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 119 institutions that hold shares in the stock, with a total of 21.5 Million shares, which have been reported (via 13F filing form) to have a value of $214 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 15, 2025 Q4 2024 |
149,983
shares
|
$1.49 Million
0.96% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
148,210
shares
|
$1.47 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
144,620
shares
|
$1.43 Million
0.16% of portfolio
|
Q2 2023
Added 4.46%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
140,922
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Added 55.35%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
139,307
shares
|
$1.38 Million
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
130,800
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
128,881
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
123,881
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2023
Reduced 17.51%
|
|
|
Absolute Investment Advisers LLC
|
Jan 24, 2025 Q4 2024 |
107,994
shares
|
$1.07 Million
0.14% of portfolio
|
Q2 2024
Reduced 46.76%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
105,500
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Added 17.22%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
104,541
shares
|
$1.04 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
98,276
shares
|
$973,915
0.01% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Feb 13, 2025 Q4 2024 |
86,117
shares
|
$853,419
0.48% of portfolio
|
Q2 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
73,717
shares
|
$730,535
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
67,470
shares
|
$668,627
0.06% of portfolio
|
Q3 2022
Added 226.81%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
67,364
shares
|
$667,577
0.14% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
65,417
shares
|
$648,282
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
56,861
shares
|
$563,492
0.06% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
56,691
shares
|
$561,807
0.03% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,696
shares
|
$532,127
0.0% of portfolio
|
Q3 2024
Added 134.42%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
51,477
shares
|
$510,137
0.0% of portfolio
|
Q4 2024
Reduced 15.08%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
51,265
shares
|
$508,036
0.0% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
48,018
shares
|
$475,858
0.0% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
43,361
shares
|
$429,707
0.02% of portfolio
|
Q4 2024
Reduced 81.21%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
39,036
shares
|
$386,846
0.06% of portfolio
|
Q4 2024
Added 22.75%
|