0.1%+64.1%0.047%
5/16/2025Advisors Asset Management Inc.374,512$3.61M0.1%+16.4%0.677%
5/15/2025Baird Financial Group Inc.170,571$1.65M0.0%+2.3%0.308%
5/14/2025Guggenheim Capital LLC1,164,942$11.24M0.1%+9.2%2.105%
5/14/2025NCM Capital Management LLC11,476$111K0.0%N/A0.021%
5/13/2025Elequin Capital LP6,709$65K0.0%N/A0.012%
5/13/2025Sit Investment Associates Inc.1,604,818$15.49M0.4%-8.5%2.900%
5/13/2025HighTower Advisors LLC10,000$96K0.0%-33.3%0.018%
5/12/2025Nuveen LLC32,624$315K0.0%N/A0.059%
5/12/2025Invesco Ltd.147,047$1.42M0.0%+42.8%0.266%
5/12/2025AlphaCore Capital LLC10,514$101K0.0%N/A0.019%
5/9/2025PNC Financial Services Group Inc.69,790$673K0.0%+64.1%0.126%
5/8/2025 US Bancorp DE2,700$26K0.0%N/A0.005%
5/7/2025Fiera Capital Corp534,790$5.16M0.0%-6.2%0.966%
5/7/2025LPL Financial LLC542,278$5.23M0.0%+23.6%0.980%
5/7/2025 Rareview Capital LLC254,800$2.46M1.6%-2.6%0.460%
5/6/2025Cetera Investment Advisers38,581$372K0.0%+41.5%0.070%
5/5/2025Private Advisor Group LLC14,530$140K0.0%N/A0.026%
5/2/2025 Dakota Wealth Management131,474$1.27M0.0%-28.4%0.238%
4/30/2025 Seamount Financial Group Inc.83,888$810K0.6%+2.5%0.152%
4/30/2025 Stratos Wealth Advisors LLC205,186$1.98M0.1%+1.2%0.371%
4/29/2025 Mackay Shields LLC325,107$3.14M0.1%-1.1%0.588%
4/23/2025 Tyche Wealth Partners LLC69,354$669K0.1%+30.5%0.000%
4/23/2025 Oppenheimer & Co. Inc.28,141$272K0.0%-11.1%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.49,686$479K0.0%-4.9%0.000%
4/21/2025 Riverbridge Partners LLC29,003$280K0.0%+20.5%0.000%
4/17/2025 Sowell Financial Services LLC14,000$135K0.0%N/A0.000%
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4/15/2025Ibex Wealth Advisors95,997$926K0.1%+7.7%0.000%
4/15/2025 Wealthcare Advisory Partners LLC18,907$182K0.0%+9.3%0.000%
4/14/2025 Capital Investment Advisors LLC159,988$1.54M0.0%-4.6%0.000%
4/11/2025Permanent Capital Management LP14,326$138K0.0%-9.2%0.000%
4/10/2025 Wealth Alliance Advisory Group LLC69,966$675K0.1%+5.2%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.58,450$564K0.0%-79.7%0.000%
4/8/2025Rothschild Investment LLC76,500$738K0.0%-24.6%0.000%
2/17/2025Pathstone Holdings LLC823,912$8.09M0.0%+19.4%0.000%
2/17/2025Nomura Holdings Inc.16,964$166K0.0%N/A0.000%
2/17/2025Logan Stone Capital LLC11,123$109K0.0%-95.2%0.000%
2/17/2025Cetera Investment Advisers27,261$267K0.0%-10.8%0.000%
2/17/2025Baird Financial Group Inc.166,723$1.64M0.0%+3.4%0.000%
2/17/2025Bank of America Corp DE147,180$1.44M0.0%+9.4%0.000%
2/17/2025Ameriprise Financial Inc.42,919$421K0.0%-6.1%0.000%
2/14/2025Stifel Financial Corp37,905$372K0.0%+218.4%0.000%
2/14/2025First Trust Advisors LP11,995$118K0.0%+11.3%0.000%
2/13/2025NewEdge Advisors LLC48,928$480K0.0%+3.1%0.000%
2/13/2025Guggenheim Capital LLC1,067,087$10.47M0.1%+22.5%0.000%
2/13/2025XTX Topco Ltd17,939$176K0.0%N/A0.000%
2/13/2025Rockefeller Capital Management L.P.60,376$592K0.0%-31.1%0.000%
2/13/2025Concorde Asset Management LLC15,794$155K0.1%N/A0.000%
2/13/2025Raymond James Financial Inc.106,488$1.05M0.0%N/A0.000%
2/13/2025Invesco Ltd.102,992$1.01M0.0%+150.3%0.000%
2/13/2025 Bank of Montreal Can40,107$393K0.0%+3.7%0.000%
2/13/2025Wellspring Financial Advisors LLC46,546$457K0.0%+29.1%0.000%
2/13/2025Cerity Partners LLC13,102$129K0.0%-11.6%0.000%
2/13/2025Sit Investment Associates Inc.1,754,138$17.21M0.4%-3.2%0.000%
2/13/2025Wells Fargo & Company MN230,232$2.26M0.0%-13.0%0.000%
2/13/2025Smith Moore & CO.104,983$1.03M0.1%+50.4%0.000%
2/12/2025Landscape Capital Management L.L.C.15,307$150K0.0%N/A0.000%
2/11/2025LPL Financial LLC438,904$4.31M0.0%+296.1%0.000%
2/10/2025Advisors Asset Management Inc.321,839$3.16M0.1%+87.9%0.000%
2/10/2025Atlanta Consulting Group Advisors LLC12,000$118K0.0%N/A0.000%
2/10/2025 Rareview Capital LLC261,583$2.68M2.0%+3.1%0.000%
2/10/2025 Commonwealth Equity Services LLC137,039$1.34M0.0%-4.5%0.000%
2/7/2025HighTower Advisors LLC15,000$147K0.0%-63.6%0.000%
2/7/2025Independent Advisor Alliance77,702$762K0.0%N/A0.000%
2/7/2025Permanent Capital Management LP15,770$155K0.0%N/A0.000%
2/7/2025PNC Financial Services Group Inc.42,526$417K0.0%+467.5%0.000%
2/6/2025Raymond James Financial Inc.106,488$1.05M0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.31,641$310K0.0%N/A0.000%
2/4/2025 Mackay Shields LLC328,653$3.22M0.1%-1.3%0.000%
1/31/2025Robinson Capital Management LLC1,140,860$11.19M4.5%+36.4%0.000%
1/31/2025Sanctuary Advisors LLC12,006$118K0.0%-21.5%0.000%
1/29/2025Van ECK Associates Corp413,979$4.06M0.0%+2.7%0.000%
1/28/2025 Seamount Financial Group Inc.81,858$803K0.6%+1.6%0.000%
1/27/2025 Tyche Wealth Partners LLC53,130$521K0.1%-23.4%0.000%
1/27/2025 Stratos Wealth Advisors LLC202,667$1.99M0.1%-2.4%0.000%
1/24/2025 Absolute Investment Advisers LLC63,600$624K0.1%N/A0.000%
1/23/2025Ibex Wealth Advisors89,129$874K0.1%N/A0.000%
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1/22/2025 Kingswood Wealth Advisors LLC19,700$193K0.0%N/A0.000%
1/17/2025 Avior Wealth Management LLC17,586$173K0.0%-10.5%0.000%
1/17/2025 Riverbridge Partners LLC24,065$236K0.0%-14.2%0.000%
1/17/2025 Madison Park Capital Advisors LLC41,386$406K0.3%+32.0%0.000%
1/17/2025 Dakota Wealth Management183,546$1.80M0.0%+54.7%0.000%
1/15/2025 Wealth Alliance Advisory Group LLC66,516$653K0.1%+10.2%0.000%
1/15/2025 Wealthcare Advisory Partners LLC17,294$170K0.0%-11.2%0.000%
1/15/2025Hennion & Walsh Asset Management Inc.288,078$2.83M0.1%-1.1%0.000%
1/13/2025 Capital Investment Advisors LLC167,764$1.65M0.0%-3.9%0.000%
11/15/2024Stifel Financial Corp11,905$122K0.0%-9.2%0.000%
(Data available from 1/1/2016 forward)

VKQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VKQ shares?

During the previous two years, 97 institutional investors and hedge funds held shares of Inv Vk Mun Tr. The most heavily invested institutionals were Karpus Management Inc. ($26.23M), Bramshill Investments LLC ($18.04M), Rivernorth Capital Management LLC ($16.85M), Sit Investment Associates Inc. ($15.49M), Guggenheim Capital LLC ($11.24M), Robinson Capital Management LLC ($11.19M), and UBS Group AG ($8.55M).Learn more on Inv Vk Mun Tr's institutional investors.

What percentage of Inv Vk Mun Tr's stock is owned by institutional investors?

32.00% of Inv Vk Mun Tr's stock is owned by institutional investors. Learn more on VKQ's institutional investor holdings.

Which institutional investors have been buying Inv Vk Mun Tr's stock?

Of the 86 institutional investors that purchased Inv Vk Mun Tr's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fiera Capital Corp ($1.05M), Robinson Capital Management LLC ($730.58K), Karpus Management Inc. ($628.70K), LPL Financial LLC ($431.46K), Pathstone Holdings LLC ($321.01K), Guggenheim Capital LLC ($294.11K), and Advisors Asset Management Inc. ($288.43K).

How much institutional buying is happening at Inv Vk Mun Tr?

Institutional investors have bought a total of 3,159,666 shares in the last 24 months. This purchase volume represents approximately $31.13M in transactions.

Which of Inv Vk Mun Tr's major shareholders have been selling company stock?

Of the 30 institutional investors that sold Inv Vk Mun Tr's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Logan Stone Capital LLC ($664.33K), Hennion & Walsh Asset Management Inc. ($235.38K), Sit Investment Associates Inc. ($207.50K), Dakota Wealth Management ($59.17K), Fiera Capital Corp ($48.04K), Wells Fargo & Company MN ($34.38K), and HighTower Advisors LLC ($31.22K).

How much institutional selling is happening at Inv Vk Mun Tr?

Institutional investors have sold a total of 1,484,014 shares in the last 24 months. This volume of shares sold represents approximately $14.54M in transactions.


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This page (NYSE:VKQ) was last updated on 8/8/2025 by MarketBeat.com Staff
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