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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
18.5KNew |
$167K - $190K
|
18.5K
$188K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
17.7KNew |
$160K - $182K
|
17.7K
$180K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.6KNew |
$113K - $129K
|
12.6K
$128K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
12.3KNew |
$111K - $126K
|
12.3K
$125K
|
|
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
10.5KNew |
$94.5K - $107K
|
10.5K
$107K
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
10KNew |
$90.2K - $103K
|
10K
$102K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.8K+ 22.96% |
$25.3K - $28.7K
|
15K
$152K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
780New |
$7.04K - $8K
|
780
$7.93K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
499New |
$4.5K - $5.11K
|
499
$5.07K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
46.8K+ 226.81% |
$435K - $522K
|
67.5K
$686K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10.4KNew |
$96.4K - $116K
|
10.4K
$105K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9KNew |
$83.6K - $100K
|
9K
$91.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
1.03KNew |
$9.61K - $11.5K
|
1.03K
$10.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
300New |
$2.79K - $3.35K
|
300
$3.05K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
234New |
$2.17K - $2.61K
|
234
$2.38K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
195New |
$1.81K - $2.17K
|
195
$1.98K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
136New |
$1.26K - $1.52K
|
136
$1.38K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.3KNew |
$133K - $157K
|
13.3K
$135K
|
|
|
Aug 05, 2022
Q2 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
10.4KNew |
$104K - $123K
|
10.4K
$106K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.88KNew |
$28.7K - $34K
|
2.88K
$29.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.19KNew |
$21.9K - $25.9K
|
2.19K
$22.3K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
320New |
$3.2K - $3.79K
|
320
$3.25K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
298New |
$2.98K - $3.53K
|
298
$3.03K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
20KNew |
$225K - $279K
|
20K
$203K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.07K+ 305.43% |
$12K - $14.9K
|
1.42K
$14.4K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.02% |
$11.3 - $14
|
4.73K
$48.1K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
13.5KNew |
$180K - $189K
|
13.5K
$137K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.6KNew |
$141K - $148K
|
10.6K
$107K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
600New |
$8.01K - $8.39K
|
600
$6.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
253New |
$3.38K - $3.54K
|
253
$2.57K
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9.96KNew |
$128K - $135K
|
9.96K
$101K
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
608New |
$7.49K - $8.07K
|
608
$6.18K
|
|
| Q2 2020 | |||||||
|
Jul 14, 2020
Q2 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.5KNew |
$16.9K - $18.3K
|
1.5K
$15.3K
|
|
| Q1 2020 | |||||||
|
Apr 16, 2020
Q1 2020
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11KNew |
$110K - $148K
|
11K
$112K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2KNew |
$24.2K - $25.2K
|
2K
$20.3K
|
|
| Q2 2017 | |||||||
|
Aug 10, 2017
Q2 2017
|
Omnia Family Wealth, LLC
|
BUY
|
- |
18.8KNew |
N/A
|
18.8K
$191K
|
|