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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
253New |
$3.38K - $3.54K
|
253
$2.57K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-749Closed |
$10K - $10.5K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-13.5KClosed |
$180K - $188K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-49Closed |
$671 - $701
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-35.6KClosed |
$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
$7.75K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.9KClosed |
$53.4K - $55.8K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-13.3KClosed |
$180K - $187K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-10.3KClosed |
$139K - $144K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.99KClosed |
$108K - $112K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-1K- 72.89% |
$13.5K - $14.1K
|
372
$3.77K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.5KClosed |
$33.9K - $35.1K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.76KClosed |
$23.8K - $24.7K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-10.6KClosed |
$144K - $149K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-6.6KClosed |
$84.9K - $89.7K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Orser Capital Management, LLC
|
SELL
|
- |
-64.2KClosed |
$826K - $873K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9.96KNew |
$128K - $135K
|
9.96K
$101K
|
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-13.5KClosed |
$174K - $184K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-3.95KClosed |
$50.8K - $53.7K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-9KClosed |
$116K - $122K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-188Closed |
$2.32K - $2.49K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-15.8KClosed |
$194K - $209K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-1.99KClosed |
$24.5K - $26.4K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1KClosed |
$12.3K - $13.3K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Stone X Group Inc.
|
SELL
|
- |
-10.8KClosed |
$133K - $144K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
608New |
$7.49K - $8.07K
|
608
$6.17K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.86KClosed |
$34.5K - $37K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
SELL
|
- |
-333Closed |
$4.02K - $4.31K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-13.3KClosed |
$160K - $171K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-585Closed |
$7.06K - $7.56K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-56.5KClosed |
$636K - $691K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-1KClosed |
$11.3K - $12.2K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-554Closed |
$6.23K - $6.78K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
New Square Capital LLC
|
SELL
|
- |
-1.17KClosed |
$13.2K - $14.3K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.49K- 63.02% |
$28K - $30.5K
|
1.46K
$14.8K
|
|
|
Jul 16, 2020
Q2 2020
|
Hollencrest Capital Management
|
SELL
|
- |
-16.2KClosed |
$182K - $198K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.5KNew |
$16.9K - $18.3K
|
1.5K
$15.2K
|
|
|
Jul 10, 2020
Q2 2020
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-9.84KClosed |
$111K - $120K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-43.6KClosed |
$438K - $586K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-18.4KClosed |
$184K - $247K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-26.9KClosed |
$270K - $362K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-41.6KClosed |
$417K - $559K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-2.75KClosed |
$27.6K - $37K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-11.5KClosed |
$115K - $155K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11KNew |
$110K - $148K
|
11K
$112K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.7KClosed |
$223K - $230K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-20.9KClosed |
$263K - $271K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-586Closed |
$7.37K - $7.6K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.88KClosed |
$23.6K - $24.3K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Ota Financial Group L.P.
|
SELL
|
- |
-24.2KClosed |
$304K - $314K
|
0
$0
|
|