Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
87.5K+ 52.9% |
$883K - $961K
|
253K
$2.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
56.2KNew |
$567K - $617K
|
56.2K
$627K
|
|
|
Oct 29, 2025
Q3 2025
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
45.3K+ 73.62% |
$457K - $497K
|
107K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.7KNew |
$219K - $238K
|
21.7K
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.7K+ 13.41% |
$189K - $205K
|
158K
$1.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
18.5K+ 14.15% |
$187K - $203K
|
149K
$1.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.1K+ 16.33% |
$162K - $177K
|
115K
$1.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
10.1KNew |
$102K - $111K
|
10.1K
$113K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.17K+ 66.05% |
$82.4K - $89.7K
|
20.5K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.22KNew |
$52.6K - $57.3K
|
5.22K
$58.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.53K+ 6.62% |
$35.6K - $38.8K
|
56.9K
$635K
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.03K+ 15.15% |
$30.6K - $33.3K
|
23K
$257K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.58K+ 42.61% |
$26.1K - $28.4K
|
8.65K
$96.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.86K+ 17.62% |
$18.8K - $20.4K
|
12.4K
$139K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
300New |
$3.03K - $3.29K
|
300
$3.35K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-126- 0.72% |
$1.27K - $1.38K
|
17.3K
$193K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2K- 5.62% |
$20.2K - $21.9K
|
33.6K
$375K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.28K- 15.25% |
$23K - $25K
|
12.7K
$141K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.2K- 15.36% |
$174K - $189K
|
94.9K
$1.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-123K- 34.58% |
$1.24M - $1.35M
|
232K
$2.59M
|
|