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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 121 | $1.21K | 0.00% | +1+0.8% | Added |
| First Horizon Advisors, Inc. | 195 | $1.94K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 320 | $3.14K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 499 | $4.96K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 608 | $6.04K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 780 | $7.75K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 764 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,419 | $14.1K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,633 | $16.2K | 0.00% | +1,633 | New |
| Steward Partners Investment Advisory, LLC | 1,643 | $16.3K | 0.00% | −234−12.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,076 | $40.5K | 0.00% | +49+1.2% | Added |
| JPMorgan Chase & Co | 4,950 | $49.2K | 0.00% | +4,950 | New |
| Main Management LLC | 5,000 | $50.0K | 0.01% | +5,000 | New |
| IFP Advisors, Inc | 5,516 | $69.6K | 0.00% | −4,817−46.6% | 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 |
| Northwestern Mutual Wealth Management Co | 10,001 | $99.4K | 0.00% | −1,902−16.0% | Reduced |
| Cetera Advisor Networks LLC | 10,611 | $105.5K | 0.00% | +30+0.3% | Added |
| Dynamic Advisor Solutions LLC | 10,950 | $108.8K | 0.01% | +10,950 | New |
| Meridian Wealth Management, LLC | 11,000 | $109.3K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,270 | $112.0K | 0.00% | +1,148+11.3% | Added |
| Gill Capital Partners, LLC | 11,691 | $116.2K | 0.05% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 11,721 | $116.5K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 11,851 | $117.8K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 12,000 | $119.3K | 0.00% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 12,352 | $122.8K | 0.08% | +16+0.1% | Added |
| Virtu Financial LLC | 12,432 | $124.0K | 0.01% | −31,551−71.7% | Reduced |
| Advisory Services Network, LLC | 12,804 | $127.3K | 0.00% | −22,988−64.2% | Reduced |
| Sonora Investment Management Group, LLC | 13,121 | $130.4K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 13,500 | $134.2K | 0.08% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 14,125 | $140.4K | 0.06% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 14,405 | $143.2K | 0.01% | −338−2.3% | Reduced |
| 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 |
| Shufro Rose & Co LLC | 15,500 | $154.1K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 15,844 | $158.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 18,020 | $175.8K | 0.00% | −650−3.5% | Reduced |
| Landscape Capital Management, L.L.C. | 17,700 | $175.9K | 0.02% | −7,634−30.1% | Reduced |
| Kestra Advisory Services, LLC | 18,664 | $185.5K | 0.00% | +119+0.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 21,517 | $213.9K | 0.00% | +10,252+91.0% | Added |
| Strategic Advisors LLC | 21,673 | $215.4K | 0.04% | +10,000+85.7% | Added |
| Walleye Capital LLC | 23,484 | $233.4K | 0.00% | +23,484 | New |
| Harbour Investments, Inc. | 26,702 | $265.4K | 0.01% | −942−3.4% | Reduced |
| The PNC Financial Services Group, Inc. | 27,519 | $273.5K | 0.00% | +19,219+231.6% | Added |
| Edge Capital Group, LLC | 27,650 | $274.8K | 0.02% | +9,650+53.6% | Added |
| High Note Wealth, LLC | 28,099 | $279.3K | 0.12% | −3,996−12.5% | Reduced |
| Moors & Cabot, Inc. | 33,000 | $328.0K | 0.02% | −50,000−60.2% | Reduced |
| Invesco Ltd. | 34,198 | $339.9K | 0.00% | −58,914−63.3% | Reduced |
| Melfa Wealth Management, LLC | 37,360 | $371.4K | 0.37% | 00.0% | Unchanged |
| Cerity Partners LLC | 42,000 | $417.5K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 42,384 | $421.3K | 0.00% | −1,868−4.2% | Reduced |
| Capital Investment Advisory Services, LLC | 44,232 | $439.7K | 0.05% | +26,732+152.8% | Added |
| Claro Advisors LLC | 46,240 | $459.6K | 0.13% | +31,100+205.4% | Added |
| Allspring Global Investments Holdings, LLC | 53,790 | $534.7K | 0.00% | +53,790 | New |
| Cambridge Investment Research Advisors, Inc. | 53,926 | $536.0K | 0.00% | +4,725+9.6% | Added |
| Dakota Wealth Management | 54,300 | $539.7K | 0.04% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 55,365 | $550.3K | 0.00% | +366+0.7% | Added |
| Ameriprise Financial Inc | 71,805 | $713.7K | 0.00% | +19,420+37.1% | Added |
| Commonwealth Equity Services, LLC | 72,887 | $724.0K | 0.00% | +4,568+6.7% | Added |
| Private Advisor Group, LLC | 78,537 | $780.7K | 0.01% | +4,326+5.8% | Added |
| Raymond James & Associates | 81,913 | $814.2K | 0.00% | +181+0.2% | Added |
| Cutler Capital Management, LLC | 86,117 | $865.0K | 0.39% | 00.0% | Unchanged |
| Bokf, NA | 99,000 | $984.1K | 0.02% | +2,000+2.1% | Added |
| Greatmark Investment Partners, Inc. | 107,000 | $1.06M | 0.19% | +9,750+10.0% | Added |
| Logan Stone Capital, LLC | 133,331 | $1.33M | 0.52% | +28,727+27.5% | Added |
| Stifel Financial Corp | 138,062 | $1.37M | 0.00% | +20,236+17.2% | Added |
| BFT Financial Group, LLC | 138,451 | $1.38M | 0.21% | +138,451 | New |
| Delphi Financial Group, Inc. | 150,142 | $1.49M | 0.74% | −100−0.1% | Reduced |
| CNH Partners LLC | 151,511 | $1.51M | 0.05% | +23,431+18.3% | Added |
| LPL Financial LLC | 169,421 | $1.68M | 0.00% | +64,356+61.3% | Added |
| Melone Private Wealth, LLC | 179,193 | $1.80M | 1.37% | +2,035+1.1% | Added |
| Robinson Capital Management, LLC | 194,262 | $1.90M | 0.89% | −18,869−8.9% | Reduced |
| Advisor Group Holdings, Inc. | 191,243 | $1.90M | 0.00% | −3,624−1.9% | Reduced |
| Rockefeller Capital Management L.P. | 195,966 | $1.95M | 0.01% | +194,762+16,176.2% | Added |
| UBS Group AG | 219,789 | $2.18M | 0.00% | −3,630−1.6% | Reduced |
| BlackRock Inc. | 247,764 | $2.46M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 251,215 | $2.50M | 0.00% | −84,128−25.1% | Reduced |
| Royal Bank of Canada | 274,954 | $2.73M | 0.00% | +27,480+11.1% | Added |
| Van Eck Associates Corp | 348,852 | $3.47M | 0.01% | +49,961+16.7% | Added |
| Kennedy Investment Group | 356,857 | $3.55M | 2.17% | −15,035−4.0% | Reduced |
| Wells Fargo & Company | 410,954 | $4.08M | 0.00% | +13,831+3.5% | Added |
| Truist Financial Corp | 689,575 | $6.85M | 0.01% | +91,479+15.3% | Added |
| Guggenheim Capital LLC | 795,182 | $7.90M | 0.07% | −656,553−45.2% | Reduced |
| Rivernorth Capital Management, LLC | 1,016,936 | $10.1M | 0.49% | −441,009−30.2% | Reduced |
| Morgan Stanley | 1,018,073 | $10.1M | 0.00% | −12,455−1.2% | Reduced |
| Bramshill Investments, LLC | 2,124,957 | $21.1M | 2.53% | +133,644+6.7% | Added |
| Karpus Management, Inc. | 2,131,710 | $21.2M | 0.66% | −37,100−1.7% | Reduced |
| Sit Investment Associates Inc | 2,901,272 | $28.8M | 0.78% | +1,003,668+52.9% | 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 |