Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Invesco Municipal Trust includono Penserra Capital Management LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
