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Invesco Trust for Investment Grade Municipals (VGM) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Invesco Trust for Investment Grade Municipals (NYSE:VGM)

Current
Institutional Ownership
Percentage
38.13%
Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$63.84M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$10.17M
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VGM Institutional Buying and Selling by Quarter

Invesco Trust for Investment Grade Municipals Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Capital Investment Advisory Services LLC37,097$366K0.0%-28.8%0.068%
4/24/2024 CENTRAL TRUST Co2,926$29K0.0%N/A0.005%
4/23/2024 Tyche Wealth Partners LLC81,179$800K0.2%+2.3%0.150%
4/23/2024 Summit Trail Advisors LLC18,574$183K0.0%-12.0%0.034%
4/18/2024 Allspring Global Investments Holdings LLC246,388$2.43M0.0%+358.1%0.454%
4/18/2024 Claro Advisors LLC92,238$909K0.2%-1.9%0.170%
4/17/2024 Hennion & Walsh Asset Management Inc.53,436$527K0.0%+60.2%0.099%
4/16/2024 Financial Management Professionals Inc.5,666$56K0.0%N/A0.010%
3/14/2024Leo Wealth LLC152,522$1.51M0.2%N/A0.281%
2/26/2024Virtu Financial LLC33,168$328K0.0%+79.8%0.061%
2/14/2024 Sollinda Capital Management LLC17,500$173K0.0%N/A0.032%
2/13/2024Karpus Management Inc.3,199,553$31.64M1.0%+30.0%5.900%
2/13/2024Aristides Capital LLC16,125$159K0.1%N/A0.030%
2/12/2024Gridiron Partners LLC159,983$1.58M1.1%N/A0.295%
2/12/2024Catalytic Wealth RIA LLC29,506$292K0.1%N/A0.054%
2/12/2024Weiss Asset Management LP13,273$131K0.0%N/A0.024%
2/8/2024Robinson Capital Management LLC586,706$5.77M2.0%+29.9%1.082%
2/8/2024Fiera Capital Corp1,035,904$10.25M0.0%N/A1.910%
2/6/2024 Summit Trail Advisors LLC21,113$209K0.0%N/A0.039%
2/5/2024Van ECK Associates Corp409,317$4.05M0.0%+14.0%0.755%
2/5/2024Greatmark Investment Partners Inc.155,750$1.54M0.2%+10.9%0.287%
2/2/2024Truist Financial Corp770,014$7.62M0.0%+1.1%1.420%
2/2/2024Alesco Advisors LLC11,000$109K0.0%N/A0.020%
2/1/2024Wolverine Asset Management LLC6,494$64K0.0%-77.3%0.012%
1/30/2024 Tyche Wealth Partners LLC79,379$785K0.2%N/A0.146%
1/29/2024 Kennedy Investment Group336,095$3.32M1.9%-4.9%0.620%
1/24/2024 Stratos Wealth Partners LTD.96,067$950K0.0%N/A0.177%
1/24/2024 Private Trust Co. NA7,593$75K0.0%N/A0.014%
1/22/2024 Claro Advisors LLC94,009$930K0.2%+105.1%0.173%
1/16/2024 Simon Quick Advisors LLC22,465$222K0.0%N/A0.041%
1/16/2024 Kingswood Wealth Advisors LLC10,432$103K0.0%N/A0.019%
1/16/2024 Raymond James Financial Services Advisors Inc.19,246$190K0.0%-28.5%0.035%
1/16/2024 Raymond James & Associates103,329$1.02M0.0%+17.1%0.191%
1/12/2024Melone Private Wealth LLC185,086$1.83M1.2%+1.1%0.341%
1/5/2024 Capital Investment Advisors LLC10,405$103K0.0%N/A0.019%
11/14/2023AQR Arbitrage LLC399,294$3.39M0.2%+97.4%0.736%
11/14/2023Saba Capital Management L.P.78,070$664K0.0%N/A0.144%
11/14/2023Robinson Capital Management LLC451,610$3.86M1.7%+103.2%0.833%
11/13/2023Bramshill Investments LLC2,338,567$19.88M2.3%+4.6%4.312%
11/13/2023Wolverine Asset Management LLC28,590$243K0.0%+503.8%0.053%
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11/13/2023PNC Financial Services Group Inc.22,033$187K0.0%-19.9%0.041%
11/9/2023Karpus Management Inc.2,461,545$20.92M0.7%+15.6%4.539%
11/9/2023UBS Group AG262,632$2.23M0.0%-15.4%0.484%
11/8/2023Van ECK Associates Corp358,999$3.05M0.0%-2.4%0.662%
11/8/2023Janney Montgomery Scott LLC12,163$103K0.0%-19.8%0.022%
11/8/2023Landscape Capital Management L.L.C.40,617$345K0.0%+101.3%0.075%
11/8/2023WealthBridge Capital Management LLC18,325$156K0.1%+29.7%0.034%
11/8/2023Greatmark Investment Partners Inc.140,500$1.19M0.2%+6.4%0.259%
11/8/2023Moors & Cabot Inc.10,000$85K0.0%-28.6%0.018%
11/8/2023Oppenheimer & Co. Inc.22,125$188K0.0%+19.5%0.041%
11/2/2023Capital Investment Advisory Services LLC52,153$443K0.0%+10.4%0.096%
10/27/2023 Hennion & Walsh Asset Management Inc.23,791$202K0.0%N/A0.044%
10/26/2023Advisor Partners II LLC139,307$1.18M0.0%N/A0.257%
10/26/2023High Note Wealth LLC22,146$188K0.1%-7.6%0.041%
10/25/2023 Kennedy Investment Group353,557$3.01M1.8%-0.6%0.652%
10/24/2023Bank of New York Mellon Corp25,629$218K0.0%N/A0.047%
10/24/2023 Raymond James Financial Services Advisors Inc.26,918$229K0.0%+26.5%0.050%
10/24/2023 Raymond James & Associates88,249$750K0.0%+7.5%0.163%
10/24/2023 Dakota Wealth Management75,000$638K0.0%+38.1%0.138%
10/24/2023 Cambridge Investment Research Advisors Inc.69,711$593K0.0%+23.5%0.129%
10/23/2023Commonwealth Equity Services LLC40,930$348K0.0%-44.2%0.075%
10/10/2023 Wealth Alliance Advisory Group LLC14,735$125K0.0%+24.3%0.027%
10/10/2023 Indiana Trust & Investment Management CO170,380$1.45M0.7%N/A0.314%
8/16/2023TD Capital Management LLC2,817$27K0.0%N/A0.005%
8/15/2023Rivernorth Capital Management LLC1,390,028$13.50M0.7%+36.7%2.563%
8/14/2023Buckingham Strategic Partners17,768$173K0.0%N/A0.033%
8/11/2023Karpus Management Inc.2,129,953$20.68M0.6%-0.1%3.928%
8/11/2023Landscape Capital Management L.L.C.20,174$196K0.0%+14.0%0.037%
8/11/2023Guggenheim Capital LLC788,921$7.66M0.1%-0.8%1.455%
8/10/2023Private Advisor Group LLC79,755$774K0.0%+1.6%0.147%
8/10/2023Moors & Cabot Inc.14,000$136K0.0%-57.6%0.026%
8/10/2023Sit Investment Associates Inc.3,052,160$29.64M0.8%+5.2%5.628%
8/9/2023Robinson Capital Management LLC222,265$2.16M1.0%+14.4%0.410%
8/8/2023 Claro Advisors LLC42,240$410K0.1%-8.7%0.078%
8/7/2023Wolverine Asset Management LLC4,735$46K0.0%N/A0.009%
8/3/2023Van ECK Associates Corp367,644$3.57M0.0%+5.4%0.678%
8/3/2023Oppenheimer & Co. Inc.18,518$180K0.0%N/A0.034%
8/2/2023Greatmark Investment Partners Inc.132,000$1.28M0.2%+23.4%0.243%
8/1/2023Truist Financial Corp766,922$7.45M0.0%+11.2%1.414%
8/1/2023Merit Financial Group LLC14,227$138K0.0%N/A0.026%
7/31/2023LPL Financial LLC180,814$1.76M0.0%+6.7%0.333%
7/31/2023 Strategic Advisors LLC10,000$97K0.0%-53.9%0.018%
7/28/2023Capital Investment Advisory Services LLC47,244$459K0.0%+6.8%0.087%
7/27/2023Melone Private Wealth LLC181,108$1.76M1.2%+1.1%0.334%
7/27/2023 Compass Wealth Management LLC7,720$75K0.0%N/A0.014%
7/26/2023Institute for Wealth Management LLC.15,100$147K0.0%N/A0.028%
7/25/2023Leo Brokerage LLC144,620$1.40M0.2%+4.5%0.267%
7/25/2023High Note Wealth LLC23,976$233K0.1%-14.7%0.044%
7/19/2023 Kennedy Investment Group355,650$3.45M2.0%-0.3%0.656%
7/17/2023GPS Wealth Strategies Group LLC8,113$79K0.0%-30.8%0.015%
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7/13/2023 Cambridge Investment Research Advisors Inc.56,464$548K0.0%+4.7%0.104%
6/1/2023 Kennedy Investment Group356,857$3.55M2.2%-4.0%0.658%
5/11/2023Karpus Management Inc.2,131,710$21.19M0.7%-1.7%3.931%
5/11/2023Bramshill Investments LLC2,124,957$21.12M2.5%+6.7%3.918%
5/11/2023BOKF NA99,000$984K0.0%+2.1%0.183%
5/11/2023Sit Investment Associates Inc.2,901,272$28.84M0.8%+52.9%5.350%
5/11/2023Guggenheim Capital LLC795,182$7.90M0.1%-45.2%1.466%
5/10/2023Private Advisor Group LLC78,537$781K0.0%N/A0.145%
5/10/2023Landscape Capital Management L.L.C.17,700$176K0.0%-30.1%0.033%
5/10/2023Robinson Capital Management LLC194,262$1.90M0.9%-8.9%0.358%
(Data available from 1/1/2016 forward)

VGM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VGM shares?

During the previous two years, 91 institutional investors and hedge funds held shares of Invesco Trust for Investment Grade Municipals. The most heavily invested institutionals were Karpus Management Inc. ($31.64M), Sit Investment Associates Inc. ($29.64M), Bramshill Investments LLC ($19.88M), Rivernorth Capital Management LLC ($13.50M), Fiera Capital Corp ($10.25M), Guggenheim Capital LLC ($7.66M), and Truist Financial Corp ($7.62M).Learn more on VGM's institutional investors.

What percentage of Invesco Trust for Investment Grade Municipals stock is owned by institutional investors?

38.13% of Invesco Trust for Investment Grade Municipals stock is owned by institutional investors. Learn more on VGM's institutional investor holdings.

Which institutional investors have been buying Invesco Trust for Investment Grade Municipals stock?

Of the 80 institutional investors that purchased Invesco Trust for Investment Grade Municipals stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($1.46M), Sit Investment Associates Inc. ($1.37M), Fiera Capital Corp ($1.04M), Bramshill Investments LLC ($805.20K), Rivernorth Capital Management LLC ($621.31K), Truist Financial Corp ($534.71K), and Robinson Capital Management LLC ($472.38K).

How much institutional buying is happening at Invesco Trust for Investment Grade Municipals?

Institutional investors have bought a total of 9,844,183 shares in the last 24 months. This purchase volume represents approximately $97.48M in transactions.

Which Invesco Trust for Investment Grade Municipals major shareholders have been selling company stock?

Of the 39 institutional investors that sold Invesco Trust for Investment Grade Municipals stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Guggenheim Capital LLC ($668.93K), Bramshill Investments LLC ($444.97K), UBS Group AG ($245.64K), Moors & Cabot Inc. ($73K), Commonwealth Equity Services LLC ($68.90K), Van ECK Associates Corp ($58.99K), and Hightower 6M Holding LLC ($54.04K).

How much institutional selling is happening at Invesco Trust for Investment Grade Municipals?

Institutional investors have sold a total of 2,078,018 shares in the last 24 months. This volume of shares sold represents approximately $21.40M in transactions.


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This page (NYSE:VGM) was last updated on 4/28/2024 by MarketBeat.com Staff

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