Invesco Municipal Trust - VKQ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 5,768,838 | 55,669 | 2.63% | 2.41% | 1 | +1,390,317 | 31.75% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,614,764 | 15,582 | 0.0% | 0.0% | 2 | +354,100 | 28.09% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 1,199,525 | 11,575 | 0.08% | 0.08% | 3 | +8,278 | 0.69% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 960,745 | 9,271 | 0.0% | 0.0% | 4 | +130,288 | 15.69% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 887,414 | 8,563 | 0.0% | 0.0% | 5 | -63,370 | -6.67% | Q4 2025 | Jan 29, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 726,179 | 7,008 | 8.59% | 0.15% | 6 | -21,700 | -2.9% | Q4 2025 | Feb 25, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Reduced | 587,866 | 5,672 | 2.32% | 3.24% | 7 | -44,414 | -7.02% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 443,647 | 4,281 | 0.0% | 0.0% | 8 | +13,561 | 3.15% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 401,375 | 3,873 | 0.0% | 0.0% | 9 | +43,972 | 12.3% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 345,667 | 3,335 | 0.0% | 0.0% | 10 | +86,421 | 33.34% | Q4 2025 | Feb 18, 2026 |
| MACKAY SHIELDS LLC | History | No change | 325,107 | 3,137 | 0.11% | 0.11% | 11 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rareview Capital LLC | History | Added to | 288,744 | 2,642 | 1.71% | 1.55% | 12 | +11,357 | 4.09% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 225,299 | 2,174 | 0.01% | 0.0% | 13 | +138,365 | 159.16% | Q4 2025 | Feb 18, 2026 |
| Invesco Ltd. | History | Added to | 215,207 | 2,076 | 0.0% | 0.0% | 14 | +47,615 | 28.41% | Q4 2025 | Feb 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 202,804 | 1,957 | 0.0% | 0.0% | 15 | +18,274 | 9.9% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 200,901 | 1,938 | 0.03% | 0.05% | 16 | -99,111 | -33.04% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 194,544 | 1,877 | 0.09% | 0.09% | 17 | -3,865 | -1.95% | Q4 2025 | Jan 20, 2026 |
| Baird Financial Group, Inc. | History | Added to | 171,505 | 1,655 | 0.0% | 0.0% | 18 | +123 | 0.07% | Q4 2025 | Feb 13, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 150,979 | 1,456 | 0.11% | 0.12% | 19 | -14,673 | -8.86% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 148,608 | 1,434 | 0.0% | 0.0% | 20 | +24,509 | 19.75% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 147,450 | 1,422 | 0.02% | 0.02% | 21 | -5,914 | -3.86% | Q4 2025 | Jan 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 145,083 | 1,400 | 0.08% | 0.08% | 22 | +181 | 0.12% | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 139,437 | 1,345 | 0.01% | 0.01% | 23 | +847 | 0.61% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 128,783 | 1,242 | 0.0% | 0.0% | 24 | +203 | 0.16% | Q4 2025 | Feb 13, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 90,650 | 874 | 0.09% | 0.09% | 25 | -5,455 | -5.68% | Q4 2025 | Feb 17, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 89,846 | 867 | 0.56% | 0.57% | 26 | -467 | -0.52% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 81,874 | 790 | 0.0% | 0.0% | 27 | +3,132 | 3.98% | Q4 2025 | Feb 10, 2026 |
| Concorde Asset Management, LLC | History | Added to | 81,759 | 788 | 0.32% | 0.3% | 28 | +6,393 | 8.48% | Q4 2025 | Feb 13, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 81,201 | 783 | 0.13% | 0.13% | 29 | +6,485 | 8.68% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 79,823 | 770 | 0.0% | 0.0% | 30 | -9 | -0.01% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 77,898 | 752 | 0.0% | — | 31 | +77,898 | New | Q4 2025 | Feb 17, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 77,657 | 749 | 0.34% | 0.38% | 32 | -6,231 | -7.43% | Q4 2025 | Jan 26, 2026 |
| StoneX Group Inc. | History | Added to | 72,627 | 700 | 0.03% | 0.03% | 33 | +2 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 69,409 | 669 | 0.11% | 0.12% | 34 | +18 | 0.03% | Q4 2025 | Jan 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 59,835 | 577 | 0.0% | 0.0% | 35 | -3,205 | -5.08% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 49,484 | 477 | 0.01% | 0.01% | 36 | +2,200 | 4.65% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | New | 44,604 | 430 | 0.0% | — | 37 | +44,604 | New | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 42,805 | 413 | 0.0% | 0.0% | 38 | -5,465 | -11.32% | Q4 2025 | Feb 05, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 42,608 | 411 | 0.33% | 0.34% | 39 | +50 | 0.12% | Q4 2025 | Jan 20, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 41,024 | 395 | 0.0% | 0.0% | 40 | -10,016 | -19.62% | Q4 2025 | Mar 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 40,191 | 387 | 0.0% | 0.01% | 41 | -1,828 | -4.35% | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | Added to | 33,648 | 324 | 0.0% | 0.0% | 42 | +14,153 | 72.6% | Q4 2025 | Feb 17, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 33,542 | 323 | 0.19% | 0.18% | 43 | +2,027 | 6.43% | Q4 2025 | Jan 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 33,153 | 319 | 0.0% | 0.0% | 44 | +3,349 | 11.24% | Q4 2025 | Feb 06, 2026 |
| Nuveen, LLC | History | No change | 32,624 | 314 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 28,386 | 273 | 0.0% | — | 46 | +28,386 | New | Q4 2025 | Jan 20, 2026 |
| PFG Investments, LLC | History | New | 27,500 | 265 | 0.01% | — | 47 | +27,500 | New | Q4 2025 | Jan 26, 2026 |
| Prospera Financial Services Inc | History | No change | 26,000 | 250 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| COHEN & STEERS, INC. | History | No change | 25,000 | 241 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Compass Financial Group, INC/SD | History | No change | 24,349 | 234 | 0.03% | 0.04% | 50 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 20,106 | 194 | 0.0% | 0.0% | 51 | +5,841 | 40.95% | Q4 2025 | Feb 17, 2026 |
| Penbrook Management LLC | History | No change | 20,000 | 193 | 0.13% | 0.13% | 52 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 19,277 | 186 | 0.0% | 0.0% | 53 | +123 | 0.64% | Q4 2025 | Jan 14, 2026 |
| Vericrest Private Wealth | History | New | 17,543 | 169 | 0.15% | — | 54 | +17,543 | New | Q4 2025 | Mar 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 17,426 | 168 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 16,836 | 162 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 15,938 | 153 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 15,400 | 148 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 14,630 | 141 | 0.09% | 0.09% | 59 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | No change | 14,575 | 140 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sowell Financial Services LLC | History | No change | 14,000 | 135 | 0.0% | 0.01% | 61 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cresset Asset Management, LLC | History | No change | 13,500 | 130 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | New | 12,743 | 123 | 0.0% | — | 63 | +12,743 | New | Q4 2025 | Jan 23, 2026 |
| Sanctuary Advisors, LLC | History | No change | 12,006 | 115 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 11,742 | 113 | 0.0% | 0.0% | 65 | +90 | 0.77% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 11,506 | 111 | 0.0% | 0.0% | 66 | +156 | 1.37% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 11,500 | 110 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 11,113 | 107 | 0.0% | 0.0% | 68 | +876 | 8.56% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 11,166 | 107 | 0.0% | 0.0% | 69 | +215 | 1.96% | Q4 2025 | Feb 05, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 11,100 | 107 | 0.01% | 0.01% | 70 | +60 | 0.54% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 10,998 | 106 | 0.0% | 0.0% | 71 | +19 | 0.17% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | No change | 5,106 | 49 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | New | 4,276 | 41 | 0.0% | — | 73 | +4,276 | New | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 4,119 | 39 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Community Bank, N.A. | History | No change | 4,000 | 38 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,536 | 24 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Camelot Portfolios, LLC | History | New | 2,212 | 21 | 0.01% | — | 77 | +2,212 | New | Q4 2025 | Jan 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,869 | 18 | 0.0% | — | 78 | +1,869 | New | Q4 2025 | Feb 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 1,843 | 17 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 1,189 | 12 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 595 | 11 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,000 | 9 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Allworth Financial LP | History | New | 850 | 8 | 0.0% | — | 83 | +850 | New | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | No change | 800 | 7 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CoreCap Advisors, LLC | History | New | 593 | 5 | 0.0% | — | 85 | +593 | New | Q4 2025 | Jan 13, 2026 |
| WPG Advisers, LLC | History | Added to | 520 | 5 | 0.0% | 0.0% | 86 | +252 | 94.03% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | Reduced | 475 | 4 | 0.0% | 0.0% | 87 | -325 | -40.63% | Q4 2025 | Feb 06, 2026 |
| North Star Investment Management Corp. | History | Added to | 348 | 3 | 0.0% | 0.0% | 88 | +7 | 2.05% | Q4 2025 | Jan 30, 2026 |
| Fiera Capital Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -524,209 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Karpus Management, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -494,668 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dakota Wealth Management | History | Closed out | 0 | 0 | — | 0.02% | — | -92,637 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -63,600 | -100.0% | Q3 2025 | Oct 20, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -41,997 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.07% | — | -32,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RIVERBRIDGE PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -31,612 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -29,473 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Permanent Capital Management, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -14,352 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,083 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,098 | -100.0% | Q3 2025 | Oct 22, 2025 |
| NCM Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,476 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Closed out | 0 | 0 | — | 0.01% | — | -11,248 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,747 | -100.0% | Q3 2025 | Nov 18, 2025 |
| COMERICA BANK | History | Added to | 72 | 0 | — | — | — | +34 | 89.47% | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |