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, Q4 2021
Institutional positions in Invesco Trust for Investment Grade Municipals as of Dec 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
- 90
- +13 vs. Q3 2021
- Shares held
- 10.2M
- +83.5K (+0.8%) vs. Q3 2021
- Total value
- $141.8M
- +$3.97M (+2.9%) vs. Q3 2021
- New holders
- 20
- 28 more added
- Sold out
- 7
- 17 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 103 | $128.3M |
| Q1 2026 | 110 | $116.7M |
| Q4 2025 | 103 | $134.6M |
| Q3 2025 | 109 | $142.2M |
| Q2 2025 | 115 | $151.9M |
| Q1 2025 | 108 | $205.0M |
| Q4 2024 | 109 | $211.5M |
| Q3 2024 | 103 | $214.6M |
| Q2 2024 | 101 | $227.5M |
| Q1 2024 | 100 | $214.2M |
| Q4 2023 | 108 | $206.3M |
| Q3 2023 | 85 | $152.3M |
| Q2 2023 | 91 | $164.4M |
| Q1 2023 | 89 | $159.6M |
| Q4 2022 | 96 | $157.2M |
| Q3 2022 | 89 | $122.4M |
| Q2 2022 | 88 | $127.8M |
| Q1 2022 | 94 | $123.9M |
| Q4 2021 | 90 | $141.8M |
| Q3 2021 | 80 | $138.3M |
| Q2 2021 | 78 | $142.8M |
| Q1 2021 | 80 | $141.8M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signet Financial Management, LLC | 17 | $0 | 0.00% | +17 | New |
| Gradient Investments LLC | 80 | $1.00K | 0.00% | +80 | New |
| Allworth Financial LP | 115 | $2.00K | 0.00% | −1,436−92.6% | Reduced |
| Northern Trust Corp | 13,716 | $2.00K | 0.00% | +25+0.2% | Added |
| Fifth Third Bancorp | 372 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 350 | $5.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 339 | $5.00K | 0.00% | +339 | New |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7.00K | 0.00% | +500 | New |
| Key Financial Inc | 608 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 573 | $8.00K | 0.00% | +573 | New |
| CoreCap Advisors, LLC | 562 | $8.00K | 0.00% | +562 | New |
| Tilia Fiduciary Partners, Inc. | 600 | $8.00K | 0.01% | +600 | New |
| Rockbridge Investment Management, LCC | 620 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 630 | $9.00K | 0.00% | +630 | New |
| Benjamin F. Edwards & Company, Inc. | 764 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 1,170 | $16.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,462 | $20.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,526 | $21.0K | 0.01% | +1,526 | New |
| Widmann Financial Services, Inc. | 1,700 | $23.0K | 0.02% | +1,700 | New |
| The PNC Financial Services Group, Inc. | 2,407 | $34.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 2,820 | $39.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 3,684 | $51.0K | 0.00% | +924+33.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,816 | $53.0K | 0.00% | +44+1.2% | Added |
| Fortitude Advisory Group L.L.C. | 3,994 | $56.0K | 0.03% | +3,994 | New |
| MV Capital Management, Inc. | 4,375 | $61.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,732 | $66.0K | 0.00% | 00.0% | Unchanged |
| Main Management LLC | 6,500 | $91.0K | 0.01% | −800−11.0% | Reduced |
| Rockefeller Capital Management L.P. | 8,516 | $118.0K | 0.00% | −1,174−12.1% | Reduced |
| American Portfolios Advisors | 9,000 | $125.7K | 0.00% | +9,000 | New |
| Cullen/Frost Bankers, Inc. | 9,958 | $139.0K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 10,162 | $142.0K | 0.03% | +7+0.1% | Added |
| Nwam LLC | 10,570 | $148.0K | 0.01% | +10,570 | New |
| International Assets Investment Management, LLC | 10,559 | $148.0K | 0.03% | +10,559 | New |
| Cito Capital Group, LLC | 10,900 | $152.0K | 0.06% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 11,000 | $154.0K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 11,094 | $155.0K | 0.07% | +744+7.2% | Added |
| Greatmark Investment Partners, Inc. | 11,250 | $157.0K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 11,460 | $160.1K | 0.01% | +410+3.7% | Added |
| Cetera Advisor Networks LLC | 11,677 | $163.0K | 0.00% | +11,677 | New |
| Kercheville Advisors, LLC | 12,266 | $171.0K | 0.07% | +19+0.2% | Added |
| Capital Investment Advisors, LLC | 12,425 | $174.0K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 13,401 | $187.0K | 0.01% | −750−5.3% | Reduced |
| Zullo Investment Group, Inc. | 13,500 | $189.0K | 0.10% | +13,500 | New |
| Sonora Investment Management Group, LLC | 14,328 | $200.0K | 0.02% | +14,328 | New |
| Financial Advocates Investment Management | 16,623 | $232.0K | 0.02% | +272+1.7% | Added |
| Shufro Rose & Co LLC | 17,000 | $237.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 17,500 | $244.0K | 0.03% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 18,796 | $263.0K | 0.16% | 00.0% | Unchanged |
| Citadel Advisors LLC | 19,138 | $267.0K | 0.00% | −253,132−93.0% | Reduced |
| Kestra Advisory Services, LLC | 19,266 | $269.0K | 0.00% | +158+0.8% | Added |
| GWM Advisors LLC | 21,389 | $299.0K | 0.00% | +21,389 | New |
| Harbour Investments, Inc. | 22,697 | $317.0K | 0.02% | −90,052−79.9% | Reduced |
| Cerity Partners LLC | 23,652 | $330.0K | 0.01% | +23,652 | New |
| Spire Wealth Management | 28,380 | $396.0K | 0.01% | +1,000+3.7% | Added |
| Edge Capital Group, LLC | 28,950 | $404.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 29,802 | $416.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 32,591 | $455.0K | 0.00% | −4,035−11.0% | Reduced |
| Ameriprise Financial Inc | 32,817 | $458.0K | 0.00% | +7,528+29.8% | Added |
| Truist Financial Corp | 32,832 | $459.0K | 0.00% | +11,115+51.2% | Added |
| Summit Financial Wealth Advisors, LLC | 42,358 | $586.0K | 0.11% | 00.0% | Unchanged |
| 6 Meridian | 43,502 | $608.0K | 0.04% | −4,841−10.0% | Reduced |
| City of London Investment Management Co Ltd | 45,000 | $628.0K | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 46,944 | $656.0K | 0.00% | −6,200−11.7% | Reduced |
| Advisory Services Network, LLC | 47,250 | $660.0K | 0.02% | +8,000+20.4% | Added |
| Claro Advisors LLC | 48,636 | $679.0K | 0.24% | −416−0.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 67,483 | $943.0K | 0.00% | −361−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 72,719 | $1.01M | 0.00% | +35,191+93.8% | Added |
| Cutler Capital Management, LLC | 86,038 | $1.20M | 0.44% | +631+0.7% | Added |
| Bokf, NA | 92,500 | $1.29M | 0.02% | +13,000+16.4% | Added |
| Raymond James & Associates | 94,233 | $1.32M | 0.00% | −787−0.8% | Reduced |
| LPL Financial LLC | 103,306 | $1.44M | 0.00% | +8,081+8.5% | Added |
| First Trust Advisors LP | 111,315 | $1.55M | 0.00% | +2,548+2.3% | Added |
| Baird Financial Group, Inc. | 115,153 | $1.61M | 0.00% | +8,107+7.6% | Added |
| Stifel Financial Corp | 125,531 | $1.75M | 0.00% | +3,108+2.5% | Added |
| Invesco Ltd. | 126,144 | $1.76M | 0.00% | +63,824+102.4% | Added |
| Royal Bank of Canada | 129,988 | $1.81M | 0.00% | +5,028+4.0% | Added |
| Delphi Financial Group, Inc. | 150,242 | $2.10M | 0.64% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 161,446 | $2.25M | 1.70% | +161,446 | New |
| Parametric Portfolio Associates LLC | 218,271 | $3.05M | 0.00% | −86,400−28.4% | Reduced |
| Advisor Group Holdings, Inc. | 222,726 | $3.11M | 0.01% | −12,690−5.4% | Reduced |
| Van Eck Associates Corp | 277,597 | $3.88M | 0.01% | +21,280+8.3% | Added |
| Morgan Stanley | 401,575 | $5.61M | 0.00% | +34,091+9.3% | Added |
| Bank of America Corp | 413,730 | $5.78M | 0.00% | +28,513+7.4% | Added |
| Wells Fargo & Company | 437,019 | $6.11M | 0.00% | +6,357+1.5% | Added |
| UBS Group AG | 472,343 | $6.60M | 0.00% | −43,317−8.4% | Reduced |
| Sit Investment Associates Inc | 872,091 | $12.2M | 0.29% | −10,000−1.1% | Reduced |
| Rivernorth Capital Management, LLC | 1,192,152 | $16.7M | 0.67% | −18,027−1.5% | Reduced |
| Guggenheim Capital LLC | 1,449,246 | $20.2M | 0.11% | +106,630+7.9% | Added |
| Bramshill Investments, LLC | 1,885,040 | $26.3M | 2.58% | +38,844+2.1% | Added |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −25,727−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −13,450−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −12,015−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −2,285−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −749−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |
| Wealth Quarterback LLC | – | – | – | – | Not filed |