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 110 institutions that hold shares in the stock, with a total of 20.7 Million shares, which have been reported (via 13F filing form) to have a value of $204 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
153,789
shares
|
$1.52 Million
0.46% of portfolio
|
Q3 2024
Reduced 30.73%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Nov 14, 2024 Q3 2024 |
149,983
shares
|
$1.48 Million
0.96% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
148,532
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 53.46%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
144,620
shares
|
$1.43 Million
0.16% of portfolio
|
Q2 2023
Added 4.46%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
139,307
shares
|
$1.37 Million
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
130,800
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
128,881
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
123,881
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2023
Reduced 17.51%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
107,165
shares
|
$1.06 Million
0.16% of portfolio
|
Q3 2024
Added 564.14%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
97,998
shares
|
$966,260
0.02% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
90,710
shares
|
$894,400
0.0% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
90,000
shares
|
$887,400
0.02% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 13, 2024 Q3 2024 |
86,117
shares
|
$849,113
0.49% of portfolio
|
Q2 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
73,933
shares
|
$728,979
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
71,894
shares
|
$708,874
0.0% of portfolio
|
Q3 2024
Reduced 10.86%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
71,544
shares
|
$705,423
0.17% of portfolio
|
Q3 2024
Reduced 11.87%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
67,470
shares
|
$665,254
0.06% of portfolio
|
Q3 2022
Added 226.81%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
60,619
shares
|
$597,703
0.0% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
56,366
shares
|
$555,768
0.03% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
54,735
shares
|
$539,687
0.06% of portfolio
|
Q3 2024
Added 18.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,696
shares
|
$529,442
0.0% of portfolio
|
Q3 2024
Added 134.42%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
51,265
shares
|
$505,472
0.0% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
48,813
shares
|
$481,296
0.0% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
43,416
shares
|
$428,081
0.0% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
39,868
shares
|
$393,098
0.0% of portfolio
|
Q3 2024
New holding
|