NYSE:VKQ

Invesco Municipal Trust Institutional Ownership

$13.38

-0.04 (-0.30 %)

(As of 05/13/2021 12:00 AM ET)

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Today's Range

$13.37

▼

$13.46

50-Day Range

$13.01

▼

$13.64

52-Week Range

$11.16

▼

$13.66

Volume99,948 shs

Average Volume107,849 shs

Market Capitalization$740.18 million

P/E RatioN/A

Dividend Yield4.55%

Beta0.21

Institutional Ownership Changes (13F Filings) for Invesco Municipal Trust (NYSE:VKQ)

Institutional Buying and Selling by Quarter

Invesco Municipal Trust (NYSE VKQ) Institutional Buying and Selling

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/13/2021	Guggenheim Capital LLC	1,506,681	$19.89M	0.1%	+2.3%	2.724%
5/13/2021	Van ECK Associates Corp	238,922	$3.15M	0.0%	-4.1%	0.432%
5/13/2021	Sit Investment Associates Inc.	746,713	$9.86M	0.3%	-22.9%	1.350%
5/12/2021	Meristem Family Wealth LLC	15,600	$0.21M	0.0%	N/A	0.028%
5/12/2021	UBS Group AG	1,044,467	$13.79M	0.0%	+13.5%	1.888%
5/11/2021	Mid Atlantic Financial Management Inc. ADV	30,450	$0.40M	0.0%	+23.5%	0.055%
5/11/2021	Sheaff Brock Investment Advisors LLC	20,000	$0.26M	0.0%	-11.7%	0.036%
5/10/2021	Financial Advocates Investment Management	40,946	$0.54M	0.0%	-1.8%	0.074%
5/10/2021	Kestra Advisory Services LLC	11,887	$0.16M	0.0%	-67.9%	0.021%
5/7/2021	Cambridge Investment Research Advisors Inc.	22,783	$0.30M	0.0%	-8.1%	0.041%

5/7/2021	The PNC Financial Services Group Inc.	36,894	$0.49M	0.0%	+8.7%	0.067%
5/6/2021	Penbrook Management LLC	30,000	$0.40M	0.3%	-21.1%	0.054%
5/5/2021	Penbrook Management LLC	30,000	$0.40M	0.3%	-21.1%	0.054%
5/5/2021	Ibex Wealth Advisors	121,739	$1.61M	0.4%	-4.7%	0.220%
5/4/2021	Commonwealth Equity Services LLC	73,004	$0.96M	0.0%	+37.0%	0.132%
4/30/2021	Wealthcare Advisory Partners LLC	49,215	$0.65M	0.0%	+42.3%	0.089%
4/28/2021	US Bancorp DE	2,392	$32K	0.0%	+290.8%	0.004%
4/28/2021	JFS Wealth Advisors LLC	326,422	$4.31M	0.9%	+12.6%	0.590%
4/27/2021	Capital Investment Advisors LLC	59,185	$0.78M	0.0%	+40.0%	0.107%
4/26/2021	Seelaus Asset Management LLC	10,816	$0.14M	0.1%	-30.6%	0.020%
4/22/2021	6 Meridian	57,826	$0.76M	0.1%	N/A	0.105%
4/13/2021	Golden Green Inc.	39,660	$0.52M	0.5%	-24.7%	0.072%
2/18/2021	Truist Financial Corp	14,500	$0.19M	0.0%	+22.6%	0.026%
2/16/2021	Morgan Stanley	549,947	$7.05M	0.0%	-2.0%	0.994%
2/16/2021	Smith Moore & CO.	60,112	$0.77M	0.1%	+1.6%	0.109%
2/16/2021	Guggenheim Capital LLC	1,472,877	$18.88M	0.1%	+0.5%	2.662%
2/12/2021	Raymond James Financial Services Advisors Inc.	13,282	$0.17M	0.0%	-5.9%	0.024%
2/12/2021	LPL Financial LLC	18,068	$0.23M	0.0%	-36.1%	0.033%
2/12/2021	Financial Advocates Investment Management	41,699	$0.54M	0.0%	-20.5%	0.075%
2/12/2021	Prospera Financial Services Inc	11,787	$0.15M	0.0%	+1,615.7%	0.021%
2/11/2021	B. Riley Wealth Management Inc.	17,535	$0.23M	0.0%	-17.1%	0.032%
2/11/2021	Baird Financial Group Inc.	22,890	$0.29M	0.0%	N/A	0.041%
2/11/2021	RMB Capital Management LLC	10,973	$0.14M	0.0%	N/A	0.020%
2/9/2021	Wells Fargo & Company MN	433,234	$5.55M	0.0%	-19.0%	0.783%
2/9/2021	Van ECK Associates Corp	249,062	$3.19M	0.0%	-5.0%	0.450%
2/9/2021	Sunbelt Securities Inc.	15,333	$0.20M	0.0%	N/A	0.028%
2/8/2021	Seelaus Asset Management LLC	15,593	$0.20M	0.1%	N/A	0.028%
2/2/2021	First Trust Advisors LP	51,550	$0.66M	0.0%	+7.3%	0.093%
2/1/2021	JFS Wealth Advisors LLC	289,886	$3.72M	0.8%	+0.6%	0.524%
2/1/2021	Ackerman Capital Advisors LLC	20,552	$0.26M	0.1%	N/A	0.037%
1/28/2021	Robinson Capital Management LLC	62,451	$0.80M	0.4%	N/A	0.113%
1/27/2021	Penbrook Management LLC	38,000	$0.49M	0.3%	+26.7%	0.069%
1/25/2021	Golden Green Inc.	52,665	$0.68M	0.6%	N/A	0.095%
1/22/2021	Ibex Wealth Advisors	127,693	$1.64M	0.4%	+15.1%	0.231%
1/21/2021	Capital Investment Advisors LLC	42,285	$0.54M	0.0%	+2.2%	0.076%
1/20/2021	Kestra Advisory Services LLC	37,002	$0.47M	0.0%	+254.0%	0.067%
1/20/2021	Busey Wealth Management	76,571	$0.98M	0.1%	-2.5%	0.138%
12/4/2020	Van ECK Associates Corp	262,293	$3.15M	0.0%	+7.3%	0.000%
11/17/2020	Fortis Group Advisors LLC	37,772	$0.45M	0.1%	N/A	0.000%
11/16/2020	Rivernorth Capital Management LLC	437,051	$5.25M	0.3%	-12.9%	0.000%
11/13/2020	Morgan Stanley	561,390	$6.74M	0.0%	+2.2%	0.000%
11/13/2020	Truist Financial Corp	11,825	$0.14M	0.0%	+9.2%	0.000%
11/13/2020	Cetera Advisor Networks LLC	23,362	$0.28M	0.0%	-4.8%	0.000%
11/13/2020	Guggenheim Capital LLC	1,465,454	$17.60M	0.1%	+2.3%	0.000%
11/12/2020	Kestra Advisory Services LLC	10,453	$0.13M	0.0%	N/A	0.000%
11/5/2020	WASHINGTON TRUST Co	11,300	$0.14M	0.0%	N/A	0.000%
11/5/2020	First Trust Advisors LP	48,045	$0.58M	0.0%	+6.7%	0.000%
11/5/2020	Wells Fargo & Company MN	534,611	$6.42M	0.0%	+4.8%	0.000%
11/4/2020	Financial Advocates Investment Management	52,467	$0.63M	0.1%	-7.2%	0.000%
11/4/2020	Raymond James Financial Services Advisors Inc.	14,111	$0.17M	0.0%	+6.3%	0.000%
11/4/2020	Raymond James & Associates	57,590	$0.69M	0.0%	+5.8%	0.000%
10/30/2020	Sheaff Brock Investment Advisors LLC	22,613	$0.27M	0.0%	-5.7%	0.000%
10/29/2020	Wealthcare Advisory Partners LLC	16,700	$0.20M	0.0%	N/A	0.000%
10/28/2020	JFS Wealth Advisors LLC	288,195	$3.46M	0.8%	+14.5%	0.000%
10/28/2020	OTA Financial Group L.P.	26,702	$0.32M	0.3%	N/A	0.000%
10/23/2020	Ibex Wealth Advisors	110,920	$1.33M	0.4%	-7.7%	0.000%
10/16/2020	Busey Wealth Management	78,519	$0.94M	0.1%	-4.8%	0.000%
8/28/2020	PNC Financial Services Group Inc.	31,000	$0.37M	0.0%	-20.3%	0.000%
8/26/2020	AdvisorNet Financial Inc	2,500	$29K	0.0%	+66.7%	0.005%
8/20/2020	Karpus Management Inc.	124,233	$1.46M	0.1%	-78.1%	0.000%
8/17/2020	B. Riley Wealth Management Inc.	17,535	$0.21M	0.0%	-24.3%	0.032%
8/17/2020	CNH Partners LLC	51,364	$0.60M	0.0%	+29.5%	0.093%
8/17/2020	Karpus Management Inc.	124,233	$1.46M	0.1%	-78.1%	0.225%
8/17/2020	Private Advisor Group LLC	4,542	$53K	0.0%	N/A	0.008%
8/14/2020	Bank of America Corp DE	181,419	$2.13M	0.0%	-16.9%	0.328%
8/14/2020	Financial Advocates Investment Management	56,566	$0.67M	0.1%	N/A	0.102%
8/14/2020	Stifel Financial Corp	23,553	$0.28M	0.0%	-12.2%	0.043%
8/14/2020	Advisor Group Holdings Inc.	70,243	$0.83M	0.0%	-3.6%	0.127%
8/14/2020	Baird Financial Group Inc.	15,640	$0.19M	0.0%	N/A	0.028%
8/13/2020	Vivaldi Capital Management LLC	34,006	$0.43M	0.1%	-89.8%	0.061%
8/13/2020	Sit Investment Associates Inc.	1,044,596	$12.28M	0.4%	+30.0%	1.888%
8/12/2020	Rockefeller Capital Management L.P.	14,850	$0.18M	0.0%	N/A	0.027%
8/12/2020	Commonwealth Equity Services LLC	53,202	$0.63M	0.0%	+3.1%	0.096%
8/11/2020	Smith Moore & CO.	58,822	$0.69M	0.2%	-11.1%	0.106%
8/10/2020	Advisory Services Network LLC	22,599	$0.27M	0.0%	+8.4%	0.041%
8/10/2020	Prospera Financial Services Inc	11,788	$0.14M	0.0%	N/A	0.000%
8/7/2020	PNC Financial Services Group Inc.	31,000	$0.37M	0.0%	-20.3%	0.056%
8/6/2020	Mid Atlantic Financial Management Inc. ADV	25,750	$0.30M	0.0%	-3.7%	0.047%
8/5/2020	JFS Wealth Advisors LLC	251,602	$2.96M	0.8%	+18.1%	0.455%
7/31/2020	UBS Group AG	844,485	$9.93M	0.0%	-21.6%	1.527%
7/22/2020	First Trust Advisors LP	45,032	$0.53M	0.0%	+2.6%	0.081%
7/21/2020	Busey Wealth Management	82,469	$0.97M	0.1%	+12.1%	0.149%
7/20/2020	Capital Investment Advisors LLC	41,385	$0.49M	0.0%	+2.3%	0.075%
6/16/2020	Royal Bank of Canada	91,696	$1.07M	0.0%	+1.2%	0.166%
6/2/2020	Guggenheim Capital LLC	1,168,996	$13.68M	0.1%	+1.6%	2.113%
5/26/2020	Morgan Stanley	532,065	$6.23M	0.0%	-14.8%	0.962%
5/21/2020	HighTower Advisors LLC	19,468	$0.23M	0.0%	+5.4%	0.035%
5/18/2020	Karpus Management Inc.	567,743	$6.64M	0.3%	N/A	1.026%
5/18/2020	RiverNorth Capital Management LLC	679,913	$7.96M	0.5%	-5.2%	1.229%
5/18/2020	Advisor Group Holdings Inc.	72,877	$0.85M	0.0%	N/A	0.132%

(Data available from 1/1/2016 forward)

This page was last updated on 5/14/2021 by MarketBeat.com Staff

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Invesco Municipal Trust Institutional Ownership

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Institutional Ownership

Institutional Ownership Changes (13F Filings) for Invesco Municipal Trust (NYSE:VKQ)

Institutional Buying and Selling by Quarter

Invesco Municipal Trust (NYSE VKQ) Institutional Buying and Selling

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