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 129 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $168 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 |
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,696
shares
|
$539,644
0.0% of portfolio
|
Q3 2024
Added 134.42%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
53,683
shares
|
$539,514
0.11% of portfolio
|
Q2 2025
Added 37.52%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
51,265
shares
|
$515,213
0.0% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
44,669
shares
|
$448,923
0.0% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
40,020
shares
|
$402,201
0.0% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
37,360
shares
|
$375,468
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
36,931
shares
|
$371,156
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
35,973
shares
|
$361,528
0.0% of portfolio
|
Q4 2024
Added 159.47%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
33,530
shares
|
$336,976
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
30,430
shares
|
$305,821
0.06% of portfolio
|
Q2 2025
Added 8.88%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
30,000
shares
|
$301,500
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
28,356
shares
|
$284,977
0.01% of portfolio
|
Q2 2025
Added 81.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
28,131
shares
|
$282,716
0.0% of portfolio
|
Q2 2025
Reduced 13.57%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
27,625
shares
|
$277,631
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
25,352
shares
|
$254,787
0.01% of portfolio
|
Q2 2025
Added 16.42%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
24,264
shares
|
$243,853
0.0% of portfolio
|
Q2 2025
Added 25.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
23,070
shares
|
$231,853
0.0% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
22,802
shares
|
$229,160
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
22,500
shares
|
$226,125
0.06% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
22,291
shares
|
$224,024
0.21% of portfolio
|
Q3 2024
Added 41.77%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
21,999
shares
|
$221,089
0.04% of portfolio
|
Q2 2025
Added 66.53%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
21,707
shares
|
$218,155
0.0% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
20,471
shares
|
$205,733
0.0% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
19,801
shares
|
$199,000
0.01% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
18,694
shares
|
$187,874
0.0% of portfolio
|
Q1 2025
New holding
|