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, Q3 2022
Institutional positions in Invesco Trust for Investment Grade Municipals as of Sep 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
- 89
- +1 vs. Q2 2022
- Shares held
- 13.1M
- +924.4K (+7.6%) vs. Q2 2022
- Total value
- $122.4M
- −$5.45M (−4.3%) vs. Q2 2022
- New holders
- 10
- 31 more added
- Sold out
- 9
- 19 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 1,814,112 | $17.0M | 2.41% | −194,316−9.7% | Reduced |
| Sit Investment Associates Inc | 1,696,329 | $15.9M | 0.47% | +814,997+92.5% | Added |
| Rivernorth Capital Management, LLC | 1,605,641 | $15.0M | 0.67% | +172,057+12.0% | Added |
| Guggenheim Capital LLC | 1,470,227 | $13.8M | 0.13% | −6,115−0.4% | Reduced |
| Morgan Stanley | 768,252 | $7.19M | 0.00% | −3160.0% | Reduced |
| UBS Group AG | 405,315 | $3.79M | 0.00% | −16,078−3.8% | Reduced |
| Wells Fargo & Company | 399,159 | $3.74M | 0.00% | +67,404+20.3% | Added |
| Karpus Management, Inc. | 389,764 | $3.65M | 0.13% | +61,124+18.6% | Added |
| Truist Financial Corp | 385,748 | $3.61M | 0.01% | −6,981−1.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 370,590 | $3.47M | 0.01% | +56,809+18.1% | Added |
| Bank of America Corp | 327,085 | $3.06M | 0.00% | −2,312−0.7% | Reduced |
| Van Eck Associates Corp | 276,592 | $2.59M | 0.01% | +29,672+12.0% | Added |
| BlackRock Inc. | 247,764 | $2.32M | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 187,403 | $1.75M | 0.00% | −27,341−12.7% | Reduced |
| Melone Private Wealth, LLC | 174,893 | $1.67M | 1.45% | +2,346+1.4% | Added |
| Royal Bank of Canada | 175,430 | $1.64M | 0.00% | +3,711+2.2% | Added |
| Invesco Ltd. | 154,850 | $1.45M | 0.00% | −12,192−7.3% | Reduced |
| Delphi Financial Group, Inc. | 150,242 | $1.41M | 0.84% | 00.0% | Unchanged |
| Stifel Financial Corp | 129,697 | $1.21M | 0.00% | +14,644+12.7% | Added |
| LPL Financial LLC | 108,819 | $1.02M | 0.00% | +9,230+9.3% | Added |
| Baird Financial Group, Inc. | 97,896 | $916.0K | 0.00% | −567−0.6% | Reduced |
| Bokf, NA | 97,000 | $908.0K | 0.02% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 94,750 | $887.0K | 0.17% | +12,500+15.2% | Added |
| Raymond James & Associates | 91,774 | $859.0K | 0.00% | +569+0.6% | Added |
| Cutler Capital Management, LLC | 86,117 | $806.0K | 0.37% | 00.0% | Unchanged |
| CNH Partners LLC | 85,557 | $801.0K | 0.02% | +33,402+64.0% | Added |
| Robinson Capital Management, LLC | 79,940 | $750.0K | 0.60% | +31,988+66.7% | Added |
| Moors & Cabot, Inc. | 75,000 | $702.0K | 0.05% | +5,000+7.1% | Added |
| Private Advisor Group, LLC | 71,698 | $671.0K | 0.01% | +16,004+28.7% | Added |
| Commonwealth Equity Services, LLC | 68,106 | $637.0K | 0.00% | +26,401+63.3% | Added |
| Hightower 6M Holding, LLC | 67,470 | $632.0K | 0.06% | +46,825+226.8% | Added |
| First Trust Advisors LP | 55,888 | $523.0K | 0.00% | −15,921−22.2% | Reduced |
| Advisory Services Network, LLC | 55,778 | $522.0K | 0.02% | −7,986−12.5% | Reduced |
| High Note Wealth, LLC | 50,866 | $462.0K | 0.18% | −20,356−28.6% | Reduced |
| Ameriprise Financial Inc | 44,843 | $420.0K | 0.00% | +180+0.4% | Added |
| Cerity Partners LLC | 42,000 | $393.0K | 0.00% | −206,451−83.1% | Reduced |
| Harbour Investments, Inc. | 34,705 | $365.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 36,401 | $341.0K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 34,500 | $323.0K | 0.03% | −500−1.4% | Reduced |
| Landscape Capital Management, L.L.C. | 31,419 | $294.0K | 0.04% | +13,400+74.4% | Added |
| Wolverine Asset Management LLC | 29,076 | $272.0K | 0.00% | +29,076 | New |
| Edge Capital Group, LLC | 28,950 | $271.0K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 27,931 | $261.4K | 0.02% | +27,931 | New |
| WealthBridge Capital Management, LLC | 22,300 | $235.0K | 0.10% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 24,112 | $226.0K | 0.00% | +4,080+20.4% | Added |
| Gill Capital Partners, LLC | 23,593 | $221.0K | 0.12% | +23,593 | New |
| IFP Advisors, Inc | 16,805 | $217.0K | 0.01% | +20.0% | Added |
| Running Point Capital Advisors, LLC | 20,000 | $187.0K | 0.12% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 19,520 | $183.0K | 0.00% | +2,150+12.4% | Added |
| Omnia Family Wealth, LLC | 18,796 | $176.0K | 0.14% | 00.0% | Unchanged |
| GWM Advisors LLC | 18,320 | $172.0K | 0.00% | −4,700−20.4% | Reduced |
| Capital Investment Advisory Services, LLC | 17,500 | $164.0K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 17,336 | $162.0K | 0.07% | +3,639+26.6% | Added |
| Summit Financial Wealth Advisors, LLC | 16,950 | $154.0K | 0.04% | −17,250−50.4% | Reduced |
| Sonora Investment Management Group, LLC | 14,328 | $151.0K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 14,856 | $139.0K | 0.01% | −357−2.3% | Reduced |
| Janney Montgomery Scott LLC | 14,347 | $134.0K | 0.00% | −4,800−25.1% | Reduced |
| Zullo Investment Group, Inc. | 13,500 | $126.0K | 0.08% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 12,318 | $115.0K | 0.12% | +17+0.1% | Added |
| Mercer Global Advisors Inc | 12,194 | $114.0K | 0.00% | +12,194 | New |
| Spire Wealth Management | 12,000 | $112.0K | 0.01% | −7,780−39.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 11,721 | $110.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 11,000 | $103.0K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 11,000 | $103.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 10,655 | $100.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 10,548 | $99.0K | 0.00% | +33+0.3% | Added |
| Silverlake Wealth Management LLC | 10,372 | $97.1K | 0.07% | +10,372 | New |
| Cullen/Frost Bankers, Inc. | 9,958 | $93.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 9,000 | $84.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,162 | $76.0K | 0.00% | +5,755+239.1% | Added |
| Rockefeller Capital Management L.P. | 5,490 | $51.0K | 0.00% | +6+0.1% | Added |
| Main Management LLC | 5,000 | $47.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,974 | $37.0K | 0.00% | +53+1.4% | Added |
| Clearstead Advisors, LLC | 2,191 | $21.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,877 | $18.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,462 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,419 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,229 | $12.0K | 0.00% | +865+237.6% | Added |
| Motco | 1,034 | $10.0K | 0.00% | +1,034 | New |
| Benjamin F. Edwards & Company, Inc. | 764 | $7.00K | 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 |
| Mascoma Wealth Management LLC | 320 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 300 | $3.00K | 0.00% | +300 | New |
| First Horizon Advisors, Inc. | 195 | $2.00K | 0.00% | +195 | New |
| Carmichael Hill & Associates, Inc. | 234 | $2.00K | 0.00% | +234 | New |
| Allworth Financial LP | 119 | $1.00K | 0.00% | +1+0.8% | Added |
| Meeder Asset Management Inc | 136 | $1.00K | 0.00% | +136 | New |
| Dakota Wealth Management | 0 | $0 | 0.00% | −21,648−100.0% | Sold out |
| Wellspring Financial Advisors, LLC | 0 | $0 | 0.00% | −13,313−100.0% | Sold out |
| Horizon Kinetics Asset Management LLC | 0 | $0 | 0.00% | −10,414−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −10,570−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −4,733−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −372−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −412−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −298−100.0% | Sold out |