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 2024
Institutional positions in Invesco Trust for Investment Grade Municipals as of Mar 31, 2024. 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
- 100
- −8 vs. Q4 2023
- Shares held
- 21.7M
- +891.9K (+4.3%) vs. Q4 2023
- Total value
- $214.2M
- +$7.89M (+3.8%) vs. Q4 2023
- New holders
- 11
- 36 more added
- Sold out
- 19
- 30 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 125 | $1.24K | 0.00% | +1+0.8% | Added |
| Creative Financial Designs Inc | 146 | $1.44K | 0.00% | +146 | New |
| Principal Securities, Inc. | 250 | $2.46K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 292 | $2.88K | 0.00% | +292 | New |
| Mascoma Wealth Management LLC | 320 | $3.15K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 608 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 752 | $7.00K | 0.00% | −211−21.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 764 | $8.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,381 | $13.6K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,419 | $14.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 2,926 | $28.9K | 0.00% | +2,926 | New |
| Umb Bank N A | 3,480 | $34.3K | 0.00% | −1,111−24.2% | Reduced |
| Comerica Bank | 4,000 | $39.4K | 0.00% | +3,475+661.9% | Added |
| NBC Securities, Inc. | 4,541 | $44.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,651 | $45.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,893 | $48.2K | 0.00% | −209−4.1% | Reduced |
| Financial Management Professionals, Inc. | 5,666 | $56.0K | 0.01% | +5,666 | New |
| JPMorgan Chase & Co | 9,034 | $89.1K | 0.00% | +9,034 | New |
| Gill Capital Partners, LLC | 10,558 | $100.8K | 0.04% | −1,133−9.7% | Reduced |
| Concurrent Investment Advisors, LLC | 10,305 | $101.6K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 10,819 | $106.7K | 0.00% | 00.0% | Unchanged |
| Alesco Advisors LLC | 11,000 | $108.5K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,010 | $108.6K | 0.00% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 11,035 | $108.8K | 0.05% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 11,150 | $109.9K | 0.00% | −400−3.5% | Reduced |
| Harbour Investments, Inc. | 11,627 | $114.6K | 0.00% | +83+0.7% | Added |
| Susquehanna International Group, LLP | 11,802 | $116.4K | 0.00% | −4,033−25.5% | Reduced |
| Kercheville Advisors, LLC | 12,415 | $122.4K | 0.06% | +16+0.1% | Added |
| Zullo Investment Group, Inc. | 13,500 | $133.1K | 0.06% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,970 | $137.7K | 0.00% | +3,000+27.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,151 | $139.5K | 0.01% | +9,934+235.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 14,577 | $143.7K | 0.00% | −4,669−24.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 14,735 | $145.3K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 15,057 | $148.5K | 0.01% | −4,809−24.2% | Reduced |
| Institute for Wealth Management, LLC. | 15,100 | $148.9K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,521 | $153.0K | 0.00% | +508+3.4% | Added |
| Oppenheimer & Co Inc | 17,625 | $173.8K | 0.00% | −1,000−5.4% | Reduced |
| WealthBridge Capital Management, LLC | 18,500 | $182.4K | 0.06% | −1,925−9.4% | Reduced |
| Summit Trail Advisors, LLC | 18,574 | $183.1K | 0.00% | −2,539−12.0% | Reduced |
| Cetera Investment Advisers | 18,649 | $183.9K | 0.00% | +7,381+65.5% | Added |
| Northwestern Mutual Wealth Management Co | 19,482 | $192.1K | 0.00% | +9,315+91.6% | Added |
| Nomura Holdings Inc | 19,541 | $192.7K | 0.00% | +19,541 | New |
| High Note Wealth, LLC | 21,690 | $213.9K | 0.07% | −232−1.1% | Reduced |
| The PNC Financial Services Group, Inc. | 22,033 | $217.2K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 25,132 | $247.8K | 0.02% | +2,667+11.9% | Added |
| Bank of New York Mellon Corp | 25,626 | $252.7K | 0.00% | +10.0% | Added |
| Fort Point Capital Partners LLC | 26,667 | $262.9K | 0.04% | +26,667 | New |
| Wolverine Asset Management LLC | 26,927 | $265.5K | 0.01% | +20,433+314.6% | Added |
| HighTower Advisors, LLC | 37,079 | $365.0K | 0.00% | −5,508−12.9% | Reduced |
| Capital Investment Advisory Services, LLC | 37,097 | $365.8K | 0.04% | −14,990−28.8% | Reduced |
| Melfa Wealth Management, LLC | 37,360 | $368.4K | 0.27% | 00.0% | Unchanged |
| Bokf, NA | 40,000 | $390.4K | 0.01% | −60,000−60.0% | Reduced |
| Baird Financial Group, Inc. | 52,143 | $514.1K | 0.00% | +876+1.7% | Added |
| Commonwealth Equity Services, LLC | 52,700 | $520.0K | 0.00% | +1,396+2.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 53,436 | $526.9K | 0.03% | +20,072+60.2% | Added |
| Bank of Montreal | 54,387 | $616.7K | 0.00% | −18,598−25.5% | Reduced |
| Private Advisor Group, LLC | 73,425 | $724.0K | 0.01% | −7,040−8.7% | Reduced |
| Rockefeller Capital Management L.P. | 76,950 | $758.7K | 0.00% | −52,768−40.7% | Reduced |
| Tyche Wealth Partners LLC | 81,179 | $800.4K | 0.20% | +1,800+2.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 85,035 | $838.0K | 0.00% | +16,623+24.3% | Added |
| Cutler Capital Management, LLC | 86,117 | $849.1K | 0.33% | 00.0% | Unchanged |
| Dakota Wealth Management | 88,000 | $867.7K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 91,000 | $897.3K | 0.00% | +41,342+83.3% | Added |
| Claro Advisors LLC | 92,238 | $909.5K | 0.16% | −1,771−1.9% | Reduced |
| Stratos Wealth Partners, LTD. | 94,967 | $936.4K | 0.02% | −1,100−1.1% | Reduced |
| Nine Masts Capital Ltd | 95,289 | $939.5K | 0.25% | +95,289 | New |
| Raymond James & Associates | 102,003 | $1.01M | 0.00% | −1,326−1.3% | Reduced |
| BlackRock Inc. | 123,881 | $1.22M | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 126,300 | $1.25M | 0.09% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 138,466 | $1.37M | 0.12% | +22,566+19.5% | Added |
| Stifel Financial Corp | 145,089 | $1.43M | 0.00% | +7,187+5.2% | Added |
| Gridiron Partners, LLC | 150,348 | $1.48M | 0.94% | −9,635−6.0% | Reduced |
| Advisor Group Holdings, Inc. | 153,526 | $1.51M | 0.00% | −938−0.6% | Reduced |
| Ameriprise Financial Inc | 165,972 | $1.64M | 0.00% | +10,023+6.4% | Added |
| Leo Wealth, LLC | 167,235 | $1.65M | 0.17% | +14,713+9.6% | Added |
| Indiana Trust & Investment Management CO | 170,380 | $1.68M | 0.68% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 184,500 | $1.82M | 0.26% | +28,750+18.5% | Added |
| Melone Private Wealth, LLC | 186,847 | $1.84M | 1.11% | +1,761+1.0% | Added |
| Bank of America Corp | 204,443 | $2.02M | 0.00% | +18,118+9.7% | Added |
| Royal Bank of Canada | 241,582 | $2.38M | 0.00% | −1,821−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 246,388 | $2.43M | 0.00% | +192,598+358.1% | Added |
| LPL Financial LLC | 312,216 | $3.08M | 0.00% | +18,541+6.3% | Added |
| Kennedy Investment Group | 325,976 | $3.21M | 1.72% | −10,119−3.0% | Reduced |
| UBS Group AG | 343,344 | $3.39M | 0.00% | +4,277+1.3% | Added |
| Cerity Partners LLC | 353,840 | $3.49M | 0.01% | +353,840 | New |
| Van Eck Associates Corp | 429,706 | $4.24M | 0.01% | +20,389+5.0% | Added |
| CNH Partners LLC | 444,116 | $4.38M | 0.15% | −2,750−0.6% | Reduced |
| Wells Fargo & Company | 449,782 | $4.43M | 0.00% | −6,192−1.4% | Reduced |
| Morgan Stanley | 460,274 | $4.54M | 0.00% | +4,220+0.9% | Added |
| Pathstone Holdings, LLC | 472,411 | $4.66M | 0.02% | −20,949−4.2% | Reduced |
| Logan Stone Capital, LLC | 562,701 | $5.55M | 1.19% | +20,090+3.7% | Added |
| Robinson Capital Management, LLC | 683,163 | $6.53M | 2.35% | +96,457+16.4% | Added |
| Guggenheim Capital LLC | 707,973 | $6.98M | 0.05% | −94,090−11.7% | Reduced |
| Truist Financial Corp | 772,999 | $7.62M | 0.01% | +2,985+0.4% | Added |
| Fiera Capital Corp | 801,694 | $7.90M | 0.02% | −234,210−22.6% | Reduced |
| Rivernorth Capital Management, LLC | 1,592,938 | $15.7M | 0.76% | +8,546+0.5% | Added |
| Sit Investment Associates Inc | 2,424,344 | $23.9M | 0.55% | +145,451+6.4% | Added |
| Saba Capital Management, L.P. | 2,465,650 | $24.3M | 0.53% | +2,465,650 | New |
| Karpus Management, Inc. | 3,865,590 | $38.1M | 1.10% | +666,037+20.8% | Added |
| SageView Advisory Group, LLC | 9,367 | – | – | +9,367 | New |