Invesco Municipal Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2025 | 4.38 M | $42.25 M | 24.53% | 7.91% |
| MORGAN STANLEY | 11/14/2025 | 1.26 M | $12.17 M | 22.49% | 2.28% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 1.19 M | $11.50 M | -0.82% | 2.15% |
| UBS GROUP AG | 11/13/2025 | 950.78 K | $9.18 M | -9.83% | 1.72% |
| LPL FINANCIAL LLC | 11/12/2025 | 830.46 K | $8.01 M | 308.66% | 1.50% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 747.88 K | $7.22 M | -12.66% | 1.35% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 11/14/2025 | 632.28 K | $6.10 M | -44.75% | 1.14% |
| FIERA CAPITAL CORP | 11/07/2025 | 524.21 K | $5.06 M | -0.71% | 0.95% |
| KARPUS MANAGEMENT, INC. | 11/14/2025 | 494.67 K | $4.77 M | -77.36% | 0.89% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 430.09 K | $4.15 M | 76.52% | 0.78% |
| VAN ECK ASSOCIATES CORP | 11/13/2025 | 357.40 K | $3.45 M | 4.93% | 0.65% |
| MACKAY SHIELDS LLC | 10/27/2025 | 325.11 K | $3.14 M | 0.00% | 0.59% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 300.01 K | $2.90 M | -18.04% | 0.54% |
| RAREVIEW CAPITAL LLC | 11/14/2025 | 277.39 K | $2.54 M | 16.47% | 0.50% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 259.25 K | $2.50 M | 27.37% | 0.47% |
| STRATOS WEALTH ADVISORS, LLC | 11/06/2025 | 198.41 K | $1.91 M | -0.19% | 0.36% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 184.53 K | $1.78 M | 16.16% | 0.33% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 171.38 K | $1.65 M | 3.24% | 0.31% |
| INVESCO LTD. | 11/13/2025 | 167.59 K | $1.62 M | 2.22% | 0.30% |
| SMITH, MOORE & CO. | 11/12/2025 | 165.65 K | $1.60 M | 59.42% | 0.30% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/23/2025 | 153.36 K | $1.48 M | 3.18% | 0.28% |
| JFS WEALTH ADVISORS, LLC | 11/10/2025 | 144.90 K | $1.40 M | 0.13% | 0.26% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 138.59 K | $1.34 M | 214.86% | 0.25% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 128.58 K | $1.24 M | -1.48% | 0.23% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 124.10 K | $1.20 M | -16.19% | 0.22% |
| IBEX WEALTH ADVISORS | 11/12/2025 | 96.11 K | $927.41 K | -0.87% | 0.17% |
| DAKOTA WEALTH MANAGEMENT | 11/10/2025 | 92.64 K | $893.95 K | -25.52% | 0.17% |
| WHIPPLEWOOD ADVISORS, LLC | 11/06/2025 | 90.31 K | $871.52 K | 9.29% | 0.16% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 86.93 K | $838.92 K | 90.44% | 0.16% |
| SEAMOUNT FINANCIAL GROUP INC | 10/24/2025 | 83.89 K | $809.52 K | 0.00% | 0.15% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 79.83 K | $770.38 K | 152.35% | 0.14% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 78.74 K | $759.87 K | 65.25% | 0.14% |
| CONCORDE ASSET MANAGEMENT, LLC | 11/14/2025 | 75.37 K | $727.53 K | 100.00% | 0.14% |
| WEALTH ALLIANCE ADVISORY GROUP, LLC | 10/14/2025 | 74.72 K | $721.01 K | 2.75% | 0.13% |
| STONEX GROUP INC. | 11/14/2025 | 72.63 K | $700.83 K | 34.04% | 0.13% |
| TYCHE WEALTH PARTNERS LLC | 11/04/2025 | 69.39 K | $669.62 K | 0.03% | 0.13% |
| ROYAL BANK OF CANADA | 11/14/2025 | 67.80 K | $655.00 K | 4.49% | 0.12% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 10/20/2025 | 63.60 K | $613.74 K | 0.00% | 0.11% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 63.04 K | $608.34 K | 33.37% | 0.11% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 51.04 K | $492.54 K | -0.44% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 48.27 K | $466.00 K | -5.38% | 0.09% |
| OPPENHEIMER & CO INC | 11/06/2025 | 47.28 K | $456.29 K | 1.76% | 0.09% |
| MADISON PARK CAPITAL ADVISORS, LLC | 11/04/2025 | 42.56 K | $410.68 K | 0.12% | 0.08% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 10/27/2025 | 42.02 K | $405.48 K | 100.00% | 0.08% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 42.00 K | $405.27 K | 1.97% | 0.08% |
| NUVEEN, LLC | 11/12/2025 | 32.62 K | $314.82 K | 0.00% | 0.06% |
| QUARRY LP | 11/14/2025 | 32.50 K | $313.63 K | 0.00% | 0.06% |
| RIVERBRIDGE PARTNERS LLC | 10/14/2025 | 31.61 K | $305.06 K | 3.50% | 0.06% |
| MELFA WEALTH MANAGEMENT, LLC | 10/28/2025 | 31.52 K | $304.12 K | 0.00% | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 29.80 K | $287.61 K | -57.29% | 0.05% |
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Invesco Municipal Trust institutional Ownership - FAQ's
During the previous two years, 112 institutional investors and hedge funds held shares of Invesco Municipal Trust. The most heavily invested institutionals were:
Rareview Capital LLC: 288,744
Stratos Wealth Advisors, LLC: 194,544
Madison Park Capital Advisors, LLC: 42,608
MELFA WEALTH MANAGEMENT, LLC: 33,542
PNC FINANCIAL SERVICES GROUP, INC.: 33,153
Stratos Wealth Partners, LTD.: 28,386
29.87% of Invesco Municipal Trust stock is owned by institutional investors.
Institutional investors have bought a total of 15.83 M shares in the last 24 months. This purchase volume represents approximately $156.22 M in transactions.