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, Q2 2022
Institutional positions in Invesco Trust for Investment Grade Municipals as of Jun 30, 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
- 88
- −4 vs. Q1 2022
- Shares held
- 12.1M
- +1.77M (+17.1%) vs. Q1 2022
- Total value
- $127.8M
- +$7.56M (+6.3%) vs. Q1 2022
- New holders
- 13
- 23 more added
- Sold out
- 17
- 26 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 2,008,428 | $21.1M | 2.52% | +568,361+39.5% | Added |
| Guggenheim Capital LLC | 1,476,342 | $15.5M | 0.12% | −85,879−5.5% | Reduced |
| Rivernorth Capital Management, LLC | 1,433,584 | $15.1M | 0.61% | −6,789−0.5% | Reduced |
| Sit Investment Associates Inc | 881,332 | $9.28M | 0.28% | −759−0.1% | Reduced |
| Morgan Stanley | 768,568 | $8.09M | 0.00% | +385,313+100.5% | Added |
| UBS Group AG | 421,393 | $4.44M | 0.00% | +111,083+35.8% | Added |
| Truist Financial Corp | 392,729 | $4.13M | 0.01% | +357,581+1,017.4% | Added |
| Wells Fargo & Company | 331,755 | $3.49M | 0.00% | −71,642−17.8% | Reduced |
| Bank of America Corp | 329,397 | $3.47M | 0.00% | −52,867−13.8% | Reduced |
| Karpus Management, Inc. | 328,640 | $3.46M | 0.12% | +129,626+65.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 313,781 | $3.30M | 0.01% | +244,360+352.0% | Added |
| Cerity Partners LLC | 248,451 | $2.62M | 0.03% | −1,428−0.6% | Reduced |
| BlackRock Inc. | 247,764 | $2.61M | 0.00% | +247,764 | New |
| Van Eck Associates Corp | 246,920 | $2.60M | 0.01% | −50,344−16.9% | Reduced |
| Advisor Group Holdings, Inc. | 214,744 | $2.26M | 0.00% | −9,419−4.2% | Reduced |
| Melone Private Wealth, LLC | 172,547 | $1.84M | 1.56% | +10,245+6.3% | Added |
| Royal Bank of Canada | 171,719 | $1.81M | 0.00% | +46,991+37.7% | Added |
| Invesco Ltd. | 167,042 | $1.76M | 0.00% | −5,997−3.5% | Reduced |
| Delphi Financial Group, Inc. | 150,242 | $1.58M | 0.74% | 00.0% | Unchanged |
| Stifel Financial Corp | 115,053 | $1.21M | 0.00% | −11,022−8.7% | Reduced |
| LPL Financial LLC | 99,589 | $1.05M | 0.00% | −11,683−10.5% | Reduced |
| Baird Financial Group, Inc. | 98,463 | $1.04M | 0.00% | −3,278−3.2% | Reduced |
| Bokf, NA | 97,000 | $1.02M | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 91,205 | $960.0K | 0.00% | −1,862−2.0% | Reduced |
| Cutler Capital Management, LLC | 86,117 | $907.0K | 0.35% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 82,250 | $866.0K | 0.17% | +71,000+631.1% | Added |
| First Trust Advisors LP | 71,809 | $756.0K | 0.00% | −41,276−36.5% | Reduced |
| High Note Wealth, LLC | 71,222 | $750.0K | 0.29% | +22,444+46.0% | Added |
| Moors & Cabot, Inc. | 70,000 | $737.0K | 0.05% | +37,000+112.1% | Added |
| Advisory Services Network, LLC | 63,764 | $671.0K | 0.02% | +12,851+25.2% | Added |
| Private Advisor Group, LLC | 55,694 | $586.0K | 0.01% | +28,132+102.1% | Added |
| CNH Partners LLC | 52,155 | $549.0K | 0.01% | +31,356+150.8% | Added |
| Robinson Capital Management, LLC | 47,952 | $510.0K | 0.38% | +47,952 | New |
| Ameriprise Financial Inc | 44,663 | $470.0K | 0.00% | −1,775−3.8% | Reduced |
| Commonwealth Equity Services, LLC | 41,705 | $439.0K | 0.00% | +5,517+15.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 36,401 | $383.0K | 0.00% | +6,599+22.1% | Added |
| Shufro Rose & Co LLC | 35,000 | $369.0K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 34,705 | $365.0K | 0.02% | +34,705 | New |
| Summit Financial Wealth Advisors, LLC | 34,200 | $364.0K | 0.09% | −8,158−19.3% | Reduced |
| Edge Capital Group, LLC | 28,950 | $305.0K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 23,020 | $243.0K | 0.00% | −3,769−14.1% | Reduced |
| WealthBridge Capital Management, LLC | 22,300 | $235.0K | 0.10% | +22,300 | New |
| Dakota Wealth Management | 21,648 | $228.0K | 0.02% | +21,648 | New |
| Hightower 6M Holding, LLC | 20,645 | $217.0K | 0.02% | −54,043−72.4% | Reduced |
| IFP Advisors, Inc | 16,803 | $216.0K | 0.01% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 20,000 | $211.0K | 0.14% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 20,032 | $211.0K | 0.00% | +234+1.2% | Added |
| Spire Wealth Management | 19,780 | $208.0K | 0.01% | −3,500−15.0% | Reduced |
| Janney Montgomery Scott LLC | 19,147 | $200.0K | 0.00% | −22,460−54.0% | Reduced |
| Omnia Family Wealth, LLC | 18,796 | $198.0K | 0.15% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 18,019 | $190.0K | 0.03% | −19,373−51.8% | Reduced |
| Capital Investment Advisory Services, LLC | 17,500 | $184.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17,370 | $183.0K | 0.00% | −854−4.7% | Reduced |
| Financial Advocates Investment Management | 15,213 | $160.0K | 0.01% | −1,533−9.2% | Reduced |
| Sonora Investment Management Group, LLC | 14,328 | $151.0K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 13,697 | $144.0K | 0.07% | +768+5.9% | Added |
| Zullo Investment Group, Inc. | 13,500 | $142.0K | 0.09% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 13,313 | $140.0K | 0.05% | +13,313 | New |
| Kercheville Advisors, LLC | 12,301 | $130.0K | 0.09% | +24+0.2% | Added |
| GPS Wealth Strategies Group, LLC | 11,721 | $123.0K | 0.03% | +11,518+5,673.9% | Added |
| Proequities, Inc. | 11,000 | $116.0K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 11,000 | $116.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 10,655 | $112.0K | 0.00% | −1,770−14.2% | Reduced |
| Nwam LLC | 10,570 | $112.0K | 0.01% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 10,414 | $112.0K | 0.00% | +10,414 | New |
| Cetera Advisor Networks LLC | 10,515 | $110.0K | 0.00% | −286−2.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 9,958 | $105.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 9,000 | $94.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5,484 | $57.0K | 0.00% | +5+0.1% | Added |
| Main Management LLC | 5,000 | $53.0K | 0.01% | +5,000 | New |
| Geneos Wealth Management Inc. | 4,733 | $49.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,921 | $41.0K | 0.00% | +54+1.4% | Added |
| The PNC Financial Services Group, Inc. | 2,407 | $25.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,191 | $23.0K | 0.00% | +2,191 | New |
| Steward Partners Investment Advisory, LLC | 1,877 | $20.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 1,500 | $16.0K | 0.01% | +1,500 | New |
| Trustcore Financial Services, LLC | 1,462 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,419 | $15.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 764 | $8.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 608 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 600 | $6.00K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 364 | $4.00K | 0.00% | −808−68.9% | Reduced |
| Fifth Third Bancorp | 372 | $4.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 412 | $4.00K | 0.00% | +412 | New |
| Massmutual Trust Co FSB | 298 | $3.00K | 0.00% | +298 | New |
| Mascoma Wealth Management LLC | 320 | $3.00K | 0.00% | +320 | New |
| Allworth Financial LP | 118 | $1.00K | 0.00% | +1+0.9% | Added |
| Claro Advisors LLC | 0 | $0 | 0.00% | −48,636−100.0% | Sold out |
| Doyle Wealth Management | 0 | $0 | 0.00% | −48,344−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −18,859−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,762−100.0% | Sold out |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −14,150−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −13,151−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −12,507−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −10,169−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −6,832−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −3,994−100.0% | Sold out |