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 122 institutions that hold shares in the stock, with a total of 21.9 Million shares, which have been reported (via 13F filing form) to have a value of $212 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
3,431,315
shares
|
$33.1 Million
1.25% of portfolio
|
Q4 2024
Added 21.35%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
2,840,659
shares
|
$27.4 Million
1.64% of portfolio
|
Q4 2024
Added 76.17%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
2,286,766
shares
|
$22.1 Million
0.52% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Robinson Capital Management, LLC
|
Jan 31, 2025 Q4 2024 |
1,381,874
shares
|
$13.3 Million
5.81% of portfolio
|
Q4 2024
Added 44.51%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
1,112,444
shares
|
$10.7 Million
0.05% of portfolio
|
Q4 2024
Added 45.55%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
1,045,771
shares
|
$10.1 Million
0.02% of portfolio
|
Q1 2025
Added 43.17%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
729,804
shares
|
$7.04 Million
0.06% of portfolio
|
Q4 2024
Added 36.2%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
552,807
shares
|
$5.33 Million
0.02% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
511,076
shares
|
$4.93 Million
0.0% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
450,590
shares
|
$4.35 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
440,042
shares
|
$4.25 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
406,392
shares
|
$3.92 Million
0.01% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
370,360
shares
|
$3.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.84%
|
|
|
Mackay Shields LLC
|
Apr 28, 2025 Q1 2025 |
370,162
shares
|
$3.57 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
361,472
shares
|
$3.49 Million
0.0% of portfolio
|
Q4 2024
Added 143.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
329,178
shares
|
$3.18 Million
0.0% of portfolio
|
Q4 2024
Added 57.39%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
300,727
shares
|
$2.9 Million
0.0% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
258,453
shares
|
$2.49 Million
0.0% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
231,250
shares
|
$2.23 Million
0.31% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Apr 22, 2025 Q1 2025 |
229,135
shares
|
$2.21 Million
1.06% of portfolio
|
Q1 2025
Reduced 14.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
208,943
shares
|
$2.02 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Melone Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
176,109
shares
|
$1.7 Million
0.92% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
175,758
shares
|
$1.7 Million
0.25% of portfolio
|
Q1 2025
Reduced 20.7%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
175,690
shares
|
$1.7 Million
0.62% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
172,941
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Added 3.39%
|