Latest Institutional Purchases of Invesco Trust For Investment Grade New York Municipals (VTN)
This list provides information on the latest institutional transactions involving Invesco Trust For Investment Grade New York Municipals (VTN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
34.8K+ 21.4% |
$389K - $405K
|
198K
$2.24M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.1K+ 19.54% |
$269K - $280K
|
148K
$1.67M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.5K+ 10.56% |
$251K - $261K
|
235K
$2.67M
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
9.3KNew |
$104K - $108K
|
9.3K
$106K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5K+ 15.78% |
$55.9K - $58.1K
|
36.7K
$416K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2K+ 14.05% |
$22.3K - $23.2K
|
16.2K
$184K
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.28K+ 3.19% |
$14.3K - $14.9K
|
41.5K
$471K
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
963New |
$10.8K - $11.2K
|
963
$10.9K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
473+ 1.25% |
$5.28K - $5.5K
|
38.2K
$434K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3+ 2.26% |
$33.5 - $34.9
|
136
$1.54K
|
|
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
$1.37M
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
45.5KNew |
$470K - $516K
|
45.5K
$516K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
16KNew |
$165K - $181K
|
16K
$182K
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
11.3KNew |
$117K - $128K
|
11.3K
$128K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.16K+ 7.23% |
$53.3K - $58.5K
|
76.5K
$868K
|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
6+ 0.0% |
$62 - $68
|
2.76M
$31.3M
|
|
Q1 2024 | |||||||
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
39KNew |
$401K - $422K
|
39K
$443K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
62New |
$637 - $670
|
62
$704
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10.9KNew |
$92.4K - $113K
|
10.9K
$123K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
13+ 1.03% |
$111 - $136
|
1.28K
$14.5K
|
|
Q3 2023 | |||||||
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
349KNew |
$3.17M - $3.6M
|
349K
$3.96M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2KNew |
$18.2K - $20.6K
|
2K
$22.7K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.45K+ 1273.68% |
$13.2K - $15K
|
1.57K
$17.8K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
17K+ 19.51% |
$166K - $178K
|
104K
$1.18M
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.8KNew |
$197K - $215K
|
19.8K
$225K
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
13KNew |
$129K - $141K
|
13K
$148K
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
10.4KNew |
$104K - $113K
|
10.4K
$118K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
303New |
$3.01K - $3.29K
|
303
$3.44K
|
|
Q4 2022 | |||||||
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.57KNew |
$14.4K - $16.7K
|
1.57K
$17.8K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
500New |
$4.6K - $5.32K
|
500
$5.68K
|
|
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
|
|
Q1 2022 | |||||||
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
BUY
|
- |
21.5K+ 150.31% |
$247K - $288K
|
35.8K
$406K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
170KNew |
$2.29M - $2.41M
|
170K
$1.93M
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.27KNew |
$15.5K - $16.2K
|
1.27K
$14.4K
|
|
Q4 2017 | |||||||
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10.4K+ 1323.0% |
$141K - $144K
|
11.2K
$127K
|
|
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
|