Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
332K+ 15.57% |
$2.82M - $3.25M
|
2.46M
$24.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
268K+ 19.31% |
$2.28M - $2.63M
|
1.66M
$16.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
229K+ 103.19% |
$1.95M - $2.25M
|
452K
$4.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
204K+ 90.48% |
$1.73M - $2M
|
430K
$4.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
197K+ 97.42% |
$1.67M - $1.93M
|
399K
$4.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
170KNew |
$1.45M - $1.67M
|
170K
$1.72M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
139KNew |
$1.18M - $1.37M
|
139K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
103K+ 4.62% |
$877K - $1.01M
|
2.34M
$23.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
78.1KNew |
$664K - $766K
|
78.1K
$786K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
73.1K+ 37.99% |
$621K - $717K
|
266K
$2.67M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
53.8KNew |
$457K - $528K
|
53.8K
$542K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.7K+ 9.58% |
$346K - $399K
|
466K
$4.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
23.9K+ 503.8% |
$203K - $234K
|
28.6K
$288K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
23.8KNew |
$202K - $233K
|
23.8K
$240K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
20.7K+ 38.12% |
$176K - $203K
|
75K
$755K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
20.4K+ 101.33% |
$174K - $201K
|
40.6K
$409K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
20.3KNew |
$172K - $199K
|
20.3K
$204K
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.4KNew |
$157K - $181K
|
18.4K
$186K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.2K+ 23.46% |
$113K - $130K
|
69.7K
$702K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10K+ 14.71% |
$85.1K - $98.2K
|
78K
$786K
|
|
|
Nov 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
8.5K+ 6.44% |
$72.3K - $83.4K
|
141K
$1.41M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.16K+ 7.51% |
$52.4K - $60.5K
|
88.2K
$889K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.63K+ 26.46% |
$47.9K - $55.3K
|
26.9K
$271K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.91K+ 10.39% |
$41.7K - $48.2K
|
52.2K
$525K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.54KNew |
$38.6K - $44.5K
|
4.54K
$45.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.2K+ 29.73% |
$35.7K - $41.2K
|
18.3K
$185K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.61K+ 19.48% |
$30.7K - $35.4K
|
22.1K
$223K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.6K+ 8.52% |
$30.6K - $35.3K
|
45.8K
$462K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.88K+ 24.34% |
$24.5K - $28.3K
|
14.7K
$148K
|
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.01K+ 1.11% |
$17K - $19.7K
|
183K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1K+ 1.01% |
$8.5K - $9.81K
|
100K
$1.01M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
512New |
$4.35K - $5.02K
|
512
$5.16K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
450+ 4.05% |
$3.83K - $4.41K
|
11.6K
$116K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
322+ 0.4% |
$2.74K - $3.16K
|
80.1K
$806K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
112+ 0.81% |
$952 - $1.1K
|
13.9K
$140K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
48+ 1.16% |
$408 - $471
|
4.17K
$42K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
30+ 0.28% |
$255 - $294
|
10.7K
$107K
|
|
|
Oct 11, 2023
Q3 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
15+ 0.12% |
$128 - $147
|
12.4K
$125K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.06% |
$25.5 - $29.4
|
5.44K
$54.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.82% |
$8.5 - $9.81
|
123
$1.24K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1- 0.01% |
$8.5 - $9.81
|
10.2K
$102K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-78- 0.55% |
$663 - $765
|
14.1K
$142K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-262- 15.95% |
$2.23K - $2.57K
|
1.38K
$13.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-600- 1.08% |
$5.1K - $5.89K
|
54.8K
$551K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-605- 5.22% |
$5.14K - $5.94K
|
11K
$111K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-628- 0.44% |
$5.34K - $6.16K
|
143K
$1.44M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-914- 3.41% |
$7.77K - $8.97K
|
25.9K
$261K
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.83K- 7.63% |
$15.6K - $18K
|
22.1K
$223K
|