Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Invesco Municipal Trust incluem Penserra Capital Management LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 16,734 | 31.32 | 159 | 29.27 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4,276 | 41 | ||||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 72,295 | 688 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 101,050 | 26.59 | 962 | 24.81 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 72,122 | 20.53 | 687 | 18.89 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 140,481 | 0.75 | 1,337 | -0.59 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 11,390 | 2.49 | 108 | 0.93 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 22,314 | 212 | ||||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 11,476 | 109 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 148,608 | 19.75 | 1,434 | 143,300.00 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1,889,528 | 17.02 | 17,988 | 15.44 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 128,941 | 0.12 | 1,228 | -1.21 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 85,870 | 10.23 | 817 | 8.64 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 354 | 1.72 | 3 | 0.00 | ||||
| 2026-05-12 | 13F | Fiera Capital Corp | 165,965 | 1,580 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 12,793 | 8.95 | 122 | 7.08 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2,473 | 32.32 | 24 | 27.78 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 684 | 31.54 | 7 | 20.00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 36,356 | 28.08 | 346 | 26.74 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 566,087 | 63.77 | 5,389 | 61.59 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 449,488 | 11.99 | 4 | 33.33 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 50,104 | 1.25 | 477 | -0.21 | ||||
| 2026-05-29 | 13F/A | Ramiah Investment Group | 0 | 0 | ||||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 11,383 | 1.94 | 108 | 0.93 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 228,050 | 12.45 | 2,171 | 10.94 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 279,041 | 2,656 | ||||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 45,236 | 6.17 | 431 | 4.62 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 11,592 | 0.75 | 110 | -0.90 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 30,986 | 19.18 | 295 | 17.60 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 21,400 | 11.01 | 204 | 9.14 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 41,691 | 1.63 | 397 | 0.25 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 20,187 | 0.40 | 192 | -1.03 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 586 | 23.37 | 6 | 25.00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 27,269 | 11.03 | 260 | 9.75 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 214 | 27.38 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 42,550 | 405 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3,647 | 35 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 11,161 | 0.55 | 106 | -0.93 | ||||
| 2026-01-29 | 13F | Comerica Bank | 72 | 89.47 | 1 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 461,800 | 4.09 | 4,396 | 2.69 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 1,482 | 0 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 96 | 1 | ||||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 69,427 | 0.03 | 661 | -1.35 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 145,266 | 0.13 | 1,383 | -1.29 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 120,074 | 47.87 | 1,143 | 45.98 |
