Latest Institutional Transactions on Invesco Trust For Investment Grade Municipals (VGM)
This table provides information on the latest institutional transactions involving Invesco Trust For Investment Grade Municipals (VGM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.76K- 10.86% |
$88.5K - $93.6K
|
71.9K
$729K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-9.64K- 11.87% |
$97.3K - $103K
|
71.5K
$725K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2KNew |
$20.2K - $21.4K
|
2K
$20.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.03K+ 8.26% |
$10.4K - $11K
|
13.5K
$137K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
2K+ 2.27% |
$20.2K - $21.4K
|
90K
$913K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 1.57% |
$20.2 - $21.4
|
129
$1.31K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.1KNew |
$11.1K - $11.7K
|
1.1K
$11.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-169- 0.3% |
$1.71K - $1.8K
|
56.4K
$572K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
290+ 0.39% |
$2.93K - $3.1K
|
73.9K
$750K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-18.7K- 6.13% |
$189K - $199K
|
286K
$2.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
22.4K+ 11.45% |
$226K - $239K
|
218K
$2.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.5K+ 3.56% |
$45.5K - $48.1K
|
131K
$1.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.67K+ 18.67% |
$26.9K - $28.5K
|
16.9K
$172K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-75K- 16.84% |
$758K - $801K
|
370K
$3.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.8K+ 134.42% |
$311K - $329K
|
53.7K
$544K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
6.57K+ 41.77% |
$66.3K - $70.1K
|
22.3K
$226K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.8K+ 10.09% |
$119K - $126K
|
129K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.31K- 2.62% |
$13.3K - $14K
|
48.8K
$495K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-200- 0.2% |
$2.02K - $2.14K
|
98K
$994K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.11K+ 1.24% |
$21.3K - $22.6K
|
172K
$1.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
999+ 5.91% |
$10.1K - $10.7K
|
17.9K
$182K
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-46.2K- 69.86% |
$467K - $494K
|
19.9K
$202K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.9KNew |
$110K - $117K
|
10.9K
$111K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-829- 3.83% |
$8.37K - $8.85K
|
20.8K
$211K
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-17.4K- 9.21% |
$176K - $186K
|
172K
$1.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.8K+ 16.14% |
$18.2K - $19.2K
|
13K
$131K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.6K+ 18.61% |
$24.7K - $26.8K
|
16.6K
$168K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-167- 0.86% |
$1.58K - $1.72K
|
19.3K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
12.5KNew |
$119K - $129K
|
12.5K
$127K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
31.8KNew |
$302K - $328K
|
31.8K
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.79K+ 14.22% |
$36K - $39.1K
|
30.5K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.7KNew |
$139K - $151K
|
14.7K
$149K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-878- 1.68% |
$8.33K - $9.05K
|
51.3K
$520K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
9.9KNew |
$94K - $102K
|
9.9K
$100K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-396- 28.67% |
$3.76K - $4.08K
|
985
$9.99K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
292New |
$2.77K - $3.01K
|
292
$2.96K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2K+ 10.81% |
$19K - $20.6K
|
20.5K
$208K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-202- 4.13% |
$1.92K - $2.08K
|
4.69K
$47.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.2K- 34.43% |
$11.4K - $12.4K
|
2.28K
$23.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
15+ 0.14% |
$142 - $155
|
11.1K
$112K
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-365- 0.24% |
$3.46K - $3.76K
|
150K
$1.52M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.4KNew |
$99K - $108K
|
10.4K
$106K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.03KNew |
$85.7K - $90.5K
|
9.03K
$91.6K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
19.5KNew |
$185K - $196K
|
19.5K
$198K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.48K+ 661.9% |
$33K - $34.8K
|
4K
$40.6K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
22.6K+ 19.47% |
$214K - $226K
|
138K
$1.4M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.37KNew |
$88.9K - $93.9K
|
9.37K
$95K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.03K- 25.47% |
$38.3K - $40.4K
|
11.8K
$120K
|
|