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Invesco Trust for Investment Grade Municipals

VGM
Exchange
NYSE
SEC CIK
0000880892

No open-market purchases or sales by Invesco Trust for Investment Grade Municipals insiders were filed in the last 90 days; 103 institutions reported holding it in 13F filings for Q2 2026, worth $128.3M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Invesco Trust for Investment Grade Municipals as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
80
No complete 13F data for Q4 2020
Shares held
10.5M
No complete 13F data for Q4 2020
Total value
$141.8M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting VGM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 80 institutions
Q1 2021: 80 institutionsQ2 2021: 78 institutionsQ3 2021: 80 institutionsQ4 2021: 90 institutionsQ1 2022: 94 institutionsQ2 2022: 88 institutionsQ3 2022: 89 institutionsQ4 2022: 96 institutionsQ1 2023: 89 institutionsQ2 2023: 91 institutionsQ3 2023: 85 institutionsQ4 2023: 108 institutionsQ1 2024: 100 institutionsQ2 2024: 101 institutionsQ3 2024: 103 institutionsQ4 2024: 109 institutionsQ1 2025: 108 institutionsQ2 2025: 115 institutionsQ3 2025: 109 institutionsQ4 2025: 103 institutionsQ1 2026: 110 institutionsQ2 2026: 103 institutions
Value heldQ1 2021: $141.8M
Q1 2021: $141.8MQ2 2021: $142.8MQ3 2021: $138.3MQ4 2021: $141.8MQ1 2022: $123.9MQ2 2022: $127.8MQ3 2022: $122.4MQ4 2022: $157.2MQ1 2023: $159.6MQ2 2023: $164.4MQ3 2023: $152.3MQ4 2023: $206.3MQ1 2024: $214.2MQ2 2024: $227.5MQ3 2024: $214.6MQ4 2024: $211.5MQ1 2025: $205.0MQ2 2025: $151.9MQ3 2025: $142.2MQ4 2025: $134.6MQ1 2026: $116.7MQ2 2026: $128.3M
Institutions holding VGM and their total value by quarter
QuarterHoldersValue
Q2 2026103$128.3M
Q1 2026110$116.7M
Q4 2025103$134.6M
Q3 2025109$142.2M
Q2 2025115$151.9M
Q1 2025108$205.0M
Q4 2024109$211.5M
Q3 2024103$214.6M
Q2 2024101$227.5M
Q1 2024100$214.2M
Q4 2023108$206.3M
Q3 202385$152.3M
Q2 202391$164.4M
Q1 202389$159.6M
Q4 202296$157.2M
Q3 202289$122.4M
Q2 202288$127.8M
Q1 202294$123.9M
Q4 202190$141.8M
Q3 202180$138.3M
Q2 202178$142.8M
Q1 202180$141.8M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding VGM in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bramshill Investments, LLC1,845,153$24.9M1.57%––
Rivernorth Capital Management, LLC1,542,334$20.8M1.25%––
Guggenheim Capital LLC1,302,548$17.6M0.12%––
Sit Investment Associates Inc892,091$12.0M0.31%––
Parametric Portfolio Associates LLC833,059$11.2M0.01%––
UBS Group AG508,278$6.85M0.00%––
Wells Fargo & Company400,097$5.39M0.00%––
Morgan Stanley352,459$4.75M0.00%––
Van Eck Associates Corp235,478$3.17M0.01%––
Bank of America Corp219,416$2.96M0.00%––
Advisor Group Holdings, Inc.210,480$2.84M0.01%––
Delphi Financial Group, Inc.150,242$2.02M0.61%––
Mackay Shields LLC136,278$1.84M0.01%––
Royal Bank of Canada123,468$1.66M0.00%––
Stifel Financial Corp123,352$1.66M0.00%––
Baird Financial Group, Inc.105,331$1.42M0.00%––
Harbour Investments, Inc.104,603$1.41M0.05%––
Advisors Asset Management, Inc.103,556$1.40M0.02%––
Raymond James & Associates91,923$1.24M0.00%––
Cutler Capital Management, LLC83,581$1.13M0.46%––
LPL Financial LLC76,309$1.03M0.00%––
Karpus Management, Inc.75,091$1.01M0.03%––
Raymond James Financial Services Advisors, Inc.66,046$890.0K0.00%––
Bokf, NA64,500$869.0K0.02%––
Northwestern Mutual Wealth Management Co56,908$767.0K0.00%––
First Trust Advisors LP56,390$760.0K0.00%––
Benjamin F. Edwards & Company, Inc.54,031$728.0K0.04%––
Ameriprise Financial Inc52,475$707.0K0.00%––
City of London Investment Management Co Ltd45,000$607.0K0.03%––
Janney Montgomery Scott LLC42,263$570.0K0.00%––
Summit Financial Wealth Advisors, LLC42,358$560.0K0.14%––
Commonwealth Equity Services, LLC40,050$539.0K0.00%––
Claro Advisors LLC33,850$456.0K0.23%––
Cambridge Investment Research Advisors, Inc.29,802$402.0K0.00%––
Edge Capital Group, LLC28,950$390.0K0.03%––
Advisory Services Network, LLC23,000$310.0K0.01%––
Spire Wealth Management22,080$298.0K0.01%––
Truist Financial Corp21,047$284.0K0.00%––
Omnia Family Wealth, LLC18,796$253.0K0.19%––
Kestra Advisory Services, LLC18,799$253.0K0.00%––
Financial Advocates Investment Management17,693$239.0K0.02%––
Capital Investment Advisory Services, LLC17,500$236.0K0.03%––
Mid Atlantic Financial Management Inc17,300$233.0K0.02%––
Shufro Rose & Co LLC16,500$222.0K0.02%––
Prospera Financial Services Inc15,159$204.0K0.01%––
Wedbush Securities Inc14,451$195.0K0.01%––
Sonora Investment Management, LLC14,328$193.0K0.02%––
Peddock Capital Advisors, LLC13,300$179.0K0.07%––
Belpointe Asset Management LLC12,615$170.0K0.01%––
Capital Investment Advisors, LLC12,425$167.0K0.01%––
Nwam LLC11,570$156.0K0.02%––
Greatmark Investment Partners, Inc.11,250$152.0K0.03%––
Meridian Wealth Management, LLC11,000$148.0K0.02%––
Cito Capital Group, LLC10,900$147.0K0.07%––
BLB&B Advisors, LLC10,633$143.0K0.01%––
Nations Financial Group Inc,10,272$138.0K0.03%––
Camelot Portfolios, LLC10,000$135.0K0.06%––
Cullen/Frost Bankers, Inc.9,958$134.0K0.00%––
Wealthcare Advisory Partners LLC7,993$108.0K0.01%––
Geneos Wealth Management Inc.4,732$64.0K0.00%––
MV Capital Management, Inc.4,375$59.0K0.01%––
Main Management LLC4,300$58.0K0.01%––
Newbridge Financial Services Group, Inc.3,900$53.0K0.04%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3,686$49.0K0.01%––
Bedel Financial Consulting, Inc.2,820$38.0K0.01%––
Proequities, Inc.2,696$36.0K0.00%––
Sowell Financial Services LLC2,500$35.0K0.00%––
The PNC Financial Services Group, Inc.2,407$32.0K0.00%––
Hartford Financial Management Inc.1,755$24.0K0.01%––
Endurance Wealth Management, Inc.1,500$20.0K0.00%––
Trustcore Financial Services, LLC1,462$20.0K0.00%––
Fifth Third Bancorp1,372$18.0K0.00%––
Kings Point Capital Management1,170$16.0K0.00%––
Steward Partners Investment Advisory, LLC844$11.4K0.00%––
Bank of Montreal825$11.0K0.00%––
Key Financial Inc608$8.00K0.01%––
Rockbridge Investment Management, LCC620$8.00K0.00%––
Ancora Advisors, LLC350$5.00K0.00%––
Panagora Asset Management Inc115$2.00K0.00%––
Allworth Financial LP112$2.00K0.00%––