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 129 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $168 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
167,556
shares
|
$1.68 Million
0.27% of portfolio
|
Q2 2025
Added 47.43%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jul 14, 2025 Q2 2025 |
149,983
shares
|
$1.51 Million
0.88% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
144,620
shares
|
$1.45 Million
0.16% of portfolio
|
Q2 2023
Added 4.46%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
139,307
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Absolute Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
134,211
shares
|
$1.35 Million
0.16% of portfolio
|
Q2 2025
Added 24.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
128,881
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
123,881
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2023
Reduced 17.51%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
103,398
shares
|
$1.04 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
102,400
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
101,750
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 28.89%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
97,200
shares
|
$976,860
0.02% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Aug 13, 2025 Q2 2025 |
86,117
shares
|
$865,475
0.42% of portfolio
|
Q2 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
84,821
shares
|
$852,451
0.0% of portfolio
|
Q1 2025
Added 284.97%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
83,300
shares
|
$837,165
0.05% of portfolio
|
Q2 2025
Reduced 26.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
78,009
shares
|
$783,990
0.0% of portfolio
|
Q2 2025
Added 54.16%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
71,258
shares
|
$716,142
0.0% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
70,598
shares
|
$709,509
0.13% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
68,105
shares
|
$684,455
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
67,470
shares
|
$678,073
0.06% of portfolio
|
Q3 2022
Added 226.81%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
65,458
shares
|
$657,852
0.34% of portfolio
|
Q2 2025
Reduced 37.32%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
63,289
shares
|
$636,054
0.0% of portfolio
|
Q2 2025
Added 33.21%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
61,218
shares
|
$615,240
0.05% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
60,776
shares
|
$610,798
0.0% of portfolio
|
Q2 2025
Added 152.51%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
58,949
shares
|
$592,437
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
56,036
shares
|
$563,161
0.02% of portfolio
|
Q2 2025
Reduced 1.4%
|