Kelman Lazarov, Inc. Invesco Trust For Investment Grade Municipals Transaction History

Kelman Lazarov, Inc.

$483 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 14, 2018	SELL	$11.66 - $12.47 $139,920 - $149,640	-12,000 Closed	0 $0
Q3 2017 Oct 05, 2017	BUY	$13.39 - $13.8 $160,680 - $165,600	12,000	12,000 $161,000

Others Institutions Holding VGM

# of Institutions

103

Shares Held

22M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

3.87M
Shares

$39 Million
1.17% of portfolio
Saba Capital Management, L.P. New York, NY

2.47M
Shares

$24.9 Million
0.42% of portfolio
Sit Investment Associates Inc Minneapolis, MN

2.42M
Shares

$24.5 Million
0.55% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.59M
Shares

$16.1 Million
0.82% of portfolio
Fiera Capital Corp Montreal, A8

802K
Shares

$8.1 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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