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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
15,606
shares
|
$149,661
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
15,305
shares
|
$146,774
0.0% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
15,100
shares
|
$144,809
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
14,861
shares
|
$142,516
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
14,250
shares
|
$136,657
0.0% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
14,029
shares
|
$134,538
0.04% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Kercheville Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
13,520
shares
|
$129,656
0.05% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
13,500
shares
|
$129,465
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
13,210
shares
|
$126,683
0.03% of portfolio
|
Q1 2025
Reduced 18.14%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
12,635
shares
|
$121,169
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
12,555
shares
|
$120,402
0.0% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
12,377
shares
|
$118,695
0.0% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
12,083
shares
|
$115,875
0.0% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
11,600
shares
|
$111,244
0.02% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
11,050
shares
|
$105,969
0.07% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
11,010
shares
|
$105,585
0.0% of portfolio
|
Q3 2023
Reduced 27.49%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
11,000
shares
|
$105,490
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
10,948
shares
|
$104,991
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
10,305
shares
|
$98,824
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
10,000
shares
|
$95,900
0.0% of portfolio
|
Q1 2025
Reduced 68.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,000
shares
|
$86,310
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
7,747
shares
|
$74,293
0.02% of portfolio
|
Q1 2025
Reduced 38.49%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
7,000
shares
|
$67,130
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
6,227
shares
|
$59,716
0.0% of portfolio
|
Q2 2025
Added 37.13%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,000
shares
|
$38,360
0.0% of portfolio
|
Q1 2024
Added 661.9%
|