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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
12K+ 6.79% |
$112K - $121K
|
188K
$1.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.69K+ 37.13% |
$15.8K - $17.1K
|
6.23K
$59.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
600+ 4.4% |
$5.64K - $6.07K
|
14.3K
$137K
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
315K+ 43.17% |
$3.12M - $3.23M
|
1.05M
$10M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
150K+ 20.6% |
$1.49M - $1.54M
|
880K
$8.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
114KNew |
$1.12M - $1.16M
|
114K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
97.9K+ 27.09% |
$967K - $1M
|
459K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
75K+ 17.05% |
$741K - $769K
|
515K
$4.94M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
66K+ 21.94% |
$652K - $676K
|
367K
$3.52M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
62.8K+ 284.97% |
$620K - $644K
|
84.8K
$813K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
60.4K+ 40.76% |
$597K - $619K
|
209K
$2M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
39K+ 59.63% |
$385K - $400K
|
104K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
24.2K+ 4.73% |
$239K - $248K
|
535K
$5.13M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.8K+ 12.04% |
$206K - $213K
|
194K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
18.7KNew |
$185K - $192K
|
18.7K
$179K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
16.8K+ 7.81% |
$165K - $172K
|
231K
$2.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15.8KNew |
$156K - $162K
|
15.8K
$152K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
15.7KNew |
$155K - $161K
|
15.7K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
15.6KNew |
$154K - $160K
|
15.6K
$150K
|
|
|
May 13, 2025
Q1 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
15K+ 1.09% |
$148K - $154K
|
1.4M
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.55K+ 2.9% |
$94.3K - $97.9K
|
339K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
9.17K+ 23.63% |
$90.6K - $94K
|
48K
$460K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.33K+ 7.61% |
$42.8K - $44.4K
|
61.2K
$587K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.25K+ 18.17% |
$32.1K - $33.3K
|
21.1K
$203K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.23K+ 4.8% |
$32K - $33.1K
|
70.6K
$677K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.89K+ 13.66% |
$28.6K - $29.6K
|
24.1K
$231K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.73K+ 10.84% |
$27K - $28K
|
27.9K
$268K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.4KNew |
$23.7K - $24.6K
|
2.4K
$23K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
2.19KNew |
$21.6K - $22.4K
|
2.19K
$21K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.17K+ 1.54% |
$21.5K - $22.3K
|
143K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.06K+ 6.75% |
$20.3K - $21.1K
|
32.5K
$312K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
1.4K+ 7.27% |
$13.8K - $14.3K
|
20.6K
$198K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1K+ 4.41% |
$9.88K - $10.3K
|
23.7K
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
553+ 2.95% |
$5.46K - $5.67K
|
19.3K
$185K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
382+ 3.18% |
$3.77K - $3.92K
|
12.4K
$119K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
360+ 0.7% |
$3.56K - $3.69K
|
51.6K
$495K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
307+ 0.79% |
$3.03K - $3.15K
|
39.3K
$377K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
139+ 0.25% |
$1.37K - $1.42K
|
56.8K
$545K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
97+ 0.45% |
$958 - $994
|
21.8K
$209K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
40New |
$395 - $410
|
40
$384
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
29+ 0.15% |
$287 - $297
|
19.5K
$187K
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
29+ 0.21% |
$287 - $297
|
13.5K
$130K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.76% |
$9.88 - $10.3
|
132
$1.27K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
23.4KNew |
$229K - $248K
|
23.4K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
22.1K+ 159.47% |
$217K - $234K
|
36K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17KNew |
$167K - $180K
|
17K
$163K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.9KNew |
$146K - $158K
|
14.9K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
14KNew |
$137K - $148K
|
14K
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
12.6KNew |
$124K - $134K
|
12.6K
$121K
|
|