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Invesco Trust for Investment Grade Municipals (VGM) Institutional Ownership

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(As of 05/20/2024 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)
55
Total
Institutional Inflows
(last 12 months)
$56.60M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$2.89M
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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
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%
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%
4/23/2024 Summit 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%
4/18/2024 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%
3/14/2024 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%
2/13/2024 Karpus Management Inc.3,199,553$31.64M1.0%+30.0%5.900%
2/13/2024 Aristides Capital LLC16,125$159K0.1%N/A0.030%
2/12/2024 Gridiron Partners LLC159,983$1.58M1.1%N/A0.295%
2/12/2024 Catalytic Wealth RIA LLC29,506$292K0.1%N/A0.054%
2/12/2024 Weiss Asset Management LP13,273$131K0.0%N/A0.024%
2/8/2024 Robinson Capital Management LLC586,706$5.77M2.0%+29.9%1.082%
2/8/2024 Fiera Capital Corp1,035,904$10.25M0.0%N/A1.910%
2/6/2024 Summit 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%
2/2/2024 Truist Financial Corp770,014$7.62M0.0%+1.1%1.420%
2/2/2024 Alesco Advisors LLC11,000$109K0.0%N/A0.020%
2/1/2024 Wolverine 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%
1/24/2024 Stratos Wealth Partners LTD.96,067$950K0.0%N/A0.177%
1/24/2024 Private 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%
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1/16/2024 Kingswood Wealth Advisors LLC10,432$103K0.0%N/A0.019%
1/16/2024 Raymond James Financial Services Advisors Inc.19,246$190K0.0%-28.5%0.035%
1/16/2024 Raymond 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%
11/14/2023 AQR Arbitrage LLC399,294$3.39M0.2%+97.4%0.736%
11/14/2023 Saba Capital Management L.P.78,070$664K0.0%N/A0.144%
11/14/2023 Robinson Capital Management LLC451,610$3.86M1.7%+103.2%0.833%
11/13/2023 Bramshill Investments LLC2,338,567$19.88M2.3%+4.6%4.312%
11/13/2023 Wolverine Asset Management LLC28,590$243K0.0%+503.8%0.053%
11/13/2023 PNC Financial Services Group Inc.22,033$187K0.0%-19.9%0.041%
11/9/2023 Karpus Management Inc.2,461,545$20.92M0.7%+15.6%4.539%
11/9/2023 UBS 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%
11/8/2023 Landscape 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%
11/8/2023 Moors & Cabot Inc.10,000$85K0.0%-28.6%0.018%
11/8/2023 Oppenheimer & 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%
10/24/2023 Bank of New York Mellon Corp25,629$218K0.0%N/A0.047%
10/24/2023 Raymond James Financial Services Advisors Inc.26,918$229K0.0%+26.5%0.050%
10/24/2023 Raymond James & Associates88,249$750K0.0%+7.5%0.163%
10/24/2023 Dakota Wealth Management75,000$638K0.0%+38.1%0.138%
10/24/2023 Cambridge Investment Research Advisors Inc.69,711$593K0.0%+23.5%0.129%
10/23/2023Commonwealth Equity Services LLC40,930$348K0.0%-44.2%0.075%
10/10/2023 Wealth Alliance Advisory Group LLC14,735$125K0.0%+24.3%0.027%
10/10/2023 Indiana Trust & Investment Management CO170,380$1.45M0.7%N/A0.314%
8/16/2023 TD Capital Management LLC2,817$27K0.0%N/A0.005%
8/15/2023 Rivernorth Capital Management LLC1,390,028$13.50M0.7%+36.7%2.563%
8/14/2023 Buckingham Strategic Partners17,768$173K0.0%N/A0.033%
8/11/2023 Karpus Management Inc.2,129,953$20.68M0.6%-0.1%3.928%
8/11/2023 Landscape Capital Management L.L.C.20,174$196K0.0%+14.0%0.037%
8/11/2023 Guggenheim Capital LLC788,921$7.66M0.1%-0.8%1.455%
8/10/2023 Private Advisor Group LLC79,755$774K0.0%+1.6%0.147%
8/10/2023 Moors & Cabot Inc.14,000$136K0.0%-57.6%0.026%
8/10/2023 Sit Investment Associates Inc.3,052,160$29.64M0.8%+5.2%5.628%
8/9/2023 Robinson Capital Management LLC222,265$2.16M1.0%+14.4%0.410%
8/8/2023 Claro Advisors LLC42,240$410K0.1%-8.7%0.078%
8/7/2023 Wolverine Asset Management LLC4,735$46K0.0%N/A0.009%
8/3/2023 Van ECK Associates Corp367,644$3.57M0.0%+5.4%0.678%
8/3/2023 Oppenheimer & Co. Inc.18,518$180K0.0%N/A0.034%
8/2/2023 Greatmark Investment Partners Inc.132,000$1.28M0.2%+23.4%0.243%
8/1/2023 Truist Financial Corp766,922$7.45M0.0%+11.2%1.414%
8/1/2023 Merit Financial Group LLC14,227$138K0.0%N/A0.026%
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7/31/2023 LPL Financial LLC180,814$1.76M0.0%+6.7%0.333%
7/31/2023 Strategic Advisors LLC10,000$97K0.0%-53.9%0.018%
7/28/2023 Capital Investment Advisory Services LLC47,244$459K0.0%+6.8%0.087%
7/27/2023 Melone Private Wealth LLC181,108$1.76M1.2%+1.1%0.334%
7/27/2023 Compass Wealth Management LLC7,720$75K0.0%N/A0.014%
7/26/2023 Institute for Wealth Management LLC.15,100$147K0.0%N/A0.028%
7/25/2023Leo Brokerage LLC144,620$1.40M0.2%+4.5%0.267%
7/25/2023 High Note Wealth LLC23,976$233K0.1%-14.7%0.044%
7/19/2023 Kennedy Investment Group355,650$3.45M2.0%-0.3%0.656%
7/17/2023 GPS Wealth Strategies Group LLC8,113$79K0.0%-30.8%0.015%
(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, 88 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), Fiera Capital Corp ($10.25M), Guggenheim Capital LLC ($7.66M), and Truist Financial Corp ($7.62M).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 77 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. ($1.93M), Sit Investment Associates Inc. ($1.36M), Fiera Capital Corp ($1.04M), Bramshill Investments LLC ($805.20K), Robinson Capital Management LLC ($568.84K), Truist Financial Corp ($534.71K), and Rivernorth Capital Management LLC ($373.09K).

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

Institutional investors have bought a total of 9,893,788 shares in the last 24 months. This purchase volume represents approximately $96.63M in transactions.

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

Of the 39 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), UBS Group AG ($245.64K), Moors & Cabot Inc. ($73K), BOKF NA ($60K), Van ECK Associates Corp ($58.99K), Hightower 6M Holding LLC ($54.04K), and High Note Wealth LLC ($49.08K).

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

Institutional investors have sold a total of 1,652,245 shares in the last 24 months. This volume of shares sold represents approximately $16.33M in transactions.


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This page (NYSE:VGM) was last updated on 5/21/2024 by MarketBeat.com Staff

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