VKQ

Invesco Municipal Trust

Latest period2024 - Q4Total superinvestors12

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Decreased -1.05%
0.13%
$2.826M
288,078 shares@ 9.81 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Increased 54.69%
0.05%
$1.801M
183,546 shares@ 9.82 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -3.86%
0.04%
$1.646M
167,764 shares@ 9.82 avg price
Matthew G. Catlin@Wealth Alliance Advisory Group, Llc
Recent Activity
Increased 10.16%
0.14%
$652,522
66,516 shares@ 9.82 avg price
ANDREW J. BARFOOT@Madison Park Capital Advisors, Llc
Recent Activity
Increased 31.98%
0.33%
$405,996
41,386 shares@ 9.81 avg price
Victor Melfa Jr.@Melfa Wealth Management, Inc.
Recent Activity
0.21%
$309,166
31,515 shares@ 9.82 avg price
Lois Beckmen@Riverbridge Partners Llc
Recent Activity
Decreased -14.24%
0.01%
$236,078
24,065 shares@ 9.82 avg price
Steven Pisano@Simon Quick Advisors, Llc
Recent Activity
Increased 4.52%
0.02%
$189,441
19,311 shares@ 9.82 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -10.49%
0.01%
$172,518
17,586 shares@ 9.81 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -11.19%
0.01%
$169,655
17,294 shares@ 9.82 avg price