INVESCO MUNICIPAL TRUST (VKQ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
89
Reporting holders
$144.0M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $27.6M | 2,749,965 | 1.31% | 19q | -37.3%-$16.4M |
| MORGAN STANLEY | $24.3M | 2,417,581 | 0.00% | 35q | +27.9%+$5.3M |
| GUGGENHEIM CAPITAL LLC | $11.4M | 1,131,919 | 0.07% | 31q | +1.2%+$133.9K |
| Hennion & Walsh Asset Management, Inc. | $9.4M | 940,068 | 0.27% | 2q | +236.9%+$6.6M |
| UBS Group AG | $7.4M | 734,875 | 0.00% | 31q | -11.7%-$980.5K |
| RAYMOND JAMES FINANCIAL INC | $7.2M | 715,977 | 0.00% | 7q | +26.5%+$1.5M |
| LPL Financial LLC | $5.4M | 537,435 | 0.00% | 31q | -33.9%-$2.8M |
| WELLS FARGO & COMPANY/MN | $5.1M | 504,066 | 0.00% | 31q | -45.4%-$4.2M |
| BANK OF AMERICA CORP /DE/ | $5.0M | 497,299 | 0.00% | 31q | +118.1%+$2.7M |
| NewEdge Advisors, LLC | $4.5M | 453,003 | 0.01% | new | NEW |
| VAN ECK ASSOCIATES CORP | $3.7M | 368,154 | 0.00% | 31q | -18.1%-$816.6K |
| Advisors Asset Management, Inc. | $2.0M | 199,809 | 0.03% | 11q | HELD |
| Baird Financial Group, Inc. | $1.7M | 168,862 | 0.00% | 23q | HELD |
| Fiera Capital Corp | $1.6M | 159,850 | 0.01% | 2q | -3.7%-$61.4K |
| Wealth Alliance Advisory Group, LLC | $1.5M | 150,429 | 0.22% | 31q | +25.3%+$304.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 147,332 | 0.00% | 31q | -2.0%-$29.5K |
| JFS WEALTH ADVISORS, LLC | $1.5M | 145,451 | 0.07% | 31q | HELD |
| Capital Investment Advisors, LLC | $1.4M | 142,850 | 0.02% | 31q | -2.1%-$30.1K |
| Steward Partners Investment Advisory, LLC | $1.4M | 140,481 | 0.01% | 18q | HELD |
| Cetera Investment Advisers | $1.4M | 134,718 | 0.00% | 8q | +33.3%+$338.0K |
| STIFEL FINANCIAL CORP | $1.3M | 128,947 | 0.00% | 31q | HELD |
| Invesco Ltd. | $1.2M | 115,421 | 0.00% | 10q | -29.1%-$476.0K |
| ROYAL BANK OF CANADA | $1.1M | 110,301 | 0.00% | 31q | +28.5%+$245.2K |
| Rockefeller Capital Management L.P. | $940.2K | 93,645 | 0.00% | 25q | +124.6%+$521.6K |
| IBEX WEALTH ADVISORS | $904.6K | 90,101 | 0.07% | 7q | +1.0%+$8.8K |
| Whipplewood Advisors, LLC | $875.3K | 87,183 | 0.59% | 7q | -1.7%-$15.5K |
| SEAMOUNT FINANCIAL GROUP INC | $739.8K | 73,688 | 0.30% | 11q | HELD |
| SMITH, MOORE & CO. | $727.0K | 72,406 | 0.05% | 9q | +1.2%+$8.3K |
| AMERIPRISE FINANCIAL INC | $726.7K | 72,380 | 0.00% | 31q | -49.8%-$721.5K |
| Summit Trail Advisors, LLC | $696.8K | 69,405 | 0.01% | 2q | -4.0%-$29.0K |
| Tyche Wealth Partners LLC | $691.2K | 68,846 | 0.10% | 11q | -0.8%-$5.8K |
| Madison Park Capital Advisors, LLC | $552.0K | 17,115 | 0.39% | 11q | -62.2%-$906.9K |
| OPPENHEIMER & CO INC | $520.4K | 51,829 | 0.01% | 7q | +3.4%+$17.3K |
| Stratos Wealth Partners, LTD. | $473.4K | 47,156 | 0.00% | 3q | +29.7%+$108.4K |
| Concurrent Investment Advisors, LLC | $401.8K | 40,019 | 0.00% | 4q | -7.7%-$33.4K |
| &PARTNERS | $336.9K | 33,557 | 0.00% | 4q | +7.1%+$22.5K |
| Prospera Financial Services Inc | $329.5K | 32,821 | 0.00% | 6q | +5.9%+$18.4K |
| PNC Financial Services Group, Inc. | $329.4K | 32,804 | 0.00% | 31q | HELD |
| Nuveen, LLC | $327.5K | 32,624 | 0.00% | 6q | HELD |
| OSAIC HOLDINGS, INC. | $315.0K | 31,364 | 0.00% | 26q | +55.4%+$112.2K |
| MELFA WEALTH MANAGEMENT, INC. | $314.7K | 31,343 | 0.17% | 15q | -6.6%-$22.1K |
| JANE STREET GROUP, LLC | $257.7K | 25,664 | 0.00% | 3q | +5.3%+$12.9K |
| PFG Investments, LLC | $256.5K | 25,550 | 0.01% | 3q | -3.9%-$10.5K |
| Compass Financial Group, INC/SD | $244.5K | 24,349 | 0.03% | 15q | HELD |
| CITADEL ADVISORS LLC | $241.6K | 24,060 | 0.00% | new | NEW |
| XTX Topco Ltd | $238.4K | 23,745 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $224.0K | 22,314 | 0.00% | 2q | HELD |
| Merit Financial Group, LLC | $222.5K | 22,160 | 0.00% | new | NEW |
| Worth Asset Management, LLC | $211.7K | 21,087 | 0.07% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $200.8K | 20,000 | 0.01% | new | NEW |
| Penbrook Management LLC | $200.8K | 20,000 | 0.13% | 31q | HELD |
| CHOREO, LLC | $192.4K | 19,163 | 0.00% | 3q | +14.5%+$24.4K |
| Wealthcare Advisory Partners LLC | $181.0K | 18,025 | 0.00% | 8q | -15.8%-$33.9K |
| HUNTINGTON NATIONAL BANK | $180.8K | 18,006 | 0.00% | 17q | -20.0%-$45.2K |
| Tradewinds Capital Management, LLC | $160.0K | 15,938 | 0.03% | 31q | HELD |
| Institute for Wealth Management, LLC. | $154.6K | 15,400 | 0.01% | 14q | HELD |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | $146.9K | 14,630 | 0.08% | 8q | HELD |
| Lido Advisors, LLC | $146.3K | 14,575 | 0.00% | 4q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $139.4K | 13,882 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $139.1K | 13,857 | 0.00% | new | NEW |
| Cresset Asset Management, LLC | $135.5K | 13,500 | 0.00% | 17q | HELD |
| HighTower Advisors, LLC | $129.2K | 12,873 | 0.00% | 8q | +0.6% |
| ACCREDITED INVESTOR SERVICES, LLC | $126.2K | 12,569 | 0.07% | new | NEW |
| Sanctuary Advisors, LLC | $120.5K | 12,006 | 0.00% | 9q | HELD |
| AlphaCore Capital LLC | $116.5K | 11,603 | 0.00% | 6q | +1.9%+$2.2K |
| Vericrest Private Wealth | $113.5K | 11,308 | 0.10% | 3q | HELD |
| Perennial Investment Advisors, LLC | $112.5K | 11,202 | 0.01% | 4q | HELD |
| Mariner, LLC | $104.4K | 10,397 | 0.00% | new | NEW |
| World Investment Advisors | $101.6K | 10,116 | 0.00% | 2q | -62.9%-$172.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $92.0K | 9,164 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $74.4K | 7,410 | 0.00% | 2q | +73.3%+$31.5K |
| Aberdeen Wealth Management LLC | $45.8K | 4,558 | 0.02% | new | NEW |
| TRUST CO OF TOLEDO NA /OH/ | $41.4K | 4,119 | 0.00% | 5q | HELD |
| Community Bank, N.A. | $40.2K | 4,000 | 0.00% | 10q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $31.1K | 3,094 | 0.00% | 3q | +25.1%+$6.2K |
| IFG Advisory, LLC | $29.9K | 2,977 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $25.5K | 2,536 | 0.00% | 6q | HELD |
| Chung Wu Investment Group, LLC | $20.1K | 2,000 | 0.01% | new | NEW |
| CoreCap Advisors, LLC | $20.1K | 1,997 | 0.00% | 3q | +572.4%+$17.1K |
| Prestige Wealth Management Group LLC | $18.5K | 1,843 | 0.00% | 31q | HELD |
| JPMORGAN CHASE & CO | $14.1K | 1,400 | 0.00% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $10.0K | 1,000 | 0.00% | 4q | HELD |
| WPG Advisers, LLC | $8.6K | 857 | 0.01% | 5q | +25.3%+$1.7K |
| Spire Wealth Management | $8.0K | 800 | 0.00% | 6q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $7.2K | 712,419 | 0.14% | 31q | -1.9% |
| RICHARDSON FINANCIAL SERVICES INC. | $6.0K | 595 | 0.00% | 10q | HELD |
| North Star Investment Management Corp. | $3.6K | 361 | 0.00% | 4q | +2.0% |
| IFP Advisors, Inc | $3.1K | 305 | 0.00% | 4q | -48.0%-$2.8K |
| FIFTH THIRD BANCORP | $1.2K | 118 | 0.00% | 2q | +22.9% |
| Cambridge Investment Research Advisors, Inc. | $696 | 69,324 | 0.00% | 31q | +62.7% |
| COHEN & STEERS, INC. | $251 | 25,000 | 0.00% | 8q | HELD |
| Penserra Capital Management LLC | $44 | 4,446 | 0.00% | 2q | +200.0% |
| ASSETMARK, INC | $6 | 1 | 0.00% | 8q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | RIVERNORTH CAPITAL MANAGEMENT, LLC | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 89 | $144.0M | 14,300,193 | 15 | 26 | 21 | 0.0% |
| Q1 2026 | 85 | $140.4M | 14,748,450 | 10 | 28 | 22 | 0.0% |
| Q4 2025 | 85 | $157.6M | 16,347,830 | 10 | 31 | 13 | 0.0% |
| Q3 2025 | 90 | $147.1M | 15,253,858 | 8 | 31 | 16 | 0.0% |
| Q2 2025 | 92 | $142.7M | 15,599,121 | 9 | 27 | 19 | 0.0% |
| Q1 2025 | 93 | $153.9M | 15,925,207 | 10 | 28 | 25 | 0.0% |
| Q4 2024 | 94 | $167.6M | 17,072,501 | 13 | 33 | 23 | 0.0% |
| Q3 2024 | 97 | $160.2M | 15,610,093 | 17 | 27 | 19 | 0.0% |
| Q2 2024 | 86 | $161.9M | 16,258,482 | 12 | 20 | 22 | 0.0% |
| Q1 2024 | 85 | $171.0M | 17,643,860 | 12 | 23 | 18 | 0.0% |
| Q4 2023 | 90 | $154.8M | 16,236,687 | 23 | 18 | 20 | 0.0% |
| Q3 2023 | 67 | $110.6M | 13,259,762 | 7 | 22 | 17 | 0.0% |
| Q2 2023 | 72 | $114.1M | 12,098,298 | 11 | 16 | 16 | 0.0% |
| Q1 2023 | 69 | $117.0M | 11,795,517 | 5 | 14 | 19 | 0.0% |
| Q4 2022 | 71 | $115.1M | 11,626,892 | 12 | 18 | 15 | 0.0% |
| Q3 2022 | 88 | $117.2M | 12,825,276 | 8 | 24 | 20 | 0.0% |
| Q2 2022 | 91 | $120.4M | 11,845,454 | 15 | 16 | 28 | 0.0% |
| Q1 2022 | 88 | $117.2M | 10,186,381 | 22 | 20 | 17 | 0.0% |
| Q4 2021 | 75 | $129.3M | 9,627,768 | 8 | 23 | 11 | 0.0% |
| Q3 2021 | 78 | $130.9M | 9,767,286 | 4 | 24 | 14 | 0.0% |
| Q2 2021 | 83 | $140.1M | 10,210,003 | 8 | 26 | 13 | 0.0% |
| Q1 2021 | 83 | $132.2M | 10,014,649 | 6 | 25 | 17 | 0.0% |
| Q4 2020 | 86 | $130.5M | 10,182,490 | 8 | 23 | 18 | 0.0% |
| Q3 2020 | 86 | $122.5M | 10,194,918 | 6 | 26 | 20 | 0.0% |
| Q2 2020 | 85 | $117.1M | 9,957,890 | 9 | 23 | 17 | 0.0% |
| Q1 2020 | 83 | $114.4M | 9,776,618 | 9 | 22 | 25 | 0.0% |
| Q4 2019 | 88 | $118.3M | 9,567,790 | 10 | 18 | 22 | 0.0% |
| Q3 2019 | 80 | $114.5M | 9,078,256 | 8 | 23 | 17 | 0.0% |
| Q2 2019 | 78 | $116.3M | 9,438,385 | 8 | 23 | 13 | 0.0% |
| Q1 2019 | 83 | $111.3M | 9,237,809 | 5 | 19 | 27 | 0.0% |
| Q4 2018 | 89 | $101.7M | 9,126,011 | 0 | 2 | 0 | 0.0% |