Skip to main content

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