Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
1.23M+ 76.17% |
$12.1M - $13M
|
2.84M
$27.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
604K+ 21.35% |
$5.93M - $6.4M
|
3.43M
$32.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
426K+ 44.51% |
$4.18M - $4.51M
|
1.38M
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
348K+ 45.55% |
$3.42M - $3.69M
|
1.11M
$10.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
213K+ 143.36% |
$2.09M - $2.26M
|
361K
$3.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
209KNew |
$2.05M - $2.21M
|
209K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
194K+ 36.2% |
$1.9M - $2.06M
|
730K
$7M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
148KNew |
$1.46M - $1.57M
|
148K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
120K+ 57.39% |
$1.18M - $1.27M
|
329K
$3.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
108KNew |
$1.06M - $1.14M
|
108K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
65.4KNew |
$642K - $693K
|
65.4K
$627K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
50.2K+ 55.35% |
$493K - $532K
|
141K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
23.4KNew |
$229K - $248K
|
23.4K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
22.1K+ 159.47% |
$217K - $234K
|
36K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.1K+ 7.14% |
$197K - $213K
|
301K
$2.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
19.5KNew |
$191K - $206K
|
19.5K
$187K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
19.2K+ 3.9% |
$188K - $203K
|
511K
$4.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17KNew |
$167K - $180K
|
17K
$163K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
15.5K+ 17.22% |
$152K - $164K
|
106K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
15.3KNew |
$150K - $162K
|
15.3K
$146K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.9KNew |
$146K - $158K
|
14.9K
$143K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
14.3K+ 130.53% |
$140K - $151K
|
25.2K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
14KNew |
$137K - $148K
|
14K
$134K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.3KNew |
$131K - $141K
|
13.3K
$128K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.2K+ 5.39% |
$130K - $140K
|
258K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
12.6KNew |
$124K - $134K
|
12.6K
$121K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
12.3K+ 3.13% |
$121K - $131K
|
406K
$3.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
10.9KNew |
$108K - $116K
|
10.9K
$105K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
9.26K+ 1.7% |
$90.9K - $98.2K
|
553K
$5.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
7.24K+ 22.75% |
$71.1K - $76.7K
|
39K
$374K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
7KNew |
$68.7K - $74.2K
|
7K
$67.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.8K+ 61.38% |
$66.8K - $72.1K
|
17.9K
$171K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.1K+ 36.81% |
$59.9K - $64.7K
|
22.7K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
5.94K+ 18.08% |
$58.3K - $63K
|
38.8K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.67K+ 3.39% |
$55.7K - $60.1K
|
173K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.09K+ 30.71% |
$50K - $54K
|
21.7K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
5K+ 20.0% |
$49.1K - $53K
|
30K
$288K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.31K+ 23.22% |
$42.4K - $45.7K
|
22.9K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.15K+ 24.4% |
$40.8K - $44K
|
21.2K
$203K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.53K+ 1.62% |
$34.6K - $37.4K
|
222K
$2.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.2K+ 1.85% |
$31.4K - $33.9K
|
176K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.68K+ 1.56% |
$26.4K - $28.5K
|
174K
$1.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.13K+ 3.88% |
$20.9K - $22.5K
|
56.9K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.5K+ 4.01% |
$14.8K - $15.9K
|
39K
$374K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.16K+ 2.48% |
$11.4K - $12.3K
|
48K
$460K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
867+ 4.84% |
$8.51K - $9.19K
|
18.8K
$180K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
844+ 46.73% |
$8.29K - $8.95K
|
2.65K
$25.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
500New |
$4.91K - $5.3K
|
500
$4.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
325+ 0.58% |
$3.19K - $3.45K
|
56.7K
$544K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
278+ 0.28% |
$2.73K - $2.95K
|
98.3K
$942K
|