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 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
292New |
$2.77K - $3.01K
|
292
$2.97K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
15+ 0.14% |
$142 - $155
|
11.1K
$112K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.37KNew |
$88.9K - $93.9K
|
9.37K
$95.2K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.03KNew |
$85.7K - $90.5K
|
9.03K
$91.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5.67KNew |
$53.8K - $56.8K
|
5.67K
$57.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.93KNew |
$27.8K - $29.3K
|
2.93K
$29.7K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
146New |
$1.39K - $1.46K
|
146
$1.48K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
354K+ 15.13% |
$2.89M - $3.5M
|
2.69M
$27.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.5KNew |
$241K - $292K
|
29.5K
$300K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
29.5KNew |
$241K - $292K
|
29.5K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
17.5KNew |
$143K - $173K
|
17.5K
$178K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
16.1KNew |
$132K - $159K
|
16.1K
$164K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
15KNew |
$123K - $149K
|
15K
$153K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.7K+ 79.79% |
$120K - $146K
|
33.2K
$337K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
13.3KNew |
$109K - $131K
|
13.3K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11.3KNew |
$92.8K - $112K
|
11.3K
$115K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
11KNew |
$90K - $109K
|
11K
$112K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
7.59KNew |
$62.1K - $75.1K
|
7.59K
$77.1K
|
|
|
Oct 01, 2025
Q4 2023
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
4.65KNew |
$38K - $46K
|
4.65K
$47.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.5KNew |
$12.3K - $14.8K
|
1.5K
$15.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1KNew |
$8.18K - $9.89K
|
1K
$10.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
250New |
$2.05K - $2.47K
|
250
$2.54K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
139KNew |
$1.18M - $1.37M
|
139K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
20.3KNew |
$172K - $199K
|
20.3K
$206K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
30+ 0.28% |
$255 - $294
|
10.7K
$108K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
86.1KNew |
$806K - $864K
|
86.1K
$875K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
15.1KNew |
$141K - $151K
|
15.1K
$153K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
7.72KNew |
$72.3K - $77.4K
|
7.72K
$78.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
6.17K+ 4.46% |
$57.7K - $61.9K
|
145K
$1.47M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.82KNew |
$26.4K - $28.3K
|
2.82K
$28.6K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
9.65K+ 53.61% |
$93.4K - $101K
|
27.7K
$281K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
5KNew |
$48.4K - $52.2K
|
5K
$50.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.63KNew |
$15.8K - $17K
|
1.63K
$16.6K
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
37.4KNew |
$337K - $383K
|
37.4K
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
18.5KNew |
$167K - $190K
|
18.5K
$188K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
17.7KNew |
$160K - $182K
|
17.7K
$180K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.6KNew |
$113K - $129K
|
12.6K
$128K
|
|
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
10.5KNew |
$94.5K - $107K
|
10.5K
$106K
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
10KNew |
$90.2K - $103K
|
10K
$102K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
780New |
$7.04K - $8K
|
780
$7.92K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
499New |
$4.5K - $5.11K
|
499
$5.07K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
46.8K+ 226.81% |
$435K - $522K
|
67.5K
$685K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10.4KNew |
$96.4K - $116K
|
10.4K
$105K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9KNew |
$83.6K - $100K
|
9K
$91.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
1.03KNew |
$9.61K - $11.5K
|
1.03K
$10.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
234New |
$2.17K - $2.61K
|
234
$2.38K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
195New |
$1.81K - $2.17K
|
195
$1.98K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
136New |
$1.26K - $1.52K
|
136
$1.38K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.3KNew |
$133K - $157K
|
13.3K
$135K
|
|
|
Aug 05, 2022
Q2 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
10.4KNew |
$104K - $123K
|
10.4K
$106K
|
|