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 28 institutions that hold shares in the stock, with a total of 1.65 Million shares, which have been reported (via 13F filing form) to have a value of $18.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
253,029
shares
|
$2.82 Million
0.11% of portfolio
|
Q3 2025
Added 52.9%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
232,213
shares
|
$2.59 Million
0.02% of portfolio
|
Q3 2025
Reduced 34.58%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
170,381
shares
|
$1.9 Million
0.9% of portfolio
|
Q3 2021
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
158,115
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
149,200
shares
|
$1.67 Million
0.23% of portfolio
|
Q3 2025
Added 14.15%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
114,635
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Added 16.33%
|
|
|
Cf Capital LLC
Cohasset, MA |
Oct 29, 2025 Q3 2025 |
106,729
shares
|
$1.19 Million
0.72% of portfolio
|
Q3 2025
Added 73.62%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
99,942
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
94,920
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.36%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
56,866
shares
|
$634,624
0.0% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
33,567
shares
|
$374,607
0.0% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
23,041
shares
|
$257,137
0.0% of portfolio
|
Q3 2025
Added 15.15%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
21,667
shares
|
$241,803
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
20,536
shares
|
$229,181
0.0% of portfolio
|
Q3 2025
Added 66.05%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
20,000
shares
|
$223,200
0.02% of portfolio
|
Q1 2024
Reduced 14.89%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
17,337
shares
|
$193,480
0.0% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
12,670
shares
|
$141,397
0.0% of portfolio
|
Q3 2025
Reduced 15.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
12,425
shares
|
$138,663
0.0% of portfolio
|
Q3 2025
Added 17.62%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
12,274
shares
|
$136,977
0.0% of portfolio
|
Q2 2025
Added 17.86%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
10,300
shares
|
$114,948
0.01% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
10,099
shares
|
$112,704
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
8,645
shares
|
$96,478
0.0% of portfolio
|
Q3 2025
Added 42.61%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,215
shares
|
$58,199
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
4,689
shares
|
$52,329
0.0% of portfolio
|
Q2 2025
Reduced 76.8%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,031
shares
|
$11,505
0.0% of portfolio
|
Q3 2017
New holding
|
|