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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-1K- 72.89% |
$13.5K - $14.1K
|
372
$3.78K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.5KClosed |
$33.9K - $35.1K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.76KClosed |
$23.8K - $24.7K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-10.6KClosed |
$144K - $149K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-6.6KClosed |
$84.9K - $89.7K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Orser Capital Management, LLC
|
SELL
|
- |
-64.2KClosed |
$826K - $873K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9.96KNew |
$128K - $135K
|
9.96K
$101K
|
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-13.5KClosed |
$174K - $184K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-3.95KClosed |
$50.8K - $53.7K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-9KClosed |
$116K - $122K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-188Closed |
$2.32K - $2.49K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-15.8KClosed |
$194K - $209K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-1.99KClosed |
$24.5K - $26.4K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1KClosed |
$12.3K - $13.3K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
608New |
$7.49K - $8.07K
|
608
$6.18K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.86KClosed |
$34.5K - $37K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
SELL
|
- |
-333Closed |
$4.02K - $4.31K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-13.3KClosed |
$160K - $171K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-585Closed |
$7.06K - $7.56K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-56.5KClosed |
$636K - $691K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-1KClosed |
$11.3K - $12.2K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-554Closed |
$6.23K - $6.78K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
New Square Capital LLC
|
SELL
|
- |
-1.17KClosed |
$13.2K - $14.3K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.49K- 63.02% |
$28K - $30.5K
|
1.46K
$14.9K
|
|
|
Jul 16, 2020
Q2 2020
|
Hollencrest Capital Management
|
SELL
|
- |
-16.2KClosed |
$182K - $198K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.5KNew |
$16.9K - $18.3K
|
1.5K
$15.2K
|
|
|
Jul 10, 2020
Q2 2020
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-9.84KClosed |
$111K - $120K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-18.4KClosed |
$184K - $247K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-43.6KClosed |
$438K - $586K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-26.9KClosed |
$270K - $362K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-41.6KClosed |
$417K - $559K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-2.75KClosed |
$27.6K - $37K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-11.5KClosed |
$115K - $155K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11KNew |
$110K - $148K
|
11K
$112K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.7KClosed |
$223K - $230K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-20.9KClosed |
$263K - $271K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-586Closed |
$7.37K - $7.6K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.88KClosed |
$23.6K - $24.3K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Ota Financial Group L.P.
|
SELL
|
- |
-24.2KClosed |
$304K - $314K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 18, 2019
Q3 2019
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-21.6KClosed |
$272K - $286K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Ckw Financial Group
|
SELL
|
- |
-8.88KClosed |
$108K - $113K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-116KClosed |
$1.41M - $1.47M
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.51KClosed |
$18.4K - $19.1K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Rmb Capital Management, LLC
|
SELL
|
- |
-41.8KClosed |
$487K - $521K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-22.6KClosed |
$263K - $281K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Gen Trust, LLC
|
SELL
|
- |
-74.4KClosed |
$867K - $926K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-362Closed |
$4.08K - $4.29K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Macroview Investment Management LLC
|
SELL
|
- |
-2.79KClosed |
$31.4K - $33.1K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-22KClosed |
$247K - $260K
|
0
$0
|
|