Latest Institutional Transactions on Invesco Trust For Investment Grade New York Municipals (VTN)
This table provides information on the latest institutional transactions involving Invesco Trust For Investment Grade New York Municipals (VTN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 03, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
4.17K+ 2.11% |
$46.6K - $48.5K
|
202K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-394- 1.41% |
$4.4K - $4.58K
|
27.5K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3+ 2.26% |
$33.5 - $34.9
|
136
$1.43K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.1K- 1.09% |
$12.3K - $12.8K
|
99.9K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
473+ 1.25% |
$5.28K - $5.5K
|
38.2K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.5K+ 10.56% |
$251K - $261K
|
235K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.1K+ 19.54% |
$269K - $280K
|
148K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
9.3KNew |
$104K - $108K
|
9.3K
$98K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.2K- 1.37% |
$24.6K - $25.6K
|
158K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-33.2K- 33.57% |
$371K - $386K
|
65.7K
$693K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-7.83K- 6.03% |
$87.4K - $90.9K
|
122K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-22.6K- 1.16% |
$252K - $263K
|
1.93M
$20.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2K+ 14.05% |
$22.3K - $23.2K
|
16.2K
$171K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.64K- 36.95% |
$85.3K - $88.7K
|
13K
$137K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-73.9K- 17.96% |
$826K - $859K
|
338K
$3.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.28K+ 3.19% |
$14.3K - $14.9K
|
41.5K
$438K
|
|
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-32.4K- 11.76% |
$362K - $376K
|
243K
$2.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
963New |
$10.8K - $11.2K
|
963
$10.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7.67K- 55.7% |
$85.6K - $89.1K
|
6.1K
$64.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-77.6K- 34.06% |
$867K - $902K
|
150K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5K+ 15.78% |
$55.9K - $58.1K
|
36.7K
$387K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
83.8K+ 228.94% |
$866K - $950K
|
120K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
6+ 0.0% |
$62 - $68
|
2.76M
$29.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.16K+ 7.23% |
$53.3K - $58.5K
|
76.5K
$806K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
16KNew |
$165K - $181K
|
16K
$169K
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-57.9K- 37.45% |
$599K - $656K
|
96.7K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
45.5KNew |
$470K - $516K
|
45.5K
$480K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
11.3KNew |
$117K - $128K
|
11.3K
$119K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
62New |
$637 - $670
|
62
$653
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.63K- 2.31% |
$16.7K - $17.6K
|
68.7K
$724K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.63K- 61.21% |
$16.7K - $17.6K
|
1.03K
$10.9K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-22.3K- 51.58% |
$229K - $241K
|
20.9K
$221K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.5K- 14.89% |
$35.9K - $37.8K
|
20K
$211K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
39KNew |
$401K - $422K
|
39K
$411K
|
|
| Q4 2023 | |||||||
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-24.7K- 98.99% |
$211K - $259K
|
253
$2.67K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10.9KNew |
$92.4K - $113K
|
10.9K
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-957- 3.69% |
$8.14K - $10K
|
25K
$263K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
13+ 1.03% |
$111 - $136
|
1.28K
$13.5K
|
|
| Q3 2023 | |||||||
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
349KNew |
$3.17M - $3.6M
|
349K
$3.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.45K+ 1273.68% |
$13.2K - $15K
|
1.57K
$16.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2KNew |
$18.2K - $20.6K
|
2K
$21.1K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-808- 3.88% |
$7.89K - $8.48K
|
20K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
17K+ 19.51% |
$166K - $178K
|
104K
$1.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-23K- 42.06% |
$224K - $241K
|
31.6K
$334K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.8KNew |
$197K - $215K
|
19.8K
$209K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.96K- 12.95% |
$19.5K - $21.3K
|
13.2K
$139K
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
10.4KNew |
$104K - $113K
|
10.4K
$110K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
303New |
$3.01K - $3.29K
|
303
$3.19K
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
13KNew |
$129K - $141K
|
13K
$137K
|
|