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 |
|---|---|---|---|---|---|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
17,004
shares
|
$168,509
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
15,920
shares
|
$157,767
0.0% of portfolio
|
Q4 2024
Reduced 13.71%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
15,737
shares
|
$155,953
0.04% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Feb 07, 2025 Q4 2024 |
15,274
shares
|
$151,365
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
15,100
shares
|
$149,641
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
14,861
shares
|
$147,272
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
14,000
shares
|
$138,740
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
13,700
shares
|
$135,767
0.03% of portfolio
|
Q4 2024
Reduced 13.84%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
13,500
shares
|
$133,785
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Kercheville Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
13,491
shares
|
$133,695
0.05% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
13,305
shares
|
$131,852
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
13,167
shares
|
$130,484
0.0% of portfolio
|
Q4 2024
Reduced 45.52%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
12,783
shares
|
$126,679
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
12,750
shares
|
$126,352
0.01% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
12,635
shares
|
$125,212
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
11,995
shares
|
$118,870
0.0% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
11,050
shares
|
$109,505
0.04% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
11,010
shares
|
$109,109
0.0% of portfolio
|
Q3 2023
Reduced 27.49%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
11,000
shares
|
$109,010
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
10,948
shares
|
$108,494
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
10,305
shares
|
$102,122
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
10,039
shares
|
$99,486
0.0% of portfolio
|
Q4 2024
Reduced 74.82%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,000
shares
|
$89,190
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
7,000
shares
|
$69,370
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
4,000
shares
|
$39,640
0.0% of portfolio
|
Q1 2024
Added 661.9%
|