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 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
102New |
$1K - $1.08K
|
102
$978
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
28+ 0.21% |
$275 - $297
|
13.5K
$129K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 1.55% |
$19.6 - $21.2
|
131
$1.26K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-37- 0.17% |
$363 - $392
|
22K
$211K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-140- 1.15% |
$1.37K - $1.48K
|
12K
$115K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-200- 1.54% |
$1.96K - $2.12K
|
12.8K
$122K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-216- 0.29% |
$2.12K - $2.29K
|
73.7K
$707K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-721- 3.62% |
$7.08K - $7.64K
|
19.2K
$184K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-795- 1.63% |
$7.81K - $8.43K
|
48K
$460K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.2K- 7.09% |
$11.8K - $12.7K
|
15.7K
$151K
|
|
|
Feb 03, 2025
Q4 2024
|
Mackay Shields LLC
|
SELL
|
- |
-1.99K- 0.53% |
$19.5K - $21.1K
|
372K
$3.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.05K- 0.95% |
$20.1K - $21.7K
|
215K
$2.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.2K- 13.84% |
$21.6K - $23.3K
|
13.7K
$131K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.53K- 13.71% |
$24.8K - $26.8K
|
15.9K
$153K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.62K- 2.45% |
$25.8K - $27.8K
|
105K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.68K- 10.28% |
$26.3K - $28.4K
|
23.4K
$224K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-4.18K- 5.84% |
$41K - $44.3K
|
67.4K
$646K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.54K- 99.91% |
$44.6K - $48.1K
|
4
$38.4
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-8.23K- 39.51% |
$80.8K - $87.2K
|
12.6K
$121K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.99K- 20.72% |
$88.3K - $95.3K
|
34.4K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.14K- 15.08% |
$89.8K - $96.9K
|
51.5K
$494K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11K- 45.52% |
$108K - $117K
|
13.2K
$126K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.9K- 3.4% |
$156K - $168K
|
451K
$4.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-17.4K- 6.09% |
$171K - $184K
|
268K
$2.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-23.4K- 3.1% |
$229K - $248K
|
730K
$7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.8K- 74.82% |
$293K - $316K
|
10K
$96.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.6K- 7.29% |
$340K - $367K
|
440K
$4.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-41.4K- 57.59% |
$407K - $439K
|
30.5K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-187K- 81.21% |
$1.84M - $1.99M
|
43.4K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-205K- 8.23% |
$2.01M - $2.17M
|
2.29M
$21.9M
|