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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-7.5K- 7.11% |
$74.1K - $76.9K
|
98K
$940K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.78K- 7.6% |
$17.6K - $18.2K
|
21.6K
$207K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.76% |
$9.88 - $10.3
|
132
$1.27K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.56K- 1.59% |
$15.4K - $16K
|
96.7K
$928K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
315K+ 43.17% |
$3.12M - $3.23M
|
1.05M
$10M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.33K+ 7.61% |
$42.8K - $44.4K
|
61.2K
$587K
|
|
|
Apr 28, 2025
Q1 2025
|
Mackay Shields LLC
|
SELL
|
- |
-1.67K- 0.45% |
$16.5K - $17.1K
|
370K
$3.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
382+ 3.18% |
$3.77K - $3.92K
|
12.4K
$119K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-700- 5.48% |
$6.92K - $7.18K
|
12.1K
$116K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-500- 2.44% |
$4.94K - $5.13K
|
20K
$192K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.23K+ 4.8% |
$32K - $33.1K
|
70.6K
$677K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15.8KNew |
$156K - $162K
|
15.8K
$152K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-39.1K- 14.58% |
$386K - $401K
|
229K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.06K+ 6.75% |
$20.3K - $21.1K
|
32.5K
$312K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-653- 2.85% |
$6.45K - $6.69K
|
22.2K
$213K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
1.4K+ 7.27% |
$13.8K - $14.3K
|
20.6K
$198K
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
29+ 0.21% |
$287 - $297
|
13.5K
$130K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.4KNew |
$23.7K - $24.6K
|
2.4K
$23K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
553+ 2.95% |
$5.46K - $5.67K
|
19.3K
$185K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
40New |
$395 - $410
|
40
$384
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-750- 5.64% |
$7.41K - $7.69K
|
12.6K
$120K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
114KNew |
$1.12M - $1.16M
|
114K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.73K+ 10.84% |
$27K - $28K
|
27.9K
$268K
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-1.25K- 8.15% |
$12.3K - $12.8K
|
14K
$135K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
139+ 0.25% |
$1.37K - $1.42K
|
56.8K
$545K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
39K+ 59.63% |
$385K - $400K
|
104K
$1M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-17K- 13.0% |
$168K - $174K
|
114K
$1.09M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.16K+ 2.48% |
$11.4K - $12.3K
|
48K
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
14KNew |
$137K - $148K
|
14K
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
7.24K+ 22.75% |
$71.1K - $76.7K
|
39K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
500New |
$4.91K - $5.3K
|
500
$4.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
22.1K+ 159.47% |
$217K - $234K
|
36K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
12.6KNew |
$124K - $134K
|
12.6K
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-187K- 81.21% |
$1.84M - $1.99M
|
43.4K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17KNew |
$167K - $180K
|
17K
$163K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
102New |
$1K - $1.08K
|
102
$978
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
5K+ 20.0% |
$49.1K - $53K
|
30K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
23.4KNew |
$229K - $248K
|
23.4K
$224K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
7KNew |
$68.7K - $74.2K
|
7K
$67.1K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.8K- 74.82% |
$293K - $316K
|
10K
$96.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11K- 45.52% |
$108K - $117K
|
13.2K
$126K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
844+ 46.73% |
$8.29K - $8.95K
|
2.65K
$25.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.9KNew |
$146K - $158K
|
14.9K
$143K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.2K- 7.09% |
$11.8K - $12.7K
|
15.7K
$151K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
10.9KNew |
$108K - $116K
|
10.9K
$105K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-68.2K- 30.73% |
$689K - $729K
|
154K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
17.8KNew |
$179K - $190K
|
17.8K
$170K
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-604K- 20.08% |
$6.1M - $6.45M
|
2.4M
$23.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.24KNew |
$83.2K - $88K
|
8.24K
$79K
|
|