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 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
588New |
$5.94K - $6.28K
|
588
$5.64K
|
|
|
Nov 12, 2024
Q3 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-17K- 36.92% |
$171K - $181K
|
29K
$278K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
900New |
$9.09K - $9.61K
|
900
$8.63K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2KNew |
$20.2K - $21.4K
|
2K
$19.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.1KNew |
$11.1K - $11.7K
|
1.1K
$10.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-75K- 16.84% |
$758K - $801K
|
370K
$3.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.8K+ 134.42% |
$311K - $329K
|
53.7K
$515K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
6.57K+ 41.77% |
$66.3K - $70.1K
|
22.3K
$214K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.8K+ 10.09% |
$119K - $126K
|
129K
$1.24M
|
|
| Q2 2024 | |||||||
|
Jan 31, 2025
Q2 2024
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-50.5K- 46.76% |
$479K - $521K
|
57.5K
$551K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-167- 0.86% |
$1.58K - $1.72K
|
19.3K
$185K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.7KNew |
$139K - $151K
|
14.7K
$141K
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
12.5KNew |
$119K - $129K
|
12.5K
$120K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.79K+ 14.22% |
$36K - $39.1K
|
30.5K
$292K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
9.9KNew |
$94K - $102K
|
9.9K
$94.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
292New |
$2.77K - $3.01K
|
292
$2.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-396- 28.67% |
$3.76K - $4.08K
|
985
$9.45K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.2K- 34.43% |
$11.4K - $12.4K
|
2.28K
$21.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
15+ 0.14% |
$142 - $155
|
11.1K
$106K
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-365- 0.24% |
$3.46K - $3.76K
|
150K
$1.44M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.4KNew |
$99K - $108K
|
10.4K
$100K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.03KNew |
$85.7K - $90.5K
|
9.03K
$86.6K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.48K+ 661.9% |
$33K - $34.8K
|
4K
$38.4K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.37KNew |
$88.9K - $93.9K
|
9.37K
$89.8K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.03K- 25.47% |
$38.3K - $40.4K
|
11.8K
$113K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.13K- 9.69% |
$10.8K - $11.4K
|
10.6K
$101K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
146New |
$1.39K - $1.46K
|
146
$1.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.93KNew |
$27.8K - $29.3K
|
2.93K
$28.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5.67KNew |
$53.8K - $56.8K
|
5.67K
$54.3K
|
|
| Q4 2023 | |||||||
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.3KNew |
$84.3K - $102K
|
10.3K
$98.8K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.7K+ 79.79% |
$120K - $146K
|
33.2K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
354K+ 15.13% |
$2.89M - $3.5M
|
2.69M
$25.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
17.5KNew |
$143K - $173K
|
17.5K
$168K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11.3KNew |
$92.8K - $112K
|
11.3K
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
15KNew |
$123K - $149K
|
15K
$144K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.5KNew |
$241K - $292K
|
29.5K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.5KNew |
$12.3K - $14.8K
|
1.5K
$14.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-26.3K- 17.51% |
$215K - $260K
|
124K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
16.1KNew |
$132K - $159K
|
16.1K
$155K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
29.5KNew |
$241K - $292K
|
29.5K
$283K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
13.3KNew |
$109K - $131K
|
13.3K
$127K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.34KNew |
$60K - $72.6K
|
7.34K
$70.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
250New |
$2.05K - $2.47K
|
250
$2.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
11KNew |
$90K - $109K
|
11K
$105K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
7.59KNew |
$62.1K - $75.1K
|
7.59K
$72.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1KNew |
$8.18K - $9.89K
|
1K
$9.59K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.18K- 27.49% |
$35.5K - $41K
|
11K
$106K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
30+ 0.28% |
$255 - $294
|
10.7K
$102K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
20.3KNew |
$172K - $199K
|
20.3K
$194K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4K- 28.57% |
$34K - $39.2K
|
10K
$95.9K
|
|