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 2023
Institutional positions in Invesco Trust for Investment Grade Municipals as of Mar 31, 2023. 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
- −5 vs. Q4 2022
- Shares held
- 16.1M
- +345.5K (+2.2%) vs. Q4 2022
- Total value
- $159.6M
- +$2.48M (+1.6%) vs. Q4 2022
- New holders
- 9
- 32 more added
- Sold out
- 14
- 23 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,901,272 | $28.8M | 0.78% | +1,003,668+52.9% | Added |
| Karpus Management, Inc. | 2,131,710 | $21.2M | 0.66% | −37,100−1.7% | Reduced |
| Bramshill Investments, LLC | 2,124,957 | $21.1M | 2.53% | +133,644+6.7% | Added |
| Morgan Stanley | 1,018,073 | $10.1M | 0.00% | −12,455−1.2% | Reduced |
| Rivernorth Capital Management, LLC | 1,016,936 | $10.1M | 0.49% | −441,009−30.2% | Reduced |
| Guggenheim Capital LLC | 795,182 | $7.90M | 0.07% | −656,553−45.2% | Reduced |
| Truist Financial Corp | 689,575 | $6.85M | 0.01% | +91,479+15.3% | Added |
| Wells Fargo & Company | 410,954 | $4.08M | 0.00% | +13,831+3.5% | Added |
| Kennedy Investment Group | 356,857 | $3.55M | 2.17% | −15,035−4.0% | Reduced |
| Van Eck Associates Corp | 348,852 | $3.47M | 0.01% | +49,961+16.7% | Added |
| Royal Bank of Canada | 274,954 | $2.73M | 0.00% | +27,480+11.1% | Added |
| Bank of America Corp | 251,215 | $2.50M | 0.00% | −84,128−25.1% | Reduced |
| BlackRock Inc. | 247,764 | $2.46M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 219,789 | $2.18M | 0.00% | −3,630−1.6% | Reduced |
| Rockefeller Capital Management L.P. | 195,966 | $1.95M | 0.01% | +194,762+16,176.2% | Added |
| Advisor Group Holdings, Inc. | 191,243 | $1.90M | 0.00% | −3,624−1.9% | Reduced |
| Robinson Capital Management, LLC | 194,262 | $1.90M | 0.89% | −18,869−8.9% | Reduced |
| Melone Private Wealth, LLC | 179,193 | $1.80M | 1.37% | +2,035+1.1% | Added |
| LPL Financial LLC | 169,421 | $1.68M | 0.00% | +64,356+61.3% | Added |
| CNH Partners LLC | 151,511 | $1.51M | 0.05% | +23,431+18.3% | Added |
| Delphi Financial Group, Inc. | 150,142 | $1.49M | 0.74% | −100−0.1% | Reduced |
| BFT Financial Group, LLC | 138,451 | $1.38M | 0.21% | +138,451 | New |
| Stifel Financial Corp | 138,062 | $1.37M | 0.00% | +20,236+17.2% | Added |
| Logan Stone Capital, LLC | 133,331 | $1.33M | 0.52% | +28,727+27.5% | Added |
| Greatmark Investment Partners, Inc. | 107,000 | $1.06M | 0.19% | +9,750+10.0% | Added |
| Bokf, NA | 99,000 | $984.1K | 0.02% | +2,000+2.1% | Added |
| Cutler Capital Management, LLC | 86,117 | $865.0K | 0.39% | 00.0% | Unchanged |
| Raymond James & Associates | 81,913 | $814.2K | 0.00% | +181+0.2% | Added |
| Private Advisor Group, LLC | 78,537 | $780.7K | 0.01% | +4,326+5.8% | Added |
| Commonwealth Equity Services, LLC | 72,887 | $724.0K | 0.00% | +4,568+6.7% | Added |
| Ameriprise Financial Inc | 71,805 | $713.7K | 0.00% | +19,420+37.1% | Added |
| Baird Financial Group, Inc. | 55,365 | $550.3K | 0.00% | +366+0.7% | Added |
| Dakota Wealth Management | 54,300 | $539.7K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 53,926 | $536.0K | 0.00% | +4,725+9.6% | Added |
| Allspring Global Investments Holdings, LLC | 53,790 | $534.7K | 0.00% | +53,790 | New |
| Claro Advisors LLC | 46,240 | $459.6K | 0.13% | +31,100+205.4% | Added |
| Capital Investment Advisory Services, LLC | 44,232 | $439.7K | 0.05% | +26,732+152.8% | Added |
| First Trust Advisors LP | 42,384 | $421.3K | 0.00% | −1,868−4.2% | Reduced |
| Cerity Partners LLC | 42,000 | $417.5K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 37,360 | $371.4K | 0.37% | 00.0% | Unchanged |
| Invesco Ltd. | 34,198 | $339.9K | 0.00% | −58,914−63.3% | Reduced |
| Moors & Cabot, Inc. | 33,000 | $328.0K | 0.02% | −50,000−60.2% | Reduced |
| High Note Wealth, LLC | 28,099 | $279.3K | 0.12% | −3,996−12.5% | Reduced |
| Edge Capital Group, LLC | 27,650 | $274.8K | 0.02% | +9,650+53.6% | Added |
| The PNC Financial Services Group, Inc. | 27,519 | $273.5K | 0.00% | +19,219+231.6% | Added |
| Harbour Investments, Inc. | 26,702 | $265.4K | 0.01% | −942−3.4% | Reduced |
| Walleye Capital LLC | 23,484 | $233.4K | 0.00% | +23,484 | New |
| Strategic Advisors LLC | 21,673 | $215.4K | 0.04% | +10,000+85.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 21,517 | $213.9K | 0.00% | +10,252+91.0% | Added |
| Kestra Advisory Services, LLC | 18,664 | $185.5K | 0.00% | +119+0.6% | Added |
| Landscape Capital Management, L.L.C. | 17,700 | $175.9K | 0.02% | −7,634−30.1% | Reduced |
| GWM Advisors LLC | 18,020 | $175.8K | 0.00% | −650−3.5% | Reduced |
| Regions Financial Corp | 15,844 | $158.0K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 15,500 | $154.1K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,163 | $151.0K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 15,185 | $151.0K | 0.00% | +15,185 | New |
| Financial Advocates Investment Management | 14,405 | $143.2K | 0.01% | −338−2.3% | Reduced |
| WealthBridge Capital Management, LLC | 14,125 | $140.4K | 0.06% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 13,500 | $134.2K | 0.08% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 13,121 | $130.4K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,804 | $127.3K | 0.00% | −22,988−64.2% | Reduced |
| Virtu Financial LLC | 12,432 | $124.0K | 0.01% | −31,551−71.7% | Reduced |
| Kercheville Advisors, LLC | 12,352 | $122.8K | 0.08% | +16+0.1% | Added |
| Spire Wealth Management | 12,000 | $119.3K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 11,851 | $117.8K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 11,721 | $116.5K | 0.02% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 11,691 | $116.2K | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,270 | $112.0K | 0.00% | +1,148+11.3% | Added |
| Meridian Wealth Management, LLC | 11,000 | $109.3K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 10,950 | $108.8K | 0.01% | +10,950 | New |
| Cetera Advisor Networks LLC | 10,611 | $105.5K | 0.00% | +30+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 10,001 | $99.4K | 0.00% | −1,902−16.0% | Reduced |
| Coastline Trust Co | 10,000 | $99.4K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $99.4K | 0.00% | +10,000 | New |
| IFP Advisors, Inc | 5,516 | $69.6K | 0.00% | −4,817−46.6% | Reduced |
| Main Management LLC | 5,000 | $50.0K | 0.01% | +5,000 | New |
| JPMorgan Chase & Co | 4,950 | $49.2K | 0.00% | +4,950 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,076 | $40.5K | 0.00% | +49+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,643 | $16.3K | 0.00% | −234−12.5% | Reduced |
| Webster Bank, N. A. | 1,633 | $16.2K | 0.00% | +1,633 | New |
| Endurance Wealth Management, Inc. | 1,500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,419 | $14.1K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 764 | $8.00K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 780 | $7.75K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 608 | $6.04K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 499 | $4.96K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 320 | $3.14K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 195 | $1.94K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 121 | $1.21K | 0.00% | +1+0.8% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −75,266−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −48,264−100.0% | Sold out |
| Running Point Capital Advisors, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Omnia Family Wealth, LLC | 0 | $0 | 0.00% | −18,796−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −17,722−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −14,994−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,572−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −12,259−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,088−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −10,473−100.0% | Sold out |