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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
46,820
shares
|
$449,003
0.0% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
43,799
shares
|
$420,032
0.0% of portfolio
|
Q1 2025
Reduced 14.92%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
39,312
shares
|
$377,002
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
39,036
shares
|
$374,355
0.08% of portfolio
|
Q4 2024
Added 22.75%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
37,360
shares
|
$358,282
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
35,973
shares
|
$344,981
0.0% of portfolio
|
Q4 2024
Added 159.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
32,548
shares
|
$312,135
0.0% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
30,000
shares
|
$287,700
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
27,949
shares
|
$268,030
0.07% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
24,069
shares
|
$230,821
0.0% of portfolio
|
Q1 2025
Added 13.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
23,670
shares
|
$226,995
0.0% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
22,291
shares
|
$213,770
0.21% of portfolio
|
Q3 2024
Added 41.77%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
22,237
shares
|
$213,252
0.01% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
21,776
shares
|
$208,831
0.01% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
21,630
shares
|
$207,431
0.0% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
21,122
shares
|
$202,559
0.0% of portfolio
|
Q1 2025
Added 18.17%
|
|
|
Riverbridge Partners LLC
|
Apr 21, 2025 Q1 2025 |
20,620
shares
|
$197,745
0.0% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
20,000
shares
|
$191,800
0.06% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
19,496
shares
|
$186,966
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
19,327
shares
|
$185,345
0.01% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
19,315
shares
|
$185,230
0.0% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
18,694
shares
|
$179,275
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
15,825
shares
|
$151,761
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
15,737
shares
|
$150,917
0.03% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
15,721
shares
|
$150,764
0.01% of portfolio
|
Q1 2025
New holding
|