Invesco Municipal Trust
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 12 superinvestors own shares of Invesco Municipal Trust (VKQ), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Municipal Trust (VKQ), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Invesco Municipal Trust (VKQ) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Invesco Municipal Trust (VKQ) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Kayla Berg@Dakota Wealth Management
| 0.05% | $1.801M 183,546 shares@ 9.82 avg price | Increased 54.69% |
Matthew G. Catlin@Wealth Alliance Advisory Group, Llc
| 0.14% | $652,522 66,516 shares@ 9.82 avg price | Increased 10.16% |
ANDREW J. BARFOOT@Madison Park Capital Advisors, Llc
| 0.33% | $405,996 41,386 shares@ 9.81 avg price | Increased 31.98% |
Steven Pisano@Simon Quick Advisors, Llc
| 0.02% | $189,441 19,311 shares@ 9.82 avg price | Increased 4.52% |
Jordan Pitts@Moody National Bank Trust Division
| 0.02% | $110,343 11,248 shares@ 9.82 avg price | Increased 9.65% |