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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
208K+ 23.66% |
$1.96M - $2.11M
|
1.09M
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
114K+ 26.04% |
$1.07M - $1.15M
|
550K
$5.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
95.3K+ 28.13% |
$896K - $964K
|
434K
$4.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
68.1KNew |
$640K - $689K
|
68.1K
$658K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
58.9KNew |
$554K - $597K
|
58.9K
$569K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
58.8K+ 33.45% |
$553K - $595K
|
235K
$2.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
53.9K+ 47.43% |
$507K - $546K
|
168K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46.1K+ 23.81% |
$434K - $467K
|
240K
$2.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.7K+ 152.51% |
$345K - $371K
|
60.8K
$587K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.1K+ 14.72% |
$330K - $355K
|
274K
$2.64M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
33.5KNew |
$315K - $339K
|
33.5K
$324K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
27.6KNew |
$260K - $280K
|
27.6K
$267K
|
|
|
Jul 15, 2025
Q2 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
26.2K+ 24.28% |
$246K - $265K
|
134K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
22.8KNew |
$214K - $231K
|
22.8K
$220K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21KNew |
$197K - $212K
|
21K
$202K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
17.8KNew |
$167K - $180K
|
17.8K
$172K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.7KNew |
$166K - $179K
|
17.7K
$171K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.8K+ 33.21% |
$148K - $160K
|
63.3K
$611K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
14.6K+ 37.52% |
$138K - $148K
|
53.7K
$519K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
14KNew |
$132K - $142K
|
14K
$135K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.6K+ 2.65% |
$128K - $138K
|
529K
$5.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.1KNew |
$123K - $132K
|
13.1K
$126K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13KNew |
$122K - $131K
|
13K
$125K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
12.8K+ 81.7% |
$120K - $129K
|
28.4K
$274K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
12K+ 6.79% |
$112K - $121K
|
188K
$1.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
11KNew |
$103K - $111K
|
11K
$106K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.3KNew |
$96.5K - $104K
|
10.3K
$99.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
8.79K+ 66.53% |
$82.6K - $88.9K
|
22K
$213K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.68K+ 5.88% |
$53.4K - $57.5K
|
102K
$989K
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
5K+ 2.16% |
$47K - $50.6K
|
236K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.95K+ 25.62% |
$46.5K - $50.1K
|
24.3K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.78K+ 8.08% |
$35.5K - $38.3K
|
50.6K
$489K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.58K+ 16.42% |
$33.6K - $36.2K
|
25.4K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.99K+ 19.52% |
$28.1K - $30.2K
|
18.3K
$177K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.5K+ 12.5% |
$23.5K - $25.3K
|
22.5K
$217K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.48K+ 8.88% |
$23.3K - $25.1K
|
30.4K
$294K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.69K+ 37.13% |
$15.8K - $17.1K
|
6.23K
$60.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.48KNew |
$13.9K - $15K
|
1.48K
$14.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.15K+ 0.67% |
$10.8K - $11.6K
|
173K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
1.09K+ 5.27% |
$10.2K - $11K
|
21.7K
$210K
|
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.03K+ 7.63% |
$9.69K - $10.4K
|
14.6K
$141K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1K+ 8.1% |
$9.43K - $10.2K
|
13.4K
$129K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
1KNew |
$9.4K - $10.1K
|
1K
$9.66K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
997+ 37.62% |
$9.37K - $10.1K
|
3.65K
$35.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
870+ 1.99% |
$8.18K - $8.8K
|
44.7K
$432K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
713New |
$6.7K - $7.22K
|
713
$6.89K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
708+ 1.8% |
$6.66K - $7.16K
|
40K
$387K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
636New |
$5.98K - $6.44K
|
636
$6.14K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
600+ 4.4% |
$5.64K - $6.07K
|
14.3K
$138K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
552+ 418.18% |
$5.19K - $5.59K
|
684
$6.61K
|