Bedel Financial Consulting, Inc. Invesco Trust For Investment Grade Municipals Transaction History

Bedel Financial Consulting, Inc.

$645 Million
Q1 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$9.99 - $11.83 $35,384 - $41,901	-3,542 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$11.27 - $13.95 $8,136 - $10,071	722 Added 25.6%	3,542 $41,000
Q1 2021 Apr 26, 2021	SELL	$12.87 - $13.6 $58,815 - $62,152	-4,570 Reduced 61.84%	2,820 $38,000
Q2 2019 Aug 01, 2019	SELL	$12.18 - $12.67 $14,080 - $14,646	-1,156 Reduced 13.53%	7,390 $94,000
Q1 2018 May 03, 2018	BUY	$12.13 - $13.31 $103,662 - $113,747	8,546 New	8,546 $104,000

Others Institutions Holding VGM

# of Institutions

102

Shares Held

21.9M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

3.87M
Shares

$40.1 Million
1.17% of portfolio
Saba Capital Management, L.P. New York, NY

2.47M
Shares

$25.6 Million
0.42% of portfolio
Sit Investment Associates Inc Minneapolis, MN

2.42M
Shares

$25.1 Million
0.55% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.59M
Shares

$16.5 Million
0.82% of portfolio
Fiera Capital Corp Montreal, A8

802K
Shares

$8.31 Million
0.02% of portfolio

About Invesco Trust for Investment Grade Municipals

Ticker VGM
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Invesco Trust for Investment Grade Municipals is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., INVESCO Asset Management (Japan) Limited, INVESCO Asset Management Deutschland GmbH, INVESCO Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and INVESCO Seni...

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