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Invesco Municipal Trust
$10.07 +0.04 (+0.41%) At close · Jul 2
Market Cap
$557.23M
Shares
55,335,514

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 93
Total Value: $151,135,250
Total Shares: 15,875,556

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 93 13F filers · Δ vs Dec 31, 2025
Top Holder
27.6%
Jun 2023 → Mar 2026 · range 13.7% – 33.3%
−5.6 pts
Top 5
56.9%
Jun 2023 → Mar 2026 · range 50.1% – 62.8%
−3.2 pts
Top 10
73.0%
Jun 2023 → Mar 2026 · range 69.2% – 79.3%
−1.5 pts
HHI
1,085
Jun 2023 → Mar 2026 · range 666 – 1,364
Broadly held−279

Quarterly Activity

vs Dec 31, 2025
New
11
Increased
34
Decreased
24
Sold Out
8
Unchanged
24
Holder count: +3
Institutional value: -32.2%
Shares held: -31.3%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega MORGAN STANLEY +274,764 1,889,528
Mega RAYMOND JAMES FINANCIAL INC +220,420 566,087
Large NewEdge Advisors, LLC +125,814 351,113
Mega VAN ECK ASSOCIATES CORP +48,113 449,488
Small Wealth Alliance Advisory Group, LLC +38,873 120,074

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC −7,150,620 4,387,056
Small ROBINSON CAPITAL MANAGEMENT, LLC −462,883 124,983
Small Rareview Capital LLC −192,599 96,145
Mega LPL Financial LLC −147,455 813,290
Small MACKAY SHIELDS LLC −116,293 208,814

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid Hennion & Walsh Asset Management, Inc. 279,041 $2,656,470
Large Fiera Capital Corp 165,965 $1,579,986
Mid Summit Trail Advisors, LLC 72,295 $688,248
Mid Independent Advisor Alliance 42,550 $405,076
Mid World Investment Advisors 27,269 $259,600

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega Bank of New York Mellon Corp 81,874 $790,083
Small StoneX Group Inc. 72,627 $700,850
Mega GOLDMAN SACHS GROUP INC 16,836 $162,467
Mid Wealthspire Advisors, LLC 11,500 $110,975
Mid Global Retirement Partners, LLC 4,276 $41,263
Filter: New 11 Increased 34 Reduced 24 Sold out 8 Unchanged 24
Showing 93 of 93
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $41,764,773 27.63% 4,387,056
Mega MORGAN STANLEY $17,988,305 11.90% 1,889,528
Large GUGGENHEIM CAPITAL LLC $10,648,891 7.05% 1,118,581
Mega UBS Group AG $7,925,742 5.24% 832,536
Mega LPL Financial LLC $7,742,520 5.12% 813,290
Mid SIT INVESTMENT ASSOCIATES INC $6,913,224 4.57% 726,179
Mega RAYMOND JAMES FINANCIAL INC $5,389,147 3.57% 566,087
Mega WELLS FARGO & COMPANY/MN $4,396,335 2.91% 461,800
Mega VAN ECK ASSOCIATES CORP $4,279,125 2.83% 449,488
Large NewEdge Advisors, LLC $3,342,595 2.21% 351,113
Mid Hennion & Walsh Asset Management, Inc. $2,656,470 1.76% 279,041
Mega BANK OF AMERICA CORP /DE/ Bank $2,171,036 1.44% 228,050
Small MACKAY SHIELDS LLC $1,987,908 1.32% 208,814
Mid Advisors Asset Management, Inc. $1,898,754 1.26% 199,449
Large Baird Financial Group, Inc. $1,613,106 1.07% 169,444
Large Fiera Capital Corp $1,579,986 1.05% 165,965
Mega Invesco Ltd. $1,550,122 1.03% 162,828
Large COMMONWEALTH EQUITY SERVICES, LLC $1,430,551 0.95% 150,268
Mid Capital Investment Advisors, LLC $1,388,492 0.92% 145,850
Small JFS WEALTH ADVISORS, LLC $1,382,932 0.92% 145,266
Large Steward Partners Investment Advisory, LLC $1,337,379 0.88% 140,481
Large STIFEL FINANCIAL CORP $1,227,518 0.81% 128,941
Small ROBINSON CAPITAL MANAGEMENT, LLC $1,189,838 0.79% 124,983
Small Wealth Alliance Advisory Group, LLC $1,143,104 0.76% 120,074
Large Cetera Investment Advisers $961,996 0.64% 101,050
Small Rareview Capital LLC $915,300 0.61% 96,145
Small IBEX WEALTH ADVISORS $849,431 0.56% 89,226
Micro Whipplewood Advisors, LLC $844,681 0.56% 88,727
Small Stratos Wealth Advisors, LLC $844,681 0.56% 88,727
Mega ROYAL BANK OF CANADA Bank $817,482 0.54% 85,870
Micro SEAMOUNT FINANCIAL GROUP INC $701,509 0.46% 73,688
Mid Summit Trail Advisors, LLC $688,248 0.46% 72,295
Mega AMERIPRISE FINANCIAL INC $686,601 0.45% 72,122
Small SMITH, MOORE & CO. $681,422 0.45% 71,578
Small Tyche Wealth Partners LLC $660,945 0.44% 69,427
Micro Concorde Asset Management, LLC $609,013 0.40% 63,972
Mid OPPENHEIMER & CO INC $476,990 0.32% 50,104
Micro Madison Park Capital Advisors, LLC $430,646 0.28% 45,236
Mid Concurrent Investment Advisors, LLC $412,614 0.27% 43,342
Large Cambridge Investment Research Advisors, Inc. $405,599 0.27% 42,605
Mid Independent Advisor Alliance $405,076 0.27% 42,550
Large Rockefeller Capital Management L.P. $396,898 0.26% 41,691
Mid Stratos Wealth Partners, LTD. $346,109 0.23% 36,356
Small MELFA WEALTH MANAGEMENT, INC. $319,319 0.21% 33,542
Mega PNC FINANCIAL SERVICES GROUP, INC. $312,294 0.21% 32,804
Mega Nuveen, LLC $310,580 0.21% 32,624
Large &PARTNERS $298,156 0.20% 31,319
Mid Prospera Financial Services Inc $294,986 0.20% 30,986
Mid World Investment Advisors $259,600 0.17% 27,269
Mid PFG Investments, LLC $253,232 0.17% 26,600
Large COHEN & STEERS, INC. $238,000 0.16% 25,000
Mega JANE STREET GROUP, LLC $232,097 0.15% 24,380
Micro Compass Financial Group, INC/SD $231,802 0.15% 24,349
Large HUNTINGTON NATIONAL BANK Bank $214,256 0.14% 22,506
Mid HARBOUR INVESTMENTS, INC. $212,429 0.14% 22,314
Mid Wealthcare Advisory Partners LLC $203,728 0.13% 21,400
Large OSAIC HOLDINGS, INC. $192,180 0.13% 20,187
Small Penbrook Management LLC $190,400 0.13% 20,000
Mid CHOREO, LLC $159,307 0.11% 16,734
Small Tradewinds Capital Management, LLC $151,729 0.10% 15,938
Small Institute for Wealth Management, LLC. $146,608 0.10% 15,400
Small ORLEANS CAPITAL MANAGEMENT CORP/LA $139,277 0.09% 14,630
Large Lido Advisors, LLC $138,754 0.09% 14,575
Mid Sowell Financial Services LLC $133,280 0.09% 14,000
Large Cresset Asset Management, LLC $128,520 0.09% 13,500
Large HighTower Advisors, LLC $121,789 0.08% 12,793
Mid Sanctuary Advisors, LLC $114,297 0.08% 12,006
Large Kestra Advisory Services, LLC $110,355 0.07% 11,592
Small NCM Capital Management, LLC $109,251 0.07% 11,476
Mega FIRST TRUST ADVISORS LP $108,432 0.07% 11,390
Mid AlphaCore Capital LLC $108,366 0.07% 11,383
Micro Vericrest Private Wealth $107,652 0.07% 11,308
Small Perennial Investment Advisors, LLC $106,252 0.07% 11,161
Small Financial Engines Advisors L.L.C. $104,700 0.07% 10,998
Mid MAI Capital Management $48,609 0.03% 5,106
Small TRUST CO OF TOLEDO NA /OH/ Bank $39,212 0.03% 4,119
Small Community Bank, N.A. $38,080 0.03% 4,000
Mid Advisory Services Network, LLC $34,719 0.02% 3,647
Small PRIVATE TRUST CO NA Bank $24,142 0.02% 2,536
Small Pinnacle Wealth Planning Services, Inc. $23,542 0.02% 2,473
Small Prestige Wealth Management Group LLC $17,545 0.01% 1,843
Mid Penserra Capital Management LLC $14,108 0.01% 1,482
Small PIN OAK INVESTMENT ADVISORS INC $11,319 0.01% 1,189
Small HIGHLINE WEALTH PARTNERS LLC $9,520 0.01% 1,000
Mid Spire Wealth Management $7,616 0.01% 800
Mega BlackRock, Inc. $7,244 0.00% 761
Micro WPG Advisers, LLC $6,511 0.00% 684
Micro RICHARDSON FINANCIAL SERVICES INC. $5,664 0.00% 595
Mid IFP Advisors, Inc $5,578 0.00% 586
Mid North Star Investment Management Corp. $3,370 0.00% 354
Small CoreCap Advisors, LLC $2,827 0.00% 297
Large FIFTH THIRD BANCORP Bank $913 0.00% 96
Large ASSETMARK, INC $9 0.00% 1
Key facts CIK 877463 CUSIP 46131J103 13F (30d) 3 filings 1 filers Visit website Investor relations

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