Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 1.57% |
$20.2 - $21.4
|
129
$1.24K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27- 0.16% |
$273 - $288
|
17K
$163K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-57- 0.06% |
$576 - $609
|
90.7K
$870K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-169- 0.3% |
$1.71K - $1.8K
|
56.4K
$541K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-200- 0.2% |
$2.02K - $2.14K
|
98K
$940K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-829- 3.83% |
$8.37K - $8.85K
|
20.8K
$200K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.31K- 2.62% |
$13.3K - $14K
|
48.8K
$468K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-2.64K- 0.66% |
$26.6K - $28.2K
|
394K
$3.78M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.89K- 61.5% |
$29.1K - $30.8K
|
1.81K
$17.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.9K- 30.65% |
$49.4K - $52.3K
|
11.1K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.66K- 3.09% |
$67.3K - $71.1K
|
209K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.36K- 16.15% |
$84.5K - $89.3K
|
43.4K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-8.5K- 21.25% |
$85.9K - $90.8K
|
31.5K
$302K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.76K- 10.86% |
$88.5K - $93.6K
|
71.9K
$689K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-9.64K- 11.87% |
$97.3K - $103K
|
71.5K
$686K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-12.8K- 2.3% |
$129K - $137K
|
544K
$5.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-17K- 36.92% |
$171K - $181K
|
29K
$278K
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-17.4K- 9.21% |
$176K - $186K
|
172K
$1.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-18.7K- 6.13% |
$189K - $199K
|
286K
$2.74M
|
|
|
Jan 30, 2025
Q3 2024
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-21.1K- 19.53% |
$213K - $225K
|
86.9K
$833K
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-33K- 2.0% |
$333K - $352K
|
1.61M
$15.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-46.2K- 69.86% |
$467K - $494K
|
19.9K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-68.2K- 30.73% |
$689K - $729K
|
154K
$1.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-75K- 16.84% |
$758K - $801K
|
370K
$3.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-76.8K- 82.63% |
$775K - $820K
|
16.1K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-151K- 39.56% |
$1.53M - $1.61M
|
231K
$2.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-171K- 53.46% |
$1.72M - $1.82M
|
149K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-587K- 19.08% |
$5.93M - $6.27M
|
2.49M
$23.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-604K- 20.08% |
$6.1M - $6.45M
|
2.4M
$23.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.03M- 26.71% |
$10.4M - $11M
|
2.83M
$27.1M
|