Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
568K+ 39.47% |
$5.68M - $6.72M
|
2.01M
$20.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
385K+ 100.54% |
$3.85M - $4.56M
|
769K
$7.82M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
385K+ 100.54% |
$3.85M - $4.56M
|
769K
$7.82M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
358K+ 1017.36% |
$3.57M - $4.23M
|
393K
$3.99M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
248KNew |
$2.48M - $2.93M
|
248K
$2.52M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
244K+ 352.0% |
$2.44M - $2.89M
|
314K
$3.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
130K+ 65.13% |
$1.29M - $1.53M
|
329K
$3.34M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
111K+ 35.8% |
$1.11M - $1.31M
|
421K
$4.29M
|
|
|
Jul 28, 2022
Q2 2022
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
71K+ 631.11% |
$709K - $840K
|
82.3K
$836K
|
|
|
Aug 04, 2022
Q2 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
48KNew |
$479K - $567K
|
48K
$488K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47K+ 37.67% |
$469K - $556K
|
172K
$1.75M
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
37K+ 112.12% |
$370K - $438K
|
70K
$712K
|
|
|
Aug 15, 2022
Q2 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
31.4K+ 150.76% |
$313K - $371K
|
52.2K
$530K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
28.1K+ 102.07% |
$281K - $333K
|
55.7K
$566K
|
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
22.4K+ 46.01% |
$224K - $266K
|
71.2K
$724K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
22.3KNew |
$223K - $264K
|
22.3K
$227K
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
21.6KNew |
$216K - $256K
|
21.6K
$220K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
16.8KNew |
$168K - $199K
|
16.8K
$171K
|
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.3KNew |
$133K - $157K
|
13.3K
$135K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
12.9K+ 25.24% |
$128K - $152K
|
63.8K
$648K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12K+ 52.91% |
$120K - $142K
|
34.7K
$353K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11.5K+ 5673.89% |
$115K - $136K
|
11.7K
$119K
|
|
|
Aug 05, 2022
Q2 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
10.4KNew |
$104K - $123K
|
10.4K
$106K
|
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
10.2K+ 6.31% |
$102K - $121K
|
173K
$1.75M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.6K+ 22.14% |
$65.9K - $78.1K
|
36.4K
$370K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.52K+ 15.25% |
$55.1K - $65.3K
|
41.7K
$424K
|
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
5KNew |
$50K - $59.2K
|
5K
$50.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.88KNew |
$28.7K - $34K
|
2.88K
$29.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.19KNew |
$21.9K - $25.9K
|
2.19K
$22.3K
|
|
|
Jul 08, 2022
Q2 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
768+ 5.94% |
$7.67K - $9.09K
|
13.7K
$139K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
412New |
$4.12K - $4.87K
|
412
$4.19K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
320New |
$3.2K - $3.79K
|
320
$3.25K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
298New |
$2.98K - $3.53K
|
298
$3.03K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
234+ 1.18% |
$2.34K - $2.77K
|
20K
$204K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
54+ 1.4% |
$539 - $639
|
3.92K
$39.9K
|
|
|
Jul 18, 2022
Q2 2022
|
Kercheville Advisors, LLC
|
BUY
|
- |
24+ 0.2% |
$240 - $284
|
12.3K
$125K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.09% |
$50 - $59.2
|
5.48K
$55.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.85% |
$9.99 - $11.8
|
118
$1.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-286- 2.65% |
$2.86K - $3.38K
|
10.5K
$107K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-620Closed |
$6.19K - $7.33K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-759- 0.09% |
$7.58K - $8.98K
|
881K
$8.96M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-779Closed |
$7.78K - $9.22K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-808- 68.94% |
$8.07K - $9.56K
|
364
$3.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-854- 4.69% |
$8.53K - $10.1K
|
17.4K
$177K
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.43K- 0.57% |
$14.3K - $16.9K
|
248K
$2.53M
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-1.53KClosed |
$15.2K - $18.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.53K- 9.15% |
$15.3K - $18.1K
|
15.2K
$155K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.77K- 14.25% |
$17.7K - $20.9K
|
10.7K
$108K
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.78K- 3.82% |
$17.7K - $21K
|
44.7K
$454K
|