Invesco Municipal Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 5.77 M | $55.67 M | 31.75% | 10.43% |
| MORGAN STANLEY | 02/13/2026 | 1.61 M | $15.58 M | 28.09% | 2.92% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 1.20 M | $11.58 M | 0.69% | 2.17% |
| LPL FINANCIAL LLC | 02/11/2026 | 960.75 K | $9.27 M | 15.69% | 1.74% |
| UBS GROUP AG | 01/29/2026 | 887.41 K | $8.56 M | -6.67% | 1.60% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 726.18 K | $7.01 M | -2.90% | 1.31% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 587.87 K | $5.67 M | -7.02% | 1.06% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 443.65 K | $4.28 M | 3.15% | 0.80% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 401.38 K | $3.87 M | 12.30% | 0.73% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 345.67 K | $3.34 M | 33.34% | 0.62% |
| MACKAY SHIELDS LLC | 01/29/2026 | 325.11 K | $3.14 M | 0.00% | 0.59% |
| RAREVIEW CAPITAL LLC | 01/29/2026 | 288.74 K | $2.64 M | 4.09% | 0.52% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 225.30 K | $2.17 M | 159.16% | 0.41% |
| INVESCO LTD. | 02/19/2026 | 215.21 K | $2.08 M | 28.41% | 0.39% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 202.80 K | $1.96 M | 9.90% | 0.37% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 200.90 K | $1.94 M | -33.04% | 0.36% |
| STRATOS WEALTH ADVISORS, LLC | 01/20/2026 | 194.54 K | $1.88 M | -1.95% | 0.35% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 171.51 K | $1.66 M | 0.07% | 0.31% |
| SMITH, MOORE & CO. | 01/23/2026 | 150.98 K | $1.46 M | -8.86% | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 148.61 K | $1.43 M | 19.75% | 0.27% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 147.45 K | $1.42 M | -3.86% | 0.27% |
| JFS WEALTH ADVISORS, LLC | 01/14/2026 | 145.08 K | $1.40 M | 0.12% | 0.26% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 139.44 K | $1.35 M | 0.61% | 0.25% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 128.78 K | $1.24 M | 0.16% | 0.23% |
| IBEX WEALTH ADVISORS | 02/17/2026 | 90.65 K | $874.77 K | -5.68% | 0.16% |
| WHIPPLEWOOD ADVISORS, LLC | 02/17/2026 | 89.85 K | $867.01 K | -0.52% | 0.16% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 81.87 K | $790.08 K | 3.98% | 0.15% |
| CONCORDE ASSET MANAGEMENT, LLC | 02/13/2026 | 81.76 K | $788.98 K | 8.48% | 0.15% |
| WEALTH ALLIANCE ADVISORY GROUP, LLC | 01/29/2026 | 81.20 K | $783.59 K | 8.68% | 0.15% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 79.82 K | $770.29 K | -0.01% | 0.14% |
| ROYAL BANK OF CANADA | 02/17/2026 | 77.90 K | $752.00 K | 14.90% | 0.14% |
| SEAMOUNT FINANCIAL GROUP INC | 01/26/2026 | 77.66 K | $749.39 K | -7.43% | 0.14% |
| STONEX GROUP INC. | 02/12/2026 | 72.63 K | $700.85 K | 0.00% | 0.13% |
| TYCHE WEALTH PARTNERS LLC | 01/23/2026 | 69.41 K | $669.80 K | 0.03% | 0.13% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 59.84 K | $577.40 K | -5.08% | 0.11% |
| OPPENHEIMER & CO INC | 02/02/2026 | 49.48 K | $477.52 K | 4.65% | 0.09% |
| JANE STREET GROUP, LLC | 02/12/2026 | 44.60 K | $430.43 K | 100.00% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 42.81 K | $413.00 K | -11.32% | 0.08% |
| MADISON PARK CAPITAL ADVISORS, LLC | 01/20/2026 | 42.61 K | $411.17 K | 0.12% | 0.08% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 41.02 K | $395.89 K | -19.62% | 0.07% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 40.19 K | $387.84 K | -4.35% | 0.07% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 33.65 K | $324.70 K | 72.60% | 0.06% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 33.54 K | $323.68 K | 6.43% | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 33.15 K | $319.93 K | 11.24% | 0.06% |
| NUVEEN, LLC | 02/12/2026 | 32.62 K | $314.82 K | 0.00% | 0.06% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 28.39 K | $273.93 K | 100.00% | 0.05% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 27.50 K | $265.38 K | 100.00% | 0.05% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 26.00 K | $250.90 K | 0.00% | 0.05% |
| COHEN & STEERS, INC. | 02/13/2026 | 25.00 K | $241.00 K | 0.00% | 0.05% |
| PENSIONMARK FINANCIAL GROUP, LLC | 02/04/2026 | 24.56 K | $236.99 K | 100.00% | 0.04% |
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Invesco Municipal Trust institutional Ownership - FAQ's
During the previous two years, 139 institutional investors and hedge funds held shares of Invesco Municipal Trust. The most heavily invested institutionals were:
UBS Group AG: 832,536
MACKAY SHIELDS LLC: 208,814
COMMONWEALTH EQUITY SERVICES, LLC: 150,268
Capital Investment Advisors, LLC: 145,850
JFS WEALTH ADVISORS, LLC: 145,266
Wealth Alliance Advisory Group, LLC: 120,074
31.39% of Invesco Municipal Trust stock is owned by institutional investors.
Institutional investors have bought a total of 18.73 M shares in the last 24 months. This purchase volume represents approximately $183.03 M in transactions.