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 2023
Institutional positions in Invesco Trust for Investment Grade Municipals as of Dec 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
- 108
- +24 vs. Q3 2023
- Shares held
- 20.9M
- +3.08M (+17.3%) vs. Q3 2023
- Total value
- $206.3M
- +$55.2M (+36.5%) vs. Q3 2023
- New holders
- 35
- 30 more added
- Sold out
- 11
- 21 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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 2023
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 124 | $1.23K | 0.00% | +1+0.8% | Added |
| Principal Securities, Inc. | 250 | $2.47K | 0.00% | +250 | New |
| Mascoma Wealth Management LLC | 320 | $3.17K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 525 | $5.19K | 0.00% | +13+2.5% | Added |
| Key Financial Inc | 608 | $6.01K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 764 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,000 | $9.89K | 0.00% | +1,000 | New |
| Bessemer Group Inc | 963 | $10.0K | 0.00% | +963 | New |
| Steward Partners Investment Advisory, LLC | 1,381 | $13.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,419 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 1,500 | $14.8K | 0.01% | +1,500 | New |
| Webster Bank, N. A. | 1,633 | $16.1K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,217 | $41.7K | 0.00% | +47+1.1% | Added |
| NBC Securities, Inc. | 4,541 | $44.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4,591 | $45.4K | 0.00% | +4,591 | New |
| Caldwell Trust Co | 4,651 | $46.0K | 0.01% | +4,651 | New |
| IFP Advisors, Inc | 5,102 | $50.5K | 0.00% | −337−6.2% | Reduced |
| Wolverine Asset Management LLC | 6,494 | $64.2K | 0.00% | −22,096−77.3% | Reduced |
| Advisory Services Network, LLC | 7,341 | $72.6K | 0.00% | +7,341 | New |
| Private Trust Co NA | 7,593 | $75.1K | 0.01% | +7,593 | New |
| Northwestern Mutual Wealth Management Co | 10,167 | $100.6K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 10,305 | $101.9K | 0.00% | +10,305 | New |
| Capital Investment Advisors, LLC | 10,405 | $102.9K | 0.00% | +10,405 | New |
| Kingswood Wealth Advisors, LLC | 10,432 | $103.2K | 0.01% | +10,432 | New |
| GWM Advisors LLC | 10,970 | $104.4K | 0.00% | +10,350+1,669.4% | Added |
| Nuveen Asset Management, LLC | 10,819 | $107.0K | 0.00% | +10,819 | New |
| Alesco Advisors LLC | 11,000 | $108.8K | 0.00% | +11,000 | New |
| Integrated Wealth Concepts LLC | 11,010 | $108.9K | 0.00% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 11,035 | $109.1K | 0.08% | +11,035 | New |
| Cetera Investment Advisers | 11,268 | $111.4K | 0.00% | +273+2.5% | Added |
| Wetherby Asset Management Inc | 11,347 | $112.2K | 0.01% | +11,347 | New |
| Dynamic Advisor Solutions LLC | 11,550 | $113.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11,544 | $114.2K | 0.00% | −14,327−55.4% | Reduced |
| Gill Capital Partners, LLC | 11,691 | $115.6K | 0.05% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 12,399 | $122.6K | 0.07% | +16+0.1% | Added |
| Weiss Asset Management LP | 13,273 | $131.3K | 0.01% | +13,273 | New |
| Shufro Rose & Co LLC | 15,500 | $131.8K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 13,500 | $133.5K | 0.07% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 14,735 | $145.7K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,013 | $148.5K | 0.00% | +1,110+8.0% | Added |
| Icon Wealth Advisors, LLC | 15,021 | $148.6K | 0.02% | +15,021 | New |
| Institute for Wealth Management, LLC. | 15,100 | $149.3K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,835 | $156.6K | 0.00% | +15,835 | New |
| Aristides Capital LLC | 16,125 | $159.5K | 0.08% | +16,125 | New |
| Sollinda Capital Management LLC | 17,500 | $173.1K | 0.05% | +17,500 | New |
| Buckingham Strategic Partners | 17,768 | $175.7K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 18,625 | $184.2K | 0.00% | −3,500−15.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 19,246 | $190.3K | 0.00% | −7,672−28.5% | Reduced |
| Moody National Bank Trust Division | 19,866 | $196.5K | 0.02% | +19,866 | New |
| WealthBridge Capital Management, LLC | 20,425 | $202.0K | 0.08% | +2,100+11.5% | Added |
| First Trust Advisors LP | 21,066 | $208.3K | 0.00% | −10,153−32.5% | Reduced |
| Summit Trail Advisors, LLC | 21,113 | $208.8K | 0.01% | +21,113 | New |
| High Note Wealth, LLC | 21,922 | $216.8K | 0.08% | −224−1.0% | Reduced |
| The PNC Financial Services Group, Inc. | 22,033 | $217.9K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 22,465 | $222.2K | 0.02% | +22,465 | New |
| Bank of New York Mellon Corp | 25,625 | $253.4K | 0.00% | −40.0% | Reduced |
| Catalytic Wealth RIA, LLC | 29,506 | $291.8K | 0.13% | +29,506 | New |
| GeoWealth Management, LLC | 29,506 | $292.0K | 0.02% | +29,506 | New |
| Virtu Financial LLC | 33,168 | $328.0K | 0.03% | +14,720+79.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 33,364 | $330.0K | 0.02% | +9,573+40.2% | Added |
| Melfa Wealth Management, LLC | 37,360 | $369.5K | 0.35% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 42,587 | $421.0K | 0.00% | +42,587 | New |
| Invesco Ltd. | 49,658 | $491.1K | 0.00% | +49,658 | New |
| Commonwealth Equity Services, LLC | 51,304 | $507.0K | 0.00% | +10,374+25.3% | Added |
| Baird Financial Group, Inc. | 51,267 | $507.0K | 0.00% | −3,498−6.4% | Reduced |
| Capital Investment Advisory Services, LLC | 52,087 | $515.1K | 0.05% | −66−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 53,790 | $532.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 68,412 | $677.0K | 0.00% | −1,299−1.9% | Reduced |
| Tyche Wealth Partners LLC | 79,379 | $785.1K | 0.19% | +79,379 | New |
| Private Advisor Group, LLC | 80,465 | $795.8K | 0.01% | +388+0.5% | Added |
| Bank of Montreal | 72,985 | $837.9K | 0.00% | +72,985 | New |
| Cutler Capital Management, LLC | 86,117 | $851.7K | 0.35% | 00.0% | Unchanged |
| Dakota Wealth Management | 88,000 | $870.3K | 0.03% | +13,000+17.3% | Added |
| Claro Advisors LLC | 94,009 | $929.8K | 0.20% | +48,169+105.1% | Added |
| Stratos Wealth Partners, LTD. | 96,067 | $950.1K | 0.02% | +96,067 | New |
| Bokf, NA | 100,000 | $989.0K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 103,329 | $1.02M | 0.00% | +15,080+17.1% | Added |
| Landscape Capital Management, L.L.C. | 115,900 | $1.15M | 0.10% | +75,283+185.3% | Added |
| BlackRock Inc. | 123,881 | $1.23M | 0.00% | −26,301−17.5% | Reduced |
| Rothschild Investment LLC | 126,300 | $1.25M | 0.10% | +126,300 | New |
| Rockefeller Capital Management L.P. | 129,718 | $1.28M | 0.00% | −52,759−28.9% | Reduced |
| Stifel Financial Corp | 137,902 | $1.36M | 0.00% | −4,644−3.3% | Reduced |
| Leo Wealth, LLC | 152,522 | $1.51M | 0.16% | +152,522 | New |
| Advisor Group Holdings, Inc. | 154,464 | $1.53M | 0.00% | −111,092−41.8% | Reduced |
| Ameriprise Financial Inc | 155,949 | $1.53M | 0.00% | +77,922+99.9% | Added |
| Greatmark Investment Partners, Inc. | 155,750 | $1.54M | 0.24% | +15,250+10.9% | Added |
| Gridiron Partners, LLC | 159,983 | $1.58M | 1.12% | +159,983 | New |
| Indiana Trust & Investment Management CO | 170,380 | $1.69M | 0.76% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 185,086 | $1.83M | 1.16% | +1,973+1.1% | Added |
| Bank of America Corp | 186,325 | $1.84M | 0.00% | −29,056−13.5% | Reduced |
| Royal Bank of Canada | 243,403 | $2.41M | 0.00% | +1,871+0.8% | Added |
| LPL Financial LLC | 293,675 | $2.90M | 0.00% | +133,404+83.2% | Added |
| Kennedy Investment Group | 336,095 | $3.32M | 1.86% | −17,462−4.9% | Reduced |
| UBS Group AG | 339,067 | $3.35M | 0.00% | +76,435+29.1% | Added |
| Van Eck Associates Corp | 409,317 | $4.05M | 0.01% | +50,318+14.0% | Added |
| CNH Partners LLC | 446,866 | $4.42M | 0.18% | +47,572+11.9% | Added |
| Wells Fargo & Company | 455,974 | $4.51M | 0.00% | −9,740−2.1% | Reduced |
| Morgan Stanley | 456,054 | $4.51M | 0.00% | −522,588−53.4% | Reduced |
| Pathstone Holdings, LLC | 493,360 | $4.88M | 0.03% | +493,360 | New |
| Logan Stone Capital, LLC | 542,611 | $5.37M | 1.09% | +112,930+26.3% | Added |