Latest Institutional Transactions on Invesco Trust For Investment Grade Municipals (VGM)
This table provides information on the latest institutional transactions involving Invesco Trust For Investment Grade Municipals (VGM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-23.4K- 3.1% |
$229K - $248K
|
730K
$7.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-216- 0.29% |
$2.12K - $2.29K
|
73.7K
$728K
|
|
|
Jan 31, 2025
Q4 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
426K+ 44.51% |
$4.18M - $4.51M
|
1.38M
$13.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 1.55% |
$19.6 - $21.2
|
131
$1.29K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-140- 1.15% |
$1.37K - $1.48K
|
12K
$119K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.2K+ 1.85% |
$31.4K - $33.9K
|
176K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
12.3K+ 3.13% |
$121K - $131K
|
406K
$4.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
9.26K+ 1.7% |
$90.9K - $98.2K
|
553K
$5.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
28+ 0.21% |
$275 - $297
|
13.5K
$133K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
278+ 0.28% |
$2.73K - $2.95K
|
98.3K
$971K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-4.18K- 5.84% |
$41K - $44.3K
|
67.4K
$666K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.53K+ 1.62% |
$34.6K - $37.4K
|
222K
$2.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.13K+ 3.88% |
$20.9K - $22.5K
|
56.9K
$562K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-17.4K- 6.09% |
$171K - $184K
|
268K
$2.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.54K- 99.91% |
$44.6K - $48.1K
|
4
$39.5
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-200- 1.54% |
$1.96K - $2.12K
|
12.8K
$126K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
867+ 4.84% |
$8.51K - $9.19K
|
18.8K
$185K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.9KNew |
$146K - $158K
|
14.9K
$147K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-721- 3.62% |
$7.08K - $7.64K
|
19.2K
$190K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.31K+ 23.22% |
$42.4K - $45.7K
|
22.9K
$226K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
15.5K+ 17.22% |
$152K - $164K
|
106K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.2K- 7.09% |
$11.8K - $12.7K
|
15.7K
$155K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
325+ 0.58% |
$3.19K - $3.45K
|
56.7K
$560K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
14.3K+ 130.53% |
$140K - $151K
|
25.2K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.68K+ 1.56% |
$26.4K - $28.5K
|
174K
$1.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.3KNew |
$131K - $141K
|
13.3K
$131K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
10.9KNew |
$108K - $116K
|
10.9K
$108K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.62K- 2.45% |
$25.8K - $27.8K
|
105K
$1.03M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-68.2K- 30.73% |
$689K - $729K
|
154K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
17.8KNew |
$179K - $190K
|
17.8K
$176K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-8.5K- 21.25% |
$85.9K - $90.8K
|
31.5K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-604K- 20.08% |
$6.1M - $6.45M
|
2.4M
$23.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.24KNew |
$83.2K - $88K
|
8.24K
$81.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-17K- 36.92% |
$171K - $181K
|
29K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
985New |
$9.95K - $10.5K
|
985
$9.73K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
588New |
$5.94K - $6.28K
|
588
$5.81K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
900New |
$9.09K - $9.61K
|
900
$8.89K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
12.8KNew |
$129K - $137K
|
12.8K
$126K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2KNew |
$20.2K - $21.4K
|
2K
$19.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.1KNew |
$11.1K - $11.7K
|
1.1K
$10.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.5K+ 3.56% |
$45.5K - $48.1K
|
131K
$1.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.8K+ 10.09% |
$119K - $126K
|
129K
$1.27M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
6.57K+ 41.77% |
$66.3K - $70.1K
|
22.3K
$220K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.8K+ 134.42% |
$311K - $329K
|
53.7K
$531K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-75K- 16.84% |
$758K - $801K
|
370K
$3.66M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-829- 3.83% |
$8.37K - $8.85K
|
20.8K
$206K
|
|
| Q2 2024 | |||||||
|
Jan 31, 2025
Q2 2024
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-50.5K- 46.76% |
$479K - $521K
|
57.5K
$568K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-167- 0.86% |
$1.58K - $1.72K
|
19.3K
$191K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.7KNew |
$139K - $151K
|
14.7K
$145K
|
|