Invesco Municipal TrustVKQ
13F holders, Q4 2024 (December 31)99holders −5
13new positions
19sold out
$9.82avg. 13F price*
At the end of Q4 2024, 99 institutions reported holding Invesco Municipal Trust (VKQ) in their 13F filings, down 5 from Q3 2024. 13 opened new positions and 19 sold out. The largest holders were Rivernorth Capital Management, LLC ($37.6M), Karpus Management, Inc. ($24.8M) and Sit Investment Associates Inc. ($17.2M).
- Company
- Invesco Municipal Trust
- CUSIP
- 46131J103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.7M |
| Exits | 19 | $28.4M |
All 13F filers, Q3 2024 → Q4 2024: 4,361,961 shares bought and 3,218,133 shares sold, net +1,143,828 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 99 holders
| Rivernorth Capital Management, LLC | 1.81% | Add +133.6% | 3,836,623 | $37.6M |
| Karpus Management, Inc. | 0.73% | Add +15.9% | 2,525,392 | $24.8M |
| Sit Investment Associates Inc. | 0.39% | Reduce -3.2% | 1,754,138 | $17.2M |
| Robinson Capital Management, LLC | 4.52% | Add +36.4% | 1,140,860 | $11.2M |
| Guggenheim Capital LLC | 0.09% | Add +22.5% | 1,067,087 | $10.5M |
| UBS Group AG | 0.00% | Reduce -1.2% | 856,414 | $8.4M |
| Morgan Stanley | 0.00% | Add +2.3% | 827,287 | $8.1M |
| Pathstone Holdings, LLC | 0.04% | Add +19.4% | 823,912 | $8.1M |
| Fiera Capital Corp | 0.02% | Add +1.6% | 570,244 | $5.6M |
| LPL Financial LLC | 0.00% | Add +296.1% | 438,904 | $4.3M |
| Van Eck Associates Corp. | 0.01% | Add +2.7% | 413,979 | $4.1M |
| MacKay Shields LLC | 0.65% | Reduce -1.3% | 328,653 | $3.2M |
| Advisors Asset Management, Inc. | 0.06% | Add +87.8% | 321,839 | $3.2M |
| Hennion & Walsh Asset Management, Inc. | 0.13% | Reduce -1.1% | 288,078 | $2.8M |
| Rareview Capital LLC | 1.94% | Add +3.1% | 261,583 | $2.7M |
| Wells Fargo & Company | 0.00% | Reduce -13.0% | 230,232 | $2.3M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -2.4% | 202,667 | $2.0M |
| Dakota Wealth Management | 0.04% | Add +54.7% | 183,546 | $1.8M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -3.9% | 167,764 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +3.4% | 166,723 | $1.6M |
| Bank of America Corp. | 0.00% | Add +9.4% | 147,180 | $1.4M |
| JFS Wealth Advisors, LLC | 0.10% | Add +0.1% | 144,367 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.5% | 137,039 | $1.3M |
| Raymond James Financial Inc. | 0.00% | — | 106,488 | $1.0M |
| Smith, Moore & Co. | 0.09% | Add +50.4% | 104,983 | $1.0M |
| Invesco Ltd. | 0.00% | Add +150.3% | 102,992 | $1.0M |
| Rothschild Investment LLC | 0.07% | No change | 101,500 | $996K |
| Ibex Wealth Advisors | 0.10% | New | 89,129 | $874K |
| Seamount Financial Group Inc. | 0.55% | Add +1.6% | 81,858 | $803K |
| Nuveen Asset Management, LLC | 0.00% | Add +0.3% | 81,351 | $798K |
| Whipplewood Advisors, LLC | 0.45% | — | 80,820 | $793K |
| Independent Advisor Alliance | 0.01% | New | 77,702 | $762K |
| Marex Group Ltd | 0.01% | New | 70,267 | $689K |
| Wealth Alliance Advisory Group, LLC | 0.14% | Add +10.2% | 66,516 | $653K |
| Absolute Investment Advisers, LLC | 0.08% | Add +8.3% | 63,600 | $624K |
| Royal Bank of Canada | 0.00% | Reduce -1.8% | 60,732 | $596K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -31.1% | 60,376 | $592K |
| Tyche Wealth Partners LLC | 0.11% | Reduce -23.4% | 53,130 | $521K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.6% | 52,244 | $513K |
| NewEdge Advisors, LLC | 0.00% | Add +3.1% | 48,928 | $480K |
| Wellspring Financial Advisors, LLC | 0.05% | Add +29.1% | 46,546 | $457K |
| Wealthspire Advisors, LLC | 0.00% | No change | 44,285 | $434K |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.1% | 42,919 | $421K |
| PNC Financial Services Group, Inc. | 0.00% | Add +467.5% | 42,526 | $417K |
| Madison Park Capital Advisors, LLC | 0.32% | Add +32.0% | 41,386 | $406K |
| Bank of Montreal | 0.00% | Add +3.7% | 40,107 | $393K |
| Stifel Financial Corp. | 0.00% | Add +218.4% | 37,905 | $372K |
| Quarry LP | 0.06% | No change | 32,500 | $319K |
| Oppenheimer & Co. Inc. | 0.00% | New | 31,641 | $310K |
| Melfa Wealth Management, Inc. | 0.21% | No change | 31,515 | $309K |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 28,102 | $276K |
| Cetera Investment Advisers | 0.00% | Reduce -10.8% | 27,261 | $267K |
| Cohen & Steers, Inc. | 0.00% | No change | 25,000 | $245K |
| Compass Financial Group, INC | 0.05% | No change | 24,349 | $239K |
| Riverbridge Partners LLC | 0.00% | Reduce -14.2% | 24,065 | $236K |
| Penbrook Management LLC | 0.13% | No change | 20,000 | $196K |
| Lido Advisors, LLC | 0.00% | No change | 19,975 | $196K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 19,700 | $193K |
| Simon Quick Advisors, LLC | 0.01% | Add +4.5% | 19,311 | $189K |
| Osaic Holdings, Inc. | 0.00% | Add +65.3% | 18,922 | $186K |
| Orleans Capital Management Corp. | 0.10% | No change | 17,830 | $177K |
| XTX Topco Ltd | 0.01% | New | 17,939 | $176K |
| Avior Wealth Management, LLC | 0.01% | Reduce -10.5% | 17,586 | $173K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -11.2% | 17,294 | $170K |
| Nomura Holdings Inc. | 0.00% | New | 16,964 | $166K |
| Goldman Sachs Group Inc. | 0.00% | No change | 16,836 | $165K |
| Tradewinds Capital Management, LLC | 0.04% | No change | 15,938 | $156K |
| Concorde Asset Management, LLC | 0.08% | New | 15,794 | $155K |
| Permanent Capital Management, LP | 0.05% | — | 15,770 | $155K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 15,400 | $151K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 15,307 | $150K |
| HighTower Advisors, LLC | 0.00% | Reduce -63.6% | 15,000 | $147K |
| Cresset Asset Management, LLC | 0.00% | No change | 13,500 | $132K |
| Cerity Partners LLC | 0.00% | Reduce -11.6% | 13,102 | $129K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -1.3% | 12,363 | $121K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -21.5% | 12,006 | $118K |
| Atlanta Consulting Group Advisors, LLC | 0.04% | New | 12,000 | $118K |
| First Trust Advisors LP | 0.00% | Add +11.3% | 11,995 | $118K |
| Moors & Cabot, Inc. | 0.01% | Add +1.4% | 11,418 | $112K |
| Bokf, NA | 0.00% | No change | 11,500 | $111K |
| Moody National Bank Trust Division | 0.01% | Add +9.6% | 11,248 | $110K |
| Logan Stone Capital, LLC | 0.04% | Reduce -95.2% | 11,123 | $109K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +9.5% | 10,973 | $108K |
| Cwm, LLC | 0.00% | Reduce -1.8% | 7,105 | $70K |
| MAI Capital Management | 0.00% | New | 5,106 | $50K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,039 | $49K |
| Community Bank, N.A. | 0.01% | No change | 4,000 | $39K |
| JPMorgan Chase & Co. | 0.00% | No change | 2,302 | $23K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 1,843 | $18K |
| Fortitude Family Office, LLC | 0.00% | No change | 1,156 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -33.8% | 1,103 | $11K |
| FSA Wealth Management LLC | 0.00% | No change | 850 | $8K |
| Fairway Wealth LLC | 0.00% | New | 800 | $8K |
| Richardson Financial Services Inc. | 0.00% | Reduce -50.0% | 595 | $6K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -91.7% | 567 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | Add +1.3% | 324 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 297 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | New | 125 | $1K |
| Assetmark, Inc. | 0.00% | No change | 1 | $6 |
"% of holder's portfolio" is VKQ's weight in each manager's 13F, not the share of Invesco Municipal Trust the manager owns.