Latest Institutional Purchases of Invesco Trust For Investment Grade Municipals (VGM)
This list provides information on the latest institutional transactions involving Invesco Trust For Investment Grade Municipals (VGM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
1.57M+ 1048.62% |
$14.8M - $15.9M
|
1.72M
$17.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
585K+ 335.19% |
$5.49M - $5.92M
|
759K
$7.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
95.4K+ 8.77% |
$896K - $966K
|
1.18M
$12M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83K+ 131.15% |
$779K - $840K
|
146K
$1.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
80.7K+ 14.67% |
$758K - $817K
|
631K
$6.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.9K+ 14.26% |
$581K - $626K
|
496K
$5.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
55.8KNew |
$524K - $565K
|
55.8K
$567K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
54.5K+ 89.69% |
$512K - $552K
|
115K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.9K+ 10.04% |
$328K - $353K
|
383K
$3.89M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
31.9K+ 145.17% |
$300K - $323K
|
53.9K
$548K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.4K+ 32.9% |
$210K - $227K
|
90.5K
$920K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21KNew |
$197K - $212K
|
21K
$213K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
20.8K+ 3.9% |
$195K - $210K
|
553K
$5.62M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20K+ 86.69% |
$188K - $202K
|
43.1K
$438K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.6KNew |
$156K - $168K
|
16.6K
$168K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.3K+ 3.09% |
$153K - $165K
|
545K
$5.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.9K+ 7.08% |
$121K - $130K
|
195K
$1.98M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
12.9K+ 34.81% |
$121K - $130K
|
49.8K
$506K
|
|
|
Oct 31, 2025
Q3 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
12.5K+ 5.29% |
$117K - $126K
|
249K
$2.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.8KNew |
$111K - $119K
|
11.8K
$120K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.8K+ 15.1% |
$111K - $119K
|
89.8K
$912K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
11.5K+ 16.29% |
$108K - $116K
|
82.1K
$834K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10KNew |
$93.9K - $101K
|
10K
$102K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
9.21K+ 3.39% |
$86.4K - $93.2K
|
280K
$2.85M
|
|
|
Oct 22, 2025
Q3 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
7.53K+ 51.76% |
$70.7K - $76.2K
|
22.1K
$224K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.12K+ 5.97% |
$57.4K - $61.9K
|
109K
$1.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
6.04K+ 9.23% |
$56.7K - $61.1K
|
71.5K
$726K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.82K+ 46.91% |
$45.2K - $48.8K
|
15.1K
$153K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.5KNew |
$42.3K - $45.5K
|
4.5K
$45.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.25K+ 1.77% |
$39.9K - $43K
|
244K
$2.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
4.25K+ 2.26% |
$39.9K - $43K
|
192K
$1.95M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3KNew |
$28.2K - $30.4K
|
3K
$30.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.5K+ 24.26% |
$23.5K - $25.3K
|
12.8K
$130K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.05K+ 8.08% |
$19.2K - $20.7K
|
27.4K
$278K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2K+ 15.76% |
$18.8K - $20.2K
|
14.7K
$149K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.83K+ 2.99% |
$17.2K - $18.5K
|
63K
$641K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 11.49% |
$14.1K - $15.2K
|
14.6K
$148K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.25K+ 4.41% |
$11.7K - $12.6K
|
29.6K
$301K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1KNew |
$9.39K - $10.1K
|
1K
$10.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
879+ 1.97% |
$8.25K - $8.9K
|
45.5K
$463K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
761+ 1.9% |
$7.15K - $7.7K
|
40.8K
$414K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
458+ 1.89% |
$4.3K - $4.63K
|
24.7K
$251K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
323+ 2.01% |
$3.03K - $3.27K
|
16.4K
$166K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
264+ 1.97% |
$2.48K - $2.67K
|
13.6K
$139K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
200New |
$1.88K - $2.02K
|
200
$2.03K
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
30+ 0.21% |
$282 - $304
|
14.1K
$143K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
20+ 0.55% |
$188 - $202
|
3.67K
$37.3K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.44% |
$28.2 - $30.4
|
687
$6.98K
|
|
| Q2 2025 | |||||||
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
58.9KNew |
$554K - $597K
|
58.9K
$599K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.1K+ 14.72% |
$330K - $355K
|
274K
$2.78M
|
|