Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
161KNew |
$2.16M - $2.26M
|
161K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
107K+ 7.94% |
$1.42M - $1.49M
|
1.45M
$13.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
63.8K+ 102.41% |
$852K - $892K
|
126K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
38.8K+ 2.1% |
$519K - $543K
|
1.89M
$17.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.2K+ 93.77% |
$470K - $492K
|
72.7K
$684K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.1K+ 9.28% |
$455K - $477K
|
402K
$3.77M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.5K+ 7.4% |
$381K - $399K
|
414K
$3.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23.7KNew |
$316K - $331K
|
23.7K
$222K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.4KNew |
$286K - $299K
|
21.4K
$201K
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
21.3K+ 8.3% |
$284K - $297K
|
278K
$2.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
14.3KNew |
$191K - $200K
|
14.3K
$135K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
13.5KNew |
$180K - $189K
|
13.5K
$127K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
13K+ 16.35% |
$174K - $182K
|
92.5K
$870K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.7KNew |
$156K - $163K
|
11.7K
$110K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
11.1K+ 51.18% |
$148K - $155K
|
32.8K
$309K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.6KNew |
$141K - $148K
|
10.6K
$99.4K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.6KNew |
$141K - $148K
|
10.6K
$99.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.11K+ 7.57% |
$108K - $113K
|
115K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.08K+ 8.49% |
$108K - $113K
|
103K
$971K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
8K+ 20.38% |
$107K - $112K
|
47.3K
$444K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.53K+ 29.77% |
$100K - $105K
|
32.8K
$308K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.36K+ 1.48% |
$84.9K - $88.9K
|
437K
$4.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.03K+ 4.02% |
$67.1K - $70.3K
|
130K
$1.22M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.99KNew |
$53.3K - $55.8K
|
3.99K
$37.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.11K+ 2.54% |
$41.5K - $43.4K
|
126K
$1.18M
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.55K+ 2.34% |
$34K - $35.6K
|
111K
$1.05M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.7KNew |
$22.7K - $23.8K
|
1.7K
$16K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
1.53KNew |
$20.4K - $21.3K
|
1.53K
$14.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1K+ 3.65% |
$13.4K - $14K
|
28.4K
$267K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
924+ 33.48% |
$12.3K - $12.9K
|
3.68K
$34.6K
|
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
744+ 7.19% |
$9.93K - $10.4K
|
11.1K
$104K
|
|
|
Feb 09, 2022
Q4 2021
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
631+ 0.74% |
$8.42K - $8.82K
|
86K
$809K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
630New |
$8.41K - $8.81K
|
630
$5.92K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
600New |
$8.01K - $8.39K
|
600
$5.64K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
573New |
$7.65K - $8.01K
|
573
$5.39K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
562New |
$7.5K - $7.86K
|
562
$5.28K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
500New |
$6.68K - $6.99K
|
500
$4.7K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
339New |
$4.53K - $4.74K
|
339
$3.19K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
272+ 1.66% |
$3.63K - $3.8K
|
16.6K
$156K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
253New |
$3.38K - $3.54K
|
253
$2.38K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
158+ 0.83% |
$2.11K - $2.21K
|
19.3K
$181K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
80New |
$1.07K - $1.12K
|
80
$752
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
44+ 1.17% |
$587 - $615
|
3.82K
$35.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
25+ 0.18% |
$334 - $350
|
13.7K
$129K
|
|
|
Jan 26, 2022
Q4 2021
|
Kercheville Advisors, LLC
|
BUY
|
- |
19+ 0.16% |
$254 - $266
|
12.3K
$115K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
17New |
$227 - $238
|
17
$160
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
7+ 0.07% |
$93.5 - $97.9
|
10.2K
$95.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-361- 0.53% |
$4.82K - $5.05K
|
67.5K
$634K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-416- 0.85% |
$5.55K - $5.82K
|
48.6K
$457K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-749Closed |
$10K - $10.5K
|
0
$0
|