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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,650
shares
|
$25,413
0.0% of portfolio
|
Q4 2024
Added 46.73%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
2,399
shares
|
$23,006
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
2,186
shares
|
$20,963
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
2,000
shares
|
$19,180
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,500
shares
|
$14,385
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,462
shares
|
$14,020
0.0% of portfolio
|
Q2 2020
Reduced 63.02%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,373
shares
|
$13,167
0.0% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
985
shares
|
$9,446
0.0% of portfolio
|
Q2 2024
Reduced 28.67%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
953
shares
|
$9,139
0.0% of portfolio
|
Q1 2025
Reduced 96.25%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
764
shares
|
$7,326
0.0% of portfolio
|
Q3 2021
Reduced 27.1%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
608
shares
|
$5,830
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
500
shares
|
$4,795
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
320
shares
|
$3,068
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
292
shares
|
$2,800
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
250
shares
|
$2,397
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
146
shares
|
$1,400
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
132
shares
|
$1,265
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
40
shares
|
$383
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|