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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,000
shares
|
$30,480
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
2,954
shares
|
$30,012
0.01% of portfolio
|
Q3 2025
Reduced 58.08%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
2,900
shares
|
$29,464
0.0% of portfolio
|
Q2 2025
Reduced 27.5%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
2,186
shares
|
$22,209
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,500
shares
|
$15,240
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,462
shares
|
$14,853
0.0% of portfolio
|
Q2 2020
Reduced 63.02%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,297
shares
|
$13,177
0.0% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
1,000
shares
|
$10,160
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
1,000
shares
|
$10,160
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
924
shares
|
$9,387
0.0% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
800
shares
|
$8,128
0.0% of portfolio
|
Q3 2025
Reduced 99.04%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
764
shares
|
$7,762
0.0% of portfolio
|
Q3 2021
Reduced 27.1%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
687
shares
|
$6,979
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
608
shares
|
$6,177
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
500
shares
|
$5,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
400
shares
|
$4,064
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
353
shares
|
$3,586
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
320
shares
|
$3,251
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
292
shares
|
$2,966
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
250
shares
|
$2,540
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
200
shares
|
$2,032
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
146
shares
|
$1,483
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|