Purchases and Sales Made in Q1 2022 in Invesco Trust For Investment Grade Municipals (VGM)
This table provides information about the institutional ownership of Invesco Trust For Investment Grade Municipals (VGM) during Q1 2022. The information is specifically focused on institutions that hold shares of Invesco Trust for Investment Grade Municipals.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
248K+ 20.82% |
$2.8M - $3.46M
|
1.44M
$14.6M
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
226K+ 956.48% |
$2.55M - $3.16M
|
250K
$2.54M
|
|
May 10, 2022
Q1 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
199KNew |
$2.24M - $2.78M
|
199K
$2.02M
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
113K+ 7.8% |
$1.27M - $1.58M
|
1.56M
$15.9M
|
|
May 10, 2022
Q1 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
74.7KNew |
$842K - $1.04M
|
74.7K
$760K
|
|
May 12, 2022
Q1 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
48.8KNew |
$550K - $680K
|
48.8K
$496K
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
48.3KNew |
$545K - $674K
|
48.3K
$492K
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
46.9K+ 37.18% |
$529K - $654K
|
173K
$1.76M
|
|
May 11, 2022
Q1 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
37.4KNew |
$421K - $522K
|
37.4K
$380K
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
33KNew |
$372K - $460K
|
33K
$336K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
27.6KNew |
$311K - $384K
|
27.6K
$280K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22KNew |
$248K - $307K
|
22K
$224K
|
|
May 16, 2022
Q1 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
20.8KNew |
$234K - $290K
|
20.8K
$212K
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
20KNew |
$225K - $279K
|
20K
$203K
|
|
May 10, 2022
Q1 2022
|
Van Eck Associates Corp
|
BUY
|
- |
19.7K+ 7.08% |
$222K - $274K
|
297K
$3.02M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
18.9KNew |
$213K - $263K
|
18.9K
$192K
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
18K+ 105.88% |
$203K - $251K
|
35K
$356K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
16.8KNew |
$189K - $234K
|
16.8K
$171K
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.8KNew |
$166K - $206K
|
14.8K
$150K
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.6K+ 41.51% |
$154K - $190K
|
46.4K
$472K
|
|
May 16, 2022
Q1 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$141K - $174K
|
12.5K
$127K
|
|
May 12, 2022
Q1 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
10K+ 1.15% |
$113K - $140K
|
882K
$8.97M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.97K+ 7.71% |
$89.8K - $111K
|
111K
$1.13M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.32K+ 198.59% |
$82.5K - $102K
|
11K
$112K
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
6.83KNew |
$77K - $95.3K
|
6.83K
$69.5K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.4K+ 25.25% |
$60.9K - $75.3K
|
26.8K
$272K
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.5K+ 4.86% |
$50.7K - $62.8K
|
97K
$986K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.66K+ 7.75% |
$41.3K - $51.1K
|
50.9K
$518K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
2.32K+ 7.05% |
$26.1K - $32.3K
|
35.1K
$357K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
2.29KNew |
$25.8K - $31.9K
|
2.29K
$23.2K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.94K+ 2.87% |
$21.8K - $27K
|
69.4K
$706K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.88KNew |
$21.2K - $26.2K
|
1.88K
$19.1K
|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.84K+ 16.54% |
$20.7K - $25.6K
|
12.9K
$131K
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.77K+ 1.59% |
$19.9K - $24.7K
|
113K
$1.15M
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.5KNew |
$16.9K - $20.9K
|
1.5K
$15.3K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.07K+ 305.43% |
$12K - $14.9K
|
1.42K
$14.4K
|
|
Apr 29, 2022
Q1 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
856+ 0.53% |
$9.65K - $11.9K
|
162K
$1.65M
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
722+ 25.6% |
$8.14K - $10.1K
|
3.54K
$36K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
620New |
$6.99K - $8.65K
|
620
$6.31K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
599+ 104.54% |
$6.75K - $8.36K
|
1.17K
$11.9K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
544+ 0.43% |
$6.13K - $7.59K
|
126K
$1.28M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
532+ 2.76% |
$6K - $7.42K
|
19.8K
$201K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
203New |
$2.29K - $2.83K
|
203
$2.06K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
123+ 0.74% |
$1.39K - $1.72K
|
16.7K
$170K
|
|
May 11, 2022
Q1 2022
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
79+ 0.09% |
$890 - $1.1K
|
86.1K
$876K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
51+ 1.34% |
$575 - $711
|
3.87K
$39.3K
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
39+ 0.28% |
$440 - $544
|
13.8K
$140K
|
|
Apr 29, 2022
Q1 2022
|
Kercheville Advisors, LLC
|
BUY
|
- |
11+ 0.09% |
$124 - $153
|
12.3K
$125K
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
7+ 0.07% |
$78.9 - $97.6
|
10.2K
$103K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
2+ 1.74% |
$22.5 - $27.9
|
117
$1.19K
|