Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
2.47MNew |
$23.4M - $24.7M
|
2.47M
$25.1M
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
666K+ 20.82% |
$6.32M - $6.67M
|
3.87M
$39.3M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
354KNew |
$3.36M - $3.55M
|
354K
$3.6M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
245K+ 44.1% |
$2.33M - $2.46M
|
802K
$8.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
193K+ 358.06% |
$1.83M - $1.93M
|
246K
$2.51M
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
145K+ 6.38% |
$1.38M - $1.46M
|
2.42M
$24.7M
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
96.5K+ 16.44% |
$915K - $966K
|
683K
$6.95M
|
|
|
May 08, 2024
Q1 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
95.3KNew |
$904K - $955K
|
95.3K
$969K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
41.3K+ 83.25% |
$392K - $414K
|
91K
$925K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
28.8K+ 18.46% |
$273K - $288K
|
185K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
26.7KNew |
$253K - $267K
|
26.7K
$271K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
22.6K+ 19.47% |
$214K - $226K
|
138K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
20.4K+ 314.64% |
$194K - $205K
|
26.9K
$274K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
20.4K+ 4.98% |
$193K - $204K
|
430K
$4.37M
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
20.1K+ 3.7% |
$191K - $201K
|
563K
$5.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
20.1K+ 60.16% |
$190K - $201K
|
53.4K
$543K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
19.5KNew |
$185K - $196K
|
19.5K
$199K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.6KNew |
$177K - $187K
|
18.6K
$190K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.5K+ 6.31% |
$176K - $186K
|
312K
$3.18M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.1K+ 9.72% |
$172K - $182K
|
204K
$2.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.6K+ 24.3% |
$158K - $167K
|
85K
$865K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
14.7K+ 9.65% |
$140K - $147K
|
167K
$1.7M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.7K+ 2.38% |
$102K - $107K
|
460K
$4.68M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10K+ 6.43% |
$95.1K - $100K
|
166K
$1.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.93K+ 235.57% |
$94.3K - $99.5K
|
14.2K
$144K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.37KNew |
$88.9K - $93.9K
|
9.37K
$95.3K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.32K+ 91.62% |
$88.4K - $93.3K
|
19.5K
$198K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.03KNew |
$85.7K - $90.5K
|
9.03K
$91.9K
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
8.55K+ 0.54% |
$81.1K - $85.6K
|
1.59M
$16.2M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.19K+ 5.21% |
$68.2K - $72K
|
145K
$1.48M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5.67KNew |
$53.8K - $56.8K
|
5.67K
$57.6K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
4.28K+ 1.26% |
$40.6K - $42.9K
|
343K
$3.49M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.22K+ 0.93% |
$40K - $42.3K
|
460K
$4.68M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.22K+ 0.93% |
$40K - $42.3K
|
460K
$4.68M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.92K+ 1.65% |
$37.2K - $39.3K
|
242K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.48K+ 661.9% |
$33K - $34.8K
|
4K
$40.7K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3K+ 27.35% |
$28.5K - $30.1K
|
14K
$142K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
2.99K+ 0.39% |
$28.3K - $29.9K
|
773K
$7.86M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.93KNew |
$27.8K - $29.3K
|
2.93K
$29.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.67K+ 11.87% |
$25.3K - $26.7K
|
25.1K
$256K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.8K+ 2.27% |
$17.1K - $18K
|
81.2K
$826K
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.76K+ 0.95% |
$16.7K - $17.6K
|
187K
$1.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.4K+ 2.72% |
$13.2K - $14K
|
52.7K
$536K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
876+ 1.71% |
$8.31K - $8.78K
|
52.1K
$530K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
508+ 3.38% |
$4.82K - $5.09K
|
15.5K
$158K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
146New |
$1.39K - $1.46K
|
146
$1.48K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
83+ 0.72% |
$788 - $832
|
11.6K
$118K
|
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
16+ 0.13% |
$152 - $160
|
12.4K
$126K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.81% |
$9.49 - $10
|
125
$1.27K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|