Latest Institutional Purchases of Invesco Trust For Investment Grade Municipals (VGM)
This list provides information on the latest institutional transactions involving Invesco Trust For Investment Grade Municipals (VGM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
108KNew |
$1.06M - $1.14M
|
108K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
15.5K+ 17.22% |
$152K - $164K
|
106K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.9KNew |
$146K - $158K
|
14.9K
$150K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
14.3K+ 130.53% |
$140K - $151K
|
25.2K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.3KNew |
$131K - $141K
|
13.3K
$134K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
10.9KNew |
$108K - $116K
|
10.9K
$111K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.31K+ 23.22% |
$42.4K - $45.7K
|
22.9K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.53K+ 1.62% |
$34.6K - $37.4K
|
222K
$2.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.68K+ 1.56% |
$26.4K - $28.5K
|
174K
$1.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.13K+ 3.88% |
$20.9K - $22.5K
|
56.9K
$574K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
867+ 4.84% |
$8.51K - $9.19K
|
18.8K
$190K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
325+ 0.58% |
$3.19K - $3.45K
|
56.7K
$573K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
278+ 0.28% |
$2.73K - $2.95K
|
98.3K
$993K
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
28+ 0.21% |
$275 - $297
|
13.5K
$136K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
290K+ 43.48% |
$2.93M - $3.1M
|
956K
$9.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
169K+ 52.33% |
$1.71M - $1.8M
|
492K
$4.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Mackay Shields LLC
|
BUY
|
- |
168K+ 81.75% |
$1.7M - $1.8M
|
374K
$3.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
164K+ 27.26% |
$1.65M - $1.75M
|
764K
$7.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
91.9K+ 48.7% |
$928K - $982K
|
281K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
49.6K+ 10.2% |
$501K - $530K
|
536K
$5.41M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.9KNew |
$403K - $426K
|
39.9K
$403K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.8K+ 134.42% |
$311K - $329K
|
53.7K
$542K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.1KNew |
$264K - $279K
|
26.1K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.1K+ 5.57% |
$253K - $268K
|
475K
$4.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
25KNew |
$253K - $267K
|
25K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
21.1K+ 10.8% |
$213K - $225K
|
217K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
17.8KNew |
$179K - $190K
|
17.8K
$179K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
12.8KNew |
$129K - $137K
|
12.8K
$129K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.8K+ 10.09% |
$119K - $126K
|
129K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.24KNew |
$83.2K - $88K
|
8.24K
$83.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.57K+ 3.18% |
$76.4K - $80.8K
|
245K
$2.48M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
6.57K+ 41.77% |
$66.3K - $70.1K
|
22.3K
$225K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.54K+ 37.12% |
$66.1K - $69.9K
|
24.2K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.48K+ 42.26% |
$55.4K - $58.5K
|
18.5K
$186K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.32K+ 1.15% |
$53.7K - $56.8K
|
466K
$4.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
4.51K+ 15.89% |
$45.5K - $48.1K
|
32.9K
$332K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.5K+ 3.56% |
$45.5K - $48.1K
|
131K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.49K+ 37.13% |
$45.4K - $48K
|
16.6K
$168K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.05K+ 28.14% |
$30.8K - $32.5K
|
13.9K
$140K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.11K+ 1.24% |
$21.3K - $22.6K
|
172K
$1.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2KNew |
$20.2K - $21.4K
|
2K
$20.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.9K+ 1.15% |
$19.1K - $20.2K
|
167K
$1.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.1KNew |
$11.1K - $11.7K
|
1.1K
$11.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.03K+ 1.73% |
$10.4K - $11K
|
60.6K
$612K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
985New |
$9.95K - $10.5K
|
985
$9.95K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
900New |
$9.09K - $9.61K
|
900
$9.09K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
632+ 1.71% |
$6.38K - $6.75K
|
37.5K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
588New |
$5.94K - $6.28K
|
588
$5.94K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
500+ 3.25% |
$5.05K - $5.34K
|
15.9K
$161K
|
|