Purchases and Sales Made in Q4 2025 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 2025. 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 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
470K+ 1650.38% |
$4.71M - $4.83M
|
499K
$5.07M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
79.3K+ 43.6% |
$794K - $814K
|
261K
$2.65M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.36K+ 5.33% |
$33.6K - $34.5K
|
66.4K
$675K
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
3.07K+ 1.59% |
$30.7K - $31.5K
|
195K
$1.99M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
809New |
$8.11K - $8.31K
|
809
$8.22K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
372+ 1.23% |
$3.73K - $3.82K
|
30.7K
$312K
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
54+ 0.49% |
$541 - $555
|
11.1K
$113K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-100- 0.7% |
$1K - $1.03K
|
14.2K
$144K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-760- 5.22% |
$7.62K - $7.81K
|
13.8K
$140K
|
|
|
Jan 21, 2026
Q4 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-9.5K- 5.49% |
$95.2K - $97.6K
|
164K
$1.66M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-156K- 52.59% |
$1.56M - $1.6M
|
140K
$1.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-1.57M- 91.29% |
$15.8M - $16.2M
|
150K
$1.52M
|
|