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Invesco Trust for Investment Grade New York Municipals (VTN) Institutional Ownership

Invesco Trust for Investment Grade New York Municipals logo
$10.34 -0.19 (-1.80%)
Closing price 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Trust for Investment Grade New York Municipals (NYSE:VTN)

Current
Institutional Ownership
Percentage
34.87%
Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$6.83M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$48.13M
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VTN Institutional Buying and Selling by Quarter

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Invesco Trust for Investment Grade New York Municipals Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025Alpine Global Management LLC47,420$496K0.1%N/A0.243%
2/17/2025Saba Capital Management L.P.200,901$2.10M0.0%-92.7%1.031%
2/17/2025Cary Street Partners Financial LLC14,599$153K0.0%N/A0.075%
2/17/2025CF Capital LLC51,707$541K0.6%N/A0.265%
2/17/2025Balyasny Asset Management L.P.19,441$204K0.0%N/A0.100%
2/17/2025Bank of America Corp DE250,348$2.62M0.0%+6.5%1.285%
2/14/2025Alpine Global Management LLC47,420$496K0.1%N/A0.243%
2/14/2025Stifel Financial Corp45,616$478K0.0%+19.4%0.234%
2/13/2025Guggenheim Capital LLC350,865$3.67M0.0%+3.9%1.801%
2/13/2025Walleye Capital LLC10,956$115K0.0%N/A0.056%
2/13/2025Raymond James Financial Inc.10,678$112K0.0%N/A0.055%
2/13/2025Sit Investment Associates Inc.409,252$4.29M0.1%-78.8%2.101%
2/13/2025Wells Fargo & Company MN11,428$120K0.0%-29.6%0.059%
2/12/2025Thomas J. Herzfeld Advisors Inc.24,132$253K0.1%-41.9%0.124%
2/11/2025Ashton Thomas Securities LLC111,700$1.17M0.3%+145.5%0.573%
2/11/2025LPL Financial LLC19,050$199K0.0%N/A0.098%
2/10/2025Commonwealth Equity Services LLC11,436$120K0.0%-68.8%0.059%
2/6/2025Raymond James Financial Inc.10,678$112K0.0%N/A0.055%
2/3/2025Wolverine Asset Management LLC13,618$143K0.0%+1,314.1%0.070%
1/31/2025Robinson Capital Management LLC98,122$1.03M0.4%-59.6%0.504%
1/22/2025Joseph P. Lucia & Associates LLC26,064$273K0.1%+131.3%0.134%
1/22/2025PFG Investments LLC10,700$112K0.0%N/A0.055%
1/15/2025Hennion & Walsh Asset Management Inc.153,293$1.61M0.1%+2.0%0.787%
12/3/2024Rivernorth Capital Management LLC201,747$2.33M0.1%+24.0%1.036%
11/15/2024Rivernorth Capital Management LLC197,573$2.28M0.1%+21.4%1.014%
10/23/2024Hennion & Walsh Asset Management Inc.150,218$1.73M0.1%-34.1%0.771%
8/16/2024Almitas Capital LLC96,688$1.09M0.5%-37.5%0.496%
8/15/2024Logan Stone Capital LLC129,794$1.46M0.4%-45.3%0.666%
8/14/2024Whitebox Advisors LLC120,354$1.35M0.0%+228.9%0.618%
7/24/2024Joseph P. Lucia & Associates LLC11,267$127K0.1%N/A0.058%
7/20/2024Hennion & Walsh Asset Management Inc.227,802$2.56M0.1%+3.0%1.170%
5/15/2024Whitebox Advisors LLC36,588$393K0.0%N/A0.188%
5/14/2024Karpus Management Inc.68,675$738K0.0%-2.3%0.353%
4/24/2024Blue Bell Private Wealth Management LLC14,141$152K0.0%+171.3%0.073%
4/17/2024Hennion & Walsh Asset Management Inc.221,118$2.38M0.1%-21.3%1.135%
4/11/2024Sanders Morris Harris LLC39,004$419K0.1%N/A0.200%
3/27/2024Nomura Holdings Inc.10,855$113K0.0%N/A0.056%
2/22/2024Scarborough Advisors LLC25,000$260K0.0%N/A0.128%
2/13/2024Karpus Management Inc.70,300$732K0.0%-93.9%0.361%
2/8/2024Robinson Capital Management LLC383,936$3.99M1.4%+83.8%1.971%
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1/25/2024Blue Bell Private Wealth Management LLC5,213$54K0.0%N/A0.027%
11/21/2023Almitas Capital LLC19,378$166K0.1%N/A0.099%
11/14/2023AQR Arbitrage LLC136,986$1.25M0.1%+89.9%0.703%
11/14/2023Saba Capital Management L.P.1,304,789$11.89M0.3%+122.4%6.698%
11/14/2023Robinson Capital Management LLC208,936$1.89M0.8%+6.8%1.073%
11/9/2023Fiera Capital Corp349,204$3.18M0.0%+2.4%1.793%
11/9/2023Karpus Management Inc.1,146,531$10.45M0.4%-5.5%5.886%
11/8/2023Fort Point Capital Partners LLC17,717$161K0.0%N/A0.091%
10/27/2023Hennion & Walsh Asset Management Inc.272,485$2.48M0.1%-28.1%1.399%
10/23/2023Commonwealth Equity Services LLC36,204$330K0.0%+12.4%0.186%
8/11/2023Karpus Management Inc.1,213,590$12.40M0.4%-6.9%6.230%
8/11/2023Guggenheim Capital LLC372,932$3.81M0.0%-6.0%1.914%
8/10/2023Sit Investment Associates Inc.331,012$3.38M0.1%-0.8%1.699%
8/9/2023Fiera Capital Corp340,995$3.49M0.0%+14.6%1.750%
8/7/2023Wolverine Asset Management LLC8,440$86K0.0%N/A0.043%
8/7/2023Tortoise Investment Management LLC29,340$300K0.0%-32.6%0.151%
8/2/2023Bank of Montreal Can20,602$248K0.0%N/A0.106%
7/31/2023Dakota Wealth Management31,644$323K0.0%-42.1%0.162%
5/11/2023Karpus Management Inc.1,303,389$13.63M0.4%-2.7%6.689%
5/11/2023Guggenheim Capital LLC396,805$4.15M0.0%+19.9%2.036%
5/9/2023Tortoise Investment Management LLC43,540$455K0.1%-53.0%0.223%
4/26/2023Fiera Capital Corp297,640$3.11M0.0%-4.6%1.527%
4/20/2023Hennion & Walsh Asset Management Inc.367,649$3.85M0.2%-20.7%1.886%
4/14/2023Dakota Wealth Management54,614$571K0.0%+26.0%0.280%
4/11/2023Canandaigua National Bank & Trust Co.13,000$136K0.0%N/A0.067%
2/10/2023Sit Investment Associates Inc.195,148$1.97M0.1%+245.6%1.001%
2/8/2023Fiera Capital Corp312,041$3.15M0.0%N/A1.601%
2/8/2023Dakota Wealth Management43,360$438K0.0%-22.7%0.222%
2/7/2023Commonwealth Equity Services LLC33,716$340K0.0%-20.1%0.173%
2/7/2023IFP Advisors Inc15,360$199K0.0%-34.0%0.079%
2/3/2023Tortoise Investment Management LLC92,709$936K0.2%-35.5%0.476%
2/1/2023Bank of Montreal Can21,111$244K0.0%N/A0.108%
1/27/2023Bridgewater Advisors Inc.57,561$581K0.1%-6.0%0.295%
1/25/2023Shufro Rose & Co. LLC23,500$237K0.0%+27.0%0.121%
1/12/2023Hennion & Walsh Asset Management Inc.463,856$4.69M0.3%+5.7%2.380%
11/15/2022Karpus Management Inc.1,307,125$12.50M0.4%+13.1%6.707%
11/15/2022Logan Stone Capital LLC60,651$580K0.4%+364.0%0.311%
11/14/2022Guggenheim Capital LLC352,970$3.37M0.0%+0.6%1.811%
11/14/2022Hennion & Walsh Asset Management Inc.438,660$4.19M0.3%+1.0%2.251%
11/10/2022Dakota Wealth Management56,114$536K0.0%+8.1%0.288%
11/10/2022Wolverine Asset Management LLC10,812$103K0.0%N/A0.055%
11/8/2022Robinson Capital Management LLC195,607$1.89M1.5%-9.8%1.004%
11/8/2022IFP Advisors Inc23,260$301K0.0%N/A0.119%
11/4/2022Tortoise Investment Management LLC143,688$1.37M0.3%-2.0%0.737%
10/28/2022Bridgewater Advisors Inc.61,216$585K0.2%+6.1%0.314%
10/25/2022Raymond James & Associates10,234$98K0.0%N/A0.053%
8/15/2022Karpus Management Inc.1,156,065$12.45M0.4%+13.4%5.933%
8/5/2022Dakota Wealth Management51,914$559K0.1%+54.9%0.266%
8/4/2022Robinson Capital Management LLC216,857$2.34M1.7%+20.7%1.113%
8/3/2022Janney Montgomery Scott LLC10,532$113K0.0%-13.9%0.054%
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7/22/2022Shufro Rose & Co. LLC18,500$199K0.0%+19.4%0.095%
7/19/2022Commonwealth Equity Services LLC51,656$556K0.0%+16.7%0.265%
7/19/2022Hennion & Walsh Asset Management Inc.434,374$4.68M0.3%+6.3%2.229%
5/10/2022Karpus Management Inc.1,019,059$11.81M0.4%+2.4%5.232%
5/9/2022Herold Advisors Inc.5,318$62K0.0%N/A0.027%
5/9/2022Shufro Rose & Co. LLC15,500$180K0.0%+14.8%0.080%
5/6/2022Tortoise Investment Management LLC145,913$1.69M0.3%-8.4%0.749%
5/5/2022Bridgewater Advisors Inc.57,720$669K0.2%-3.9%0.296%
5/4/2022Commonwealth Equity Services LLC44,266$513K0.0%+31.9%0.227%
4/26/2022Hennion & Walsh Asset Management Inc.408,536$4.74M0.3%+19.0%2.097%
(Data available from 1/1/2016 forward)

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VTN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VTN shares?

During the previous two years, 37 institutional investors and hedge funds held shares of Invesco Trust for Investment Grade New York Municipals. The most heavily invested institutionals were Sit Investment Associates Inc. ($4.29M), Guggenheim Capital LLC ($3.67M), Fiera Capital Corp ($3.18M), Bank of America Corp DE ($2.62M), Rivernorth Capital Management LLC ($2.33M), Saba Capital Management L.P. ($2.10M), and Hennion & Walsh Asset Management Inc. ($1.61M).Learn more on VTN's institutional investors.

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

34.87% of Invesco Trust for Investment Grade New York Municipals stock is owned by institutional investors. Learn more on VTN's institutional investor holdings.

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

Of the 31 institutional investors that purchased Invesco Trust for Investment Grade New York Municipals stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Saba Capital Management L.P. ($718.18K), Robinson Capital Management LLC ($188.33K), Whitebox Advisors LLC ($120.35K), Alpine Global Management LLC ($94.84K), Guggenheim Capital LLC ($79.18K), Rivernorth Capital Management LLC ($73.83K), and Ashton Thomas Securities LLC ($66.20K).

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

Institutional investors have bought a total of 1,859,600 shares in the last 24 months. This purchase volume represents approximately $18.47M in transactions.

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

Of the 14 institutional investors that sold Invesco Trust for Investment Grade New York Municipals stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Saba Capital Management L.P. ($2.56M), Sit Investment Associates Inc. ($1.53M), Karpus Management Inc. ($1.27M), Hennion & Walsh Asset Management Inc. ($340.12K), Robinson Capital Management LLC ($144.72K), Logan Stone Capital LLC ($107.50K), and Tortoise Investment Management LLC ($63.37K).

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

Institutional investors have sold a total of 6,175,173 shares in the last 24 months. This volume of shares sold represents approximately $64.54M in transactions.


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This page (NYSE:VTN) was last updated on 4/4/2025 by MarketBeat.com Staff
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