Invesco Trust for Investment Grade Municipals (VGM) Institutional Ownership

$10.23

+0.07 (+0.69%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 38.13%
Number of Institutional Buyers (last 12 months): 54
Total Institutional Inflows (last 12 months): $58.87M

Number of Institutional Sellers (last 12 months): 20
Total Institutional Outflows (last 12 months): $2.88M

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VGM Institutional Buying and Selling by Quarter

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Invesco Trust for Investment Grade Municipals Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Allspring Global Investments Holdings LLC	445,360	$4.57M	0.0%	+80.8%	0.000%
7/23/2024	All Season Financial Advisors Inc.	15,723	$161K	0.1%	N/A	0.000%
7/20/2024	Hennion & Walsh Asset Management Inc.	56,535	$581K	0.0%	+5.8%	0.000%
7/19/2024	Raymond James & Associates	117,066	$1.20M	0.0%	+14.8%	0.000%
7/18/2024	Kennedy Investment Group	304,306	$3.13M	1.6%	-6.6%	0.000%
7/9/2024	Kingswood Wealth Advisors LLC	10,432	$107K	0.0%	N/A	0.000%
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5/17/2024	Comerica Bank	4,000	$39K	0.0%	+661.9%	0.000%
5/15/2024	BOKF NA	40,000	$390K	0.0%	-60.0%	0.000%
5/14/2024	Robinson Capital Management LLC	683,163	$6.53M	2.4%	+16.4%	0.000%
5/14/2024	Karpus Management Inc.	3,865,590	$38.12M	1.1%	+20.8%	0.000%
5/9/2024	Leo Wealth LLC	167,235	$1.65M	0.2%	+9.6%	0.000%
5/9/2024	SageView Advisory Group LLC	9,367	$92K	0.0%	N/A	0.000%
5/6/2024	Gill Capital Partners LLC	10,558	$101K	0.0%	-9.7%	0.000%
4/30/2024	Private Advisor Group LLC	73,425	$724K	0.0%	-8.7%	0.135%
4/30/2024	Van ECK Associates Corp	429,706	$4.24M	0.0%	+5.0%	0.792%
4/30/2024	WealthBridge Capital Management LLC	18,500	$182K	0.1%	-9.4%	0.034%
4/25/2024	Capital Investment Advisory Services LLC	37,097	$366K	0.0%	-28.8%	0.068%
4/24/2024	CENTRAL TRUST Co	2,926	$29K	0.0%	N/A	0.005%
4/23/2024	Tyche Wealth Partners LLC	81,179	$800K	0.2%	+2.3%	0.150%
4/23/2024	Summit Trail Advisors LLC	18,574	$183K	0.0%	-12.0%	0.034%
4/18/2024	Allspring Global Investments Holdings LLC	246,388	$2.43M	0.0%	+358.1%	0.454%
4/18/2024	Claro Advisors LLC	92,238	$909K	0.2%	-1.9%	0.170%
4/17/2024	Hennion & Walsh Asset Management Inc.	53,436	$527K	0.0%	+60.2%	0.099%
4/16/2024	Financial Management Professionals Inc.	5,666	$56K	0.0%	N/A	0.010%
3/14/2024	Leo Wealth LLC	152,522	$1.51M	0.2%	N/A	0.281%
2/26/2024	Virtu Financial LLC	33,168	$328K	0.0%	+79.8%	0.061%
2/14/2024	Sollinda Capital Management LLC	17,500	$173K	0.0%	N/A	0.032%
2/13/2024	Karpus Management Inc.	3,199,553	$31.64M	1.0%	+30.0%	5.900%
2/13/2024	Aristides Capital LLC	16,125	$159K	0.1%	N/A	0.030%
2/12/2024	Gridiron Partners LLC	159,983	$1.58M	1.1%	N/A	0.295%
2/12/2024	Catalytic Wealth RIA LLC	29,506	$292K	0.1%	N/A	0.054%
2/12/2024	Weiss Asset Management LP	13,273	$131K	0.0%	N/A	0.024%
2/8/2024	Robinson Capital Management LLC	586,706	$5.77M	2.0%	+29.9%	1.082%
2/8/2024	Fiera Capital Corp	1,035,904	$10.25M	0.0%	N/A	1.910%
2/6/2024	Summit Trail Advisors LLC	21,113	$209K	0.0%	N/A	0.039%
2/5/2024	Van ECK Associates Corp	409,317	$4.05M	0.0%	+14.0%	0.755%
2/5/2024	Greatmark Investment Partners Inc.	155,750	$1.54M	0.2%	+10.9%	0.287%
2/2/2024	Truist Financial Corp	770,014	$7.62M	0.0%	+1.1%	1.420%
2/2/2024	Alesco Advisors LLC	11,000	$109K	0.0%	N/A	0.020%
2/1/2024	Wolverine Asset Management LLC	6,494	$64K	0.0%	-77.3%	0.012%
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1/30/2024	Tyche Wealth Partners LLC	79,379	$785K	0.2%	N/A	0.146%
1/29/2024	Kennedy Investment Group	336,095	$3.32M	1.9%	-4.9%	0.620%
1/24/2024	Stratos Wealth Partners LTD.	96,067	$950K	0.0%	N/A	0.177%
1/24/2024	Private Trust Co. NA	7,593	$75K	0.0%	N/A	0.014%
1/22/2024	Claro Advisors LLC	94,009	$930K	0.2%	+105.1%	0.173%
1/16/2024	Simon Quick Advisors LLC	22,465	$222K	0.0%	N/A	0.041%
1/16/2024	Kingswood Wealth Advisors LLC	10,432	$103K	0.0%	N/A	0.019%
1/16/2024	Raymond James Financial Services Advisors Inc.	19,246	$190K	0.0%	-28.5%	0.035%
1/16/2024	Raymond James & Associates	103,329	$1.02M	0.0%	+17.1%	0.191%
1/12/2024	Melone Private Wealth LLC	185,086	$1.83M	1.2%	+1.1%	0.341%
1/5/2024	Capital Investment Advisors LLC	10,405	$103K	0.0%	N/A	0.019%
11/14/2023	AQR Arbitrage LLC	399,294	$3.39M	0.2%	+97.4%	0.736%
11/14/2023	Saba Capital Management L.P.	78,070	$664K	0.0%	N/A	0.144%
11/14/2023	Robinson Capital Management LLC	451,610	$3.86M	1.7%	+103.2%	0.833%
11/13/2023	Bramshill Investments LLC	2,338,567	$19.88M	2.3%	+4.6%	4.312%
11/13/2023	Wolverine Asset Management LLC	28,590	$243K	0.0%	+503.8%	0.053%
11/13/2023	PNC Financial Services Group Inc.	22,033	$187K	0.0%	-19.9%	0.041%
11/9/2023	Karpus Management Inc.	2,461,545	$20.92M	0.7%	+15.6%	4.539%
11/9/2023	UBS Group AG	262,632	$2.23M	0.0%	-15.4%	0.484%
11/8/2023	Van ECK Associates Corp	358,999	$3.05M	0.0%	-2.4%	0.662%
11/8/2023	Janney Montgomery Scott LLC	12,163	$103K	0.0%	-19.8%	0.022%
11/8/2023	Landscape Capital Management L.L.C.	40,617	$345K	0.0%	+101.3%	0.075%
11/8/2023	WealthBridge Capital Management LLC	18,325	$156K	0.1%	+29.7%	0.034%
11/8/2023	Greatmark Investment Partners Inc.	140,500	$1.19M	0.2%	+6.4%	0.259%
11/8/2023	Moors & Cabot Inc.	10,000	$85K	0.0%	-28.6%	0.018%
11/8/2023	Oppenheimer & Co. Inc.	22,125	$188K	0.0%	+19.5%	0.041%
11/2/2023	Capital Investment Advisory Services LLC	52,153	$443K	0.0%	+10.4%	0.096%
10/27/2023	Hennion & Walsh Asset Management Inc.	23,791	$202K	0.0%	N/A	0.044%
10/26/2023	Advisor Partners II LLC	139,307	$1.18M	0.0%	N/A	0.257%
10/26/2023	High Note Wealth LLC	22,146	$188K	0.1%	-7.6%	0.041%
10/25/2023	Kennedy Investment Group	353,557	$3.01M	1.8%	-0.6%	0.652%
10/24/2023	Bank of New York Mellon Corp	25,629	$218K	0.0%	N/A	0.047%
10/24/2023	Raymond James Financial Services Advisors Inc.	26,918	$229K	0.0%	+26.5%	0.050%
10/24/2023	Raymond James & Associates	88,249	$750K	0.0%	+7.5%	0.163%
10/24/2023	Dakota Wealth Management	75,000	$638K	0.0%	+38.1%	0.138%
10/24/2023	Cambridge Investment Research Advisors Inc.	69,711	$593K	0.0%	+23.5%	0.129%
10/23/2023	Commonwealth Equity Services LLC	40,930	$348K	0.0%	-44.2%	0.075%
10/10/2023	Wealth Alliance Advisory Group LLC	14,735	$125K	0.0%	+24.3%	0.027%
10/10/2023	Indiana Trust & Investment Management CO	170,380	$1.45M	0.7%	N/A	0.314%
8/16/2023	TD Capital Management LLC	2,817	$27K	0.0%	N/A	0.005%
8/15/2023	Rivernorth Capital Management LLC	1,390,028	$13.50M	0.7%	+36.7%	2.563%
8/14/2023	Buckingham Strategic Partners	17,768	$173K	0.0%	N/A	0.033%
8/11/2023	Karpus Management Inc.	2,129,953	$20.68M	0.6%	-0.1%	3.928%
8/11/2023	Landscape Capital Management L.L.C.	20,174	$196K	0.0%	+14.0%	0.037%
8/11/2023	Guggenheim Capital LLC	788,921	$7.66M	0.1%	-0.8%	1.455%
8/10/2023	Private Advisor Group LLC	79,755	$774K	0.0%	+1.6%	0.147%
8/10/2023	Moors & Cabot Inc.	14,000	$136K	0.0%	-57.6%	0.026%
8/10/2023	Sit Investment Associates Inc.	3,052,160	$29.64M	0.8%	+5.2%	5.628%
8/9/2023	Robinson Capital Management LLC	222,265	$2.16M	1.0%	+14.4%	0.410%
8/8/2023	Claro Advisors LLC	42,240	$410K	0.1%	-8.7%	0.078%
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8/7/2023	Wolverine Asset Management LLC	4,735	$46K	0.0%	N/A	0.009%
8/3/2023	Van ECK Associates Corp	367,644	$3.57M	0.0%	+5.4%	0.678%
8/3/2023	Oppenheimer & Co. Inc.	18,518	$180K	0.0%	N/A	0.034%
8/2/2023	Greatmark Investment Partners Inc.	132,000	$1.28M	0.2%	+23.4%	0.243%
8/1/2023	Truist Financial Corp	766,922	$7.45M	0.0%	+11.2%	1.414%
8/1/2023	Merit Financial Group LLC	14,227	$138K	0.0%	N/A	0.026%
7/31/2023	LPL Financial LLC	180,814	$1.76M	0.0%	+6.7%	0.333%
7/31/2023	Strategic Advisors LLC	10,000	$97K	0.0%	-53.9%	0.018%
7/28/2023	Capital Investment Advisory Services LLC	47,244	$459K	0.0%	+6.8%	0.087%
7/27/2023	Melone Private Wealth LLC	181,108	$1.76M	1.2%	+1.1%	0.334%

(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, 89 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 76 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), Allspring Global Investments Holdings LLC ($445.36K), 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 9,717,485 shares in the last 24 months. This purchase volume represents approximately $94.71M in transactions.
Which Invesco Trust for Investment Grade Municipals major shareholders have been selling company stock?: Of the 38 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), Kennedy Investment Group ($57.47K), and Hightower 6M Holding LLC ($54.04K).
How much institutional selling is happening at Invesco Trust for Investment Grade Municipals?: Institutional investors have sold a total of 1,660,487 shares in the last 24 months. This volume of shares sold represents approximately $16.42M in transactions.