Invesco Trust for Investment Grade Municipals (VGM) Institutional Ownership $10.16 +0.04 (+0.35%) Closing price 02/21/2025 03:59 PM EasternExtended Trading$10.19 +0.03 (+0.29%) As of 02/21/2025 04:01 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesOwnershipSEC FilingsShort InterestTrends Institutional Ownership Changes (13F Filings) for Invesco Trust for Investment Grade Municipals (NYSE:VGM)CurrentInstitutional OwnershipPercentage38.13%Number ofInstitutional Buyers(last 12 months)57TotalInstitutional Inflows(last 12 months)$40.89MNumber ofInstitutional Sellers(last 12 months)32TotalInstitutional Outflows(last 12 months)$16.28M Get VGM Insider Trade Alerts Want to know when executives and insiders are buying or selling Invesco Trust for Investment Grade Municipals stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data VGM Institutional Buying and Selling by Quarter Invesco Trust for Investment Grade Municipals Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/17/2025 Pathstone Holdings LLC1,112,444$11.25M0.0%+45.6%0.000% 2/17/2025 Nomura Holdings Inc.14,000$141K0.0%N/A0.000% 2/17/2025 Nuveen Asset Management LLC35,973$363K0.0%+159.5%0.000% 2/17/2025 Cetera Investment Advisers21,177$214K0.0%+24.4%0.000% 2/17/2025 Bank of America Corp DE329,178$3.33M0.0%+57.4%0.000% 2/17/2025 Ameriprise Financial Inc.300,727$3.04M0.0%+7.1%0.000% 2/17/2025 Anderson Financial Strategies LLC12,635$128K0.1%N/A0.000% 2/14/2025 AQR Arbitrage LLC43,361$438K0.0%-81.2%0.000% 2/14/2025 Quarry LP39,036$394K0.1%+22.8%0.000% 2/14/2025 Stifel Financial Corp172,941$1.75M0.0%+3.4%0.000% Get the Latest News and Ratings for VGM and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Invesco Trust for Investment Grade Municipals and its competitors with MarketBeat's FREE daily newsletter. 2/14/2025 First Trust Advisors LP15,920$161K0.0%-13.7%0.000% 2/13/2025 NewEdge Advisors LLC22,670$229K0.0%+36.8%0.000% 2/13/2025 Guggenheim Capital LLC729,804$7.37M0.1%+36.2%0.000% 2/13/2025 XTX Topco Ltd17,004$172K0.0%N/A0.000% 2/13/2025 Cohen & Steers Inc.30,000$303K0.0%+20.0%0.000% 2/13/2025 Rockefeller Capital Management L.P.51,477$520K0.0%-15.1%0.000% 2/13/2025 Raymond James Financial Inc.208,943$2.11M0.0%N/A0.000% 2/13/2025 Invesco Ltd.140,922$1.42M0.0%+55.4%0.000% 2/13/2025 Bank of Montreal Can39,005$394K0.0%+4.0%0.000% 2/13/2025 Cerity Partners LLC23,408$236K0.0%-10.3%0.000% 2/13/2025 Sit Investment Associates Inc.2,286,766$23.10M0.5%-8.2%0.000% 2/13/2025 Wells Fargo & Company MN450,590$4.55M0.0%-3.4%0.000% 2/12/2025 Landscape Capital Management L.L.C.23,365$236K0.0%N/A0.000% 2/12/2025 Thomas J. Herzfeld Advisors Inc.38,798$392K0.1%+18.1%0.000% 2/12/2025 StoneX Group Inc.19,467$197K0.0%N/A0.000% 2/11/2025 Mountain Hill Investment Partners Corp.7,000$71K0.1%N/A0.000% 2/11/2025 LPL Financial LLC361,472$3.65M0.0%+143.4%0.000% 2/10/2025 Harbour Investments Inc.21,679$219K0.0%+30.7%0.000% 2/10/2025 Greatmark Investment Partners Inc.214,500$2.17M0.3%-0.9%0.000% 2/7/2025 HighTower Advisors LLC10,039$101K0.0%-74.8%0.000% 2/7/2025 Permanent Capital Management LP15,274$154K0.0%N/A0.000% 2/7/2025 Blue Bell Private Wealth Management LLC13,700$138K0.0%-13.8%0.000% 2/6/2025 Raymond James Financial Inc.208,943$2.11M0.0%N/A0.000% 2/5/2025 Oppenheimer & Co. Inc.13,167$133K0.0%-45.5%0.000% 2/4/2025 Mackay Shields LLC371,828$3.76M0.1%-0.5%0.000% 1/31/2025 Robinson Capital Management LLC1,381,874$13.96M5.6%+44.5%0.000% 1/31/2025 Truist Financial Corp730,429$7.38M0.0%-3.1%0.000% 1/29/2025 Van ECK Associates Corp406,392$4.11M0.0%+3.1%0.000% 1/29/2025 Indiana Trust & Investment Management Co175,690$1.77M0.6%+1.9%0.000% 1/28/2025 Leo Wealth LLC221,650$2.24M0.2%+1.6%0.000% Elon’s “New Gold” (Ad)MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest breakthrough in artificial intelligence… but in human technology. It’s so valuable that some are referring to it as the “new gold”.I reveal all of the details here.1/27/2025 Tyche Wealth Partners LLC67,364$680K0.1%-5.8%0.000% 1/24/2025 Absolute Investment Advisers LLC107,994$1.09M0.1%N/A0.000% 1/23/2025 Capital Investment Advisory Services LLC56,861$574K0.1%+3.9%0.000% 1/22/2025 Kennedy Investment Group268,241$2.71M1.2%-6.1%0.000% 1/17/2025 Avior Wealth Management LLC22,890$231K0.0%+23.2%0.000% 1/17/2025 Janney Montgomery Scott LLC14,861$150K0.0%N/A0.000% 1/17/2025 Dakota Wealth Management105,500$1.07M0.0%+17.2%0.000% 1/15/2025 Wealth Alliance Advisory Group LLC15,737$159K0.0%-7.1%0.000% 1/14/2025 Sovereign Financial Group Inc.25,215$255K0.1%+130.5%0.000% 1/14/2025 Melone Private Wealth LLC174,333$1.76M0.9%+1.6%0.000% 1/13/2025 Claro Advisors LLC104,541$1.06M0.1%-2.4%0.000% 1/13/2025 Capital Investment Advisors LLC13,305$134K0.0%N/A0.000% 11/15/2024 Stifel Financial Corp167,271$1.77M0.0%+1.1%0.000% 11/15/2024 Rivernorth Capital Management LLC1,612,419$17.03M0.8%-2.0%0.000% 11/15/2024 HighTower Advisors LLC39,868$429K0.0%N/A0.000% 11/14/2024 Rockefeller Capital Management L.P.60,619$640K0.0%+1.7%0.000% 11/8/2024 Avior Wealth Management LLC18,576$196K0.0%+20.4%0.000% 11/7/2024 Pathstone Holdings LLC764,291$8.07M0.0%+27.3%0.000% 11/7/2024 Claro Advisors LLC107,165$1.13M0.1%+15.4%0.000% 11/6/2024 Oppenheimer & Co. Inc.24,167$255K0.0%+37.1%0.000% 11/1/2024 Fiera 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% 10/18/2024 Wealth Alliance Advisory Group LLC16,937$179K0.0%+18.7%0.000% 10/17/2024 Claro 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% 8/21/2024 Truist Financial Corp753,750$7.74M0.0%-2.5%0.000% 8/16/2024 Quarry LP31,800$327K0.1%N/A0.000% 8/16/2024 Almitas Capital LLC12,534$129K0.1%N/A0.000% 8/15/2024 Logan Stone Capital LLC222,025$2.28M0.6%-60.5%0.000% 8/14/2024 Bank of Montreal Can36,869$415K0.0%-32.2%0.000% 8/8/2024 NINE 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% 8/1/2024 Fiera 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% 7/31/2024 Commonwealth Equity Services LLC50,127$515K0.0%-4.9%0.000% 7/31/2024 Rothschild 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% 7/23/2024All 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% Collect $7k per month from Tesla’s SECRET dividend (Ad)There's a little-known secret about Tesla that even seasoned investors don't know. 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Want to see how it works?Click here to uncover Tesla's hidden income secret.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% 5/17/2024 Comerica Bank4,000$39K0.0%+661.9%0.000% 5/15/2024 BOKF NA40,000$390K0.0%-60.0%0.000% 5/14/2024 Robinson Capital Management LLC683,163$6.53M2.4%+16.4%0.000% 5/14/2024 Karpus 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% 5/9/2024 SageView 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% (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, 107 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. ($23.10M), Bramshill Investments LLC ($19.88M), Rivernorth Capital Management LLC ($17.03M), Robinson Capital Management LLC ($13.96M), Pathstone Holdings LLC ($11.25M), and Truist Financial Corp ($7.38M).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 92 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. ($1.74M), Sit Investment Associates Inc. ($1.15M), Fiera Capital Corp ($1.04M), Robinson Capital Management LLC ($914.50K), Pathstone Holdings LLC ($511.86K), Allspring Global Investments Holdings LLC ($445.36K), and Raymond James Financial Inc. ($417.89K). How much institutional buying is happening at Invesco Trust for Investment Grade Municipals? Institutional investors have bought a total of 10,477,489 shares in the last 24 months. This purchase volume represents approximately $102.36M in transactions. Which Invesco Trust for Investment Grade Municipals major shareholders have been selling company stock? Of the 47 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 ($662.81K), Logan Stone Capital LLC ($340.68K), Fiera Capital Corp ($258.15K), Sit Investment Associates Inc. ($205.05K), AQR Arbitrage LLC ($187.39K), Kennedy Investment Group ($93.53K), and Claro Advisors LLC ($85.15K). How much institutional selling is happening at Invesco Trust for Investment Grade Municipals? Institutional investors have sold a total of 2,620,876 shares in the last 24 months. This volume of shares sold represents approximately $26.35M in transactions. 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