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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
18,539
shares
|
$186,316
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
18,292
shares
|
$183,834
0.0% of portfolio
|
Q2 2025
Added 19.52%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
17,818
shares
|
$179,070
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
17,674
shares
|
$177,623
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
16,040
shares
|
$161,202
0.01% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
15,737
shares
|
$158,156
0.03% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
15,100
shares
|
$151,755
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Kercheville Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
14,551
shares
|
$146,237
0.05% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
14,250
shares
|
$143,212
0.0% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
14,029
shares
|
$140,991
0.04% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
14,000
shares
|
$140,700
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
13,500
shares
|
$135,675
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,380
shares
|
$134,469
0.0% of portfolio
|
Q2 2025
Added 8.1%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
13,055
shares
|
$131,202
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
12,986
shares
|
$130,509
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
12,692
shares
|
$127,554
0.0% of portfolio
|
Q2 2025
Reduced 14.6%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
11,883
shares
|
$119,424
0.0% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
11,050
shares
|
$111,052
0.07% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
11,010
shares
|
$110,650
0.0% of portfolio
|
Q3 2023
Reduced 27.49%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
11,000
shares
|
$110,550
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
10,965
shares
|
$110,198
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
10,948
shares
|
$110,027
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
10,305
shares
|
$103,565
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
10,271
shares
|
$103,223
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
10,111
shares
|
$101,615
0.02% of portfolio
|
Q2 2025
Reduced 12.84%
|