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.
Q3 2021 vs. Q2 2021
How the institutions holding Invesco Trust for Investment Grade Municipals changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Q3 2021 | Change |
|---|---|---|---|
| Holders | 78 | 80 | +2 |
| Shares | 10.2M | 10.1M | −74.7K (−0.7%) |
| Value | $142.8M | $138.3M | −$4.57M (−3.2%) |
New holders (8)
Institutions that held Invesco Trust for Investment Grade Municipals at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Citadel Advisors LLC | 272,270 | $3.73M | 0.00% |
| Bokf, NA | 79,500 | $1.09M | 0.02% |
| Invesco Ltd. | 62,320 | $853.0K | 0.00% |
| 6 Meridian | 48,343 | $662.0K | 0.05% |
| Kercheville Advisors, LLC | 12,247 | $168.0K | 0.08% |
| Independent Financial Group, LLC | 11,050 | $151.3K | 0.02% |
| Herold Advisors, Inc. | 2,285 | $31.0K | 0.01% |
| Northern Trust Corp | 13,691 | $2.00K | 0.00% |
Sold out (6)
Institutions that held Invesco Trust for Investment Grade Municipals at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Mackay Shields LLC | 77,998 | $1.09M |
| Ackerman Capital Advisors, LLC | 35,621 | $499.0K |
| Prospera Financial Services Inc | 15,159 | $213.0K |
| Nwam LLC | 11,570 | $162.0K |
| Newbridge Financial Services Group, Inc. | 3,900 | $55.0K |
| Panagora Asset Management Inc | 49 | $1.00K |