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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
500New |
$4.6K - $5.32K
|
500
$5.68K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.9K- 33.96% |
$72.6K - $84.1K
|
15.4K
$174K
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-3.66K- 5.97% |
$33.6K - $38.9K
|
57.6K
$653K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.57KNew |
$14.4K - $16.7K
|
1.57K
$17.8K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
10.5KNew |
$100K - $119K
|
10.5K
$119K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.2KNew |
$97.4K - $116K
|
10.2K
$116K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
9.64KNew |
$97.6K - $112K
|
9.64K
$109K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.5KNew |
$15.2K - $17.4K
|
1.5K
$17K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.7K- 13.91% |
$17.2K - $19.8K
|
10.5K
$120K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-4.32KClosed |
$43.7K - $50.1K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-5.32KClosed |
$53.8K - $61.7K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-3K- 28.57% |
$34.4K - $40.2K
|
7.5K
$85.1K
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-22.7KClosed |
$260K - $304K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-745Closed |
$8.55K - $9.99K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
BUY
|
- |
21.5K+ 150.31% |
$247K - $288K
|
35.8K
$406K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-17.8KClosed |
$237K - $246K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.7K- 25.41% |
$142K - $148K
|
31.4K
$356K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
170KNew |
$2.29M - $2.41M
|
170K
$1.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13.2KClosed |
$177K - $186K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-14KClosed |
$188K - $198K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-472Closed |
$6.35K - $6.67K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.89KClosed |
$64K - $68.1K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.96KClosed |
$88.7K - $92.8K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.1KClosed |
$37.8K - $39.7K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-963Closed |
$11.7K - $12.3K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.49KClosed |
$18.1K - $19.1K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-3.4KClosed |
$41.4K - $43.6K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-14KClosed |
$138K - $195K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 07, 2019
Q3 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-10.4KClosed |
$135K - $144K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Parisi Gray Wealth Management
|
SELL
|
- |
-15KClosed |
$182K - $199K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.92KClosed |
$23.3K - $25.5K
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-10.4KClosed |
$126K - $138K
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
Next Capital Management LLC
|
SELL
|
- |
-6.75KClosed |
$82K - $89.7K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-31.2KClosed |
$370K - $389K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.27KNew |
$15.5K - $16.2K
|
1.27K
$14.4K
|
|
|
Nov 14, 2018
Q3 2018
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-20.9KClosed |
$256K - $268K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-12.9KClosed |
$158K - $165K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.9KClosed |
$35.5K - $37.1K
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-10.2KClosed |
$125K - $131K
|
0
$0
|
|
|
Nov 01, 2018
Q3 2018
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-100Closed |
$1.23K - $1.28K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10.4K+ 1323.0% |
$141K - $144K
|
11.2K
$127K
|
|
|
Feb 09, 2018
Q4 2017
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-23KClosed |
$311K - $319K
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-17.2KClosed |
$233K - $239K
|
0
$0
|
|
|
Jan 17, 2018
Q4 2017
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.68K- 33.84% |
$76.8K - $78.7K
|
11.1K
$126K
|
|
| Q3 2017 | |||||||
|
Nov 15, 2017
Q3 2017
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.03KNew |
$14.1K - $14.4K
|
1.03K
$11.7K
|
|