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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-209- 4.1% |
$1.98K - $2.09K
|
4.89K
$46.4K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-211- 21.91% |
$2K - $2.11K
|
752
$7.13K
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-232- 1.06% |
$2.2K - $2.32K
|
21.7K
$206K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-400- 3.46% |
$3.8K - $4.01K
|
11.2K
$106K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-938- 0.61% |
$8.9K - $9.4K
|
154K
$1.46M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1K- 5.37% |
$9.49K - $10K
|
17.6K
$167K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.1K- 1.15% |
$10.4K - $11K
|
95K
$900K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.11K- 24.2% |
$10.5K - $11.1K
|
3.48K
$33K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.13K- 9.69% |
$10.8K - $11.4K
|
10.6K
$100K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.33K- 1.28% |
$12.6K - $13.3K
|
102K
$967K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.77K- 1.88% |
$16.8K - $17.7K
|
92.2K
$874K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.82K- 0.75% |
$17.3K - $18.2K
|
242K
$2.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.93K- 9.42% |
$18.3K - $19.3K
|
18.5K
$175K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.54K- 12.03% |
$24.1K - $25.4K
|
18.6K
$176K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-2.75K- 0.62% |
$26.1K - $27.6K
|
444K
$4.21M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.03K- 25.47% |
$38.3K - $40.4K
|
11.8K
$112K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.67K- 24.26% |
$44.3K - $46.8K
|
14.6K
$138K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-4.81K- 24.21% |
$45.6K - $48.2K
|
15.1K
$143K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.51K- 12.93% |
$52.3K - $55.2K
|
37.1K
$352K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.19K- 1.36% |
$58.8K - $62K
|
450K
$4.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.04K- 8.75% |
$66.8K - $70.5K
|
73.4K
$696K
|
|
|
May 13, 2024
Q1 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-9.64K- 6.02% |
$91.4K - $96.5K
|
150K
$1.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-10.1K- 3.01% |
$96K - $101K
|
326K
$3.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-15K- 28.78% |
$142K - $150K
|
37.1K
$352K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-18.6K- 25.48% |
$176K - $186K
|
54.4K
$516K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-20.9K- 4.25% |
$199K - $210K
|
472K
$4.48M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-52.8K- 40.68% |
$501K - $529K
|
77K
$729K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-60K- 60.0% |
$569K - $601K
|
40K
$379K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-94.1K- 11.73% |
$893K - $943K
|
708K
$6.71M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-234K- 22.61% |
$2.22M - $2.35M
|
802K
$7.6M
|