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 |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −2,692,424−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −33,168−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −29,506−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −29,506−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −21,066−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −17,768−100.0% | Sold out |
| Sollinda Capital Management LLC | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −16,125−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,021−100.0% | Sold out |
| Shufro Rose & Co LLC | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −13,273−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −11,347−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,432−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −10,405−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −7,593−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −7,341−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −1,633−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |