Institutional Ownership Invesco Trust For Investment Grade Municipals (VGM)
This table provides information about the institutional ownership of Invesco Trust For Investment Grade Municipals (VGM). We have compiled data on the 119 institutions that hold shares in the stock, with a total of 21.3 Million shares, which have been reported (via 13F filing form) to have a value of $204 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
172,000
shares
|
$1.65 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Apr 11, 2025 Q1 2025 |
149,983
shares
|
$1.44 Million
0.96% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
144,620
shares
|
$1.39 Million
0.16% of portfolio
|
Q2 2023
Added 4.46%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
143,096
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
139,307
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
128,881
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
123,881
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2023
Reduced 17.51%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
113,800
shares
|
$1.09 Million
0.08% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
113,651
shares
|
$1.09 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Absolute Investment Advisers LLC
|
Apr 29, 2025 Q1 2025 |
107,994
shares
|
$1.04 Million
0.16% of portfolio
|
Q2 2024
Reduced 46.76%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
104,427
shares
|
$1 Million
0.38% of portfolio
|
Q1 2025
Added 59.63%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
103,518
shares
|
$992,737
0.15% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
98,000
shares
|
$939,820
0.02% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
96,717
shares
|
$927,516
0.02% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2025 Q1 2025 |
86,117
shares
|
$825,862
0.47% of portfolio
|
Q2 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
84,821
shares
|
$813,433
0.0% of portfolio
|
Q1 2025
Added 284.97%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
70,968
shares
|
$680,583
0.0% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
70,598
shares
|
$677,034
0.15% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
67,470
shares
|
$647,037
0.06% of portfolio
|
Q3 2022
Added 226.81%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
61,189
shares
|
$586,802
0.06% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
56,830
shares
|
$544,999
0.03% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,696
shares
|
$514,944
0.0% of portfolio
|
Q3 2024
Added 134.42%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
51,625
shares
|
$495,083
0.0% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
47,965
shares
|
$459,984
0.16% of portfolio
|
Q1 2025
Added 23.63%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
47,511
shares
|
$455,630
0.0% of portfolio
|
Q1 2025
Reduced 1.06%
|