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 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.04K- 0.51% |
$18.4K - $20.9K
|
397K
$4.04M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.75K- 3.45% |
$33.9K - $38.5K
|
105K
$1.07M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.29K- 78.07% |
$38.7K - $43.9K
|
1.2K
$12.2K
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-5.49K- 31.64% |
$49.5K - $56.2K
|
11.9K
$121K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.57K- 23.09% |
$50.2K - $57.1K
|
18.5K
$189K
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-6.09K- 19.37% |
$54.9K - $62.4K
|
25.3K
$258K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.47K- 38.51% |
$58.4K - $66.3K
|
10.3K
$105K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.06K- 20.35% |
$63.7K - $72.4K
|
27.6K
$281K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.62K- 39.02% |
$68.7K - $78.1K
|
11.9K
$121K
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-8.18K- 36.66% |
$73.7K - $83.8K
|
14.1K
$144K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10K- 10.94% |
$90.6K - $103K
|
81.7K
$831K
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-11K- 37.82% |
$98.8K - $112K
|
18K
$183K
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-11.6K- 20.82% |
$105K - $119K
|
44.3K
$450K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.9K- 9.15% |
$107K - $122K
|
118K
$1.2M
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-11.9K- 50.45% |
$107K - $122K
|
11.7K
$119K
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-18.5K- 1.26% |
$167K - $190K
|
1.45M
$14.8M
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-18.8K- 36.9% |
$169K - $192K
|
32.1K
$326K
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-19K- 55.07% |
$171K - $195K
|
15.5K
$158K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-20K- 35.83% |
$180K - $205K
|
35.8K
$364K
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-61.7K- 39.87% |
$557K - $633K
|
93.1K
$947K
|
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-148K- 9.2% |
$1.33M - $1.51M
|
1.46M
$14.8M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-182K- 44.88% |
$1.64M - $1.86M
|
223K
$2.27M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-359K- 96.96% |
$3.24M - $3.68M
|
11.3K
$115K
|