Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-7.78K- 39.33% |
$72.3K - $86.7K
|
12K
$121K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.99K- 12.52% |
$74.2K - $89K
|
55.8K
$562K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-12.2K- 7.3% |
$113K - $136K
|
155K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-15.9K- 22.17% |
$148K - $178K
|
55.9K
$563K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-16.1K- 3.82% |
$149K - $179K
|
405K
$4.08M
|
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-17.3K- 50.44% |
$160K - $192K
|
17K
$171K
|
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-20.4K- 28.58% |
$189K - $227K
|
50.9K
$512K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.3K- 12.73% |
$254K - $305K
|
187K
$1.89M
|
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-194K- 9.68% |
$1.81M - $2.17M
|
1.81M
$18.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-206K- 83.1% |
$1.92M - $2.3M
|
42K
$423K
|