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 110 institutions that hold shares in the stock, with a total of 20.7 Million shares, which have been reported (via 13F filing form) to have a value of $211 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,864
shares
|
$141,274
0.0% of portfolio
|
Q3 2024
Added 28.14%
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
13,500
shares
|
$137,565
0.06% of portfolio
|
Q4 2021
New holding
|
|
Kercheville Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
13,463
shares
|
$137,187
0.06% of portfolio
|
Q3 2024
Added 8.26%
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
12,950
shares
|
$131,960
0.0% of portfolio
|
Q3 2024
Added 16.14%
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
12,783
shares
|
$130,258
0.0% of portfolio
|
Q3 2024
New holding
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
12,135
shares
|
$123,655
0.0% of portfolio
|
Q3 2024
New holding
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
11,076
shares
|
$112,864
0.0% of portfolio
|
Q3 2024
Reduced 30.65%
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
11,050
shares
|
$112,599
0.04% of portfolio
|
Q2 2024
Added 0.14%
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
11,010
shares
|
$112,191
0.0% of portfolio
|
Q3 2023
Reduced 27.49%
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
11,000
shares
|
$112,090
0.0% of portfolio
|
Q4 2023
New holding
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
10,938
shares
|
$111,458
0.03% of portfolio
|
Q3 2024
New holding
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
10,305
shares
|
$105,007
0.0% of portfolio
|
Q4 2023
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,000
shares
|
$91,710
0.0% of portfolio
|
Q3 2022
New holding
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
8,236
shares
|
$83,924
0.0% of portfolio
|
Q3 2024
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,691
shares
|
$47,801
0.0% of portfolio
|
Q2 2024
Reduced 4.13%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
4,541
shares
|
$46,272
0.0% of portfolio
|
Q3 2023
New holding
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$40,760
0.0% of portfolio
|
Q1 2024
Added 661.9%
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
2,282
shares
|
$23,253
0.0% of portfolio
|
Q2 2024
Reduced 34.43%
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
2,000
shares
|
$20,380
0.01% of portfolio
|
Q3 2024
New holding
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,500
shares
|
$15,285
0.0% of portfolio
|
Q2 2020
New holding
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,462
shares
|
$14,897
0.0% of portfolio
|
Q2 2020
Reduced 63.02%
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,419
shares
|
$14,459
0.0% of portfolio
|
Q1 2022
Added 305.43%
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,099
shares
|
$11,198
0.0% of portfolio
|
Q3 2024
New holding
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
985
shares
|
$10,037
0.0% of portfolio
|
Q3 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
985
shares
|
$10,037
0.0% of portfolio
|
Q2 2024
Reduced 28.67%
|