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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-463- 3.14% |
$4.39K - $4.77K
|
14.3K
$145K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-752Closed |
$7.14K - $7.75K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-878- 1.68% |
$8.33K - $9.05K
|
51.3K
$521K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.2K- 34.43% |
$11.4K - $12.4K
|
2.28K
$23.2K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.6K- 8.57% |
$15.2K - $16.5K
|
17.1K
$173K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.57K- 4.88% |
$24.4K - $26.5K
|
50.1K
$510K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.92K- 1.62% |
$37.2K - $40.4K
|
238K
$2.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.38K- 5.15% |
$41.6K - $45.1K
|
80.7K
$820K
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-7.25K- 0.19% |
$68.8K - $74.8K
|
3.86M
$39.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-8.22K- 32.72% |
$78K - $84.8K
|
16.9K
$172K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.7K- 2.33% |
$102K - $110K
|
450K
$4.57M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.7K- 2.33% |
$102K - $110K
|
450K
$4.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-16.7K- 2.44% |
$158K - $172K
|
666K
$6.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17.4K- 22.56% |
$165K - $179K
|
59.6K
$606K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17.5K- 32.21% |
$166K - $181K
|
36.9K
$375K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-19.2K- 2.49% |
$183K - $198K
|
754K
$7.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-20.4K- 5.95% |
$194K - $211K
|
323K
$3.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-21.7K- 6.65% |
$206K - $223K
|
304K
$3.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-33K- 7.68% |
$313K - $340K
|
397K
$4.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-49.3K- 51.78% |
$468K - $509K
|
45.9K
$467K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-62.4K- 14.04% |
$592K - $643K
|
382K
$3.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-102K- 66.27% |
$966K - $1.05M
|
51.8K
$527K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-222K- 31.32% |
$2.1M - $2.29M
|
486K
$4.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-245K- 30.6% |
$2.33M - $2.53M
|
556K
$5.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-341K- 60.54% |
$3.23M - $3.51M
|
222K
$2.26M
|