Invesco Municipal Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 2.75 M | $27.61 M | -37.32% | 4.97% |
| MORGAN STANLEY | 08/13/2026 | 2.42 M | $24.27 M | 27.95% | 4.37% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.13 M | $11.36 M | 1.19% | 2.05% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 940.07 K | $9.44 M | 236.89% | 1.70% |
| UBS GROUP AG | 08/13/2026 | 734.88 K | $7.38 M | -11.73% | 1.33% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 715.98 K | $7.19 M | 26.48% | 1.29% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 712.42 K | $7.15 M | -1.89% | 1.29% |
| LPL FINANCIAL LLC | 08/07/2026 | 537.44 K | $5.40 M | -33.92% | 0.97% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 504.07 K | $5.06 M | 9.15% | 0.91% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 497.30 K | $4.99 M | 118.07% | 0.90% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 453.00 K | $4.55 M | 29.02% | 0.82% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 368.15 K | $3.70 M | -18.09% | 0.67% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 199.81 K | $2.01 M | 0.18% | 0.36% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 168.86 K | $1.70 M | -0.34% | 0.31% |
| FIERA CAPITAL CORP | 08/07/2026 | 159.85 K | $1.60 M | -3.68% | 0.29% |
| WEALTH ALLIANCE ADVISORY GROUP, LLC | 07/23/2026 | 150.43 K | $1.51 M | 25.28% | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 147.33 K | $1.48 M | -1.95% | 0.27% |
| JFS WEALTH ADVISORS, LLC | 07/10/2026 | 145.45 K | $1.46 M | 0.13% | 0.26% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 142.85 K | $1.43 M | -2.06% | 0.26% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 140.48 K | $1.41 M | 0.00% | 0.25% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 134.72 K | $1.35 M | 33.32% | 0.24% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 128.95 K | $1.29 M | 0.00% | 0.23% |
| INVESCO LTD. | 08/14/2026 | 115.42 K | $1.16 M | -29.11% | 0.21% |
| ROYAL BANK OF CANADA | 08/14/2026 | 110.30 K | $1.11 M | 28.45% | 0.20% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 93.65 K | $940.20 K | 124.62% | 0.17% |
| IBEX WEALTH ADVISORS | 07/27/2026 | 90.10 K | $904.61 K | 0.98% | 0.16% |
| WHIPPLEWOOD ADVISORS, LLC | 07/27/2026 | 87.18 K | $875.32 K | -1.74% | 0.16% |
| SEAMOUNT FINANCIAL GROUP INC | 07/24/2026 | 73.69 K | $739.83 K | 0.00% | 0.13% |
| SMITH, MOORE & CO. | 08/12/2026 | 72.41 K | $726.96 K | 1.16% | 0.13% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 72.38 K | $726.70 K | 0.36% | 0.13% |
| SUMMIT TRAIL ADVISORS, LLC | 08/11/2026 | 69.41 K | $696.83 K | -4.00% | 0.13% |
| TYCHE WEALTH PARTNERS LLC | 08/06/2026 | 68.85 K | $691.21 K | -0.84% | 0.12% |
| OPPENHEIMER & CO INC | 08/03/2026 | 51.83 K | $520.36 K | 3.44% | 0.09% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 47.16 K | $473.45 K | 29.71% | 0.09% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 40.02 K | $401.79 K | -7.67% | 0.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 34.66 K | $348.00 K | -18.64% | 0.06% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 33.56 K | $336.92 K | 7.15% | 0.06% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 32.82 K | $329.53 K | 5.92% | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 32.80 K | $329.35 K | 0.00% | 0.06% |
| NUVEEN, LLC | 08/11/2026 | 32.62 K | $327.55 K | 0.00% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 31.36 K | $314.95 K | 55.37% | 0.06% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 31.34 K | $314.69 K | -6.56% | 0.06% |
| JANE STREET GROUP, LLC | 08/14/2026 | 25.66 K | $257.67 K | 5.27% | 0.05% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 25.55 K | $256.52 K | -3.95% | 0.05% |
| COHEN & STEERS, INC. | 08/14/2026 | 25.00 K | $251.00 K | 0.00% | 0.05% |
| COMPASS FINANCIAL GROUP, INC/SD | 08/05/2026 | 24.35 K | $244.46 K | 0.00% | 0.04% |
| CITADEL ADVISORS LLC | 09/02/2026 | 24.06 K | $241.56 K | 100.00% | 0.04% |
| XTX TOPCO LTD | 08/14/2026 | 23.75 K | $238.40 K | 100.00% | 0.04% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 22.31 K | $224.03 K | 0.00% | 0.04% |
| WORTH ASSET MANAGEMENT, LLC | 07/08/2026 | 21.09 K | $211.71 K | 100.00% | 0.04% |
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Invesco Municipal Trust institutional Ownership - FAQ's
During the previous two years, 140 institutional investors and hedge funds held shares of Invesco Municipal Trust. The most heavily invested institutionals were:
RIVERNORTH CAPITAL MANAGEMENT, LLC: 2.75 M
MORGAN STANLEY: 2.42 M
GUGGENHEIM CAPITAL LLC: 1.13 M
Hennion & Walsh Asset Management, Inc.: 940,068
UBS Group AG: 734,875
RAYMOND JAMES FINANCIAL INC: 715,977
27.23% of Invesco Municipal Trust stock is owned by institutional investors.
Institutional investors have bought a total of 16.76 M shares in the last 24 months. This purchase volume represents approximately $163.74 M in transactions.