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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, Q3 2021

Institutional positions in Invesco Trust for Investment Grade Municipals as of Sep 30, 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
+2 vs. Q2 2021
Shares held
10.1M
−74.7K (−0.7%) vs. Q2 2021
Total value
$138.3M
−$4.57M (−3.2%) vs. Q2 2021
New holders
8
30 more added
Sold out
6
11 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

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 holdersQ3 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 heldQ3 2021: $138.3M
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, Q3 2021

Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q2 2021.

Institutions holding VGM in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bramshill Investments, LLC1,846,196$25.3M2.15%−73,425−3.8%Reduced
Guggenheim Capital LLC1,342,616$18.4M0.11%+4660.0%Added
Rivernorth Capital Management, LLC1,210,179$16.6M0.88%−88,474−6.8%Reduced
Sit Investment Associates Inc882,091$12.1M0.31%00.0%Unchanged
UBS Group AG515,660$7.06M0.00%+9,742+1.9%Added
Wells Fargo & Company430,662$5.90M0.00%+22,078+5.4%Added
Bank of America Corp385,217$5.27M0.00%+50,596+15.1%Added
Morgan Stanley367,484$5.03M0.00%+13,334+3.8%Added
Parametric Portfolio Associates LLC304,671$4.17M0.00%−392,322−56.3%Reduced
Citadel Advisors LLC272,270$3.73M0.00%+272,270New
Van Eck Associates Corp256,317$3.51M0.01%+192+0.1%Added
Advisor Group Holdings, Inc.235,416$3.22M0.01%−10,633−4.3%Reduced
Delphi Financial Group, Inc.150,242$2.06M0.61%00.0%Unchanged
Royal Bank of Canada124,960$1.71M0.00%−1,036−0.8%Reduced
Stifel Financial Corp122,423$1.68M0.00%+335+0.3%Added
Harbour Investments, Inc.112,749$1.54M0.05%+7,587+7.2%Added
First Trust Advisors LP108,767$1.49M0.00%+19,475+21.8%Added
Baird Financial Group, Inc.107,046$1.47M0.00%+2,690+2.6%Added
LPL Financial LLC95,225$1.30M0.00%+23,184+32.2%Added
Raymond James & Associates95,020$1.30M0.00%+2,404+2.6%Added
Cutler Capital Management, LLC85,407$1.17M0.44%+904+1.1%Added
Bokf, NA79,500$1.09M0.02%+79,500New
Raymond James Financial Services Advisors, Inc.67,844$929.0K0.00%+4,417+7.0%Added
Invesco Ltd.62,320$853.0K0.00%+62,320New
Janney Montgomery Scott LLC53,144$728.0K0.00%+11,000+26.1%Added
Claro Advisors LLC49,052$672.0K0.28%+1,082+2.3%Added
6 Meridian48,343$662.0K0.05%+48,343New
City of London Investment Management Co Ltd45,000$618.0K0.04%00.0%Unchanged
Summit Financial Wealth Advisors, LLC42,358$580.0K0.13%00.0%Unchanged
Advisory Services Network, LLC39,250$537.0K0.02%+16,250+70.7%Added
Commonwealth Equity Services, LLC37,528$513.0K0.00%−382−1.0%Reduced
Northwestern Mutual Wealth Management Co36,626$502.0K0.00%−23,311−38.9%Reduced
Cambridge Investment Research Advisors, Inc.29,802$408.0K0.00%00.0%Unchanged
Edge Capital Group, LLC28,950$396.0K0.03%00.0%Unchanged
Spire Wealth Management27,380$375.0K0.01%+3,300+13.7%Added
Advisors Asset Management, Inc.25,727$352.0K0.01%−40,445−61.1%Reduced
Ameriprise Financial Inc25,289$346.0K0.00%−856−3.3%Reduced
Truist Financial Corp21,717$297.0K0.00%+1,670+8.3%Added
Kestra Advisory Services, LLC19,108$262.0K0.00%+153+0.8%Added
Omnia Family Wealth, LLC18,796$257.0K0.18%00.0%Unchanged
Capital Investment Advisory Services, LLC17,500$240.0K0.03%00.0%Unchanged
Shufro Rose & Co LLC17,000$233.0K0.02%+500+3.0%Added
Mid Atlantic Financial Management Inc16,700$229.0K0.02%+900+5.7%Added
Financial Advocates Investment Management16,351$224.0K0.02%−49−0.3%Reduced
Sonora Investment Management, LLC14,328$196.0K0.02%00.0%Unchanged
Wedbush Securities Inc14,151$194.0K0.01%00.0%Unchanged
Concorde Asset Management, LLC13,450$184.0K0.11%00.0%Unchanged
Capital Investment Advisors, LLC12,425$170.0K0.01%00.0%Unchanged
Kercheville Advisors, LLC12,247$168.0K0.08%+12,247New
Belpointe Asset Management LLC12,015$164.0K0.01%00.0%Unchanged
Greatmark Investment Partners, Inc.11,250$154.0K0.03%00.0%Unchanged
Independent Financial Group, LLC11,050$151.3K0.02%+11,050New
Meridian Wealth Management, LLC11,000$151.0K0.02%00.0%Unchanged
Cito Capital Group, LLC10,900$149.0K0.07%00.0%Unchanged
Wealth Alliance Advisory Group, LLC10,350$142.0K0.07%00.0%Unchanged
Ibex Wealth Advisors10,155$139.0K0.03%+6+0.1%Added
Camelot Portfolios, LLC10,000$137.0K0.07%00.0%Unchanged
AlphaCentric Advisors LLC10,000$137.0K0.03%00.0%Unchanged
Cullen/Frost Bankers, Inc.9,958$136.0K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.9,690$132.0K0.00%+3,767+63.6%Added
Main Management LLC7,300$100.0K0.01%+3,000+69.8%Added
Geneos Wealth Management Inc.4,732$64.0K0.00%00.0%Unchanged
MV Capital Management, Inc.4,375$60.0K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3,772$51.0K0.00%+43+1.2%Added
Bedel Financial Consulting, Inc.2,820$39.0K0.01%00.0%Unchanged
Proequities, Inc.2,760$38.0K0.00%+32+1.2%Added
The PNC Financial Services Group, Inc.2,407$33.0K0.00%00.0%Unchanged
Herold Advisors, Inc.2,285$31.0K0.01%+2,285New
Endurance Wealth Management, Inc.1,500$21.0K0.00%00.0%Unchanged
Allworth Financial LP1,551$21.0K0.00%+18+1.2%Added
Trustcore Financial Services, LLC1,462$20.0K0.00%00.0%Unchanged
Kings Point Capital Management1,170$16.0K0.00%00.0%Unchanged
Wealth Quarterback LLC779$11.0K0.01%+9+1.2%Added
Benjamin F. Edwards & Company, Inc.764$10.0K0.00%−284−27.1%Reduced
Arkadios Wealth Advisors749$10.0K0.00%+9+1.2%Added
Key Financial Inc608$8.00K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC620$8.00K0.00%00.0%Unchanged
Fifth Third Bancorp372$5.00K0.00%00.0%Unchanged
Ancora Advisors, LLC350$5.00K0.00%00.0%Unchanged
Northern Trust Corp13,691$2.00K0.00%+13,691New
Mackay Shields LLC0$00.00%−77,998−100.0%Sold out
Ackerman Capital Advisors, LLC0$00.00%−35,621−100.0%Sold out
Prospera Financial Services Inc0$00.00%−15,159−100.0%Sold out
Nwam LLC0$00.00%−11,570−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−3,900−100.0%Sold out
Panagora Asset Management Inc0$00.00%−49−100.0%Sold out