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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
5KNew |
$48.4K - $52.2K
|
5K
$49.4K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-338- 2.29% |
$3.27K - $3.53K
|
14.4K
$142K
|
|
|
May 05, 2023
Q1 2023
|
Delphi Financial Group, Inc.
|
SELL
|
- |
-100- 0.07% |
$968 - $1.04K
|
150K
$1.48M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
9.65K+ 53.61% |
$93.4K - $101K
|
27.7K
$273K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.63KNew |
$15.8K - $17K
|
1.63K
$16.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
10.5KNew |
$94.5K - $107K
|
10.5K
$103K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.6KNew |
$113K - $129K
|
12.6K
$124K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
18.5KNew |
$167K - $190K
|
18.5K
$183K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.21K- 8.42% |
$10.9K - $12.4K
|
13.1K
$130K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
17.7KNew |
$160K - $182K
|
17.7K
$175K
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
10KNew |
$90.2K - $103K
|
10K
$98.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.8K+ 22.96% |
$25.3K - $28.7K
|
15K
$148K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
780New |
$7.04K - $8K
|
780
$7.71K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
12.3KNew |
$111K - $126K
|
12.3K
$121K
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
37.4KNew |
$337K - $383K
|
37.4K
$369K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-19K- 55.07% |
$171K - $195K
|
15.5K
$153K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
499New |
$4.5K - $5.11K
|
499
$4.93K
|
|
| Q3 2022 | |||||||
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10.4KNew |
$96.4K - $116K
|
10.4K
$102K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9KNew |
$83.6K - $100K
|
9K
$88.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
136New |
$1.26K - $1.52K
|
136
$1.34K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
234New |
$2.17K - $2.61K
|
234
$2.31K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
195New |
$1.81K - $2.17K
|
195
$1.93K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-7.78K- 39.33% |
$72.3K - $86.7K
|
12K
$119K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
1.03KNew |
$9.61K - $11.5K
|
1.03K
$10.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-17.3K- 50.44% |
$160K - $192K
|
17K
$167K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
46.8K+ 226.81% |
$435K - $522K
|
67.5K
$667K
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-620Closed |
$6.19K - $7.33K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.99KClosed |
$39.9K - $47.2K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.88KNew |
$28.7K - $34K
|
2.88K
$28.4K
|
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-10.2KClosed |
$102K - $120K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-779Closed |
$7.78K - $9.22K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.3KNew |
$133K - $157K
|
13.3K
$132K
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-13.8KClosed |
$137K - $163K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.19KNew |
$21.9K - $25.9K
|
2.19K
$21.6K
|
|
|
Aug 12, 2022
Q2 2022
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-14.2KClosed |
$141K - $167K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-48.3KClosed |
$483K - $572K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
10.4KNew |
$104K - $123K
|
10.4K
$103K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-3.54KClosed |
$35.4K - $41.9K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-13.2KClosed |
$131K - $156K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-1.53KClosed |
$15.2K - $18.1K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.29KClosed |
$22.8K - $27K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
320New |
$3.2K - $3.79K
|
320
$3.16K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
298New |
$2.98K - $3.53K
|
298
$2.94K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-10.9KClosed |
$123K - $152K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.02% |
$11.3 - $14
|
4.73K
$46.8K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.07K+ 305.43% |
$12K - $14.9K
|
1.42K
$14K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-17Closed |
$192 - $237
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
20KNew |
$225K - $279K
|
20K
$198K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4.38KClosed |
$49.3K - $61K
|
0
$0
|
|