Caldwell Trust CO Invesco Trust For Investment Grade Municipals Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Sep 24, 2025	SELL	$10.1 - $10.68 $46,975 - $49,672	-4,651 Closed	0 $0
Q1 2024 Sep 24, 2025	BUY	$9.49 - $10.02 $44,137 - $46,603	4,651 New	4,651 $45.9 Million
Q4 2023 Oct 01, 2025	BUY	$8.18 - $9.89 $38,045 - $45,998	4,651 New	4,651 $46 Million

Others Institutions Holding VGM

# of Institutions

122

Shares Held

16.4M

Call Options Held

0

Put Options Held

0

Gridiron Partners, LLC Wexford, PA

1.72M
Shares

$17.5 Million
0.86% of portfolio
Guggenheim Capital LLC Chicago, IL

1.18M
Shares

$12 Million
0.09% of portfolio
Robinson Capital Management, LLC

1.17M
Shares

$11.9 Million
6.49% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

942K
Shares

$9.57 Million
0.84% of portfolio
Lpl Financial LLC Fort Mill, SC

759K
Shares

$7.71 Million
0.0% 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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