Purchases and Sales Made in Q2 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.61K- 30.78% |
$33.8K - $36.2K
|
8.11K
$80.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.79K- 5.27% |
$35.4K - $38K
|
68K
$676K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4K- 8.65% |
$37.4K - $40.1K
|
42.2K
$420K
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-4.12K- 14.67% |
$38.6K - $41.4K
|
24K
$238K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.87K- 26.11% |
$45.6K - $48.9K
|
13.8K
$137K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.43K- 12.8% |
$50.8K - $54.4K
|
37K
$367K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.62K- 2.87% |
$52.6K - $56.3K
|
190K
$1.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.26K- 0.79% |
$58.6K - $62.8K
|
789K
$7.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10K- 23.81% |
$93.6K - $100K
|
32K
$318K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-11.7K- 53.86% |
$109K - $117K
|
10K
$99.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-19K- 57.58% |
$178K - $191K
|
14K
$139K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.6K- 3.3% |
$315K - $337K
|
984K
$9.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-49.4K- 19.65% |
$462K - $495K
|
202K
$2.01M
|