Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
655K+ 27.01% |
$6.21M - $6.75M
|
3.08M
$31.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
543K+ 22.01% |
$5.15M - $5.6M
|
3.01M
$30.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Mackay Shields LLC
|
BUY
|
- |
206KNew |
$1.95M - $2.12M
|
206K
$2.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
199K+ 80.76% |
$1.89M - $2.05M
|
445K
$4.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
128K+ 27.13% |
$1.22M - $1.32M
|
601K
$6.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
126KNew |
$1.2M - $1.3M
|
126K
$1.28M
|
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
66.2KNew |
$628K - $682K
|
66.2K
$673K
|
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
52.5K+ 3.29% |
$498K - $541K
|
1.65M
$16.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
31.8KNew |
$302K - $328K
|
31.8K
$323K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
28.5K+ 17.03% |
$270K - $294K
|
196K
$1.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
28.4KNew |
$269K - $292K
|
28.4K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.8K+ 13.72% |
$216K - $235K
|
189K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.3K+ 13.98% |
$193K - $209K
|
165K
$1.68M
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
15.7KNew |
$149K - $162K
|
15.7K
$160K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15.4KNew |
$146K - $159K
|
15.4K
$157K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.1K+ 14.77% |
$143K - $155K
|
117K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.7KNew |
$139K - $151K
|
14.7K
$149K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13KNew |
$123K - $134K
|
13K
$132K
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
12.5KNew |
$119K - $129K
|
12.5K
$127K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.4K+ 5.56% |
$108K - $117K
|
216K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.3K+ 2.52% |
$108K - $117K
|
461K
$4.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
11K+ 5.93% |
$104K - $113K
|
195K
$1.99M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.4KNew |
$99K - $108K
|
10.4K
$106K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
9.9KNew |
$94K - $102K
|
9.9K
$101K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9.11K+ 24.56% |
$86.5K - $93.9K
|
46.2K
$470K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.33K+ 57.14% |
$79K - $85.9K
|
22.9K
$233K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.97K+ 2.23% |
$66.1K - $71.8K
|
319K
$3.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.79K+ 14.22% |
$36K - $39.1K
|
30.5K
$310K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.23K+ 3.4% |
$30.7K - $33.3K
|
98.2K
$999K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.1K+ 5.8% |
$29.4K - $32K
|
56.5K
$575K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.6K+ 18.61% |
$24.7K - $26.8K
|
16.6K
$169K
|
|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.22K+ 1.19% |
$21.1K - $22.9K
|
189K
$1.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2K+ 10.81% |
$19K - $20.6K
|
20.5K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.27K+ 9.0% |
$12.1K - $13.1K
|
15.4K
$157K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
654+ 0.71% |
$6.21K - $6.74K
|
92.9K
$945K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
468+ 4.03% |
$4.44K - $4.83K
|
12.1K
$123K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
450+ 2.9% |
$4.27K - $4.64K
|
16K
$162K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
292New |
$2.77K - $3.01K
|
292
$2.97K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
218+ 0.3% |
$2.07K - $2.25K
|
73.6K
$749K
|
|
|
Jul 30, 2024
Q2 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
21+ 0.17% |
$199 - $217
|
12.4K
$126K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
15+ 0.14% |
$142 - $155
|
11.1K
$112K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 1.6% |
$19 - $20.6
|
127
$1.29K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-40- 0.18% |
$380 - $412
|
21.7K
$220K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-167- 0.86% |
$1.58K - $1.72K
|
19.3K
$196K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-202- 4.13% |
$1.92K - $2.08K
|
4.69K
$47.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-233- 0.26% |
$2.21K - $2.4K
|
90.8K
$923K
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-365- 0.24% |
$3.46K - $3.76K
|
150K
$1.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-396- 28.67% |
$3.76K - $4.08K
|
985
$10K
|