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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 117 | $1.00K | 0.00% | +2+1.7% | Added |
| 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 |
| Fifth Third Bancorp | 372 | $4.00K | 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 |
| Rockbridge Investment Management, LCC | 620 | $7.33K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 764 | $9.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ancora Advisors, LLC | 1,419 | $16.0K | 0.00% | +1,069+305.4% | Added |
| 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 |
| Byrne Asset Management LLC | 1,526 | $18.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,877 | $22.0K | 0.00% | +1,877 | New |
| Herold Advisors, Inc. | 2,285 | $26.6K | 0.01% | +2,285 | New |
| The PNC Financial Services Group, Inc. | 2,407 | $28.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3,542 | $41.0K | 0.01% | +722+25.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,867 | $44.0K | 0.00% | +51+1.3% | Added |
| Fortitude Advisory Group L.L.C. | 3,994 | $46.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,733 | $54.0K | 0.00% | +10.0% | Added |
| Rockefeller Capital Management L.P. | 5,479 | $63.0K | 0.00% | −3,037−35.7% | Reduced |
| Wolverine Asset Management LLC | 6,832 | $79.0K | 0.00% | +6,832 | New |
| American Portfolios Advisors | 9,000 | $104.6K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 9,958 | $116.0K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 10,169 | $118.0K | 0.02% | +7+0.1% | Added |
| Nwam LLC | 10,570 | $123.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 10,801 | $126.0K | 0.00% | −876−7.5% | Reduced |
| 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 |
| Greatmark Investment Partners, Inc. | 11,250 | $131.0K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 11,300 | $131.3K | 0.01% | −160−1.4% | Reduced |
| Kercheville Advisors, LLC | 12,277 | $143.0K | 0.07% | +11+0.1% | Added |
| Capital Investment Advisors, LLC | 12,425 | $144.0K | 0.00% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 12,507 | $145.0K | 0.10% | +12,507 | New |
| Wealth Alliance Advisory Group, LLC | 12,929 | $150.0K | 0.07% | +1,835+16.5% | Added |
| Wedbush Securities Inc | 13,151 | $153.0K | 0.01% | −250−1.9% | Reduced |
| Zullo Investment Group, Inc. | 13,500 | $157.0K | 0.08% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 14,150 | $164.0K | 0.01% | −30,850−68.6% | Reduced |
| Sonora Investment Management Group, LLC | 14,328 | $166.0K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 14,762 | $172.0K | 0.01% | +14,762 | New |
| Financial Advocates Investment Management | 16,746 | $195.0K | 0.01% | +123+0.7% | Added |
| Capital Investment Advisory Services, LLC | 17,500 | $203.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 18,224 | $212.0K | 0.00% | −14,367−44.1% | Reduced |
| IFP Advisors, Inc | 16,803 | $216.0K | 0.00% | +16,803 | New |
| Omnia Family Wealth, LLC | 18,796 | $218.0K | 0.14% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 18,859 | $219.0K | 0.01% | +18,859 | New |
| Kestra Advisory Services, LLC | 19,798 | $230.0K | 0.00% | +532+2.8% | Added |
| Running Point Capital Advisors, LLC | 20,000 | $232.0K | 0.14% | +20,000 | New |
| CNH Partners LLC | 20,799 | $242.0K | 0.01% | +20,799 | New |
| Mercer Global Advisors Inc | 22,000 | $256.0K | 0.00% | +22,000 | New |
| Spire Wealth Management | 23,280 | $271.0K | 0.01% | −5,100−18.0% | Reduced |
| GWM Advisors LLC | 26,789 | $312.0K | 0.01% | +5,400+25.2% | Added |
| Private Advisor Group, LLC | 27,562 | $320.0K | 0.00% | +27,562 | New |
| Edge Capital Group, LLC | 28,950 | $336.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 29,802 | $346.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 33,000 | $383.0K | 0.02% | +33,000 | New |
| Shufro Rose & Co LLC | 35,000 | $407.0K | 0.03% | +18,000+105.9% | Added |
| Truist Financial Corp | 35,148 | $408.0K | 0.00% | +2,316+7.1% | Added |
| Commonwealth Equity Services, LLC | 36,188 | $420.0K | 0.00% | −36,531−50.2% | Reduced |
| Landscape Capital Management, L.L.C. | 37,392 | $434.0K | 0.06% | +37,392 | New |
| Janney Montgomery Scott LLC | 41,607 | $483.0K | 0.00% | −5,337−11.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 42,358 | $492.0K | 0.10% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 46,438 | $540.0K | 0.00% | +13,621+41.5% | Added |
| Doyle Wealth Management | 48,344 | $562.0K | 0.04% | +48,344 | New |
| High Note Wealth, LLC | 48,778 | $566.0K | 0.20% | +48,778 | New |
| Advisory Services Network, LLC | 50,913 | $592.0K | 0.02% | +3,663+7.8% | Added |
| Claro Advisors LLC | 48,636 | $679.0K | 0.24% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 69,421 | $807.0K | 0.00% | +1,938+2.9% | Added |
| Hightower 6M Holding, LLC | 74,688 | $868.0K | 0.07% | +74,688 | New |
| Cutler Capital Management, LLC | 86,117 | $1.00M | 0.36% | +79+0.1% | Added |
| Raymond James & Associates | 93,067 | $1.08M | 0.00% | −1,166−1.2% | Reduced |
| Bokf, NA | 97,000 | $1.13M | 0.02% | +4,500+4.9% | Added |
| Baird Financial Group, Inc. | 101,741 | $1.18M | 0.00% | −13,412−11.6% | Reduced |
| LPL Financial LLC | 111,272 | $1.29M | 0.00% | +7,966+7.7% | Added |
| First Trust Advisors LP | 113,085 | $1.31M | 0.00% | +1,770+1.6% | Added |
| Royal Bank of Canada | 124,728 | $1.45M | 0.00% | −5,260−4.0% | Reduced |
| Stifel Financial Corp | 126,075 | $1.46M | 0.00% | +544+0.4% | Added |
| Delphi Financial Group, Inc. | 150,242 | $1.75M | 0.61% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 162,302 | $1.76M | 1.44% | +856+0.5% | Added |
| Invesco Ltd. | 173,039 | $2.01M | 0.00% | +46,895+37.2% | Added |
| Karpus Management, Inc. | 199,014 | $2.31M | 0.07% | +199,014 | New |
| Advisor Group Holdings, Inc. | 224,163 | $2.61M | 0.01% | +1,437+0.6% | Added |
| Cerity Partners LLC | 249,879 | $2.90M | 0.05% | +226,227+956.5% | Added |
| Van Eck Associates Corp | 297,264 | $3.45M | 0.01% | +19,667+7.1% | Added |
| UBS Group AG | 310,310 | $3.61M | 0.00% | −162,033−34.3% | Reduced |
| Parametric Portfolio Associates LLC | 312,484 | $3.63M | 0.00% | +94,213+43.2% | Added |
| Bank of America Corp | 382,264 | $4.44M | 0.00% | −31,466−7.6% | Reduced |
| Morgan Stanley | 383,255 | $4.45M | 0.00% | −18,320−4.6% | Reduced |
| Wells Fargo & Company | 403,397 | $4.69M | 0.00% | −33,622−7.7% | Reduced |
| Sit Investment Associates Inc | 882,091 | $10.3M | 0.28% | +10,000+1.1% | Added |
| Bramshill Investments, LLC | 1,440,067 | $16.7M | 2.32% | −444,973−23.6% | Reduced |
| Rivernorth Capital Management, LLC | 1,440,373 | $16.7M | 0.63% | +248,221+20.8% | Added |
| Guggenheim Capital LLC | 1,562,221 | $18.2M | 0.11% | +112,975+7.8% | 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 |