Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
1.78M+ 456.44% |
$16M - $18.2M
|
2.17M
$22.1M
|
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
372KNew |
$3.35M - $3.81M
|
372K
$3.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
262K+ 34.14% |
$2.37M - $2.69M
|
1.03M
$10.5M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
212K+ 55.05% |
$1.92M - $2.18M
|
598K
$6.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
201K+ 11.87% |
$1.82M - $2.06M
|
1.9M
$19.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
177K+ 9.77% |
$1.6M - $1.82M
|
1.99M
$20.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
133K+ 166.61% |
$1.2M - $1.37M
|
213K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
105KNew |
$944K - $1.07M
|
105K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
83KNew |
$749K - $851K
|
83K
$844K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
75.3KNew |
$679K - $771K
|
75.3K
$765K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
72K+ 41.07% |
$650K - $738K
|
247K
$2.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
54.3KNew |
$490K - $557K
|
54.3K
$552K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
48.3KNew |
$435K - $495K
|
48.3K
$491K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
44KNew |
$397K - $451K
|
44K
$447K
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
42.5K+ 49.7% |
$384K - $436K
|
128K
$1.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
37.4KNew |
$337K - $383K
|
37.4K
$380K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
22.3K+ 8.06% |
$201K - $229K
|
299K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
18.5KNew |
$167K - $190K
|
18.5K
$188K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
17.7KNew |
$160K - $182K
|
17.7K
$180K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
15.8KNew |
$143K - $162K
|
15.8K
$161K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
15.1KNew |
$137K - $155K
|
15.1K
$154K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.8K+ 35.16% |
$115K - $131K
|
49.2K
$500K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.6KNew |
$113K - $129K
|
12.6K
$128K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
12.3KNew |
$111K - $126K
|
12.3K
$125K
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
BUY
|
- |
11.7KNew |
$105K - $120K
|
11.7K
$119K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.1KNew |
$100K - $114K
|
11.1K
$113K
|
|
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
10.5KNew |
$94.5K - $107K
|
10.5K
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1KNew |
$91.3K - $104K
|
10.1K
$103K
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
10KNew |
$90.2K - $103K
|
10K
$102K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.26K+ 2.52% |
$74.5K - $84.6K
|
335K
$3.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.54K+ 16.82% |
$68K - $77.3K
|
52.4K
$533K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.46K+ 3.98% |
$67.3K - $76.5K
|
195K
$1.98M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.8K+ 22.96% |
$25.3K - $28.7K
|
15K
$152K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.51K+ 3.5% |
$22.7K - $25.8K
|
74.2K
$755K
|
|
|
Jan 30, 2023
Q4 2022
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
2.5K+ 2.64% |
$22.6K - $25.6K
|
97.3K
$989K
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.27K+ 1.3% |
$20.4K - $23.2K
|
177K
$1.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
816+ 5.69% |
$7.36K - $8.36K
|
15.2K
$154K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
780New |
$7.04K - $8K
|
780
$7.93K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
499New |
$4.5K - $5.11K
|
499
$5.07K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
412New |
$3.72K - $4.22K
|
412
$4.19K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
350+ 1.91% |
$3.16K - $3.59K
|
18.7K
$190K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
213+ 0.31% |
$1.92K - $2.18K
|
68.3K
$695K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
138+ 1.69% |
$1.24K - $1.41K
|
8.3K
$84.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
124+ 10.09% |
$1.12K - $1.27K
|
1.35K
$13.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
53+ 1.33% |
$478 - $543
|
4.03K
$41K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33+ 0.31% |
$298 - $338
|
10.6K
$108K
|
|
|
Feb 13, 2023
Q4 2022
|
Kercheville Advisors, LLC
|
BUY
|
- |
18+ 0.15% |
$162 - $185
|
12.3K
$125K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.84% |
$9.02 - $10.3
|
120
$1.22K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-113- 0.76% |
$1.02K - $1.16K
|
14.7K
$150K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.21K- 8.42% |
$10.9K - $12.4K
|
13.1K
$133K
|