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 $209 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
37,501
shares
|
$372,759
0.0% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
37,360
shares
|
$371,358
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
32,858
shares
|
$326,608
0.12% of portfolio
|
Q3 2024
Added 15.89%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
31,800
shares
|
$316,092
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
31,500
shares
|
$313,110
0.01% of portfolio
|
Q3 2024
Reduced 21.25%
|
|
|
Nine Masts Capital LTD
|
Nov 12, 2024 Q3 2024 |
28,982
shares
|
$288,081
0.09% of portfolio
|
Q3 2024
Reduced 36.92%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
26,091
shares
|
$259,344
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$248,500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
24,167
shares
|
$240,219
0.0% of portfolio
|
Q3 2024
Added 37.12%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
22,291
shares
|
$221,572
0.21% of portfolio
|
Q3 2024
Added 41.77%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
22,070
shares
|
$219,375
0.0% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
20,821
shares
|
$206,960
0.06% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
20,500
shares
|
$203,770
0.06% of portfolio
|
Q2 2024
Added 10.81%
|
|
|
Riverbridge Partners LLC
|
Oct 15, 2024 Q3 2024 |
19,944
shares
|
$198,243
0.0% of portfolio
|
Q3 2024
Reduced 69.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
19,315
shares
|
$191,991
0.0% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
18,576
shares
|
$184,645
0.01% of portfolio
|
Q3 2024
Added 20.44%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
18,450
shares
|
$183,393
0.0% of portfolio
|
Q3 2024
Added 42.26%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
17,907
shares
|
$177,995
0.01% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
17,768
shares
|
$176,613
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
17,023
shares
|
$169,208
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
16,937
shares
|
$168,353
0.04% of portfolio
|
Q3 2024
Added 18.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
16,586
shares
|
$164,864
0.01% of portfolio
|
Q3 2024
Added 37.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
16,570
shares
|
$164,705
0.0% of portfolio
|
Q2 2024
Added 18.61%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
15,900
shares
|
$158,046
0.03% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
15,100
shares
|
$150,094
0.02% of portfolio
|
Q2 2023
New holding
|