Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Municipal Trust meliputi StoneX Group Inc., Balyasny Asset Management Llc, Hrt Financial Lp, Trust Co Of Toledo Na /oh/, dan WPG Advisers, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 52,508 | 21.69 | 480 | 15.38 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 45,650 | 1.27 | 418 | -3.92 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14,206 | 16.87 | 130 | 11.11 | ||||
2025-08-15 | 13F | Morgan Stanley | 1,029,215 | 14.36 | 9,417 | 8.44 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 82,639 | 27.09 | 756 | -1.95 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 20,627 | 0 | ||||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 25,924 | 64.14 | 244 | 58.44 | ||||
2025-08-11 | 13F | Elequin Capital Lp | 19,460 | 190.06 | 178 | 178.13 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 64,880 | 8.06 | 594 | 2.59 | ||||
2025-08-05 | 13F | Huntington National Bank | 118 | -4.84 | ||||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 144,716 | 0.13 | 1,324 | -5.02 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 54,180 | 496 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 158,856 | 10.35 | 1,454 | 4.61 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 44,016 | 773.51 | 403 | 737.50 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 51,013 | 2.67 | 0 | |||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 20,568 | 2.98 | 188 | -2.08 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 130,505 | 230.35 | 1,194 | 213.39 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 13,756 | 8.17 | 126 | 2.46 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 687 | 6 | ||||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 4,119 | 38 | ||||||
2025-08-14 | 13F | Rivernorth Capital Management, Llc | 3,516,176 | 1.19 | 32,173 | -4.05 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 46,467 | 65.12 | 425 | 56.83 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 243,648 | 0.30 | 2,229 | -4.91 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 47,650 | 69.56 | 436 | 60.89 | ||||
2025-08-14 | 13F | UBS Group AG | 1,054,398 | 7.57 | 9,648 | 1.99 | ||||
2025-08-04 | 13F | Wolverine Asset Management Llc | 8,787 | 80 | ||||||
2025-08-12 | 13F | AlphaCore Capital LLC | 10,730 | 2.05 | 98 | -2.97 | ||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1,189 | 0 | ||||||
2025-08-14 | 13F | Comerica Bank | 9 | 0 | ||||||
2025-08-06 | 13F | Prospera Financial Services Inc | 26,000 | 73.33 | 238 | 64.58 | ||||
2025-08-14 | 13F | Van Eck Associates Corp | 340,602 | 1.49 | 3 | 0.00 | ||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 24,719 | 226 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 11,627 | 16.27 | 106 | 10.42 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 11,190 | 102 | ||||||
2025-07-08 | 13F | Livelsberger Financial Advisory | 553 | 5 | ||||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 19,029 | 0.65 | 174 | -4.40 | ||||
2025-07-23 | 13F | Tyche Wealth Partners LLC | 69,373 | 0.03 | 635 | -5.23 | ||||
2025-08-13 | 13F | Invesco Ltd. | 163,951 | 11.50 | 1,500 | 5.71 | ||||
2025-08-07 | 13F | Ibex Wealth Advisors | 96,949 | 0.99 | 887 | -4.21 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 148,074 | 6.85 | 1 | 0.00 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 41,186 | 1.90 | 377 | -3.59 | ||||
2025-08-13 | 13F | Guggenheim Capital Llc | 1,201,076 | 3.10 | 10,990 | -2.24 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 57 | 1 | ||||||
2025-07-15 | 13F | Riverbridge Partners Llc | 30,542 | 5.31 | 279 | 0.00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 203,544 | 53.60 | 1,862 | 45.70 | ||||
2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 42,506 | 0.12 | 389 | -5.13 | ||||
2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 72,716 | 3.93 | 665 | -1.48 |