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

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(As of 05/3/2024 ET)
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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)
14
Total
Institutional Inflows
(last 12 months)
$11.90M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$15.89M
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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
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%
3/27/2024Nomura 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%
1/25/2024 Blue 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%
11/9/2023 Fiera 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%
10/27/2023 Hennion & 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%
8/9/2023 Fiera 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%
7/31/2023 Dakota 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%
4/26/2023 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%
2/10/2023Sit 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%
2/7/2023Commonwealth 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%
1/27/2023 Bridgewater Advisors Inc.57,561$581K0.1%-6.0%0.295%
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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%
11/15/2022Karpus 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%
11/14/2022 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%
11/10/2022Wolverine 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%
10/28/2022 Bridgewater Advisors Inc.61,216$585K0.2%+6.1%0.314%
10/25/2022 Raymond James & Associates10,234$98K0.0%N/A0.053%
8/15/2022Karpus Management Inc.1,156,065$12.45M0.4%+13.4%5.933%
8/5/2022 Dakota Wealth Management51,914$559K0.1%+54.9%0.266%
8/4/2022Robinson Capital Management LLC216,857$2.34M1.7%+20.7%1.113%
8/3/2022 Janney Montgomery Scott LLC10,532$113K0.0%-13.9%0.054%
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%
7/19/2022 Hennion & 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%
5/5/2022 Bridgewater Advisors Inc.57,720$669K0.2%-3.9%0.296%
5/4/2022Commonwealth Equity Services LLC44,266$513K0.0%+31.9%0.227%
4/26/2022 Hennion & Walsh Asset Management Inc.408,536$4.74M0.3%+19.0%2.097%
4/12/2022 Matisse Capital35,794$415K0.4%+150.3%0.184%
4/11/2022 Sanders Morris Harris LLC42,502$493K0.1%N/A0.218%
2/15/2022Karpus Management Inc.995,409$13.36M0.4%-7.8%5.110%
2/14/2022Guggenheim Capital LLC386,647$5.19M0.0%-0.7%1.985%
2/10/2022Tortoise Investment Management LLC159,228$2.14M0.4%-27.1%0.817%
2/8/2022Robinson Capital Management LLC156,338$2.10M1.3%-19.3%0.803%
2/8/2022 Raymond James & Associates22,673$304K0.0%+7.4%0.116%
2/3/2022Advisor Group Holdings Inc.70,186$941K0.0%+1.5%0.360%
1/31/2022Commonwealth Equity Services LLC33,566$450K0.0%+5.3%0.172%
1/27/2022Shufro Rose & Co. LLC13,500$181K0.0%N/A0.069%
11/16/2021Claybrook Capital LLC170,381$2.30M1.2%N/A0.875%
11/15/2021Rivernorth Capital Management LLC68,865$930K0.0%+5.5%0.354%
11/15/2021Guggenheim Capital LLC389,531$5.26M0.0%+8.1%2.000%
11/15/2021Royal Bank of Canada135,138$1.82M0.0%+5.3%0.694%
11/15/2021Cohen & Steers Inc.10,500$142K0.0%N/A0.054%
11/12/2021 Hennion & Walsh Asset Management Inc.286,979$3.87M0.2%+12.4%1.473%
11/4/2021Tortoise Investment Management LLC218,398$2.95M0.6%-15.7%1.121%
11/3/2021Herold Advisors Inc.5,235$70K0.0%N/A0.027%
11/3/2021 Ackerman Capital Advisors LLC17,841$241K0.1%N/A0.092%
10/29/2021 Janney Montgomery Scott LLC13,364$180K0.0%N/A0.069%
10/29/2021Commonwealth Equity Services LLC31,866$430K0.0%+3.0%0.164%
8/17/2021Invesco Ltd.53,130$738K0.0%-31.5%0.273%
8/16/2021Rivernorth Capital Management LLC65,286$907K0.1%N/A0.335%
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8/16/2021Royal Bank of Canada128,291$1.78M0.0%+10.1%0.659%
8/11/2021Commonwealth Equity Services LLC30,925$429K0.0%+9.4%0.159%
8/2/2021Advisor Group Holdings Inc.69,054$959K0.0%-1.6%0.355%
8/1/2021 Essex Financial Services Inc.13,986$194K0.0%N/A0.072%
8/1/2021Tortoise Investment Management LLC259,019$3.60M0.7%-3.0%1.330%
5/20/2021 Bridgewater Advisors Inc.56,390$750K0.4%N/A0.290%
5/18/2021Morgan Stanley112,571$1.48M0.0%+4.3%0.578%
5/18/2021Karpus Management Inc.946,408$12.41M0.4%+17.0%4.859%
5/17/2021Saba Capital Management L.P.245,417$3.22M0.1%+10.5%1.260%
5/17/2021CNH Partners LLC11,477$150K0.0%-58.4%0.059%
(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, 27 institutional investors and hedge funds held shares of Invesco Trust for Investment Grade New York Municipals. The most heavily invested institutionals were Saba Capital Management L.P. ($11.89M), Robinson Capital Management LLC ($3.99M), Guggenheim Capital LLC ($3.81M), Sit Investment Associates Inc. ($3.38M), Fiera Capital Corp ($3.18M), Hennion & Walsh Asset Management Inc. ($2.38M), and AQR Arbitrage LLC ($1.25M).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 25 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), Fiera Capital Corp ($363.61K), Karpus Management Inc. ($311.72K), Robinson Capital Management LLC ($225.47K), Sit Investment Associates Inc. ($138.68K), Guggenheim Capital LLC ($67.87K), and AQR Arbitrage LLC ($64.85K).

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

Institutional investors have bought a total of 2,290,876 shares in the last 24 months. This purchase volume represents approximately $22.50M in transactions.

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

Of the 12 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: Karpus Management Inc. ($1.27M), Hennion & Walsh Asset Management Inc. ($262.54K), Tortoise Investment Management LLC ($130.66K), Dakota Wealth Management ($35.72K), Guggenheim Capital LLC ($23.87K), Robinson Capital Management LLC ($21.25K), and Fiera Capital Corp ($14.40K).

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

Institutional investors have sold a total of 1,784,602 shares in the last 24 months. This volume of shares sold represents approximately $18.33M in transactions.


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

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