Purchases and Sales Made in Q2 2023 in Invesco Trust For Investment Grade Municipals (VGM)
This table provides information about the institutional ownership of Invesco Trust For Investment Grade Municipals (VGM) during Q2 2023. The information is specifically focused on institutions that hold shares of Invesco Trust for Investment Grade Municipals.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
373K+ 36.69% |
$3.49M - $3.74M
|
1.39M
$13.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
151K+ 5.2% |
$1.41M - $1.51M
|
3.05M
$30.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
110K+ 5.2% |
$1.03M - $1.11M
|
2.24M
$22.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
92.2K+ 69.18% |
$863K - $925K
|
226K
$2.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
90.5K+ 41.18% |
$847K - $908K
|
310K
$3.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
86.1KNew |
$806K - $864K
|
86.1K
$856K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
77.3K+ 11.22% |
$724K - $776K
|
767K
$7.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
50.8K+ 33.5% |
$475K - $509K
|
202K
$2.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
28K+ 14.42% |
$262K - $281K
|
222K
$2.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
25K+ 23.36% |
$234K - $251K
|
132K
$1.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
18.8K+ 5.39% |
$176K - $188K
|
368K
$3.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18.5KNew |
$173K - $186K
|
18.5K
$184K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
17.8KNew |
$166K - $178K
|
17.8K
$177K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
15.1KNew |
$141K - $151K
|
15.1K
$150K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
14.2KNew |
$133K - $143K
|
14.2K
$141K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14K+ 3.42% |
$131K - $141K
|
425K
$4.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8KNew |
$111K - $118K
|
11.8K
$117K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.4K+ 6.72% |
$107K - $114K
|
181K
$1.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
7.72KNew |
$72.3K - $77.4K
|
7.72K
$76.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
6.17K+ 4.46% |
$57.7K - $61.9K
|
145K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.11K+ 3.7% |
$47.8K - $51.3K
|
143K
$1.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.74KNew |
$44.3K - $47.5K
|
4.74K
$47.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.01K+ 6.81% |
$28.2K - $30.2K
|
47.2K
$470K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.82KNew |
$26.4K - $28.3K
|
2.82K
$28K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.68K+ 0.97% |
$25.1K - $26.9K
|
278K
$2.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.54K+ 4.71% |
$23.8K - $25.5K
|
56.5K
$561K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.47K+ 13.98% |
$23.2K - $24.8K
|
20.2K
$201K
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.92K+ 1.07% |
$17.9K - $19.2K
|
181K
$1.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.5KNew |
$14K - $15K
|
1.5K
$14.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.22K+ 1.55% |
$11.4K - $12.2K
|
79.8K
$793K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.2K+ 0.63% |
$11.2K - $12K
|
192K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
500+ 2.77% |
$4.68K - $5.02K
|
18.5K
$184K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
413+ 0.57% |
$3.87K - $4.14K
|
73.3K
$729K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
330+ 2.93% |
$3.09K - $3.31K
|
11.6K
$115K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
172+ 0.21% |
$1.61K - $1.73K
|
82.1K
$816K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
167+ 1.67% |
$1.56K - $1.68K
|
10.2K
$101K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
150+ 1.37% |
$1.4K - $1.5K
|
11.1K
$110K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
83+ 0.31% |
$777 - $832
|
26.8K
$266K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
46+ 1.13% |
$431 - $461
|
4.12K
$41K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28+ 0.26% |
$262 - $281
|
10.6K
$106K
|
|
|
Jul 20, 2023
Q2 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
16+ 0.13% |
$150 - $160
|
12.4K
$123K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
12+ 0.09% |
$112 - $120
|
12.8K
$127K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.83% |
$9.36 - $10
|
122
$1.21K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-80- 1.45% |
$749 - $802
|
5.44K
$54K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-232- 1.08% |
$2.17K - $2.33K
|
21.3K
$212K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-1.21K- 0.34% |
$11.3K - $12.1K
|
356K
$3.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.35K- 27.27% |
$12.6K - $13.5K
|
3.6K
$35.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.76K- 0.08% |
$16.4K - $17.6K
|
2.13M
$21.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-3.4K- 21.44% |
$31.8K - $34.1K
|
12.4K
$124K
|