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Invesco Trust for Investment Grade Municipals (VGM) Institutional Ownership

Invesco Trust for Investment Grade Municipals logo
$10.12 -0.03 (-0.25%)
As of 01/17/2025 03:58 PM Eastern
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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)
47
Total
Institutional Inflows
(last 12 months)
$44.34M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$11.47M
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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
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%
11/15/2024Stifel Financial Corp167,271$1.77M0.0%+1.1%0.000%
11/15/2024Rivernorth Capital Management LLC1,612,419$17.03M0.8%-2.0%0.000%
11/15/2024HighTower Advisors LLC39,868$429K0.0%N/A0.000%
11/14/2024Rockefeller 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%
11/7/2024Pathstone Holdings LLC764,291$8.07M0.0%+27.3%0.000%
11/7/2024 Claro Advisors LLC107,165$1.13M0.1%+15.4%0.000%
11/6/2024Oppenheimer & Co. Inc.24,167$255K0.0%+37.1%0.000%
11/1/2024Fiera Capital Corp543,547$5.74M0.0%-2.3%0.000%
10/29/2024Van ECK Associates Corp394,076$4.03M0.0%-0.7%0.000%
10/25/2024Tyche Wealth Partners LLC71,544$756K0.2%-11.9%0.000%
10/24/2024Kercheville Advisors LLC13,463$142K0.1%+8.3%0.000%
10/23/2024 Dakota Wealth Management90,000$950K0.0%+2.3%0.000%
10/22/2024Leo Wealth LLC218,123$2.30M0.2%+11.5%0.000%
10/21/2024Kennedy Investment Group285,641$3.02M1.4%-6.1%0.000%
10/19/2024Allspring 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%
10/16/2024Indiana 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%
10/8/2024Dynamic 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%
8/5/2024Blue 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%
7/31/2024Van ECK Associates Corp396,714$4.07M0.0%-7.7%0.000%
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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%
7/26/2024Allspring 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%
7/18/2024Kennedy Investment Group304,306$3.13M1.6%-6.6%0.000%
7/9/2024Kingswood 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%
5/9/2024Leo 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%
4/30/2024Private Advisor Group LLC73,425$724K0.0%-8.7%0.135%
4/30/2024Van ECK Associates Corp429,706$4.24M0.0%+5.0%0.792%
4/30/2024WealthBridge Capital Management LLC18,500$182K0.1%-9.4%0.034%
4/25/2024Capital Investment Advisory Services LLC37,097$366K0.0%-28.8%0.068%
4/24/2024CENTRAL TRUST Co2,926$29K0.0%N/A0.005%
4/23/2024Tyche Wealth Partners LLC81,179$800K0.2%+2.3%0.150%
4/23/2024Summit Trail Advisors LLC18,574$183K0.0%-12.0%0.034%
4/18/2024Allspring 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%
2/14/2024Sollinda 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%
2/12/2024 Gridiron 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%
2/5/2024Van 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%
1/30/2024Tyche Wealth Partners LLC79,379$785K0.2%N/A0.146%
1/29/2024Kennedy 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%
1/22/2024 Claro Advisors LLC94,009$930K0.2%+105.1%0.173%
1/16/2024 Simon Quick Advisors LLC22,465$222K0.0%N/A0.041%
1/16/2024Kingswood 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%
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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%
1/5/2024 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%
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%
(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, 94 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 ($17.03M), Pathstone Holdings LLC ($8.07M), Truist Financial Corp ($7.74M), and Guggenheim Capital LLC ($7.66M).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. ($1.74M), Sit Investment Associates Inc. ($1.36M), Fiera Capital Corp ($1.04M), Robinson Capital Management LLC ($488.90K), 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 8,863,670 shares in the last 24 months. This purchase volume represents approximately $86.03M 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 ($662.81K), Logan Stone Capital LLC ($340.68K), Fiera Capital Corp ($258.15K), UBS Group AG ($229.56K), Claro Advisors LLC ($85.15K), 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 2,358,158 shares in the last 24 months. This volume of shares sold represents approximately $23.68M in transactions.


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This page (NYSE:VGM) was last updated on 1/21/2025 by MarketBeat.com Staff
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