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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,650
shares
|
$26,261
0.0% of portfolio
|
Q4 2024
Added 46.73%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
2,000
shares
|
$19,820
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,500
shares
|
$14,865
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,462
shares
|
$14,488
0.0% of portfolio
|
Q2 2020
Reduced 63.02%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,419
shares
|
$14,062
0.0% of portfolio
|
Q1 2022
Added 305.43%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,099
shares
|
$10,891
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
985
shares
|
$9,761
0.0% of portfolio
|
Q2 2024
Reduced 28.67%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
764
shares
|
$7,571
0.0% of portfolio
|
Q3 2021
Reduced 27.1%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
608
shares
|
$6,025
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
500
shares
|
$4,955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
320
shares
|
$3,171
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
292
shares
|
$2,893
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
250
shares
|
$2,477
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
146
shares
|
$1,446
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
131
shares
|
$1,298
0.0% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
102
shares
|
$1,010
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
4
shares
|
$39
0.0% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|