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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 119 | $1.00K | 0.00% | +1+0.8% | Added |
| Meeder Asset Management Inc | 136 | $1.00K | 0.00% | +136 | New |
| First Horizon Advisors, Inc. | 195 | $2.00K | 0.00% | +195 | New |
| Carmichael Hill & Associates, Inc. | 234 | $2.00K | 0.00% | +234 | New |
| Mascoma Wealth Management LLC | 320 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 300 | $3.00K | 0.00% | +300 | New |
| Key Financial Inc | 608 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 600 | $6.00K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 764 | $7.00K | 0.00% | 00.0% | Unchanged |
| Motco | 1,034 | $10.0K | 0.00% | +1,034 | New |
| Bessemer Group Inc | 1,229 | $12.0K | 0.00% | +865+237.6% | Added |
| Ancora Advisors, LLC | 1,419 | $13.0K | 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 |
| Steward Partners Investment Advisory, LLC | 1,877 | $18.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,191 | $21.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,974 | $37.0K | 0.00% | +53+1.4% | Added |
| Main Management LLC | 5,000 | $47.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5,490 | $51.0K | 0.00% | +6+0.1% | Added |
| The PNC Financial Services Group, Inc. | 8,162 | $76.0K | 0.00% | +5,755+239.1% | Added |
| American Portfolios Advisors | 9,000 | $84.2K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 9,958 | $93.0K | 0.00% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 10,372 | $97.1K | 0.07% | +10,372 | New |
| Cetera Advisor Networks LLC | 10,548 | $99.0K | 0.00% | +33+0.3% | Added |
| Capital Investment Advisors, LLC | 10,655 | $100.0K | 0.00% | 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 |
| GPS Wealth Strategies Group, LLC | 11,721 | $110.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 12,000 | $112.0K | 0.01% | −7,780−39.3% | Reduced |
| Mercer Global Advisors Inc | 12,194 | $114.0K | 0.00% | +12,194 | New |
| Kercheville Advisors, LLC | 12,318 | $115.0K | 0.12% | +17+0.1% | Added |
| Zullo Investment Group, Inc. | 13,500 | $126.0K | 0.08% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 14,347 | $134.0K | 0.00% | −4,800−25.1% | Reduced |
| Financial Advocates Investment Management | 14,856 | $139.0K | 0.01% | −357−2.3% | Reduced |
| Sonora Investment Management Group, LLC | 14,328 | $151.0K | 0.02% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 16,950 | $154.0K | 0.04% | −17,250−50.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 17,336 | $162.0K | 0.07% | +3,639+26.6% | Added |
| Capital Investment Advisory Services, LLC | 17,500 | $164.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 18,320 | $172.0K | 0.00% | −4,700−20.4% | Reduced |
| Omnia Family Wealth, LLC | 18,796 | $176.0K | 0.14% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 19,520 | $183.0K | 0.00% | +2,150+12.4% | Added |
| Running Point Capital Advisors, LLC | 20,000 | $187.0K | 0.12% | 00.0% | Unchanged |
| IFP Advisors, Inc | 16,805 | $217.0K | 0.01% | +20.0% | Added |
| Gill Capital Partners, LLC | 23,593 | $221.0K | 0.12% | +23,593 | New |
| Kestra Advisory Services, LLC | 24,112 | $226.0K | 0.00% | +4,080+20.4% | Added |
| WealthBridge Capital Management, LLC | 22,300 | $235.0K | 0.10% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 27,931 | $261.4K | 0.02% | +27,931 | New |
| Edge Capital Group, LLC | 28,950 | $271.0K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 29,076 | $272.0K | 0.00% | +29,076 | New |
| Landscape Capital Management, L.L.C. | 31,419 | $294.0K | 0.04% | +13,400+74.4% | Added |
| Shufro Rose & Co LLC | 34,500 | $323.0K | 0.03% | −500−1.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 36,401 | $341.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 34,705 | $365.0K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 42,000 | $393.0K | 0.00% | −206,451−83.1% | Reduced |
| Ameriprise Financial Inc | 44,843 | $420.0K | 0.00% | +180+0.4% | Added |
| High Note Wealth, LLC | 50,866 | $462.0K | 0.18% | −20,356−28.6% | Reduced |
| Advisory Services Network, LLC | 55,778 | $522.0K | 0.02% | −7,986−12.5% | Reduced |
| First Trust Advisors LP | 55,888 | $523.0K | 0.00% | −15,921−22.2% | Reduced |
| Hightower 6M Holding, LLC | 67,470 | $632.0K | 0.06% | +46,825+226.8% | Added |
| Commonwealth Equity Services, LLC | 68,106 | $637.0K | 0.00% | +26,401+63.3% | Added |
| Private Advisor Group, LLC | 71,698 | $671.0K | 0.01% | +16,004+28.7% | Added |
| Moors & Cabot, Inc. | 75,000 | $702.0K | 0.05% | +5,000+7.1% | Added |
| Robinson Capital Management, LLC | 79,940 | $750.0K | 0.60% | +31,988+66.7% | Added |
| CNH Partners LLC | 85,557 | $801.0K | 0.02% | +33,402+64.0% | Added |
| Cutler Capital Management, LLC | 86,117 | $806.0K | 0.37% | 00.0% | Unchanged |
| Raymond James & Associates | 91,774 | $859.0K | 0.00% | +569+0.6% | Added |
| Greatmark Investment Partners, Inc. | 94,750 | $887.0K | 0.17% | +12,500+15.2% | Added |
| Bokf, NA | 97,000 | $908.0K | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 97,896 | $916.0K | 0.00% | −567−0.6% | Reduced |
| LPL Financial LLC | 108,819 | $1.02M | 0.00% | +9,230+9.3% | Added |
| Stifel Financial Corp | 129,697 | $1.21M | 0.00% | +14,644+12.7% | Added |
| Delphi Financial Group, Inc. | 150,242 | $1.41M | 0.84% | 00.0% | Unchanged |
| Invesco Ltd. | 154,850 | $1.45M | 0.00% | −12,192−7.3% | Reduced |
| Royal Bank of Canada | 175,430 | $1.64M | 0.00% | +3,711+2.2% | Added |
| Melone Private Wealth, LLC | 174,893 | $1.67M | 1.45% | +2,346+1.4% | Added |
| Advisor Group Holdings, Inc. | 187,403 | $1.75M | 0.00% | −27,341−12.7% | Reduced |
| BlackRock Inc. | 247,764 | $2.32M | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 276,592 | $2.59M | 0.01% | +29,672+12.0% | Added |
| Bank of America Corp | 327,085 | $3.06M | 0.00% | −2,312−0.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 370,590 | $3.47M | 0.01% | +56,809+18.1% | Added |
| Truist Financial Corp | 385,748 | $3.61M | 0.01% | −6,981−1.8% | Reduced |
| Karpus Management, Inc. | 389,764 | $3.65M | 0.13% | +61,124+18.6% | Added |
| Wells Fargo & Company | 399,159 | $3.74M | 0.00% | +67,404+20.3% | Added |
| UBS Group AG | 405,315 | $3.79M | 0.00% | −16,078−3.8% | Reduced |
| Morgan Stanley | 768,252 | $7.19M | 0.00% | −3160.0% | Reduced |
| Guggenheim Capital LLC | 1,470,227 | $13.8M | 0.13% | −6,115−0.4% | Reduced |
| Rivernorth Capital Management, LLC | 1,605,641 | $15.0M | 0.67% | +172,057+12.0% | Added |
| Sit Investment Associates Inc | 1,696,329 | $15.9M | 0.47% | +814,997+92.5% | Added |
| Bramshill Investments, LLC | 1,814,112 | $17.0M | 2.41% | −194,316−9.7% | Reduced |
| 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 |