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 7 Million shares, which have been reported (via 13F filing form) to have a value of $79.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
13,000
shares
|
$147,550
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
11,267
shares
|
$127,880
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
10,414
shares
|
$118,198
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
9,300
shares
|
$105,555
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
6,097
shares
|
$69,200
0.01% of portfolio
|
Q3 2024
Reduced 55.7%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,031
shares
|
$11,701
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
963
shares
|
$10,930
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
787
shares
|
$8,932
0.0% of portfolio
|
Q4 2017
Added 1323.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
136
shares
|
$1,543
0.0% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|