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 | Reduced | 4,387,056 | 41,764 | 2.09% | 2.63% | 1 | -1,381,782 | -23.95% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,889,528 | 17,988 | 0.0% | 0.0% | 2 | +274,764 | 17.02% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 1,118,581 | 10,648 | 0.08% | 0.08% | 3 | -80,944 | -6.75% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 832,536 | 7,925 | 0.0% | 0.0% | 4 | -54,878 | -6.18% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 813,290 | 7,742 | 0.0% | 0.0% | 5 | -147,455 | -15.35% | Q1 2026 | May 06, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 726,179 | 6,913 | 0.14% | 0.14% | 6 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 566,087 | 5,389 | 0.0% | 0.0% | 7 | +220,420 | 63.77% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 461,800 | 4,396 | 0.0% | 0.0% | 8 | +18,153 | 4.09% | Q1 2026 | May 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 449,488 | 4,279 | 0.0% | 0.0% | 9 | +48,113 | 11.99% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 279,041 | 2,656 | 0.09% | — | 10 | +279,041 | New | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 228,050 | 2,171 | 0.0% | 0.0% | 11 | +25,246 | 12.45% | Q1 2026 | May 15, 2026 |
| MACKAY SHIELDS LLC | History | Reduced | 208,814 | 1,987 | 0.07% | 0.11% | 12 | -116,293 | -35.77% | Q1 2026 | Apr 24, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 199,449 | 1,898 | 0.03% | 0.03% | 13 | -1,452 | -0.72% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 169,444 | 1,613 | 0.0% | 0.0% | 14 | -2,061 | -1.2% | Q1 2026 | May 14, 2026 |
| Fiera Capital Corp | History | New | 165,965 | 1,579 | 0.01% | — | 15 | +165,965 | New | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Reduced | 162,828 | 1,550 | 0.0% | 0.0% | 16 | -52,379 | -24.34% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 150,268 | 1,430 | 0.0% | 0.0% | 17 | +1,660 | 1.12% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 145,850 | 1,388 | 0.02% | 0.02% | 18 | -1,600 | -1.09% | Q1 2026 | Apr 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 145,266 | 1,382 | 0.08% | 0.08% | 19 | +183 | 0.13% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 140,481 | 1,337 | 0.01% | 0.01% | 20 | +1,044 | 0.75% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 128,941 | 1,227 | 0.0% | 0.0% | 21 | +158 | 0.12% | Q1 2026 | May 12, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Reduced | 124,983 | 1,204 | 0.5% | 2.32% | 22 | -462,883 | -78.74% | Q1 2026 | May 11, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 120,074 | 1,143 | 0.18% | 0.13% | 23 | +38,873 | 47.87% | Q1 2026 | Apr 09, 2026 |
| Cetera Investment Advisers | History | Added to | 101,050 | 961 | 0.0% | 0.0% | 24 | +21,227 | 26.59% | Q1 2026 | May 13, 2026 |
| Rareview Capital LLC | History | Reduced | 96,145 | 879 | 0.52% | 1.71% | 25 | -192,599 | -66.7% | Q1 2026 | Apr 27, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 89,226 | 849 | 0.08% | 0.09% | 26 | -1,424 | -1.57% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 88,727 | 844 | 0.05% | 0.09% | 27 | -105,817 | -54.39% | Q1 2026 | Apr 28, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 88,727 | 844 | 0.44% | 0.56% | 28 | -1,119 | -1.25% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 85,870 | 817 | 0.0% | 0.0% | 29 | +7,972 | 10.23% | Q1 2026 | May 15, 2026 |
| Concorde Asset Management, LLC | History | No change | 81,759 | 788 | 0.32% | 0.32% | 30 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 73,688 | 701 | 0.32% | 0.34% | 31 | -3,969 | -5.11% | Q1 2026 | Apr 24, 2026 |
| Summit Trail Advisors, LLC | History | New | 72,295 | 688 | 0.01% | — | 32 | +72,295 | New | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 72,122 | 686 | 0.0% | 0.0% | 33 | +12,287 | 20.53% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 71,578 | 681 | 0.05% | 0.11% | 34 | -79,401 | -52.59% | Q1 2026 | May 05, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 69,427 | 660 | 0.1% | 0.11% | 35 | +18 | 0.03% | Q1 2026 | May 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 50,104 | 476 | 0.01% | 0.01% | 36 | +620 | 1.25% | Q1 2026 | Apr 23, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 45,236 | 430 | 0.34% | 0.33% | 37 | +2,628 | 6.17% | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 43,342 | 412 | 0.0% | 0.0% | 38 | +3,151 | 7.84% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 42,605 | 406 | 0.0% | 0.0% | 39 | -200 | -0.47% | Q1 2026 | Apr 30, 2026 |
| Independent Advisor Alliance | History | New | 42,550 | 405 | 0.0% | — | 40 | +42,550 | New | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 41,691 | 396 | 0.0% | 0.0% | 41 | +667 | 1.63% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 36,356 | 346 | 0.0% | 0.0% | 42 | +7,970 | 28.08% | Q1 2026 | Apr 28, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 33,542 | 319 | 0.18% | 0.19% | 43 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 32,804 | 312 | 0.0% | 0.0% | 44 | -349 | -1.05% | Q1 2026 | May 08, 2026 |
| Nuveen, LLC | History | No change | 32,624 | 310 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| &PARTNERS | History | Reduced | 31,319 | 298 | 0.0% | 0.0% | 46 | -2,329 | -6.92% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 30,986 | 294 | 0.0% | 0.0% | 47 | +4,986 | 19.18% | Q1 2026 | Apr 14, 2026 |
| World Investment Advisors | History | New | 27,269 | 259 | 0.0% | — | 48 | +27,269 | New | Q1 2026 | Apr 27, 2026 |
| PFG Investments, LLC | History | Reduced | 26,600 | 253 | 0.01% | 0.01% | 49 | -900 | -3.27% | Q1 2026 | Apr 27, 2026 |
| COHEN & STEERS, INC. | History | No change | 25,000 | 238 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 24,380 | 232 | 0.0% | 0.0% | 51 | -20,224 | -45.34% | Q1 2026 | May 12, 2026 |
| Compass Financial Group, INC/SD | History | No change | 24,349 | 231 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 22,506 | 214 | 0.0% | 0.0% | 53 | +5,080 | 29.15% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 22,314 | 212 | 0.0% | — | 54 | +22,314 | New | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 21,400 | 203 | 0.0% | 0.0% | 55 | +2,123 | 11.01% | Q1 2026 | Apr 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 20,187 | 192 | 0.0% | 0.0% | 56 | +81 | 0.4% | Q1 2026 | May 15, 2026 |
| Penbrook Management LLC | History | No change | 20,000 | 190 | 0.14% | 0.13% | 57 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CHOREO, LLC | History | Added to | 16,734 | 159 | 0.0% | 0.0% | 58 | +3,991 | 31.32% | Q1 2026 | May 12, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 15,938 | 151 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 15,400 | 146 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 14,630 | 139 | 0.09% | 0.09% | 61 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | No change | 14,575 | 138 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | No change | 14,000 | 133 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cresset Asset Management, LLC | History | No change | 13,500 | 128 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 12,793 | 121 | 0.0% | 0.0% | 65 | +1,051 | 8.95% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 12,006 | 114 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 11,592 | 110 | 0.0% | 0.0% | 67 | +86 | 0.75% | Q1 2026 | Apr 30, 2026 |
| NCM Capital Management, LLC | History | New | 11,476 | 109 | 0.04% | — | 68 | +11,476 | New | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 11,390 | 108 | 0.0% | 0.0% | 69 | +277 | 2.49% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 11,383 | 108 | 0.0% | 0.0% | 70 | +217 | 1.94% | Q1 2026 | May 15, 2026 |
| Vericrest Private Wealth | History | Reduced | 11,308 | 107 | 0.1% | 0.15% | 71 | -6,235 | -35.54% | Q1 2026 | May 06, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 11,161 | 106 | 0.01% | 0.01% | 72 | +61 | 0.55% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 10,998 | 104 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | No change | 5,106 | 48 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,276 | 41 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 4,119 | 39 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Community Bank, N.A. | History | No change | 4,000 | 38 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | New | 3,647 | 34 | 0.0% | — | 78 | +3,647 | New | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,536 | 24 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,473 | 23 | 0.0% | 0.0% | 80 | +604 | 32.32% | Q1 2026 | May 11, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 1,843 | 17 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Penserra Capital Management LLC | History | New | 1,482 | 14 | 0.0% | — | 82 | +1,482 | New | Q1 2026 | May 11, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 1,189 | 11 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,000 | 9 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| BlackRock, Inc. | History | New | 761 | 7 | 0.0% | — | 86 | +761 | New | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | No change | 800 | 7 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WPG Advisers, LLC | History | Added to | 684 | 6 | 0.0% | 0.0% | 87 | +164 | 31.54% | Q1 2026 | Apr 29, 2026 |
| IFP Advisors, Inc | History | Added to | 586 | 5 | 0.0% | 0.0% | 88 | +111 | 23.37% | Q1 2026 | Apr 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 595 | 5 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| North Star Investment Management Corp. | History | Added to | 354 | 3 | 0.0% | 0.0% | 90 | +6 | 1.72% | Q1 2026 | Apr 23, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 297 | 2 | 0.0% | 0.0% | 91 | -296 | -49.92% | Q1 2026 | Apr 07, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -225,299 | -100.0% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -81,874 | -100.0% | Q1 2026 | May 05, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -72,627 | -100.0% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,836 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,500 | -100.0% | Q1 2026 | May 01, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,212 | -100.0% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -850 | -100.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 96 | 0 | — | — | — | +96 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 72 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |