Empfehlung
13,9
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
61.8
7 neu, 17 erhöht, 10,6M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | Invesco Municipal Trust |
|---|---|
| Ticker | VKQ |
| CIK | 0000877463 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | 46131j103 |
|---|---|
| ISIN | US46131J1034 |
| Typ | Closed-End Fund |
| Titel | INVESCO MUNICIPAL TRUST |
Status
| Zuletzt geprüft | 2026-03-24 03:57:46.715474 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 1,614,764 | 1,260,664 | 354,100 | 15,582,487 | Aufgestockt | +28,1% | |
| GUGGENHEIM CAPITAL LLC | 1,199,525 | 1,191,247 | 8,278 | 11,575,416 | Aufgestockt | +0,7% | |
| LPL Financial LLC | 960,745 | 830,457 | 130,288 | 9,271,186 | Aufgestockt | +15,7% | |
| UBS Group AG | 887,414 | 950,784 | -63,370 | 8,563,541 | Reduziert | -6,7% | |
| Fiera Capital Corp | 524,209 | 0 | 524,209 | 5,058,617 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 443,647 | 430,086 | 13,561 | 4,281,199 | Aufgestockt | +3,2% | |
| RAYMOND JAMES FINANCIAL INC | 345,667 | 259,246 | 86,421 | 3,335,690 | Aufgestockt | +33,3% | |
| MACKAY SHIELDS LLC | 325,107 | 325,107 | 0 | 3,137,283 | Unverändert | 0,0% | |
| Invesco Ltd. | 215,207 | 167,592 | 47,615 | 2,076,748 | Aufgestockt | +28,4% | |
| BANK OF AMERICA CORP /DE/ | 202,804 | 184,530 | 18,274 | 1,957,061 | Aufgestockt | +9,9% | |
| Stratos Wealth Advisors, LLC | 194,544 | 198,409 | -3,865 | 1,877,351 | Reduziert | -1,9% | |
| Baird Financial Group, Inc. | 171,505 | 171,382 | 123 | 1,655,023 | Aufgestockt | +0,1% | |
| SMITH, MOORE & CO. | 150,979 | 165,652 | -14,673 | 1,456,952 | Reduziert | -8,9% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 148,608 | 124,099 | 24,509 | 1,434,060 | Aufgestockt | +19,7% | |
| Capital Investment Advisors, LLC | 147,450 | 153,364 | -5,914 | 1,422,892 | Reduziert | -3,9% | |
| JFS WEALTH ADVISORS, LLC | 145,083 | 144,902 | 181 | 1,400,050 | Aufgestockt | +0,1% | |
| Steward Partners Investment Advisory, LLC | 139,437 | 138,590 | 847 | 1,345,567 | Aufgestockt | +0,6% | |
| STIFEL FINANCIAL CORP | 128,783 | 128,580 | 203 | 1,242,762 | Aufgestockt | +0,2% | |
| IBEX WEALTH ADVISORS | 90,650 | 96,105 | -5,455 | 874,768 | Reduziert | -5,7% | |
| Whipplewood Advisors, LLC | 89,846 | 90,313 | -467 | 867,014 | Reduziert | -0,5% | |
| Cetera Investment Advisers | 79,823 | 0 | 79,823 | 770,292 | Neu | +100,0% | |
| SEAMOUNT FINANCIAL GROUP INC | 77,657 | 83,888 | -6,231 | 749,389 | Reduziert | -7,4% | |
| StoneX Group Inc. | 72,627 | 72,625 | 2 | 700,851 | Aufgestockt | 0,0% | |
| OPPENHEIMER & CO INC | 47,284 | 0 | 47,284 | 456,291 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 44,604 | 0 | 44,604 | 430,428 | Neu | +100,0% | |
| Madison Park Capital Advisors, LLC | 42,608 | 42,558 | 50 | 411,169 | Aufgestockt | +0,1% | |
| BANK OF MONTREAL /CAN/ | 41,997 | 41,186 | 811 | 405,271 | Aufgestockt | +2,0% | |
| Rockefeller Capital Management L.P. | 41,024 | 51,040 | -10,016 | 395,887 | Reduziert | -19,6% | |
| Quarry LP | 32,500 | 32,500 | 0 | 313,625 | Unverändert | 0,0% | |
| RIVERBRIDGE PARTNERS LLC | 31,612 | 30,542 | 1,070 | 305,060 | Aufgestockt | +3,5% | |
| Stratos Wealth Partners, LTD. | 28,386 | 0 | 28,386 | 273,925 | Neu | +100,0% | |
| Prospera Financial Services Inc | 26,000 | 26,000 | 0 | 250,900 | Unverändert | 0,0% | |
| OSAIC HOLDINGS, INC. | 20,106 | 14,265 | 5,841 | 194,080 | Aufgestockt | +40,9% | |
| Penbrook Management LLC | 20,000 | 20,000 | 0 | 193,000 | Unverändert | 0,0% | |
| HUNTINGTON NATIONAL BANK | 17,426 | 17,426 | 0 | 168,162 | Unverändert | 0,0% | |
| GOLDMAN SACHS GROUP INC | 16,836 | 16,836 | 0 | 162,470 | Unverändert | 0,0% | |
| Tradewinds Capital Management, LLC | 15,938 | 15,938 | 0 | 153,802 | Unverändert | 0,0% | |
| Institute for Wealth Management, LLC. | 15,400 | 15,400 | 0 | 148,610 | Unverändert | 0,0% | |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 14,630 | 14,630 | 0 | 141,180 | Unverändert | 0,0% | |
| Sowell Financial Services LLC | 14,000 | 14,000 | 0 | 135,100 | Unverändert | 0,0% | |
| Cerity Partners LLC | 13,098 | 13,098 | 0 | 126,392 | Unverändert | 0,0% | |
| HighTower Advisors, LLC | 11,652 | 0 | 11,652 | 112,437 | Neu | +100,0% | |
| Kestra Advisory Services, LLC | 11,506 | 11,350 | 156 | 111,034 | Aufgestockt | +1,4% | |
| Wealthspire Advisors, LLC | 11,500 | 11,500 | 0 | 110,975 | Unverändert | 0,0% | |
| NCM Capital Management, LLC | 11,476 | 11,476 | 0 | 110,743 | Unverändert | 0,0% | |
| WOLVERINE ASSET MANAGEMENT LLC | 8,787 | 0 | 8,787 | 80,401 | Neu | +100,0% | |
| MAI Capital Management | 5,106 | 5,106 | 0 | 49,273 | Unverändert | 0,0% | |
| TRUST CO OF TOLEDO NA /OH/ | 4,119 | 4,119 | 0 | 39,748 | Unverändert | 0,0% | |
| Advisory Services Network, LLC | 3,747 | 0 | 3,747 | 36,159 | Neu | +100,0% | |
| PRIVATE TRUST CO NA | 2,536 | 2,536 | 0 | 24,472 | Unverändert | 0,0% |
Insider-Transaktionen (12 Monate)
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2025-11-05 | O'Reilly Timothy M | Open Market Purchase | 5,200 | 9.62 | 50,013.60 | +100,4% | ||
| 2025-11-05 | O'Reilly Timothy M | Open Market Purchase | 5,200 | 9.62 | 50,013.60 | +100,4% | ||
| 2025-06-03 | O'Reilly Timothy M | Open Market Purchase | 5,400 | 9.19 | 49,626.00 | +99,6% | ||
| 2025-06-03 | O'Reilly Timothy M | Open Market Purchase | 5,400 | 9.19 | 49,626.00 | +99,6% |
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| MORGAN STANLEY | 1,614,764 | 15,582,487 | 19.71 |
| GUGGENHEIM CAPITAL LLC | 1,199,525 | 11,575,416 | 14.64 |
| LPL Financial LLC | 960,745 | 9,271,186 | 11.73 |
| UBS Group AG | 887,414 | 8,563,541 | 10.83 |
| WELLS FARGO & COMPANY/MN | 443,647 | 4,281,199 | 5.42 |
| RAYMOND JAMES FINANCIAL INC | 345,667 | 3,335,690 | 4.22 |
| MACKAY SHIELDS LLC | 325,107 | 3,137,283 | 3.97 |
| Invesco Ltd. | 215,207 | 2,076,748 | 2.63 |
| BANK OF AMERICA CORP /DE/ | 202,804 | 1,957,061 | 2.48 |
| Stratos Wealth Advisors, LLC | 194,544 | 1,877,351 | 2.37 |
| Baird Financial Group, Inc. | 171,505 | 1,655,023 | 2.09 |
| SMITH, MOORE & CO. | 150,979 | 1,456,952 | 1.84 |
| COMMONWEALTH EQUITY SERVICES, LLC | 148,608 | 1,434,060 | 1.81 |
| Capital Investment Advisors, LLC | 147,450 | 1,422,892 | 1.80 |
| JFS WEALTH ADVISORS, LLC | 145,083 | 1,400,050 | 1.77 |
| Steward Partners Investment Advisory, LLC | 139,437 | 1,345,567 | 1.70 |
| STIFEL FINANCIAL CORP | 128,783 | 1,242,762 | 1.57 |
| IBEX WEALTH ADVISORS | 90,650 | 874,768 | 1.11 |
| Whipplewood Advisors, LLC | 89,846 | 867,014 | 1.10 |
| Cetera Investment Advisers | 79,823 | 770,292 | 0.97 |