Invesco Municipal Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 4.39 M | $41.76 M | -23.95% | 7.93% |
| MORGAN STANLEY | 05/15/2026 | 1.89 M | $17.99 M | 17.02% | 3.41% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.12 M | $10.65 M | -6.75% | 2.02% |
| UBS GROUP AG | 05/05/2026 | 832.54 K | $7.93 M | -6.18% | 1.50% |
| LPL FINANCIAL LLC | 05/06/2026 | 813.29 K | $7.74 M | -15.35% | 1.47% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 726.18 K | $6.91 M | 0.00% | 1.31% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 566.09 K | $5.39 M | 63.77% | 1.02% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 461.80 K | $4.40 M | 4.09% | 0.83% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 449.49 K | $4.28 M | 11.99% | 0.81% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 351.11 K | $3.34 M | 55.84% | 0.63% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 279.04 K | $2.66 M | 100.00% | 0.50% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 228.05 K | $2.17 M | 12.45% | 0.41% |
| MACKAY SHIELDS LLC | 04/27/2026 | 208.81 K | $1.99 M | -35.77% | 0.38% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 199.45 K | $1.90 M | -0.72% | 0.36% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 169.44 K | $1.61 M | -1.20% | 0.31% |
| FIERA CAPITAL CORP | 05/12/2026 | 165.97 K | $1.58 M | 100.00% | 0.30% |
| INVESCO LTD. | 05/12/2026 | 162.83 K | $1.55 M | -24.34% | 0.29% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 150.27 K | $1.43 M | 1.12% | 0.27% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 145.85 K | $1.39 M | -1.09% | 0.26% |
| JFS WEALTH ADVISORS, LLC | 04/21/2026 | 145.27 K | $1.38 M | 0.13% | 0.26% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 140.48 K | $1.34 M | 0.75% | 0.25% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 128.94 K | $1.23 M | 0.12% | 0.23% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 124.98 K | $1.20 M | -78.74% | 0.23% |
| WEALTH ALLIANCE ADVISORY GROUP, LLC | 04/09/2026 | 120.07 K | $1.14 M | 47.87% | 0.22% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 101.05 K | $962.00 K | 26.59% | 0.18% |
| RAREVIEW CAPITAL LLC | 04/27/2026 | 96.15 K | $879.72 K | -66.70% | 0.17% |
| IBEX WEALTH ADVISORS | 04/30/2026 | 89.23 K | $849.43 K | -1.57% | 0.16% |
| STRATOS WEALTH ADVISORS, LLC | 04/28/2026 | 88.73 K | $844.69 K | -54.39% | 0.16% |
| WHIPPLEWOOD ADVISORS, LLC | 04/30/2026 | 88.73 K | $844.68 K | -1.25% | 0.16% |
| ROYAL BANK OF CANADA | 05/15/2026 | 85.87 K | $817.00 K | 10.23% | 0.16% |
| SEAMOUNT FINANCIAL GROUP INC | 04/24/2026 | 73.69 K | $701.51 K | -5.11% | 0.13% |
| SUMMIT TRAIL ADVISORS, LLC | 05/12/2026 | 72.30 K | $688.25 K | 100.00% | 0.13% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 72.12 K | $686.60 K | 20.53% | 0.13% |
| SMITH, MOORE & CO. | 05/05/2026 | 71.58 K | $681.42 K | -52.59% | 0.13% |
| TYCHE WEALTH PARTNERS LLC | 05/06/2026 | 69.43 K | $660.95 K | 0.03% | 0.13% |
| CONCORDE ASSET MANAGEMENT, LLC | 06/01/2026 | 63.97 K | $609.02 K | -21.76% | 0.12% |
| OPPENHEIMER & CO INC | 04/24/2026 | 50.10 K | $476.99 K | 1.25% | 0.09% |
| MADISON PARK CAPITAL ADVISORS, LLC | 04/22/2026 | 45.24 K | $430.65 K | 6.17% | 0.08% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 43.34 K | $412.62 K | 7.84% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 42.61 K | $406.00 K | -0.47% | 0.08% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 42.55 K | $405.08 K | 100.00% | 0.08% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 41.69 K | $396.91 K | 1.63% | 0.08% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 36.36 K | $346.11 K | 28.08% | 0.07% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 33.54 K | $319.32 K | 0.00% | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 32.80 K | $312.29 K | -1.05% | 0.06% |
| NUVEEN, LLC | 04/30/2026 | 32.62 K | $310.58 K | 0.00% | 0.06% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 31.32 K | $298.16 K | -6.92% | 0.06% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 30.99 K | $295.00 K | 19.18% | 0.06% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 27.27 K | $259.60 K | 11.03% | 0.05% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 26.60 K | $253.23 K | -3.27% | 0.05% |
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Invesco Municipal Trust institutional Ownership - FAQ's
During the previous two years, 132 institutional investors and hedge funds held shares of Invesco Municipal Trust. The most heavily invested institutionals were:
RIVERNORTH CAPITAL MANAGEMENT, LLC: 4.39 M
MORGAN STANLEY: 1.89 M
GUGGENHEIM CAPITAL LLC: 1.12 M
UBS Group AG: 832,536
LPL Financial LLC: 813,290
SIT INVESTMENT ASSOCIATES INC: 726,179
28.69% of Invesco Municipal Trust stock is owned by institutional investors.
Institutional investors have bought a total of 17.57 M shares in the last 24 months. This purchase volume represents approximately $171.69 M in transactions.