Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
4.59KNew |
$37.6K - $45.4K
|
4.59K
$46.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.1K+ 11.46% |
$17.2K - $20.8K
|
20.4K
$206K
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.97K+ 1.08% |
$16.1K - $19.5K
|
185K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.87K+ 0.77% |
$15.3K - $18.5K
|
243K
$2.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.5KNew |
$12.3K - $14.8K
|
1.5K
$15.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.11K+ 7.98% |
$9.08K - $11K
|
15K
$151K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1KNew |
$8.18K - $9.89K
|
1K
$10.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
963New |
$7.88K - $9.52K
|
963
$9.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
388+ 0.48% |
$3.17K - $3.84K
|
80.5K
$810K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
273+ 2.48% |
$2.23K - $2.7K
|
11.3K
$113K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
250New |
$2.05K - $2.47K
|
250
$2.52K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
47+ 1.13% |
$384 - $465
|
4.22K
$42.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
16+ 0.13% |
$131 - $158
|
12.4K
$125K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
13+ 2.54% |
$106 - $129
|
525
$5.29K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.81% |
$8.18 - $9.89
|
124
$1.25K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-66- 0.13% |
$540 - $653
|
52.1K
$525K
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-224- 1.01% |
$1.83K - $2.22K
|
21.9K
$221K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-337- 6.2% |
$2.76K - $3.33K
|
5.1K
$51.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-620Closed |
$5.07K - $6.13K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.3K- 1.86% |
$10.6K - $12.8K
|
68.4K
$689K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.5K- 6.39% |
$28.6K - $34.6K
|
51.3K
$516K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.5K- 15.82% |
$28.6K - $34.6K
|
18.6K
$188K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.64K- 3.26% |
$38K - $45.9K
|
138K
$1.39M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.67K- 28.5% |
$62.8K - $75.9K
|
19.2K
$194K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.74K- 2.09% |
$79.7K - $96.3K
|
456K
$4.59M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-10.2K- 32.52% |
$83.1K - $100K
|
21.1K
$212K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14.3K- 55.38% |
$117K - $142K
|
11.5K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.5K- 7.69% |
$127K - $153K
|
186K
$1.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-17.5K- 4.94% |
$143K - $173K
|
336K
$3.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-22.1K- 77.29% |
$181K - $219K
|
6.49K
$65.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-26.3K- 17.51% |
$215K - $260K
|
124K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-52.8K- 28.91% |
$432K - $522K
|
130K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-74.1K- 4.47% |
$606K - $733K
|
1.58M
$16M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-111K- 41.83% |
$909K - $1.1M
|
154K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-442K- 16.23% |
$3.61M - $4.37M
|
2.28M
$22.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-523K- 53.4% |
$4.27M - $5.17M
|
456K
$4.59M
|