DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO MUNICIPAL TRUST (VKQ)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
93
Reporting holders
$151.9M
Reported value
0.0%
Calls
0.0%
Puts
-1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| SIT INVESTMENT ASSOCIATES INC | $7.2M | 712,419 | 0.14% | 31q | -1.9%-$138.2K |
| 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 | +9.2%+$424.4K |
| 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% | 19q | +29.0%+$1.0M |
| 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 | HELD |
| Summit Trail Advisors, LLC | $696.8K | 69,405 | 0.01% | 2q | -4.0%-$29.0K |
| Cambridge Investment Research Advisors, Inc. | $696.0K | 69,324 | 0.00% | 31q | +62.7%+$268.3K |
| 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 |
| COHEN & STEERS, INC. | $251.0K | 25,000 | 0.00% | 8q | HELD |
| 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 |
| 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 |
| Merit Financial Group, LLC | $111.2K | 11,080 | 0.00% | new | NEW |
| Mariner, LLC | $104.4K | 10,397 | 0.00% | new | NEW |
| World Investment Advisors | $101.6K | 10,116 | 0.00% | 2q | -62.9%-$172.2K |
| 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 |
| Penserra Capital Management LLC | $44.0K | 4,446 | 0.00% | 2q | +200.0%+$29.3K |
| 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 |
| BFC Planning, Inc. | $11.5K | 1,150 | 0.00% | 7q | HELD |
| 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 |
| 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% |
| ASSETMARK, INC | $6 | 1 | 0.00% | 8q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 27 | $14.5M | 1,708,397 | 4 | 7 | 10 | 0.0% |
| Q2 2026 | 93 | $151.9M | 15,092,288 | 13 | 30 | 20 | 0.0% |
| Q1 2026 | 94 | $151.1M | 15,876,706 | 11 | 30 | 23 | 0.0% |
| Q4 2025 | 91 | $167.2M | 17,344,627 | 10 | 32 | 16 | 0.0% |
| Q3 2025 | 96 | $159.6M | 16,557,159 | 8 | 32 | 19 | 0.0% |
| Q2 2025 | 100 | $155.9M | 17,042,532 | 11 | 30 | 20 | 0.0% |
| Q1 2025 | 100 | $174.7M | 18,079,666 | 10 | 30 | 28 | 0.0% |
| Q4 2024 | 101 | $187.9M | 19,140,817 | 13 | 34 | 27 | 0.0% |
| Q3 2024 | 105 | $183.4M | 17,886,258 | 19 | 29 | 21 | 0.0% |
| Q2 2024 | 93 | $191.7M | 19,244,732 | 12 | 21 | 26 | 0.0% |
| Q1 2024 | 93 | $195.1M | 20,132,745 | 14 | 27 | 19 | 0.0% |
| Q4 2023 | 99 | $178.3M | 18,702,629 | 25 | 22 | 21 | 0.0% |
| Q3 2023 | 76 | $132.2M | 15,849,520 | 7 | 24 | 21 | 0.0% |
| Q2 2023 | 82 | $141.4M | 14,998,159 | 12 | 20 | 17 | 0.0% |
| Q1 2023 | 81 | $144.4M | 14,559,857 | 6 | 19 | 20 | 0.0% |
| Q4 2022 | 90 | $142.9M | 14,436,983 | 12 | 26 | 20 | 0.0% |
| Q3 2022 | 89 | $163.6M | 17,895,709 | 8 | 24 | 21 | 0.0% |
| Q2 2022 | 92 | $171.9M | 16,920,335 | 16 | 16 | 28 | 0.0% |
| Q1 2022 | 87 | $175.4M | 15,238,024 | 21 | 20 | 17 | 0.0% |
| Q4 2021 | 75 | $134.6M | 10,027,368 | 8 | 23 | 11 | 0.0% |
| Q3 2021 | 78 | $145.1M | 10,830,222 | 4 | 24 | 14 | 0.0% |
| Q2 2021 | 83 | $154.7M | 11,272,939 | 8 | 26 | 13 | 0.0% |
| Q1 2021 | 82 | $146.2M | 11,075,985 | 5 | 25 | 17 | 0.0% |
| Q4 2020 | 87 | $144.3M | 11,256,912 | 9 | 23 | 18 | 0.0% |
| Q3 2020 | 86 | $135.2M | 11,257,854 | 6 | 26 | 20 | 0.0% |
| Q2 2020 | 85 | $129.6M | 11,020,826 | 9 | 23 | 17 | 0.0% |
| Q1 2020 | 83 | $126.8M | 10,839,554 | 9 | 22 | 25 | 0.0% |
| Q4 2019 | 88 | $155.8M | 12,606,748 | 10 | 18 | 22 | 0.0% |
| Q3 2019 | 80 | $158.6M | 12,577,753 | 8 | 23 | 17 | 0.0% |
| Q2 2019 | 78 | $159.4M | 12,937,882 | 8 | 23 | 13 | 0.0% |
| Q1 2019 | 83 | $153.3M | 12,717,783 | 5 | 19 | 27 | 0.0% |
| Q4 2018 | 89 | $139.9M | 12,563,167 | 0 | 1 | 1 | 0.0% |