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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.82K+ 46.91% |
$45.2K - $48.8K
|
15.1K
$153K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-77.3K- 10.68% |
$726K - $782K
|
646K
$6.56M
|
|
|
Oct 31, 2025
Q3 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
12.5K+ 5.29% |
$117K - $126K
|
249K
$2.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21KNew |
$197K - $212K
|
21K
$213K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-25.7K- 12.54% |
$241K - $260K
|
179K
$1.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.5K+ 24.26% |
$23.5K - $25.3K
|
12.8K
$130K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2K+ 15.76% |
$18.8K - $20.2K
|
14.7K
$149K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
12.9K+ 34.81% |
$121K - $130K
|
49.8K
$506K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 11.49% |
$14.1K - $15.2K
|
14.6K
$148K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-289- 2.64% |
$2.71K - $2.92K
|
10.7K
$108K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83K+ 131.15% |
$779K - $840K
|
146K
$1.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
7.53K+ 51.76% |
$70.7K - $76.2K
|
22.1K
$224K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-27.5K- 49.15% |
$259K - $279K
|
28.5K
$290K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.17K- 41.22% |
$39.1K - $42.2K
|
5.94K
$60.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-65.8K- 18.19% |
$618K - $666K
|
296K
$3.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-11.9K- 8.84% |
$111K - $120K
|
122K
$1.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
4.25K+ 2.26% |
$39.9K - $43K
|
192K
$1.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
30+ 0.21% |
$282 - $304
|
14.1K
$143K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-99- 0.33% |
$930 - $1K
|
30.3K
$308K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
55.8KNew |
$524K - $565K
|
55.8K
$567K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
200New |
$1.88K - $2.02K
|
200
$2.03K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1KNew |
$9.39K - $10.1K
|
1K
$10.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
1.57M+ 1048.62% |
$14.8M - $15.9M
|
1.72M
$17.5M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.1K+ 14.72% |
$330K - $355K
|
274K
$2.78M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
353New |
$3.32K - $3.57K
|
353
$3.59K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-1.27M- 63.63% |
$12M - $12.9M
|
728K
$7.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13KNew |
$122K - $131K
|
13K
$132K
|
|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.28M- 41.29% |
$12.1M - $13M
|
1.82M
$18.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
14KNew |
$132K - $142K
|
14K
$142K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
713New |
$6.7K - $7.22K
|
713
$7.24K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.1K- 27.5% |
$10.3K - $11.1K
|
2.9K
$29.5K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
33.5KNew |
$315K - $339K
|
33.5K
$341K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-360- 0.7% |
$3.38K - $3.64K
|
51.3K
$521K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
22.8KNew |
$214K - $231K
|
22.8K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.09K- 14.29% |
$29.1K - $31.3K
|
18.5K
$188K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-61- 6.19% |
$573 - $617
|
924
$9.39K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.5K+ 12.5% |
$23.5K - $25.3K
|
22.5K
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
636New |
$5.98K - $6.44K
|
636
$6.46K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.48KNew |
$13.9K - $15K
|
1.48K
$15.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.7KNew |
$166K - $179K
|
17.7K
$180K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-200- 1.66% |
$1.88K - $2.02K
|
11.9K
$121K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
474+ 2.45% |
$4.46K - $4.8K
|
19.8K
$201K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
100New |
$940 - $1.01K
|
100
$1.02K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
58.9KNew |
$554K - $597K
|
58.9K
$599K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
400New |
$3.76K - $4.05K
|
400
$4.06K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
17.8KNew |
$167K - $180K
|
17.8K
$181K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
27.6KNew |
$260K - $280K
|
27.6K
$281K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.15K+ 0.67% |
$10.8K - $11.6K
|
173K
$1.76M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
1KNew |
$9.4K - $10.1K
|
1K
$10.2K
|
|