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

Invesco Trust for Investment Grade New York Municipals logo
$10.64 +0.03 (+0.24%)
As of 04:00 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)
21
Total
Institutional Inflows
(last 12 months)
$7.21M
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

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

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 2/21/2025 by MarketBeat.com Staff
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