Institutional Ownership Invesco Trust For Investment Grade New York Municipals (VTN)
This table provides information about the institutional ownership of Invesco Trust For Investment Grade New York Municipals (VTN). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 2.79 Million shares, which have been reported (via 13F filing form) to have a value of $29.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
409,252
shares
|
$4.35 Million
0.1% of portfolio
|
Q4 2024
Reduced 78.81%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
350,865
shares
|
$3.73 Million
0.03% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
264,048
shares
|
$2.81 Million
0.16% of portfolio
|
Q4 2024
Added 30.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
250,348
shares
|
$2.66 Million
0.0% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
200,901
shares
|
$2.14 Million
0.05% of portfolio
|
Q4 2024
Reduced 92.71%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
170,381
shares
|
$1.81 Million
0.9% of portfolio
|
Q3 2021
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
155,450
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
153,293
shares
|
$1.63 Million
0.08% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
133,741
shares
|
$1.42 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.35%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
111,700
shares
|
$1.19 Million
0.32% of portfolio
|
Q4 2024
Added 145.49%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
99,942
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Robinson Capital Management, LLC
|
Jan 31, 2025 Q4 2024 |
98,122
shares
|
$1.04 Million
0.43% of portfolio
|
Q4 2024
Reduced 59.59%
|
|
|
Cf Capital LLC
Cohasset, MA |
Feb 14, 2025 Q4 2024 |
51,707
shares
|
$550,162
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
45,616
shares
|
$485,354
0.0% of portfolio
|
Q4 2024
Added 19.42%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
27,940
shares
|
$297,281
0.0% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
26,064
shares
|
$277,320
0.14% of portfolio
|
Q4 2024
Added 131.33%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
24,132
shares
|
$256,764
0.08% of portfolio
|
Q4 2024
Reduced 41.9%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
20,010
shares
|
$212,906
0.0% of portfolio
|
Q2 2023
Reduced 3.88%
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
20,000
shares
|
$212,800
0.02% of portfolio
|
Q1 2024
Reduced 14.89%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
19,441
shares
|
$206,852
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
19,050
shares
|
$202,692
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
14,599
shares
|
$155,333
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
13,618
shares
|
$144,895
0.0% of portfolio
|
Q4 2024
Added 1314.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
13,193
shares
|
$140,373
0.0% of portfolio
|
Q1 2023
Reduced 12.95%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
13,000
shares
|
$138,320
0.01% of portfolio
|
Q1 2023
New holding
|