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, Q4 2022
Institutional positions in Invesco Trust for Investment Grade Municipals as of Dec 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
- 96
- +9 vs. Q3 2022
- Shares held
- 15.7M
- +2.74M (+21.1%) vs. Q3 2022
- Total value
- $157.2M
- +$35.5M (+29.2%) vs. Q3 2022
- New holders
- 21
- 27 more added
- Sold out
- 12
- 26 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 74,211 | $746 | 0.00% | +2,513+3.5% | Added |
| Allworth Financial LP | 120 | $1.21K | 0.00% | +1+0.8% | Added |
| First Horizon Advisors, Inc. | 195 | $1.96K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 320 | $3.22K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 412 | $4.14K | 0.00% | +412 | New |
| Northwest Investment Counselors, LLC | 499 | $5.01K | 0.00% | +499 | New |
| Key Financial Inc | 608 | $5.69K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 780 | $7.84K | 0.00% | +780 | New |
| Benjamin F. Edwards & Company, Inc. | 764 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,204 | $12.0K | 0.00% | −4,286−78.1% | Reduced |
| Ancora Advisors, LLC | 1,419 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,353 | $14.0K | 0.00% | +124+10.1% | Added |
| Trustcore Financial Services, LLC | 1,462 | $14.7K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,877 | $18.9K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,150 | $31.7K | 0.00% | +3,150 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,027 | $40.5K | 0.00% | +53+1.3% | Added |
| The PNC Financial Services Group, Inc. | 8,300 | $83.4K | 0.00% | +138+1.7% | Added |
| Cullen/Frost Bankers, Inc. | 9,958 | $100.1K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 10,000 | $100.5K | 0.01% | +10,000 | New |
| Cetera Investment Advisers | 10,122 | $101.7K | 0.00% | +10,122 | New |
| Woodline Partners LP | 10,473 | $105.3K | 0.00% | +10,473 | New |
| Cetera Advisor Networks LLC | 10,581 | $106.3K | 0.00% | +33+0.3% | Added |
| Proequities, Inc. | 11,000 | $110.5K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 11,000 | $110.5K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,088 | $111.4K | 0.00% | +11,088 | New |
| Raymond James Financial Services Advisors, Inc. | 11,265 | $113.2K | 0.00% | −359,325−97.0% | Reduced |
| Strategic Advisors LLC | 11,673 | $117.3K | 0.03% | +11,673 | New |
| Gill Capital Partners, LLC | 11,691 | $117.5K | 0.06% | −11,902−50.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 11,721 | $117.8K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 11,851 | $119.1K | 0.05% | −5,485−31.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,903 | $119.6K | 0.00% | −7,617−39.0% | Reduced |
| Spire Wealth Management | 12,000 | $121.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 12,259 | $123.2K | 0.01% | +12,259 | New |
| Kercheville Advisors, LLC | 12,336 | $124.0K | 0.09% | +18+0.1% | Added |
| Citadel Advisors LLC | 12,572 | $126.3K | 0.00% | +12,572 | New |
| Sonora Investment Management Group, LLC | 13,121 | $131.9K | 0.01% | −1,207−8.4% | Reduced |
| IFP Advisors, Inc | 10,333 | $133.0K | 0.00% | −6,472−38.5% | Reduced |
| Zullo Investment Group, Inc. | 13,500 | $135.7K | 0.08% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 14,125 | $142.0K | 0.06% | −8,175−36.7% | Reduced |
| Financial Advocates Investment Management | 14,743 | $148.2K | 0.01% | −113−0.8% | Reduced |
| Mercer Global Advisors Inc | 14,994 | $151.0K | 0.00% | +2,800+23.0% | Added |
| Janney Montgomery Scott LLC | 15,163 | $152.0K | 0.00% | +816+5.7% | Added |
| Claro Advisors LLC | 15,140 | $152.2K | 0.05% | +15,140 | New |
| Shufro Rose & Co LLC | 15,500 | $155.8K | 0.01% | −19,000−55.1% | Reduced |
| Regions Financial Corp | 15,844 | $159.0K | 0.00% | +15,844 | New |
| Capital Investment Advisory Services, LLC | 17,500 | $175.9K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 17,722 | $178.0K | 0.00% | +17,722 | New |
| Edge Capital Group, LLC | 18,000 | $180.9K | 0.01% | −10,950−37.8% | Reduced |
| GWM Advisors LLC | 18,670 | $181.4K | 0.00% | +350+1.9% | Added |
| Kestra Advisory Services, LLC | 18,545 | $186.4K | 0.00% | −5,567−23.1% | Reduced |
| Omnia Family Wealth, LLC | 18,796 | $188.9K | 0.15% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 20,000 | $201.0K | 0.12% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 25,334 | $254.6K | 0.04% | −6,085−19.4% | Reduced |
| Harbour Investments, Inc. | 27,644 | $277.8K | 0.02% | −7,061−20.3% | Reduced |
| High Note Wealth, LLC | 32,095 | $322.6K | 0.14% | −18,771−36.9% | Reduced |
| Advisory Services Network, LLC | 35,792 | $359.7K | 0.01% | −19,986−35.8% | Reduced |
| Melfa Wealth Management, LLC | 37,360 | $375.5K | 0.39% | +37,360 | New |
| Cerity Partners LLC | 42,000 | $422.1K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 43,983 | $442.0K | 0.06% | +43,983 | New |
| First Trust Advisors LP | 44,252 | $444.7K | 0.00% | −11,636−20.8% | Reduced |
| Weiss Asset Management LP | 48,264 | $485.1K | 0.02% | +48,264 | New |
| Cambridge Investment Research Advisors, Inc. | 49,201 | $494.0K | 0.00% | +12,800+35.2% | Added |
| Ameriprise Financial Inc | 52,385 | $511.0K | 0.00% | +7,542+16.8% | Added |
| Dakota Wealth Management | 54,300 | $545.7K | 0.04% | +54,300 | New |
| Baird Financial Group, Inc. | 54,999 | $553.0K | 0.00% | −42,897−43.8% | Reduced |
| Commonwealth Equity Services, LLC | 68,319 | $686.0K | 0.00% | +213+0.3% | Added |
| HighTower Advisors, LLC | 75,266 | $753.0K | 0.00% | +75,266 | New |
| Raymond James & Associates | 81,732 | $821.4K | 0.00% | −10,042−10.9% | Reduced |
| Moors & Cabot, Inc. | 83,000 | $834.1K | 0.06% | +8,000+10.7% | Added |
| Cutler Capital Management, LLC | 86,117 | $865.5K | 0.36% | 00.0% | Unchanged |
| Invesco Ltd. | 93,112 | $935.8K | 0.00% | −61,738−39.9% | Reduced |
| Bokf, NA | 97,000 | $974.9K | 0.02% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 97,250 | $977.4K | 0.18% | +2,500+2.6% | Added |
| Logan Stone Capital, LLC | 104,604 | $1.05M | 0.39% | +104,604 | New |
| LPL Financial LLC | 105,065 | $1.06M | 0.00% | −3,754−3.4% | Reduced |
| Stifel Financial Corp | 117,826 | $1.18M | 0.00% | −11,871−9.2% | Reduced |
| CNH Partners LLC | 128,080 | $1.29M | 0.03% | +42,523+49.7% | Added |
| Delphi Financial Group, Inc. | 150,242 | $1.51M | 0.76% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 177,158 | $1.78M | 1.51% | +2,265+1.3% | Added |
| Advisor Group Holdings, Inc. | 194,867 | $1.96M | 0.00% | +7,464+4.0% | Added |
| Robinson Capital Management, LLC | 213,131 | $2.11M | 1.08% | +133,191+166.6% | Added |
| UBS Group AG | 223,419 | $2.25M | 0.00% | −181,896−44.9% | Reduced |
| Royal Bank of Canada | 247,474 | $2.49M | 0.00% | +72,044+41.1% | Added |
| BlackRock Inc. | 247,764 | $2.49M | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 298,891 | $3.00M | 0.01% | +22,299+8.1% | Added |
| Bank of America Corp | 335,343 | $3.37M | 0.00% | +8,258+2.5% | Added |
| Kennedy Investment Group | 371,892 | $3.74M | 2.38% | +371,892 | New |
| Wells Fargo & Company | 397,123 | $3.99M | 0.00% | −2,036−0.5% | Reduced |
| Truist Financial Corp | 598,096 | $6.01M | 0.01% | +212,348+55.0% | Added |
| Morgan Stanley | 1,030,528 | $10.4M | 0.00% | +262,276+34.1% | Added |
| Guggenheim Capital LLC | 1,451,735 | $14.6M | 0.13% | −18,492−1.3% | Reduced |
| Rivernorth Capital Management, LLC | 1,457,945 | $14.7M | 0.66% | −147,696−9.2% | Reduced |
| Sit Investment Associates Inc | 1,897,604 | $19.1M | 0.53% | +201,275+11.9% | Added |
| Bramshill Investments, LLC | 1,991,313 | $20.0M | 2.35% | +177,201+9.8% | Added |
| Karpus Management, Inc. | 2,168,810 | $21.8M | 0.74% | +1,779,046+456.4% | Added |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −29,076−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −27,931−100.0% | Sold out |
| Summit Financial Wealth Advisors, LLC | 0 | $0 | 0.00% | −16,950−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −10,655−100.0% | Sold out |