Institutional Ownership Invesco Trust For Investment Grade Municipals (VGM)
This table provides information about the institutional ownership of Invesco Trust For Investment Grade Municipals (VGM). We have compiled data on the 123 institutions that hold shares in the stock, with a total of 16.4 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gridiron Partners, LLC
Wexford, PA |
Oct 14, 2025 Q3 2025 |
1,722,730
shares
|
$17.5 Million
0.86% of portfolio
|
Q3 2025
Added 1048.62%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,183,792
shares
|
$12 Million
0.09% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Robinson Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
1,166,946
shares
|
$11.9 Million
6.49% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Nov 14, 2025 Q3 2025 |
941,728
shares
|
$9.57 Million
0.84% of portfolio
|
Q3 2025
Reduced 42.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
758,894
shares
|
$7.71 Million
0.0% of portfolio
|
Q3 2025
Added 335.19%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
727,956
shares
|
$7.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 63.63%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
645,990
shares
|
$6.56 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
630,836
shares
|
$6.41 Million
0.0% of portfolio
|
Q3 2025
Added 14.67%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
553,422
shares
|
$5.62 Million
0.0% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
545,052
shares
|
$5.54 Million
0.0% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
506,647
shares
|
$5.15 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
495,908
shares
|
$5.04 Million
0.0% of portfolio
|
Q3 2025
Added 14.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
382,736
shares
|
$3.89 Million
0.0% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Mackay Shields LLC
|
Oct 27, 2025 Q3 2025 |
370,162
shares
|
$3.76 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
321,456
shares
|
$3.27 Million
0.0% of portfolio
|
Q2 2025
Added 14.72%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
295,861
shares
|
$3.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.19%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
280,386
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
248,750
shares
|
$2.53 Million
0.3% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
244,160
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
198,085
shares
|
$2.01 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
194,901
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Melone Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
192,310
shares
|
$1.95 Million
0.88% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
181,794
shares
|
$1.85 Million
0.24% of portfolio
|
Q3 2025
Reduced 22.49%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
179,223
shares
|
$1.82 Million
0.72% of portfolio
|
Q3 2025
Reduced 12.54%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
173,147
shares
|
$1.76 Million
0.54% of portfolio
|
Q2 2025
Added 0.67%
|
|