Ifp Advisors, Inc Invesco Trust For Investment Grade New York Municipals Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	SELL	$9.19 - $10.64 $72,601 - $84,056	-7,900 Reduced 33.96%	15,360 $199,000
Q3 2022 Nov 08, 2022	BUY	$9.52 - $11.32 $221,435 - $263,303	23,260 New	23,260 $301,000
Q4 2018 Jan 23, 2019	SELL	$11.83 - $12.46 $23,660 - $24,920	-2,000 Closed	0 $0
Q3 2018 Oct 25, 2018	SELL	$12.25 - $12.81 $18,987 - $19,855	-1,550 Reduced 43.66%	2,000 $0
Q4 2017 Jan 24, 2018	BUY	$13.53 - $13.86 $48,031 - $49,203	3,550	3,550 $0

Others Institutions Holding VTN

# of Institutions

35

Shares Held

7M

Call Options Held

0

Put Options Held

0

Saba Capital Management, L.P. New York, NY

2.76M
Shares

$31.6 Million
0.68% of portfolio
Sit Investment Associates Inc Minneapolis, MN

1.93M
Shares

$22.1 Million
0.5% of portfolio
Guggenheim Capital LLC Chicago, IL

338K
Shares

$3.87 Million
0.03% of portfolio
Robinson Capital Management, LLC

243K
Shares

$2.78 Million
1.02% of portfolio
Bank Of America Corp Charlotte, NC

235K
Shares

$2.69 Million
0.0% of portfolio

About Invesco Trust for Investment Grade New York Municipals

Ticker VTN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Invesco Trust for Investment Grade New York 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 INV...

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