Purchases and Sales Made in Q4 2023 in Invesco Trust For Investment Grade Municipals (VGM)

VGM Quotes by TradingView

This table provides information about the institutional ownership of Invesco Trust For Investment Grade Municipals (VGM) during Q4 2023. 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 08, 2024 Q4 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
1.04M
New
$8.47M - $10.2M
1.04M $10.5M
Feb 13, 2024 Q4 2023
Karpus Management, Inc.

Pittsford, NY
BUY
 -
738K
+ 29.98%
$6.04M - $7.3M
3.2M $32.5M
Feb 14, 2024 Q4 2023
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
493K
New
$4.04M - $4.88M
493K $5.02M
Aug 22, 2024 Q4 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
480K
+ 86.19%
$3.92M - $4.74M
1.04M $10.5M
Feb 14, 2024 Q4 2023
Bramshill Investments, LLC

Naples, FL
BUY
 -
354K
+ 15.13%
$2.89M - $3.5M
2.69M $27.4M
Feb 12, 2024 Q4 2023
Gridiron Partners, LLC

Wexford, PA
BUY
 -
160K
New
$1.31M - $1.58M
160K $1.63M
Mar 14, 2024 Q4 2023
Leo Wealth, LLC

Hurst, TX
BUY
 -
153K
New
$1.25M - $1.51M
153K $1.55M
Feb 08, 2024 Q4 2023
Robinson Capital Management, LLC

BUY
 -
135K
+ 29.91%
$1.11M - $1.34M
587K $5.97M
Feb 14, 2024 Q4 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
133K
+ 83.24%
$1.09M - $1.32M
294K $2.99M
Feb 14, 2024 Q4 2023
Logan Stone Capital, LLC

Chicago, IL
BUY
 -
113K
+ 26.28%
$924K - $1.12M
543K $5.52M
Jan 30, 2024 Q4 2023
Tyche Wealth Partners LLC

Plano, TX
BUY
 -
79.4K
New
$649K - $785K
79.4K $807K
Feb 14, 2024 Q4 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
77.9K
+ 99.87%
$637K - $771K
156K $1.59M
Feb 09, 2024 Q4 2023
Ubs Group Ag

BUY
 -
76.4K
+ 29.1%
$625K - $756K
339K $3.45M
Feb 05, 2024 Q4 2023
Landscape Capital Management, L.L.C.

BUY
 -
75.3K
+ 185.35%
$616K - $745K
116K $1.18M
Feb 08, 2024 Q4 2023
Bank Of Montreal

Toronto, A6
BUY
 -
73K
New
$597K - $722K
73K $742K
Feb 05, 2024 Q4 2023
Van Eck Associates Corp

BUY
 -
50.3K
+ 14.02%
$412K - $498K
409K $4.16M
Feb 12, 2024 Q4 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
49.7K
New
$406K - $491K
49.7K $505K
Jan 22, 2024 Q4 2023
Claro Advisors LLC

Boston, MA
BUY
 -
48.2K
+ 105.08%
$394K - $476K
94K $956K
Feb 14, 2024 Q4 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
47.9K
+ 6.36%
$392K - $474K
802K $8.16M
Feb 14, 2024 Q4 2023
Aqr Arbitrage LLC

Greenwich, CT
BUY
 -
47.6K
+ 11.91%
$389K - $470K
447K $4.54M
Feb 12, 2024 Q4 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
42.6K
New
$348K - $421K
42.6K $433K
Feb 13, 2024 Q4 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
29.5K
New
$241K - $292K
29.5K $300K
Feb 12, 2024 Q4 2023
Catalytic Wealth Ria, LLC

Cambridge, MA
BUY
 -
29.5K
New
$241K - $292K
29.5K $300K
Jan 16, 2024 Q4 2023
Simon Quick Advisors, LLC

BUY
 -
22.5K
New
$184K - $222K
22.5K $228K
Feb 06, 2024 Q4 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
21.1K
New
$173K - $209K
21.1K $215K
Jan 11, 2024 Q4 2023
Moody National Bank Trust Division

BUY
 -
19.9K
New
$163K - $196K
19.9K $202K
Feb 14, 2024 Q4 2023
Sollinda Capital Management LLC

Hickory, NC
BUY
 -
17.5K
New
$143K - $173K
17.5K $178K
Feb 13, 2024 Q4 2023
Aristides Capital LLC

Ottawa Hills, OH
BUY
 -
16.1K
New
$132K - $159K
16.1K $164K
Feb 14, 2024 Q4 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
15.8K
New
$130K - $157K
15.8K $161K
Feb 05, 2024 Q4 2023
Greatmark Investment Partners, Inc.

BUY
 -
15.3K
+ 10.85%
$125K - $151K
156K $1.58M
Jan 16, 2024 Q4 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
15.1K
+ 17.09%
$123K - $149K
103K $1.05M
Feb 14, 2024 Q4 2023
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
15K
New
$123K - $149K
15K $153K
Feb 26, 2024 Q4 2023
Virtu Financial LLC

New York, NY
BUY
 -
14.7K
+ 79.79%
$120K - $146K
33.2K $337K
Feb 12, 2024 Q4 2023
Weiss Asset Management LP

Boston, MA
BUY
 -
13.3K
New
$109K - $131K
13.3K $135K
Jan 30, 2024 Q4 2023
Dakota Wealth Management

BUY
 -
13K
+ 17.33%
$106K - $129K
88K $895K
Feb 14, 2024 Q4 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
11.3K
New
$92.8K - $112K
11.3K $115K
Apr 30, 2024 Q4 2023
Catalina Capital Group, LLC

Torrance, CA
BUY
 -
11K
New
$90.3K - $109K
11K $112K
Feb 02, 2024 Q4 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
11K
New
$90K - $109K
11K $112K
Feb 14, 2024 Q4 2023
Nuveen Asset Management, LLC

Chicago, IL
BUY
 -
10.8K
New
$88.5K - $107K
10.8K $110K
Jan 16, 2024 Q4 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
10.4K
New
$85.3K - $103K
10.4K $106K
Jan 05, 2024 Q4 2023
Capital Investment Advisors, LLC

BUY
 -
10.4K
New
$85.1K - $103K
10.4K $106K
Feb 06, 2024 Q4 2023
Commonwealth Equity Services, LLC

BUY
 -
10.4K
+ 25.35%
$84.9K - $103K
51.3K $522K
Feb 13, 2024 Q4 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
10.4K
+ 1669.35%
$84.7K - $102K
11K $112K
Apr 15, 2024 Q4 2023
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
10.3K
New
$84.3K - $102K
10.3K $105K
Jan 10, 2024 Q4 2023
Hennion & Walsh Asset Management, Inc.

BUY
 -
9.57K
+ 40.24%
$78.3K - $94.7K
33.4K $339K
Feb 02, 2024 Q4 2023
Truist Financial Corp

BUY
 -
8.3K
+ 1.09%
$67.9K - $82.1K
770K $7.83M
Jan 24, 2024 Q4 2023
Private Trust CO Na

BUY
 -
7.59K
New
$62.1K - $75.1K
7.59K $77.2K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
7.34K
New
$60K - $72.6K
7.34K $74.7K
Aug 16, 2024 Q4 2023
Morgan Stanley

New York, NY
BUY
 -
6.5K
+ 1.44%
$53.1K - $64.2K
456K $4.64M

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