Purchases and Sales Made in Q1 2023 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 2023. 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 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1M+ 52.89% |
$9.72M - $10.5M
|
2.9M
$28.8M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
195K+ 16176.25% |
$1.89M - $2.03M
|
196K
$1.95M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
138KNew |
$1.34M - $1.44M
|
138K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
134K+ 6.71% |
$1.29M - $1.39M
|
2.12M
$21.1M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
91.5K+ 15.3% |
$886K - $954K
|
690K
$6.85M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.4K+ 61.25% |
$623K - $671K
|
169K
$1.68M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
53.8KNew |
$521K - $561K
|
53.8K
$535K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
50K+ 16.72% |
$484K - $521K
|
349K
$3.47M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
31.1K+ 205.42% |
$301K - $324K
|
46.2K
$460K
|
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
28.7K+ 27.46% |
$278K - $300K
|
133K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.5K+ 11.1% |
$266K - $287K
|
275K
$2.73M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
26.7K+ 152.75% |
$259K - $279K
|
44.2K
$440K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
23.5KNew |
$227K - $245K
|
23.5K
$233K
|
|
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
23.4K+ 18.29% |
$227K - $244K
|
152K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.2K+ 17.17% |
$196K - $211K
|
138K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.4K+ 37.07% |
$188K - $203K
|
71.8K
$714K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19.2K+ 231.55% |
$186K - $200K
|
27.5K
$274K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.2KNew |
$147K - $158K
|
15.2K
$151K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.8K+ 3.48% |
$134K - $144K
|
411K
$4.08M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11KNew |
$106K - $114K
|
11K
$109K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.3K+ 91.01% |
$99.2K - $107K
|
21.5K
$214K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
10K+ 85.67% |
$96.8K - $104K
|
21.7K
$215K
|
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$96.8K - $104K
|
10K
$99.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
9.75K+ 10.03% |
$94.4K - $102K
|
107K
$1.06M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
9.65K+ 53.61% |
$93.4K - $101K
|
27.7K
$275K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
5KNew |
$48.4K - $52.2K
|
5K
$49.7K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.95KNew |
$47.9K - $51.6K
|
4.95K
$49.2K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.73K+ 9.6% |
$45.7K - $49.3K
|
53.9K
$536K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.57K+ 6.69% |
$44.2K - $47.6K
|
72.9K
$724K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.33K+ 5.83% |
$41.9K - $45.1K
|
78.5K
$781K
|
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.04K+ 1.15% |
$19.7K - $21.2K
|
179K
$1.78M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2K+ 2.06% |
$19.4K - $20.9K
|
99K
$984K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.63KNew |
$15.8K - $17K
|
1.63K
$16.2K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.15K+ 11.34% |
$11.1K - $12K
|
11.3K
$112K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
366+ 0.67% |
$3.54K - $3.82K
|
55.4K
$550K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
181+ 0.22% |
$1.75K - $1.89K
|
81.9K
$814K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
119+ 0.64% |
$1.15K - $1.24K
|
18.7K
$186K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
49+ 1.22% |
$474 - $511
|
4.08K
$40.5K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
30+ 0.28% |
$290 - $313
|
10.6K
$105K
|
|
|
Apr 06, 2023
Q1 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
16+ 0.13% |
$155 - $167
|
12.4K
$123K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.83% |
$9.68 - $10.4
|
121
$1.2K
|
|
|
May 05, 2023
Q1 2023
|
Delphi Financial Group, Inc.
|
SELL
|
- |
-100- 0.07% |
$968 - $1.04K
|
150K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-234- 12.47% |
$2.27K - $2.44K
|
1.64K
$16.3K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-338- 2.29% |
$3.27K - $3.53K
|
14.4K
$143K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-650- 3.48% |
$6.29K - $6.78K
|
18K
$179K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-942- 3.41% |
$9.12K - $9.83K
|
26.7K
$265K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.87K- 4.22% |
$18.1K - $19.5K
|
42.4K
$421K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.9K- 15.98% |
$18.4K - $19.8K
|
10K
$99.4K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.62K- 1.86% |
$35.1K - $37.8K
|
191K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.63K- 1.62% |
$35.1K - $37.9K
|
220K
$2.18M
|