Latest Institutional Transactions on Invesco Trust For Investment Grade Municipals (VGM)

VGM Quotes by TradingView

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
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

SELL
 -
-2.29K
Closed
$22.8K - $27K
0 $0
Jul 14, 2022 Q2 2022
Mascoma Wealth Management LLC

BUY
 -
320
New
$3.2K - $3.79K
320 $3.07K
Jul 07, 2022 Q2 2022
Massmutual Trust CO Fsb

BUY
 -
298
New
$2.98K - $3.53K
298 $2.86K
Q1 2022
May 16, 2022 Q1 2022
Cito Capital Group, LLC

Miami, FL
SELL
 -
-10.9K
Closed
$123K - $152K
0 $0
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

BUY
 -
1
+ 0.02%
$11.3 - $14
4.73K $45.4K
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-17
Closed
$192 - $237
0 $0
May 12, 2022 Q1 2022
Running Point Capital Advisors, LLC

BUY
 -
20K
New
$225K - $279K
20K $192K
May 09, 2022 Q1 2022
Mv Capital Management, Inc.

SELL
 -
-4.38K
Closed
$49.3K - $61K
0 $0
May 04, 2022 Q1 2022
Widmann Financial Services, Inc.

SELL
 -
-1.7K
Closed
$19.2K - $23.7K
0 $0
May 03, 2022 Q1 2022
International Assets Investment Management, LLC

Orlando, FL
SELL
 -
-10.6K
Closed
$119K - $147K
0 $0
Apr 29, 2022 Q1 2022
Tci Wealth Advisors, Inc.

SELL
 -
-630
Closed
$7.1K - $8.79K
0 $0
Apr 27, 2022 Q1 2022
Centerpoint Advisors, LLC

SELL
 -
-339
Closed
$3.82K - $4.73K
0 $0
Q4 2021
Feb 25, 2022 Q4 2021
Alpha Centric Advisors LLC

San Juan, PR
SELL
 -
-10K
Closed
$134K - $140K
0 $0
Feb 16, 2022 Q4 2021
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
13.5K
New
$180K - $189K
13.5K $129K
Feb 14, 2022 Q4 2021
Tilia Fiduciary Partners, Inc.

BUY
 -
600
New
$8.01K - $8.39K
600 $5.75K
Feb 10, 2022 Q4 2021
Nwam LLC

Mercer Island, WA
BUY
 -
10.6K
New
$141K - $148K
10.6K $101K
Feb 09, 2022 Q4 2021
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
253
New
$3.38K - $3.54K
253 $2.43K
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

SELL
 -
-749
Closed
$10K - $10.5K
0 $0
Feb 02, 2022 Q4 2021
Concorde Asset Management, LLC

SELL
 -
-13.5K
Closed
$180K - $188K
0 $0
Q3 2021
Nov 10, 2021 Q3 2021
Panagora Asset Management Inc

Boston, MA
SELL
 -
-49
Closed
$671 - $701
0 $0
Nov 03, 2021 Q3 2021
Ackerman Capital Advisors, LLC

SELL
 -
-35.6K
Closed
$488K - $509K
0 $0
Nov 02, 2021 Q3 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-284
- 27.1%
$3.89K - $4.06K
764 $7.33K
Oct 27, 2021 Q3 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-3.9K
Closed
$53.4K - $55.8K
0 $0
Q2 2021
Aug 16, 2021 Q2 2021
Peddock Capital Advisors, LLC

SELL
 -
-13.3K
Closed
$180K - $187K
0 $0
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-7.99K
Closed
$108K - $112K
0 $0
Aug 16, 2021 Q2 2021
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-10.3K
Closed
$139K - $144K
0 $0
Aug 06, 2021 Q2 2021
Fifth Third Bancorp

SELL
 -
-1K
- 72.89%
$13.5K - $14.1K
372 $3.57K
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-2.5K
Closed
$33.9K - $35.1K
0 $0
Jul 27, 2021 Q2 2021
Hartford Financial Management Inc.

SELL
 -
-1.76K
Closed
$23.8K - $24.7K
0 $0
Jul 20, 2021 Q2 2021
Blb&B Advisors, LLC

SELL
 -
-10.6K
Closed
$144K - $149K
0 $0
Q1 2021
May 14, 2021 Q1 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-6.6K
Closed
$84.9K - $89.7K
0 $0
May 10, 2021 Q1 2021
Orser Capital Management, LLC

SELL
 -
-64.2K
Closed
$826K - $873K
0 $0
May 05, 2021 Q1 2021
Cullen/Frost Bankers, Inc.

BUY
 -
9.96K
New
$128K - $135K
9.96K $95.5K
Apr 23, 2021 Q1 2021
Bernardo Wealth Planning LLC

SELL
 -
-13.5K
Closed
$174K - $184K
0 $0
Apr 16, 2021 Q1 2021
Fort Pitt Capital Group, LLC

SELL
 -
-3.95K
Closed
$50.8K - $53.7K
0 $0
Apr 12, 2021 Q1 2021
Private Capital Group, LLC

SELL
 -
-9K
Closed
$116K - $122K
0 $0
Q4 2020
Feb 16, 2021 Q4 2020
Fin Trust Capital Advisors, LLC

SELL
 -
-188
Closed
$2.32K - $2.49K
0 $0
Feb 12, 2021 Q4 2020
J.W. Cole Advisors, Inc.

SELL
 -
-15.8K
Closed
$194K - $209K
0 $0
Feb 08, 2021 Q4 2020
Adams Wealth Management

SELL
 -
-1.99K
Closed
$24.5K - $26.4K
0 $0
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-1K
Closed
$12.3K - $13.3K
0 $0
Jan 29, 2021 Q4 2020
Key F Inancial Inc

BUY
 -
608
New
$7.49K - $8.07K
608 $5.83K
Q3 2020
Nov 13, 2020 Q3 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-2.86K
Closed
$34.5K - $37K
0 $0
Nov 10, 2020 Q3 2020
Us Bancorp \De\

SELL
 -
-333
Closed
$4.02K - $4.31K
0 $0
Oct 22, 2020 Q3 2020
Deroy & Devereaux Private Investment Counsel Inc

SELL
 -
-13.3K
Closed
$160K - $171K
0 $0
Oct 15, 2020 Q3 2020
Vigilant Capital Management, LLC

SELL
 -
-585
Closed
$7.06K - $7.56K
0 $0
Q2 2020
Aug 12, 2020 Q2 2020
Kovitz Investment Group Partners, LLC

SELL
 -
-56.5K
Closed
$636K - $691K
0 $0
Aug 06, 2020 Q2 2020
Royal Fund Management, LLC

SELL
 -
-554
Closed
$6.23K - $6.78K
0 $0
Aug 06, 2020 Q2 2020
Darwin Advisors, LLC

SELL
 -
-1K
Closed
$11.3K - $12.2K
0 $0
Aug 05, 2020 Q2 2020
New Square Capital LLC

SELL
 -
-1.17K
Closed
$13.2K - $14.3K
0 $0

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