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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,000
shares
|
$90,450
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
7,047
shares
|
$70,822
0.02% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
7,000
shares
|
$70,350
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
6,227
shares
|
$62,581
0.0% of portfolio
|
Q2 2025
Added 37.13%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,647
shares
|
$36,652
0.0% of portfolio
|
Q2 2025
Added 37.62%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,900
shares
|
$29,145
0.0% of portfolio
|
Q2 2025
Reduced 27.5%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
2,399
shares
|
$24,109
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
2,186
shares
|
$21,969
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,500
shares
|
$15,075
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
1,482
shares
|
$14,894
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,462
shares
|
$14,693
0.0% of portfolio
|
Q2 2020
Reduced 63.02%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,327
shares
|
$13,336
0.0% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
1,000
shares
|
$10,050
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
924
shares
|
$9,286
0.0% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
764
shares
|
$7,678
0.0% of portfolio
|
Q3 2021
Reduced 27.1%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
713
shares
|
$7,165
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
684
shares
|
$6,874
0.0% of portfolio
|
Q2 2025
Added 418.18%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
636
shares
|
$6,391
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
608
shares
|
$6,110
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
500
shares
|
$5,025
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
400
shares
|
$4,020
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
353
shares
|
$3,547
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
320
shares
|
$3,216
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
292
shares
|
$2,934
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
250
shares
|
$2,512
0.0% of portfolio
|
Q4 2023
New holding
|