| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 10% | +50% | $55,669,287 | +$18,645,875 | 5,768,838 | +50% | RIVERNORTH CAPITAL MANAGEMENT, LLC | 31 Dec 2025 |
As of 31 Dec 2025, 89 institutional investors reported holding 17,349,898 shares of Invesco Municipal Trust - Common Shares, $0.01 par value (VKQ). This represents 31% of the company’s total 55,310,048 outstanding shares.
The largest institutional shareholders of Invesco Municipal Trust - Common Shares, $0.01 par value (VKQ) together control 28% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 10% | 5,768,838 | +32% | 2.6% | $55,669,284 |
| MORGAN STANLEY | 2.9% | 1,614,764 | +28% | 0% | $15,582,487 |
| GUGGENHEIM CAPITAL LLC | 2.2% | 1,199,525 | +0.69% | 0.08% | $11,575,416 |
| LPL Financial LLC | 1.7% | 960,745 | +16% | 0% | $9,271,186 |
| UBS Group AG | 1.6% | 887,414 | -6.7% | 0% | $8,563,541 |
| SIT INVESTMENT ASSOCIATES INC | 1.3% | 726,179 | -2.9% | 0.14% | $7,008,000 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 1.1% | 587,866 | -7% | 2.4% | $5,672,907 |
| WELLS FARGO & COMPANY/MN | 0.8% | 443,647 | +3.2% | 0% | $4,281,199 |
| VAN ECK ASSOCIATES CORP | 0.73% | 401,375 | +12% | 0% | $3,873,000 |
| RAYMOND JAMES FINANCIAL INC | 0.62% | 345,667 | +33% | 0% | $3,335,690 |
| MACKAY SHIELDS LLC | 0.59% | 325,107 | 0% | 0.11% | $3,137,283 |
| Rareview Capital LLC | 0.52% | 288,744 | +4.1% | 1.7% | $2,642,004 |
| NewEdge Advisors, LLC | 0.41% | 225,299 | +159% | 0.01% | $2,174,137 |
| Invesco Ltd. | 0.39% | 215,207 | +28% | 0% | $2,076,748 |
| BANK OF AMERICA CORP /DE/ | 0.37% | 202,804 | +9.9% | 0% | $1,957,061 |
| Advisors Asset Management, Inc. | 0.36% | 200,901 | -33% | 0.03% | $1,938,695 |
| Stratos Wealth Advisors, LLC | 0.35% | 194,544 | -1.9% | 0.09% | $1,877,351 |
| Baird Financial Group, Inc. | 0.31% | 171,505 | +0.07% | 0% | $1,655,023 |
| SMITH, MOORE & CO. | 0.27% | 150,979 | -8.9% | 0.11% | $1,456,952 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.27% | 148,608 | +20% | 0% | $1,434,060 |
| Capital Investment Advisors, LLC | 0.27% | 147,450 | -3.9% | 0.02% | $1,422,892 |
| JFS WEALTH ADVISORS, LLC | 0.26% | 145,083 | +0.12% | 0.08% | $1,400,050 |
| Steward Partners Investment Advisory, LLC | 0.25% | 139,437 | +0.61% | 0.01% | $1,345,567 |
| STIFEL FINANCIAL CORP | 0.23% | 128,783 | +0.16% | 0% | $1,242,762 |
| IBEX WEALTH ADVISORS | 0.16% | 90,650 | -5.7% | 0.09% | $874,768 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 17,349,898 | $167,283,738 | +$7,892,017 | $9.65 | 89 |
| 2025 Q3 | 16,544,503 | $159,512,855 | -$3,739,854 | $9.65 | 95 |
| 2025 Q2 | 16,893,731 | $154,569,240 | -$10,405,119 | $9.15 | 98 |
| 2025 Q1 | 18,067,010 | $174,550,435 | -$8,852,894 | $9.65 | 98 |
| 2024 Q4 | 19,057,899 | $187,085,036 | +$9,601,476 | $9.81 | 98 |
| 2024 Q3 | 17,883,954 | $183,412,850 | -$11,737,682 | $10.26 | 104 |
| 2024 Q2 | 19,209,929 | $191,334,016 | +$3,203,434 | $9.96 | 93 |
| 2024 Q1 | 18,876,917 | $182,957,146 | +$7,931,938 | $9.70 | 92 |
| 2023 Q4 | 18,091,154 | $172,513,163 | +$14,448,679 | $9.53 | 98 |
| 2023 Q3 | 15,849,519 | $132,186,552 | +$6,983,922 | $8.34 | 75 |
| 2023 Q2 | 14,998,158 | $141,445,107 | +$3,958,893 | $9.43 | 81 |
| 2023 Q1 | 14,559,856 | $144,377,769 | +$961,558 | $9.92 | 80 |
| 2022 Q4 | 14,452,850 | $143,067,392 | +$16,483,607 | $9.90 | 90 |
| 2022 Q3 | 12,824,174 | $117,208,283 | +$8,813,713 | $9.14 | 87 |
| 2022 Q2 | 11,845,454 | $120,360,448 | +$18,639,547 | $10.16 | 91 |
| 2022 Q1 | 10,186,381 | $117,241,226 | +$5,263,117 | $11.51 | 88 |
| 2021 Q4 | 9,627,768 | $129,276,372 | -$1,999,359 | $13.43 | 75 |
| 2021 Q3 | 9,767,286 | $130,887,255 | -$6,320,991 | $13.40 | 78 |
| 2021 Q2 | 10,194,088 | $139,860,595 | +$3,002,561 | $13.72 | 82 |
| 2021 Q1 | 9,998,175 | $131,977,602 | -$2,438,806 | $13.20 | 82 |
| 2020 Q4 | 10,167,670 | $130,344,638 | +$3,187,883 | $12.82 | 84 |
| 2020 Q3 | 9,915,364 | $119,096,776 | +$2,085,962 | $12.01 | 85 |
| 2020 Q2 | 9,819,060 | $115,501,510 | -$6,208,197 | $11.76 | 85 |
| 2020 Q1 | 9,759,477 | $114,187,446 | +$2,260,913 | $11.70 | 82 |
| 2019 Q4 | 9,547,807 | $118,005,597 | +$5,072,885 | $12.36 | 87 |
| 2019 Q3 | 9,078,256 | $114,485,171 | -$4,500,907 | $12.61 | 80 |
| 2019 Q2 | 9,438,385 | $116,295,155 | +$3,073,338 | $12.32 | 78 |
| 2019 Q1 | 9,218,286 | $111,089,210 | +$2,161,610 | $12.05 | 83 |
| 2018 Q4 | 9,063,670 | $100,968,021 | +$25,561,660 | $11.14 | 89 |
| 2018 Q3 | 6,772,644 | $78,161,422 | +$430,244 | $11.54 | 93 |
| 2018 Q2 | 6,670,803 | $78,825,961 | +$4,770,412 | $11.82 | 87 |
| 2018 Q1 | 6,268,267 | $73,321,857 | +$6,869,061 | $11.69 | 86 |
| 2017 Q4 | 5,653,892 | $70,673,250 | +$344,271 | $12.50 | 87 |
| 2017 Q3 | 5,519,203 | $70,468,000 | +$249,061 | $12.77 | 72 |
| 2017 Q2 | 5,498,216 | $70,538,000 | -$12,448,006 | $12.83 | 67 |
| 2017 Q1 | 6,490,953 | $81,282,000 | -$2,267,973 | $12.53 | 71 |
| 2016 Q4 | 6,676,433 | $81,886,000 | +$13,969,603 | $12.26 | 71 |
| 2016 Q3 | 5,436,789 | $74,944,000 | -$9,471,170 | $13.79 | 62 |
| 2016 Q2 | 6,129,147 | $87,131,000 | -$27,540,671 | $14.21 | 68 |
| 2016 Q1 | 8,081,008 | $107,636,000 | -$17,115,735 | $13.32 | 59 |
| 2015 Q4 | 9,414,175 | $120,240,000 | +$74,436 | $12.77 | 62 |
| 2015 Q3 | 9,568,405 | $117,486,000 | +$5,863,985 | $12.28 | 62 |
| 2015 Q2 | 9,115,730 | $109,563,222 | +$7,808,820 | $12.02 | 60 |
| 2015 Q1 | 8,416,751 | $107,731,080 | +$1,750,771 | $12.80 | 58 |
| 2014 Q4 | 8,203,394 | $103,857,738 | +$4,092,582 | $12.66 | 63 |
| 2014 Q3 | 7,816,508 | $98,099,985 | +$513,552 | $12.55 | 52 |
| 2014 Q2 | 7,820,742 | $97,588,856 | +$4,976,233 | $12.52 | 51 |
| 2014 Q1 | 7,398,774 | $89,252,242 | +$11,879,903 | $12.10 | 53 |