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 |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
48,938
shares
|
$497,210
0.11% of portfolio
|
Q3 2025
Reduced 8.84%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
45,548
shares
|
$462,767
0.0% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
43,070
shares
|
$437,591
0.0% of portfolio
|
Q3 2025
Added 86.69%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
40,781
shares
|
$414,334
0.0% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
37,360
shares
|
$379,577
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
35,973
shares
|
$365,485
0.0% of portfolio
|
Q4 2024
Added 159.47%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
30,331
shares
|
$308,162
0.06% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
29,606
shares
|
$300,796
0.01% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
28,495
shares
|
$289,509
0.01% of portfolio
|
Q3 2025
Reduced 49.15%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
27,625
shares
|
$280,670
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
27,400
shares
|
$278,384
0.01% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
24,722
shares
|
$251,175
0.0% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
23,422
shares
|
$237,967
0.0% of portfolio
|
Q3 2025
Reduced 16.74%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
22,802
shares
|
$231,668
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
22,500
shares
|
$228,600
0.05% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
22,291
shares
|
$226,476
0.21% of portfolio
|
Q3 2024
Added 41.77%
|
|
|
Kercheville Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
22,082
shares
|
$224,353
0.07% of portfolio
|
Q3 2025
Added 51.76%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
20,953
shares
|
$212,882
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
20,019
shares
|
$203,393
0.0% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
18,694
shares
|
$189,931
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
18,539
shares
|
$188,356
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
17,674
shares
|
$179,567
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
17,238
shares
|
$175,138
0.0% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
16,569
shares
|
$168,341
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
16,363
shares
|
$166,248
0.01% of portfolio
|
Q3 2025
Added 2.01%
|
|