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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, Q2 2023

Institutional positions in Invesco Trust for Investment Grade Municipals as of Jun 30, 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
91
+2 vs. Q1 2023
Shares held
16.9M
+867.5K (+5.4%) vs. Q1 2023
Total value
$164.4M
+$4.81M (+3.0%) vs. Q1 2023
New holders
10
33 more added
Sold out
8
19 more reduced

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 91 institutions
Q1 2021: 80 institutionsQ2 2021: 78 institutionsQ3 2021: 80 institutionsQ4 2021: 90 institutionsQ1 2022: 94 institutionsQ2 2022: 88 institutionsQ3 2022: 89 institutionsQ4 2022: 96 institutionsQ1 2023: 89 institutionsQ2 2023: 91 institutionsQ3 2023: 85 institutionsQ4 2023: 108 institutionsQ1 2024: 100 institutionsQ2 2024: 101 institutionsQ3 2024: 103 institutionsQ4 2024: 109 institutionsQ1 2025: 108 institutionsQ2 2025: 115 institutionsQ3 2025: 109 institutionsQ4 2025: 103 institutionsQ1 2026: 110 institutionsQ2 2026: 103 institutions
Value heldQ2 2023: $164.4M
Q1 2021: $141.8MQ2 2021: $142.8MQ3 2021: $138.3MQ4 2021: $141.8MQ1 2022: $123.9MQ2 2022: $127.8MQ3 2022: $122.4MQ4 2022: $157.2MQ1 2023: $159.6MQ2 2023: $164.4MQ3 2023: $152.3MQ4 2023: $206.3MQ1 2024: $214.2MQ2 2024: $227.5MQ3 2024: $214.6MQ4 2024: $211.5MQ1 2025: $205.0MQ2 2025: $151.9MQ3 2025: $142.2MQ4 2025: $134.6MQ1 2026: $116.7MQ2 2026: $128.3M
Institutions holding VGM and their total value by quarter
QuarterHoldersValue
Q2 2026103$128.3M
Q1 2026110$116.7M
Q4 2025103$134.6M
Q3 2025109$142.2M
Q2 2025115$151.9M
Q1 2025108$205.0M
Q4 2024109$211.5M
Q3 2024103$214.6M
Q2 2024101$227.5M
Q1 2024100$214.2M
Q4 2023108$206.3M
Q3 202385$152.3M
Q2 202391$164.4M
Q1 202389$159.6M
Q4 202296$157.2M
Q3 202289$122.4M
Q2 202288$127.8M
Q1 202294$123.9M
Q4 202190$141.8M
Q3 202180$138.3M
Q2 202178$142.8M
Q1 202180$141.8M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q1 2023.

Institutions holding VGM in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC2$190.00%+2New
Allworth Financial LP122$1.19K0.00%+1+0.8%Added
First Horizon Advisors, Inc.195$1.89K0.00%00.0%Unchanged
Mascoma Wealth Management LLC320$3.03K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC499$4.84K0.00%00.0%Unchanged
Key Financial Inc608$5.90K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.764$7.00K0.00%00.0%Unchanged
Ancora Advisors, LLC1,419$13.8K0.00%00.0%Unchanged
Fairfield, Bush & Co.1,500$14.6K0.00%+1,500New
Endurance Wealth Management, Inc.1,500$15.0K0.00%00.0%Unchanged
Webster Bank, N. A.1,633$15.9K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,643$16.0K0.00%00.0%Unchanged
TD Capital Management LLC2,817$27.4K0.00%+2,817New
JPMorgan Chase & Co3,600$35.0K0.00%−1,350−27.3%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4,122$40.0K0.00%+46+1.1%Added
Wolverine Asset Management LLC4,735$46.0K0.00%+4,735New
IFP Advisors, Inc5,436$68.6K0.00%−80−1.5%Reduced
Compass Wealth Management LLC7,720$75.0K0.02%+7,720New
GPS Wealth Strategies Group, LLC8,113$78.8K0.01%−3,608−30.8%Reduced
Strategic Advisors LLC10,000$97.1K0.02%−11,673−53.9%Reduced
Coastline Trust Co10,000$97.1K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co10,168$98.7K0.00%+167+1.7%Added
Cetera Advisor Networks LLC10,639$103.3K0.00%+28+0.3%Added
Meridian Wealth Management, LLC11,000$106.8K0.01%00.0%Unchanged
Dynamic Advisor Solutions LLC11,100$107.8K0.01%+150+1.4%Added
Cetera Investment Advisers11,600$112.6K0.00%+330+2.9%Added
Gill Capital Partners, LLC11,691$113.5K0.05%00.0%Unchanged
Susquehanna International Group, LLP11,811$114.7K0.00%+11,811New
Wealth Alliance Advisory Group, LLC11,851$115.1K0.04%00.0%Unchanged
Spire Wealth Management12,000$116.5K0.00%00.0%Unchanged
Kercheville Advisors, LLC12,368$120.1K0.07%+16+0.1%Added
Regions Financial Corp12,447$120.9K0.00%−3,397−21.4%Reduced
Advisory Services Network, LLC12,816$124.4K0.00%+12+0.1%Added
Sonora Investment Management Group, LLC13,121$127.4K0.01%00.0%Unchanged
Zullo Investment Group, Inc.13,500$131.1K0.07%00.0%Unchanged
Kestra Advisory Services, LLC13,791$133.9K0.00%−4,873−26.1%Reduced
Moors & Cabot, Inc.14,000$135.9K0.01%−19,000−57.6%Reduced
WealthBridge Capital Management, LLC14,125$137.2K0.05%00.0%Unchanged
Merit Financial Group, LLC14,227$138.1K0.00%+14,227New
Institute for Wealth Management, LLC.15,100$146.6K0.03%+15,100New
Janney Montgomery Scott LLC15,163$147.0K0.00%00.0%Unchanged
Integrated Wealth Concepts LLC15,185$147.4K0.00%00.0%Unchanged
Shufro Rose & Co LLC15,500$150.5K0.01%00.0%Unchanged
Buckingham Strategic Partners17,768$172.5K0.01%+17,768New
Oppenheimer & Co Inc18,518$179.8K0.00%+18,518New
GWM Advisors LLC18,520$179.8K0.00%+500+2.8%Added
Landscape Capital Management, L.L.C.20,174$195.9K0.03%+2,474+14.0%Added
Raymond James Financial Services Advisors, Inc.21,285$206.7K0.00%−232−1.1%Reduced
High Note Wealth, LLC23,976$232.8K0.09%−4,123−14.7%Reduced
Harbour Investments, Inc.26,785$260.1K0.01%+83+0.3%Added
The PNC Financial Services Group, Inc.27,519$267.2K0.00%00.0%Unchanged
Cerity Partners LLC32,000$310.7K0.00%−10,000−23.8%Reduced
First Trust Advisors LP36,957$358.9K0.00%−5,427−12.8%Reduced
Melfa Wealth Management, LLC37,360$362.8K0.37%00.0%Unchanged
Claro Advisors LLC42,240$410.1K0.10%−4,000−8.7%Reduced
Capital Investment Advisory Services, LLC47,244$458.7K0.05%+3,012+6.8%Added
Allspring Global Investments Holdings, LLC53,790$522.3K0.00%00.0%Unchanged
Dakota Wealth Management54,300$527.3K0.02%00.0%Unchanged
Baird Financial Group, Inc.55,365$537.6K0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.56,464$548.0K0.00%+2,538+4.7%Added
Commonwealth Equity Services, LLC73,300$712.0K0.00%+413+0.6%Added
Ameriprise Financial Inc68,020$723.6K0.00%−3,785−5.3%Reduced
Private Advisor Group, LLC79,755$774.4K0.01%+1,218+1.6%Added
Raymond James & Associates82,085$797.0K0.00%+172+0.2%Added
Cutler Capital Management, LLC86,117$836.2K0.39%00.0%Unchanged
Bokf, NA99,000$961.3K0.02%00.0%Unchanged
Greatmark Investment Partners, Inc.132,000$1.28M0.22%+25,000+23.4%Added
Stifel Financial Corp143,174$1.39M0.00%+5,112+3.7%Added
BFT Financial Group, LLC144,620$1.40M0.16%+6,169+4.5%Added
Delphi Financial Group, Inc.150,142$1.46M0.74%00.0%Unchanged
LPL Financial LLC180,814$1.76M0.00%+11,393+6.7%Added
Melone Private Wealth, LLC181,108$1.76M1.24%+1,915+1.1%Added
Rockefeller Capital Management L.P.190,348$1.85M0.01%−5,618−2.9%Reduced
Advisor Group Holdings, Inc.192,443$1.87M0.00%+1,200+0.6%Added
Bank of America Corp201,843$1.96M0.00%−49,372−19.7%Reduced
CNH Partners LLC202,261$1.96M0.08%+50,750+33.5%Added
Robinson Capital Management, LLC222,265$2.16M0.96%+28,003+14.4%Added
Logan Stone Capital, LLC225,573$2.19M0.74%+92,242+69.2%Added
BlackRock Inc.247,764$2.41M0.00%00.0%Unchanged
Royal Bank of Canada277,632$2.70M0.00%+2,678+1.0%Added
UBS Group AG310,295$3.01M0.00%+90,506+41.2%Added
Kennedy Investment Group355,650$3.45M2.02%−1,207−0.3%Reduced
Van Eck Associates Corp367,644$3.57M0.01%+18,792+5.4%Added
Wells Fargo & Company424,997$4.13M0.00%+14,043+3.4%Added
Truist Financial Corp766,922$7.45M0.01%+77,347+11.2%Added
Guggenheim Capital LLC788,921$7.66M0.06%−6,261−0.8%Reduced
Morgan Stanley984,429$9.56M0.00%−33,644−3.3%Reduced
Rivernorth Capital Management, LLC1,390,028$13.5M0.67%+373,092+36.7%Added
Karpus Management, Inc.2,129,953$20.7M0.65%−1,757−0.1%Reduced
Bramshill Investments, LLC2,235,375$21.7M1.97%+110,418+5.2%Added
Sit Investment Associates Inc3,052,160$29.6M0.77%+150,888+5.2%Added
Invesco Ltd.0$00.00%−34,198−100.0%Sold out
Edge Capital Group, LLC0$00.00%−27,650−100.0%Sold out
Walleye Capital LLC0$00.00%−23,484−100.0%Sold out
Financial Advocates Investment Management0$00.00%−14,405−100.0%Sold out
Virtu Financial LLC0$00.00%−12,432−100.0%Sold out
Nomura Holdings Inc0$00.00%−10,000−100.0%Sold out
Main Management LLC0$00.00%−5,000−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−780−100.0%Sold out