Purchases and Sales Made in Q1 2025 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 2025. 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 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
315K+ 43.17% |
$3.12M - $3.23M
|
1.05M
$10M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
150K+ 20.6% |
$1.49M - $1.54M
|
880K
$8.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
114KNew |
$1.12M - $1.16M
|
114K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
97.9K+ 27.09% |
$967K - $1M
|
459K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
75K+ 17.05% |
$741K - $769K
|
515K
$4.94M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
66K+ 21.94% |
$652K - $676K
|
367K
$3.52M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
62.8K+ 284.97% |
$620K - $644K
|
84.8K
$813K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
60.4K+ 40.76% |
$597K - $619K
|
209K
$2M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
39K+ 59.63% |
$385K - $400K
|
104K
$1M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.4KNew |
$251K - $261K
|
25.4K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
24.2K+ 4.73% |
$239K - $248K
|
535K
$5.13M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.8K+ 12.04% |
$206K - $213K
|
194K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
18.7KNew |
$185K - $192K
|
18.7K
$179K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
16.8K+ 7.81% |
$165K - $172K
|
231K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
16.1KNew |
$159K - $165K
|
16.1K
$155K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15.8KNew |
$156K - $162K
|
15.8K
$152K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
15.7KNew |
$155K - $161K
|
15.7K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
15.6KNew |
$154K - $160K
|
15.6K
$150K
|
|
|
May 13, 2025
Q1 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
15K+ 1.09% |
$148K - $154K
|
1.4M
$13.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.4K+ 36.02% |
$122K - $127K
|
46.8K
$449K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.55K+ 2.9% |
$94.3K - $97.9K
|
339K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
9.17K+ 23.63% |
$90.6K - $94K
|
48K
$460K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.54K+ 113425.0% |
$44.8K - $46.5K
|
4.54K
$43.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.33K+ 7.61% |
$42.8K - $44.4K
|
61.2K
$587K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.25K+ 18.17% |
$32.1K - $33.3K
|
21.1K
$203K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.23K+ 4.8% |
$32K - $33.1K
|
70.6K
$677K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.89K+ 13.66% |
$28.6K - $29.6K
|
24.1K
$231K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.73K+ 10.84% |
$27K - $28K
|
27.9K
$268K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.4KNew |
$23.7K - $24.6K
|
2.4K
$23K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
2.19KNew |
$21.6K - $22.4K
|
2.19K
$21K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.17K+ 1.54% |
$21.5K - $22.3K
|
143K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.06K+ 6.75% |
$20.3K - $21.1K
|
32.5K
$312K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.78K+ 1.02% |
$17.5K - $18.2K
|
176K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
1.4K+ 7.27% |
$13.8K - $14.3K
|
20.6K
$198K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1K+ 4.41% |
$9.88K - $10.3K
|
23.7K
$227K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
900+ 7.06% |
$8.89K - $9.23K
|
13.7K
$131K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
553+ 2.95% |
$5.46K - $5.67K
|
19.3K
$185K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
382+ 3.18% |
$3.77K - $3.92K
|
12.4K
$119K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
360+ 0.7% |
$3.56K - $3.69K
|
51.6K
$495K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
307+ 0.79% |
$3.03K - $3.15K
|
39.3K
$377K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
139+ 0.25% |
$1.37K - $1.42K
|
56.8K
$545K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
97+ 0.45% |
$958 - $994
|
21.8K
$209K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
40New |
$395 - $410
|
40
$384
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
29+ 0.15% |
$287 - $297
|
19.5K
$187K
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
29+ 0.21% |
$287 - $297
|
13.5K
$130K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.76% |
$9.88 - $10.3
|
132
$1.27K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-46- 3.24% |
$454 - $472
|
1.37K
$13.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-500- 2.44% |
$4.94K - $5.13K
|
20K
$192K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-507- 1.06% |
$5.01K - $5.2K
|
47.5K
$456K
|