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 |
|---|---|---|---|---|---|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
15,737
shares
|
$159,887
0.03% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
15,100
shares
|
$153,416
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
15,089
shares
|
$153,304
0.01% of portfolio
|
Q3 2025
Added 46.91%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
14,692
shares
|
$149,270
0.0% of portfolio
|
Q3 2025
Added 15.76%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
14,555
shares
|
$147,878
0.0% of portfolio
|
Q3 2025
Added 11.49%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
14,250
shares
|
$144,780
0.0% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Oct 17, 2025 Q3 2025 |
14,059
shares
|
$142,839
0.03% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,644
shares
|
$138,623
0.0% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
13,500
shares
|
$137,160
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
12,805
shares
|
$130,098
0.0% of portfolio
|
Q3 2025
Added 24.26%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
11,883
shares
|
$120,731
0.0% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
11,788
shares
|
$119,766
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
11,050
shares
|
$112,268
0.07% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
11,010
shares
|
$111,861
0.0% of portfolio
|
Q3 2023
Reduced 27.49%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
11,000
shares
|
$111,760
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
10,948
shares
|
$111,231
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
10,676
shares
|
$108,468
0.04% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,000
shares
|
$101,600
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,000
shares
|
$91,440
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,500
shares
|
$76,200
0.0% of portfolio
|
Q3 2025
Reduced 75.0%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
7,000
shares
|
$71,120
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
6,227
shares
|
$63,266
0.01% of portfolio
|
Q2 2025
Added 37.13%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
5,943
shares
|
$60,380
0.01% of portfolio
|
Q3 2025
Reduced 41.22%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
4,500
shares
|
$45,720
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,667
shares
|
$37,256
0.0% of portfolio
|
Q3 2025
Added 0.55%
|
|