Edge Capital Group, LLC Invesco Trust For Investment Grade Municipals Transaction History

Edge Capital Group, LLC

$2.21 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	BUY	$9.68 - $10.43 $93,412 - $100,649	9,650 Added 53.61%	27,650 $274,000
Q4 2022 Feb 07, 2023	SELL	$9.02 - $10.25 $98,769 - $112,237	-10,950 Reduced 37.82%	18,000 $180,000
Q2 2020 Aug 11, 2020	SELL	$11.25 - $12.23 $67,500 - $73,380	-6,000 Reduced 17.17%	28,950 $349,000
Q4 2018 Feb 14, 2019	BUY	$11.26 - $11.86 $393,537 - $414,507	34,950 New	34,950 $401,000

Others Institutions Holding VGM

# of Institutions

110

Shares Held

20.7M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

2.83M
Shares

$28.8 Million
0.97% of portfolio
Sit Investment Associates Inc Minneapolis, MN

2.49M
Shares

$25.3 Million
0.59% of portfolio
Saba Capital Management, L.P. New York, NY

2.4M
Shares

$24.5 Million
0.54% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.61M
Shares

$16.4 Million
0.94% of portfolio
Robinson Capital Management, LLC

956K
Shares

$9.73 Million
3.67% 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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