Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
367KNew |
$5.03M - $5.26M
|
367K
$3.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
62.3KNew |
$853K - $891K
|
62.3K
$634K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50.6K+ 15.12% |
$693K - $724K
|
385K
$3.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.2K+ 32.18% |
$317K - $332K
|
95.2K
$968K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.1K+ 5.4% |
$302K - $316K
|
431K
$4.38M
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
19.5K+ 21.81% |
$267K - $278K
|
109K
$1.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
16.3K+ 70.65% |
$222K - $232K
|
39.3K
$399K
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
15K+ 23.26% |
$205K - $215K
|
79.5K
$809K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13.7KNew |
$187K - $196K
|
13.7K
$139K
|
|
|
Nov 15, 2021
Q3 2021
|
Kercheville Advisors, LLC
|
BUY
|
- |
12.2KNew |
$168K - $175K
|
12.2K
$125K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11K+ 26.1% |
$151K - $157K
|
53.1K
$540K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
9.74K+ 1.93% |
$133K - $139K
|
516K
$5.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.59K+ 7.21% |
$104K - $108K
|
113K
$1.15M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.42K+ 6.96% |
$60.5K - $63.2K
|
67.8K
$690K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.77K+ 63.6% |
$51.6K - $53.9K
|
9.69K
$98.5K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
3.3K+ 13.7% |
$45.2K - $47.2K
|
27.4K
$278K
|
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3K+ 69.77% |
$41.1K - $42.9K
|
7.3K
$74.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.69K+ 2.58% |
$36.8K - $38.5K
|
107K
$1.09M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.4K+ 2.6% |
$32.9K - $34.4K
|
95K
$966K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
2.29KNew |
$31.3K - $32.7K
|
2.29K
$23.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
1.67K+ 8.33% |
$22.9K - $23.9K
|
21.7K
$221K
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.08K+ 2.26% |
$14.8K - $15.5K
|
49.1K
$499K
|
|
|
Nov 12, 2021
Q3 2021
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
904+ 1.07% |
$12.4K - $12.9K
|
85.4K
$869K
|
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
500+ 3.03% |
$6.85K - $7.15K
|
17K
$173K
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
466+ 0.03% |
$6.38K - $6.66K
|
1.34M
$13.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
335+ 0.27% |
$4.59K - $4.79K
|
122K
$1.25M
|
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
BUY
|
- |
192+ 0.07% |
$2.63K - $2.75K
|
256K
$2.61M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
153+ 0.81% |
$2.09K - $2.19K
|
19.1K
$194K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
43+ 1.15% |
$589 - $615
|
3.77K
$38.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
32+ 1.17% |
$438 - $458
|
2.76K
$28.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
18+ 1.17% |
$246 - $257
|
1.55K
$15.8K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
9+ 1.22% |
$123 - $129
|
749
$7.62K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
9+ 1.17% |
$123 - $129
|
779
$7.92K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6+ 0.06% |
$82.1 - $85.8
|
10.2K
$103K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-49- 0.3% |
$671 - $701
|
16.4K
$166K
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-49Closed |
$671 - $701
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-284- 27.1% |
$3.89K - $4.06K
|
764
$7.77K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-382- 1.01% |
$5.23K - $5.46K
|
37.5K
$382K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-856- 3.27% |
$11.7K - $12.2K
|
25.3K
$257K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.04K- 0.82% |
$14.2K - $14.8K
|
125K
$1.27M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.9KClosed |
$53.4K - $55.8K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.6K- 4.32% |
$146K - $152K
|
235K
$2.39M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11.6KClosed |
$158K - $165K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-15.2KClosed |
$208K - $217K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-23.3K- 38.89% |
$319K - $333K
|
36.6K
$372K
|
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-35.6KClosed |
$488K - $509K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-40.4K- 61.12% |
$554K - $578K
|
25.7K
$262K
|
|
|
Nov 15, 2021
Q3 2021
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-73.4K- 3.82% |
$1.01M - $1.05M
|
1.85M
$18.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Mackay Shields LLC
|
SELL
|
- |
-78KClosed |
$1.07M - $1.12M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-88.5K- 6.81% |
$1.21M - $1.27M
|
1.21M
$12.3M
|