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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
146,291
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Added 131.15%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
144,620
shares
|
$1.47 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
|
$1.42 Million
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
128,881
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
123,881
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2023
Reduced 17.51%
|
|
|
Absolute Investment Advisers LLC
|
Oct 20, 2025 Q3 2025 |
122,348
shares
|
$1.24 Million
0.16% of portfolio
|
Q3 2025
Reduced 8.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
115,289
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Added 89.69%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
108,515
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
101,630
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
90,513
shares
|
$919,612
0.0% of portfolio
|
Q3 2025
Added 32.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
89,785
shares
|
$912,215
0.0% of portfolio
|
Q3 2025
Added 15.1%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 14, 2025 Q3 2025 |
86,117
shares
|
$874,948
0.43% of portfolio
|
Q2 2023
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
85,837
shares
|
$872,103
0.14% of portfolio
|
Q3 2025
Reduced 16.98%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
84,821
shares
|
$861,781
0.0% of portfolio
|
Q1 2025
Added 284.97%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
82,098
shares
|
$834,115
0.15% of portfolio
|
Q3 2025
Added 16.29%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
71,500
shares
|
$726,440
0.48% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
69,303
shares
|
$704,118
0.0% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
67,470
shares
|
$685,495
0.06% of portfolio
|
Q3 2022
Added 226.81%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
65,904
shares
|
$669,584
0.11% of portfolio
|
Q3 2025
Reduced 60.67%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
63,048
shares
|
$640,567
0.06% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
55,834
shares
|
$567,273
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
53,934
shares
|
$547,969
0.09% of portfolio
|
Q3 2025
Added 145.17%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,696
shares
|
$545,551
0.0% of portfolio
|
Q3 2024
Added 134.42%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
51,265
shares
|
$520,852
0.0% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
49,785
shares
|
$505,815
0.05% of portfolio
|
Q3 2025
Added 34.81%
|
|