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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-615- 3.86% |
$6.08K - $6.3K
|
15.3K
$147K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-653- 2.85% |
$6.45K - $6.69K
|
22.2K
$213K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-700- 5.48% |
$6.92K - $7.18K
|
12.1K
$116K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-750- 5.64% |
$7.41K - $7.69K
|
12.6K
$120K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.02K- 0.98% |
$10.1K - $10.5K
|
104K
$993K
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-1.25K- 8.15% |
$12.3K - $12.8K
|
14K
$135K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.56K- 1.59% |
$15.4K - $16K
|
96.7K
$928K
|
|
|
Apr 28, 2025
Q1 2025
|
Mackay Shields LLC
|
SELL
|
- |
-1.67K- 0.45% |
$16.5K - $17.1K
|
370K
$3.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.78K- 7.6% |
$17.6K - $18.2K
|
21.6K
$207K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.1K- 15.33% |
$20.7K - $21.5K
|
11.6K
$111K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.75K- 3.73% |
$27.2K - $28.2K
|
71K
$681K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.93K- 18.14% |
$28.9K - $30K
|
13.2K
$127K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-3.69K- 2.1% |
$36.5K - $37.8K
|
172K
$1.65M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-4.85K- 38.49% |
$47.9K - $49.7K
|
7.75K
$74.3K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-7.5K- 7.11% |
$74.1K - $76.9K
|
98K
$940K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.68K- 14.92% |
$75.9K - $78.7K
|
43.8K
$420K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.1K- 3.13% |
$140K - $145K
|
436K
$4.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-17K- 13.0% |
$168K - $174K
|
114K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20K- 7.73% |
$197K - $205K
|
238K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-21.5K- 68.25% |
$212K - $220K
|
10K
$95.9K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-23.1K- 11.07% |
$228K - $237K
|
186K
$1.78M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-24.5K- 96.25% |
$242K - $251K
|
953
$9.14K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-34K- 6.14% |
$336K - $348K
|
519K
$4.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-39.1K- 14.58% |
$386K - $401K
|
229K
$2.2M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-45.9K- 20.7% |
$453K - $470K
|
176K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-80.8K- 19.87% |
$798K - $828K
|
326K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-144K- 12.96% |
$1.42M - $1.48M
|
968K
$9.29M
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-208K- 7.32% |
$2.05M - $2.13M
|
2.63M
$25.2M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-285K- 12.47% |
$2.82M - $2.92M
|
2M
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-327K- 9.52% |
$3.23M - $3.35M
|
3.1M
$29.8M
|