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 2022
Institutional positions in Invesco Trust for Investment Grade Municipals as of Mar 31, 2022. 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
- 94
- +6 vs. Q4 2021
- Shares held
- 10.7M
- +576.2K (+5.7%) vs. Q4 2021
- Total value
- $123.9M
- −$17.0M (−12.1%) vs. Q4 2021
- New holders
- 18
- 33 more added
- Sold out
- 12
- 17 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 1,562,221 | $18.2M | 0.11% | +112,975+7.8% | Added |
| Rivernorth Capital Management, LLC | 1,440,373 | $16.7M | 0.63% | +248,221+20.8% | Added |
| Bramshill Investments, LLC | 1,440,067 | $16.7M | 2.32% | −444,973−23.6% | Reduced |
| Sit Investment Associates Inc | 882,091 | $10.3M | 0.28% | +10,000+1.1% | Added |
| Wells Fargo & Company | 403,397 | $4.69M | 0.00% | −33,622−7.7% | Reduced |
| Morgan Stanley | 383,255 | $4.45M | 0.00% | −18,320−4.6% | Reduced |
| Bank of America Corp | 382,264 | $4.44M | 0.00% | −31,466−7.6% | Reduced |
| Parametric Portfolio Associates LLC | 312,484 | $3.63M | 0.00% | +94,213+43.2% | Added |
| UBS Group AG | 310,310 | $3.61M | 0.00% | −162,033−34.3% | Reduced |
| Van Eck Associates Corp | 297,264 | $3.45M | 0.01% | +19,667+7.1% | Added |
| Cerity Partners LLC | 249,879 | $2.90M | 0.05% | +226,227+956.5% | Added |
| Advisor Group Holdings, Inc. | 224,163 | $2.61M | 0.01% | +1,437+0.6% | Added |
| Karpus Management, Inc. | 199,014 | $2.31M | 0.07% | +199,014 | New |
| Invesco Ltd. | 173,039 | $2.01M | 0.00% | +46,895+37.2% | Added |
| Melone Private Wealth, LLC | 162,302 | $1.76M | 1.44% | +856+0.5% | Added |
| Delphi Financial Group, Inc. | 150,242 | $1.75M | 0.61% | 00.0% | Unchanged |
| Stifel Financial Corp | 126,075 | $1.46M | 0.00% | +544+0.4% | Added |
| Royal Bank of Canada | 124,728 | $1.45M | 0.00% | −5,260−4.0% | Reduced |
| First Trust Advisors LP | 113,085 | $1.31M | 0.00% | +1,770+1.6% | Added |
| LPL Financial LLC | 111,272 | $1.29M | 0.00% | +7,966+7.7% | Added |
| Baird Financial Group, Inc. | 101,741 | $1.18M | 0.00% | −13,412−11.6% | Reduced |
| Bokf, NA | 97,000 | $1.13M | 0.02% | +4,500+4.9% | Added |
| Raymond James & Associates | 93,067 | $1.08M | 0.00% | −1,166−1.2% | Reduced |
| Cutler Capital Management, LLC | 86,117 | $1.00M | 0.36% | +79+0.1% | Added |
| Hightower 6M Holding, LLC | 74,688 | $868.0K | 0.07% | +74,688 | New |
| Raymond James Financial Services Advisors, Inc. | 69,421 | $807.0K | 0.00% | +1,938+2.9% | Added |
| Claro Advisors LLC | 48,636 | $679.0K | 0.24% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 50,913 | $592.0K | 0.02% | +3,663+7.8% | Added |
| High Note Wealth, LLC | 48,778 | $566.0K | 0.20% | +48,778 | New |
| Doyle Wealth Management | 48,344 | $562.0K | 0.04% | +48,344 | New |
| Ameriprise Financial Inc | 46,438 | $540.0K | 0.00% | +13,621+41.5% | Added |
| Summit Financial Wealth Advisors, LLC | 42,358 | $492.0K | 0.10% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 41,607 | $483.0K | 0.00% | −5,337−11.4% | Reduced |
| Landscape Capital Management, L.L.C. | 37,392 | $434.0K | 0.06% | +37,392 | New |
| Commonwealth Equity Services, LLC | 36,188 | $420.0K | 0.00% | −36,531−50.2% | Reduced |
| Truist Financial Corp | 35,148 | $408.0K | 0.00% | +2,316+7.1% | Added |
| Shufro Rose & Co LLC | 35,000 | $407.0K | 0.03% | +18,000+105.9% | Added |
| Moors & Cabot, Inc. | 33,000 | $383.0K | 0.02% | +33,000 | New |
| Cambridge Investment Research Advisors, Inc. | 29,802 | $346.0K | 0.00% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 28,950 | $336.0K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 27,562 | $320.0K | 0.00% | +27,562 | New |
| GWM Advisors LLC | 26,789 | $312.0K | 0.01% | +5,400+25.2% | Added |
| Spire Wealth Management | 23,280 | $271.0K | 0.01% | −5,100−18.0% | Reduced |
| Mercer Global Advisors Inc | 22,000 | $256.0K | 0.00% | +22,000 | New |
| CNH Partners LLC | 20,799 | $242.0K | 0.01% | +20,799 | New |
| Running Point Capital Advisors, LLC | 20,000 | $232.0K | 0.14% | +20,000 | New |
| Kestra Advisory Services, LLC | 19,798 | $230.0K | 0.00% | +532+2.8% | Added |
| Prospera Financial Services Inc | 18,859 | $219.0K | 0.01% | +18,859 | New |
| Omnia Family Wealth, LLC | 18,796 | $218.0K | 0.14% | 00.0% | Unchanged |
| IFP Advisors, Inc | 16,803 | $216.0K | 0.00% | +16,803 | New |
| Northwestern Mutual Wealth Management Co | 18,224 | $212.0K | 0.00% | −14,367−44.1% | Reduced |
| Capital Investment Advisory Services, LLC | 17,500 | $203.0K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 16,746 | $195.0K | 0.01% | +123+0.7% | Added |
| Virtu Financial LLC | 14,762 | $172.0K | 0.01% | +14,762 | New |
| Sonora Investment Management Group, LLC | 14,328 | $166.0K | 0.02% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 14,150 | $164.0K | 0.01% | −30,850−68.6% | Reduced |
| Zullo Investment Group, Inc. | 13,500 | $157.0K | 0.08% | 00.0% | Unchanged |
| Wedbush Securities Inc | 13,151 | $153.0K | 0.01% | −250−1.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 12,929 | $150.0K | 0.07% | +1,835+16.5% | Added |
| Logan Stone Capital, LLC | 12,507 | $145.0K | 0.10% | +12,507 | New |
| Capital Investment Advisors, LLC | 12,425 | $144.0K | 0.00% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 12,277 | $143.0K | 0.07% | +11+0.1% | Added |
| Independent Financial Group, LLC | 11,300 | $131.3K | 0.01% | −160−1.4% | Reduced |
| Greatmark Investment Partners, Inc. | 11,250 | $131.0K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 11,000 | $128.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 11,000 | $128.0K | 0.01% | +7,316+198.6% | Added |
| Cetera Advisor Networks LLC | 10,801 | $126.0K | 0.00% | −876−7.5% | Reduced |
| Nwam LLC | 10,570 | $123.0K | 0.01% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 10,169 | $118.0K | 0.02% | +7+0.1% | Added |
| Cullen/Frost Bankers, Inc. | 9,958 | $116.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 9,000 | $104.6K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 6,832 | $79.0K | 0.00% | +6,832 | New |
| Rockefeller Capital Management L.P. | 5,479 | $63.0K | 0.00% | −3,037−35.7% | Reduced |
| Geneos Wealth Management Inc. | 4,733 | $54.0K | 0.00% | +10.0% | Added |
| Fortitude Advisory Group L.L.C. | 3,994 | $46.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,867 | $44.0K | 0.00% | +51+1.3% | Added |
| Bedel Financial Consulting, Inc. | 3,542 | $41.0K | 0.01% | +722+25.6% | Added |
| The PNC Financial Services Group, Inc. | 2,407 | $28.0K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2,285 | $26.6K | 0.01% | +2,285 | New |
| Steward Partners Investment Advisory, LLC | 1,877 | $22.0K | 0.00% | +1,877 | New |
| Byrne Asset Management LLC | 1,526 | $18.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,462 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,419 | $16.0K | 0.00% | +1,069+305.4% | Added |
| Kings Point Capital Management | 1,170 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,172 | $14.0K | 0.00% | +599+104.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 764 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 620 | $7.33K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 608 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 600 | $7.00K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 372 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 13,755 | $2.00K | 0.00% | +39+0.3% | Added |
| GPS Wealth Strategies Group, LLC | 203 | $2.00K | 0.00% | +203 | New |
| Allworth Financial LP | 117 | $1.00K | 0.00% | +2+1.7% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −19,138−100.0% | Sold out |
| Cito Capital Group, LLC | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −10,559−100.0% | Sold out |
| Main Management LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −4,375−100.0% | Sold out |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |