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Invesco Trust for Investment Grade Municipals (VGM) Institutional Ownership

Invesco Trust for Investment Grade Municipals logo
$10.27
-0.09 (-0.87%)
(As of 11/1/2024 ET)
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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)
49
Total
Institutional Inflows
(last 12 months)
$50.39M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$11.75M
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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
11/1/2024Fiera Capital Corp543,547$5.74M0.0%-2.3%0.000%
10/29/2024 Van ECK Associates Corp394,076$4.03M0.0%-0.7%0.000%
10/25/2024 Tyche Wealth Partners LLC71,544$756K0.2%-11.9%0.000%
10/24/2024 Kercheville Advisors LLC13,463$142K0.1%+8.3%0.000%
10/23/2024 Dakota Wealth Management90,000$950K0.0%+2.3%0.000%
10/22/2024 Leo Wealth LLC218,123$2.30M0.2%+11.5%0.000%
10/21/2024 Kennedy Investment Group285,641$3.02M1.4%-6.1%0.000%
10/19/2024 Allspring Global Investments Holdings LLC370,360$3.91M0.0%-16.8%0.000%
10/18/2024Wealth Alliance Advisory Group LLC16,937$179K0.0%+18.7%0.000%
10/17/2024Claro Advisors LLC16,136$170K0.0%-82.6%0.000%
10/16/2024 Indiana Trust & Investment Management Co172,492$1.82M0.6%+1.2%0.000%
10/8/2024 Sovereign Financial Group Inc.10,938$116K0.0%N/A0.000%
10/8/2024 Dynamic Advisor Solutions LLC12,950$137K0.0%+16.1%0.000%
10/7/2024 Melone Private Wealth LLC171,649$1.81M1.0%-9.2%0.000%
8/21/2024Truist Financial Corp753,750$7.74M0.0%-2.5%0.000%
8/16/2024Quarry LP31,800$327K0.1%N/A0.000%
8/16/2024Almitas Capital LLC12,534$129K0.1%N/A0.000%
8/15/2024Logan Stone Capital LLC222,025$2.28M0.6%-60.5%0.000%
8/14/2024Bank of Montreal Can36,869$415K0.0%-32.2%0.000%
8/8/2024NINE MASTS CAPITAL Ltd45,946$472K0.1%-51.8%0.000%
8/5/2024 Blue Bell Private Wealth Management LLC15,400$158K0.0%N/A0.000%
8/2/2024 Simon Quick Advisors LLC16,908$174K0.0%-32.7%0.000%
8/1/2024Fiera Capital Corp556,355$5.71M0.0%-30.6%0.000%
7/31/2024 Van ECK Associates Corp396,714$4.07M0.0%-7.7%0.000%
7/31/2024Commonwealth Equity Services LLC50,127$515K0.0%-4.9%0.000%
7/31/2024Rothschild Investment LLC126,300$1.30M0.1%N/A0.000%
7/26/2024 Allspring Global Investments Holdings LLC445,360$4.57M0.0%+80.8%0.000%
7/23/2024 All Season Financial Advisors Inc.15,723$161K0.1%N/A0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.56,535$581K0.0%+5.8%0.000%
7/19/2024Raymond James & Associates117,066$1.20M0.0%+14.8%0.000%
7/18/2024 Kennedy Investment Group304,306$3.13M1.6%-6.6%0.000%
7/9/2024 Kingswood Wealth Advisors LLC10,432$107K0.0%N/A0.000%
5/17/2024Comerica Bank4,000$39K0.0%+661.9%0.000%
5/15/2024BOKF NA40,000$390K0.0%-60.0%0.000%
5/14/2024Robinson Capital Management LLC683,163$6.53M2.4%+16.4%0.000%
5/14/2024Karpus Management Inc.3,865,590$38.12M1.1%+20.8%0.000%
5/9/2024 Leo Wealth LLC167,235$1.65M0.2%+9.6%0.000%
5/9/2024SageView Advisory Group LLC9,367$92K0.0%N/A0.000%
5/6/2024 Gill Capital Partners LLC10,558$101K0.0%-9.7%0.000%
4/30/2024 Private Advisor Group LLC73,425$724K0.0%-8.7%0.135%
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4/30/2024 Van ECK Associates Corp429,706$4.24M0.0%+5.0%0.792%
4/30/2024 WealthBridge Capital Management LLC18,500$182K0.1%-9.4%0.034%
4/25/2024 Capital 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%
4/23/2024Summit 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%
4/18/2024Claro 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%
3/14/2024 Leo 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%
2/6/2024Summit Trail Advisors LLC21,113$209K0.0%N/A0.039%
2/5/2024 Van ECK Associates Corp409,317$4.05M0.0%+14.0%0.755%
2/5/2024 Greatmark 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%
1/24/2024Stratos Wealth Partners LTD.96,067$950K0.0%N/A0.177%
1/24/2024Private Trust Co. NA7,593$75K0.0%N/A0.014%
1/22/2024Claro 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%
1/16/2024Raymond James Financial Services Advisors Inc.19,246$190K0.0%-28.5%0.035%
1/16/2024Raymond James & Associates103,329$1.02M0.0%+17.1%0.191%
1/12/2024 Melone Private Wealth LLC185,086$1.83M1.2%+1.1%0.341%
1/5/2024Capital 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%
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%
11/8/2023 Van ECK Associates Corp358,999$3.05M0.0%-2.4%0.662%
11/8/2023 Janney 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%
11/8/2023 WealthBridge Capital Management LLC18,325$156K0.1%+29.7%0.034%
11/8/2023 Greatmark Investment Partners Inc.140,500$1.19M0.2%+6.4%0.259%
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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%
11/2/2023 Capital 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%
10/26/2023 High 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%
10/24/2023Raymond James Financial Services Advisors Inc.26,918$229K0.0%+26.5%0.050%
10/24/2023Raymond James & Associates88,249$750K0.0%+7.5%0.163%
(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. ($38.12M), Sit Investment Associates Inc. ($29.64M), Bramshill Investments LLC ($19.88M), Rivernorth Capital Management LLC ($13.50M), Truist Financial Corp ($7.74M), Guggenheim Capital LLC ($7.66M), and Robinson Capital Management LLC ($6.53M).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 75 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. ($1.80M), Sit Investment Associates Inc. ($1.36M), Fiera Capital Corp ($1.04M), Robinson Capital Management LLC ($520.89K), Allspring Global Investments Holdings LLC ($445.36K), Rivernorth Capital Management LLC ($373.09K), and Bramshill Investments LLC ($236.84K).

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

Institutional investors have bought a total of 8,726,129 shares in the last 24 months. This purchase volume represents approximately $84.44M in transactions.

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

Of the 41 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), Logan Stone Capital LLC ($340.68K), Fiera Capital Corp ($258.15K), UBS Group AG ($245.64K), Claro Advisors LLC ($82.53K), Kennedy Investment Group ($76.13K), and Allspring Global Investments Holdings LLC ($75K).

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

Institutional investors have sold a total of 2,407,835 shares in the last 24 months. This volume of shares sold represents approximately $24.13M in transactions.


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This page (NYSE:VGM) was last updated on 11/2/2024 by MarketBeat.com Staff
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