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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
33.5KNew |
$315K - $339K
|
33.5K
$341K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
27.6KNew |
$260K - $280K
|
27.6K
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
22.8KNew |
$214K - $231K
|
22.8K
$232K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
17.8KNew |
$167K - $180K
|
17.8K
$181K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.7KNew |
$166K - $179K
|
17.7K
$180K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
14KNew |
$132K - $142K
|
14K
$142K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13KNew |
$122K - $131K
|
13K
$132K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.5K+ 12.5% |
$23.5K - $25.3K
|
22.5K
$229K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.69K+ 37.13% |
$15.8K - $17.1K
|
6.23K
$63.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.48KNew |
$13.9K - $15K
|
1.48K
$15.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.15K+ 0.67% |
$10.8K - $11.6K
|
173K
$1.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
1.09K+ 5.27% |
$10.2K - $11K
|
21.7K
$221K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
1KNew |
$9.4K - $10.1K
|
1K
$10.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
713New |
$6.7K - $7.22K
|
713
$7.24K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
636New |
$5.98K - $6.44K
|
636
$6.46K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
600+ 4.4% |
$5.64K - $6.07K
|
14.3K
$145K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
474+ 2.45% |
$4.46K - $4.8K
|
19.8K
$201K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
400New |
$3.76K - $4.05K
|
400
$4.06K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
353New |
$3.32K - $3.57K
|
353
$3.59K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
100New |
$940 - $1.01K
|
100
$1.02K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
62.8K+ 284.97% |
$620K - $644K
|
84.8K
$862K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
18.7KNew |
$185K - $192K
|
18.7K
$190K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15.8KNew |
$156K - $162K
|
15.8K
$161K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
9.17K+ 23.63% |
$90.6K - $94K
|
48K
$487K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.4KNew |
$23.7K - $24.6K
|
2.4K
$24.4K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
2.19KNew |
$21.6K - $22.4K
|
2.19K
$22.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
40New |
$395 - $410
|
40
$406
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
23.4KNew |
$229K - $248K
|
23.4K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
22.1K+ 159.47% |
$217K - $234K
|
36K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17KNew |
$167K - $180K
|
17K
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
14KNew |
$137K - $148K
|
14K
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
12.6KNew |
$124K - $134K
|
12.6K
$128K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
10.9KNew |
$108K - $116K
|
10.9K
$111K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
7KNew |
$68.7K - $74.2K
|
7K
$71.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
500New |
$4.91K - $5.3K
|
500
$5.08K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.8K+ 134.42% |
$311K - $329K
|
53.7K
$546K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.8K+ 10.09% |
$119K - $126K
|
129K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.24KNew |
$83.2K - $88K
|
8.24K
$83.7K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
6.57K+ 41.77% |
$66.3K - $70.1K
|
22.3K
$226K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2KNew |
$20.2K - $21.4K
|
2K
$20.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.1KNew |
$11.1K - $11.7K
|
1.1K
$11.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
900New |
$9.09K - $9.61K
|
900
$9.14K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
588New |
$5.94K - $6.28K
|
588
$5.97K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.7KNew |
$139K - $151K
|
14.7K
$149K
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
12.5KNew |
$119K - $129K
|
12.5K
$127K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.4KNew |
$99K - $108K
|
10.4K
$106K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
9.9KNew |
$94K - $102K
|
9.9K
$101K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.79K+ 14.22% |
$36K - $39.1K
|
30.5K
$309K
|
|