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Invesco Trust for Investment Grade Municipals (VGM) Institutional Ownership

Invesco Trust for Investment Grade Municipals logo
$9.71 +0.02 (+0.21%)
Closing price 05/2/2025 03:58 PM Eastern
Extended Trading
$9.72 +0.01 (+0.09%)
As of 05/2/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
59
Total
Institutional Inflows
(last 12 months)
$38.44M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$17.20M
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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
5/2/2025 Leo Wealth LLC175,758$1.75M0.3%-20.7%0.324%
5/2/2025 Dakota Wealth Management98,000$976K0.0%-7.1%0.181%
5/1/2025 Greatmark Investment Partners Inc.231,250$2.30M0.3%+7.8%0.426%
5/1/2025 High Note Wealth LLC7,747$77K0.0%-38.5%0.014%
4/30/2025 Cerity Partners LLC21,630$215K0.0%-7.6%0.040%
4/30/2025 Stratos Wealth Partners LTD.96,717$963K0.0%-1.6%0.178%
4/29/2025 Capital Investment Advisory Services LLC61,189$609K0.1%+7.6%0.113%
4/29/2025 Mackay Shields LLC370,162$3.69M0.1%-0.4%0.683%
4/23/2025 Tyche Wealth Partners LLC70,598$703K0.2%+4.8%0.000%
4/23/2025 Bessemer Group Inc.15,825$158K0.0%N/A0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.32,548$324K0.0%+6.8%0.000%
4/22/2025 Kennedy Investment Group229,135$2.28M1.1%-14.6%0.000%
4/21/2025 Riverbridge Partners LLC20,620$205K0.0%+7.3%0.000%
4/14/2025 LexAurum Advisors LLC113,651$1.13M0.2%N/A0.000%
4/11/2025 Sovereign Financial Group Inc.27,949$278K0.1%+10.8%0.000%
4/11/2025 Permanent Capital Management LP14,029$140K0.0%-8.2%0.000%
4/11/2025 Melone Private Wealth LLC176,109$1.75M0.9%+1.0%0.000%
4/8/2025 Rothschild Investment LLC113,800$1.13M0.1%-13.0%0.000%
2/17/2025Pathstone Holdings LLC1,112,444$11.25M0.0%+45.6%0.000%
2/17/2025Nomura Holdings Inc.14,000$141K0.0%N/A0.000%
2/17/2025Nuveen Asset Management LLC35,973$363K0.0%+159.5%0.000%
2/17/2025Cetera Investment Advisers21,177$214K0.0%+24.4%0.000%
2/17/2025Bank of America Corp DE329,178$3.33M0.0%+57.4%0.000%
2/17/2025Ameriprise Financial Inc.300,727$3.04M0.0%+7.1%0.000%
2/17/2025Anderson Financial Strategies LLC12,635$128K0.1%N/A0.000%
2/14/2025AQR Arbitrage LLC43,361$438K0.0%-81.2%0.000%
2/14/2025Quarry LP39,036$394K0.1%+22.8%0.000%
2/14/2025Stifel Financial Corp172,941$1.75M0.0%+3.4%0.000%
2/14/2025First Trust Advisors LP15,920$161K0.0%-13.7%0.000%
2/13/2025NewEdge Advisors LLC22,670$229K0.0%+36.8%0.000%
2/13/2025Guggenheim Capital LLC729,804$7.37M0.1%+36.2%0.000%
2/13/2025XTX Topco Ltd17,004$172K0.0%N/A0.000%
2/13/2025Cohen & Steers Inc.30,000$303K0.0%+20.0%0.000%
2/13/2025Rockefeller Capital Management L.P.51,477$520K0.0%-15.1%0.000%
2/13/2025Raymond James Financial Inc.208,943$2.11M0.0%N/A0.000%
2/13/2025Invesco Ltd.140,922$1.42M0.0%+55.4%0.000%
2/13/2025Bank of Montreal Can39,005$394K0.0%+4.0%0.000%
2/13/2025 Cerity Partners LLC23,408$236K0.0%-10.3%0.000%
2/13/2025Sit Investment Associates Inc.2,286,766$23.10M0.5%-8.2%0.000%
2/13/2025Wells Fargo & Company MN450,590$4.55M0.0%-3.4%0.000%
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2/12/2025Landscape Capital Management L.L.C.23,365$236K0.0%N/A0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.38,798$392K0.1%+18.1%0.000%
2/12/2025StoneX Group Inc.19,467$197K0.0%N/A0.000%
2/11/2025 Mountain Hill Investment Partners Corp.7,000$71K0.1%N/A0.000%
2/11/2025LPL Financial LLC361,472$3.65M0.0%+143.4%0.000%
2/10/2025Harbour Investments Inc.21,679$219K0.0%+30.7%0.000%
2/10/2025 Greatmark Investment Partners Inc.214,500$2.17M0.3%-0.9%0.000%
2/7/2025HighTower Advisors LLC10,039$101K0.0%-74.8%0.000%
2/7/2025 Permanent Capital Management LP15,274$154K0.0%N/A0.000%
2/7/2025Blue Bell Private Wealth Management LLC13,700$138K0.0%-13.8%0.000%
2/6/2025Raymond James Financial Inc.208,943$2.11M0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.13,167$133K0.0%-45.5%0.000%
2/4/2025 Mackay Shields LLC371,828$3.76M0.1%-0.5%0.000%
1/31/2025Robinson Capital Management LLC1,381,874$13.96M5.6%+44.5%0.000%
1/31/2025 Truist Financial Corp730,429$7.38M0.0%-3.1%0.000%
1/29/2025Van ECK Associates Corp406,392$4.11M0.0%+3.1%0.000%
1/29/2025Indiana Trust & Investment Management Co175,690$1.77M0.6%+1.9%0.000%
1/28/2025 Leo Wealth LLC221,650$2.24M0.2%+1.6%0.000%
1/27/2025 Tyche Wealth Partners LLC67,364$680K0.1%-5.8%0.000%
1/24/2025 Absolute Investment Advisers LLC107,994$1.09M0.1%N/A0.000%
1/23/2025 Capital Investment Advisory Services LLC56,861$574K0.1%+3.9%0.000%
1/22/2025 Kennedy Investment Group268,241$2.71M1.2%-6.1%0.000%
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%
1/13/2025Claro 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%
11/7/2024Claro Advisors LLC107,165$1.13M0.1%+15.4%0.000%
11/6/2024 Oppenheimer & 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%
10/25/2024 Tyche Wealth Partners LLC71,544$756K0.2%-11.9%0.000%
10/24/2024 Kercheville Advisors LLC13,463$142K0.1%+8.3%0.000%
10/23/2024 Dakota Wealth Management90,000$950K0.0%+2.3%0.000%
10/22/2024 Leo Wealth LLC218,123$2.30M0.2%+11.5%0.000%
10/21/2024 Kennedy Investment Group285,641$3.02M1.4%-6.1%0.000%
10/19/2024 Allspring 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%
10/17/2024Claro 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%
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10/8/2024 Dynamic 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%
8/21/2024 Truist 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%
(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, 108 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. ($23.10M), Bramshill Investments LLC ($19.88M), Rivernorth Capital Management LLC ($17.03M), Robinson Capital Management LLC ($13.96M), Pathstone Holdings LLC ($11.25M), and Truist Financial Corp ($7.38M).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 93 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. ($1.15M), Fiera Capital Corp ($1.04M), Robinson Capital Management LLC ($914.50K), Pathstone Holdings LLC ($511.86K), Raymond James Financial Inc. ($417.89K), and Allspring Global Investments Holdings LLC ($391.57K).

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

Institutional investors have bought a total of 10,276,847 shares in the last 24 months. This purchase volume represents approximately $100.36M in transactions.

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

Of the 50 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), Sit Investment Associates Inc. ($205.05K), AQR Arbitrage LLC ($187.39K), Kennedy Investment Group ($132.64K), and Claro Advisors LLC ($85.15K).

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

Institutional investors have sold a total of 2,701,105 shares in the last 24 months. This volume of shares sold represents approximately $27.14M in transactions.


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This page (NYSE:VGM) was last updated on 5/4/2025 by MarketBeat.com Staff
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