Purchases and Sales Made in Q2 2025 in Invesco Trust For Investment Grade New York Municipals (VTN)
This table provides information about the institutional ownership of Invesco Trust For Investment Grade New York Municipals (VTN) during Q2 2025. The information is specifically focused on institutions that hold shares of Invesco Trust for Investment Grade New York Municipals.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
26.3K+ 18.9% |
$255K - $277K
|
165K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
21.1K+ 6.32% |
$205K - $222K
|
355K
$3.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
19K+ 17.01% |
$184K - $200K
|
131K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.6KNew |
$103K - $111K
|
10.6K
$118K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.49K+ 9.43% |
$82.5K - $89.4K
|
98.5K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.18K+ 6.84% |
$69.8K - $75.6K
|
112K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.15K+ 65.57% |
$59.7K - $64.8K
|
15.5K
$173K
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1.86K+ 17.86% |
$18.1K - $19.6K
|
12.3K
$137K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.26KNew |
$12.2K - $13.3K
|
1.26K
$14.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
940+ 8.23% |
$9.13K - $9.9K
|
12.4K
$138K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-400- 3.74% |
$3.88K - $4.21K
|
10.3K
$115K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-796- 1.47% |
$7.73K - $8.38K
|
53.3K
$595K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.42K- 8.67% |
$13.8K - $14.9K
|
14.9K
$167K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.04K- 28.66% |
$29.5K - $32K
|
7.57K
$84.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.71K- 27.75% |
$65.1K - $70.6K
|
17.5K
$195K
|
|
|
Aug 14, 2025
Q2 2025
|
Cf Capital LLC
Cohasset, MA |
SELL
|
- |
-6.83K- 10.0% |
$66.3K - $71.9K
|
61.5K
$686K
|
|
|
Aug 14, 2025
Q2 2025
|
Robinson Capital Management, LLC
|
SELL
|
- |
-7.22K- 2.57% |
$70.1K - $76K
|
274K
$3.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9K- 6.06% |
$87.4K - $94.8K
|
139K
$1.56M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9K- 6.06% |
$87.4K - $94.8K
|
139K
$1.56M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.47K- 60.98% |
$92K - $99.7K
|
6.06K
$67.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-14.2K- 58.31% |
$138K - $150K
|
10.2K
$113K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-15.5K- 76.8% |
$151K - $163K
|
4.69K
$52.3K
|
|