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 2024
Institutional positions in Invesco Trust for Investment Grade Municipals as of Dec 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
- 109
- +9 vs. Q3 2024
- Shares held
- 20.9M
- +815.3K (+4.1%) vs. Q3 2024
- Total value
- $211.5M
- −$941.6K (−0.4%) vs. Q3 2024
- New holders
- 17
- 38 more added
- Sold out
- 8
- 26 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 4 | $45 | 0.00% | −4,537−99.9% | Reduced |
| Tower Research Capital LLC (TRC) | 102 | $1.03K | 0.00% | +102 | New |
| Allworth Financial LP | 131 | $1.32K | 0.00% | +2+1.6% | Added |
| Creative Financial Designs Inc | 146 | $1.48K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 250 | $2.52K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 292 | $2.95K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 320 | $3.23K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 500 | $5.05K | 0.00% | +500 | New |
| Key Financial Inc | 608 | $6.14K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 985 | $9.95K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,099 | $11.1K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,419 | $14.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 2,000 | $20.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,650 | $26.8K | 0.00% | +844+46.7% | Added |
| Comerica Bank | 4,000 | $40.4K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 7,000 | $70.7K | 0.07% | +7,000 | New |
| HighTower Advisors, LLC | 10,039 | $101.4K | 0.00% | −29,829−74.8% | Reduced |
| Concurrent Investment Advisors, LLC | 10,305 | $104.1K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 10,948 | $110.6K | 0.01% | +10,948 | New |
| Alesco Advisors LLC | 11,000 | $111.1K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,010 | $111.2K | 0.00% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 11,050 | $111.6K | 0.04% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 11,995 | $121.2K | 0.00% | −140−1.2% | Reduced |
| High Note Wealth, LLC | 12,594 | $127.2K | 0.03% | −8,227−39.5% | Reduced |
| Anderson Financial Strategies, LLC | 12,635 | $127.6K | 0.08% | +12,635 | New |
| Dynamic Advisor Solutions LLC | 12,750 | $128.8K | 0.01% | −200−1.5% | Reduced |
| Keybank National Association | 12,783 | $129.1K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 13,167 | $133.0K | 0.00% | −11,000−45.5% | Reduced |
| Capital Investment Advisors, LLC | 13,305 | $134.4K | 0.00% | +13,305 | New |
| Kercheville Advisors, LLC | 13,491 | $136.3K | 0.05% | +28+0.2% | Added |
| Zullo Investment Group, Inc. | 13,500 | $136.3K | 0.06% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 13,700 | $138.4K | 0.03% | −2,200−13.8% | Reduced |
| Nomura Holdings Inc | 14,000 | $141.4K | 0.00% | +14,000 | New |
| Janney Montgomery Scott LLC | 14,861 | $150.0K | 0.00% | +14,861 | New |
| Institute for Wealth Management, LLC. | 15,100 | $152.5K | 0.02% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 15,274 | $154.3K | 0.05% | +15,274 | New |
| Wealth Alliance Advisory Group, LLC | 15,737 | $158.9K | 0.03% | −1,200−7.1% | Reduced |
| First Trust Advisors LP | 15,920 | $160.8K | 0.00% | −2,530−13.7% | Reduced |
| XTX Topco Ltd | 17,004 | $171.7K | 0.01% | +17,004 | New |
| Buckingham Strategic Partners | 17,768 | $179.5K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 17,874 | $180.5K | 0.00% | +6,798+61.4% | Added |
| Simon Quick Advisors, LLC | 18,774 | $189.6K | 0.01% | +867+4.8% | Added |
| Riverbridge Partners LLC | 19,223 | $194.2K | 0.00% | −721−3.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 19,315 | $195.1K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 19,467 | $196.6K | 0.01% | +19,467 | New |
| WealthBridge Capital Management, LLC | 20,500 | $207.1K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 21,177 | $213.9K | 0.00% | +4,154+24.4% | Added |
| Harbour Investments, Inc. | 21,679 | $219.0K | 0.01% | +5,093+30.7% | Added |
| The PNC Financial Services Group, Inc. | 22,033 | $222.5K | 0.00% | −37−0.2% | Reduced |
| GWM Advisors LLC | 22,670 | $229.0K | 0.00% | +6,100+36.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22,890 | $231.2K | 0.01% | +4,314+23.2% | Added |
| Landscape Capital Management, L.L.C. | 23,365 | $236.0K | 0.03% | +23,365 | New |
| Cerity Partners LLC | 23,408 | $236.4K | 0.00% | −2,683−10.3% | Reduced |
| Argyle Capital Partners, LLC | 23,963 | $242.0K | 0.21% | +23,963 | New |
| Sovereign Financial Group, Inc. | 25,215 | $254.7K | 0.06% | +14,277+130.5% | Added |
| Bank of New York Mellon Corp | 26,188 | $264.5K | 0.00% | 00.0% | Unchanged |
| Marex Group plc | 29,782 | $300.8K | 0.01% | +29,782 | New |
| Cohen & Steers, Inc. | 30,000 | $303.0K | 0.00% | +5,000+20.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,489 | $308.0K | 0.00% | −41,405−57.6% | Reduced |
| Bokf, NA | 31,500 | $313.1K | 0.01% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 35,973 | $363.3K | 0.00% | +22,109+159.5% | Added |
| Melfa Wealth Management, LLC | 37,360 | $377.3K | 0.25% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 38,798 | $391.9K | 0.13% | +5,940+18.1% | Added |
| Bank of Montreal | 39,005 | $393.9K | 0.00% | +1,504+4.0% | Added |
| Quarry LP | 39,036 | $394.3K | 0.08% | +7,236+22.8% | Added |
| CNH Partners LLC | 43,361 | $437.9K | 0.01% | −187,391−81.2% | Reduced |
| Advisor Group Holdings, Inc. | 47,981 | $484.6K | 0.00% | +4,565+10.5% | Added |
| Commonwealth Equity Services, LLC | 48,018 | $485.0K | 0.00% | −795−1.6% | Reduced |
| Baird Financial Group, Inc. | 51,265 | $517.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 51,477 | $519.9K | 0.00% | −9,142−15.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 56,691 | $572.6K | 0.03% | +325+0.6% | Added |
| Capital Investment Advisory Services, LLC | 56,861 | $574.3K | 0.06% | +2,126+3.9% | Added |
| Whipplewood Advisors, LLC | 65,417 | $660.7K | 0.38% | +65,417 | New |
| Tyche Wealth Partners LLC | 67,364 | $680.4K | 0.14% | −4,180−5.8% | Reduced |
| Private Advisor Group, LLC | 73,717 | $744.5K | 0.00% | −216−0.3% | Reduced |
| Cutler Capital Management, LLC | 86,117 | $869.8K | 0.30% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 98,276 | $992.6K | 0.01% | +278+0.3% | Added |
| Claro Advisors LLC | 104,541 | $1.06M | 0.14% | −2,624−2.4% | Reduced |
| Dakota Wealth Management | 105,500 | $1.07M | 0.02% | +15,500+17.2% | Added |
| Absolute Investment Advisers LLC | 107,994 | $1.09M | 0.14% | +21,094+24.3% | Added |
| Rothschild Investment LLC | 130,800 | $1.32M | 0.09% | 00.0% | Unchanged |
| Invesco Ltd. | 140,922 | $1.42M | 0.00% | +50,212+55.4% | Added |
| Advisors Asset Management, Inc. | 148,210 | $1.50M | 0.03% | +148,210 | New |
| Gridiron Partners, LLC | 149,983 | $1.51M | 0.96% | 00.0% | Unchanged |
| Stifel Financial Corp | 172,941 | $1.75M | 0.00% | +5,670+3.4% | Added |
| Melone Private Wealth, LLC | 174,333 | $1.76M | 0.91% | +2,684+1.6% | Added |
| Indiana Trust & Investment Management CO | 175,690 | $1.77M | 0.60% | +3,198+1.9% | Added |
| Raymond James Financial Inc | 208,943 | $2.11M | 0.00% | +208,943 | New |
| Greatmark Investment Partners, Inc. | 214,500 | $2.17M | 0.29% | −2,050−0.9% | Reduced |
| Leo Wealth, LLC | 221,650 | $2.24M | 0.20% | +3,527+1.6% | Added |
| Royal Bank of Canada | 258,453 | $2.61M | 0.00% | +13,227+5.4% | Added |
| Kennedy Investment Group | 268,241 | $2.71M | 1.23% | −17,400−6.1% | Reduced |
| Ameriprise Financial Inc | 300,727 | $3.04M | 0.00% | +20,054+7.1% | Added |
| Bank of America Corp | 329,178 | $3.32M | 0.00% | +120,024+57.4% | Added |
| LPL Financial LLC | 361,472 | $3.65M | 0.00% | +212,940+143.4% | Added |
| Allspring Global Investments Holdings, LLC | 370,360 | $3.74M | 0.01% | 00.0% | Unchanged |
| Mackay Shields LLC | 371,828 | $3.76M | 0.11% | −1,989−0.5% | Reduced |
| Van Eck Associates Corp | 406,392 | $4.11M | 0.01% | +12,316+3.1% | Added |
| Morgan Stanley | 440,042 | $4.44M | 0.00% | −34,579−7.3% | Reduced |
| Wells Fargo & Company | 450,590 | $4.55M | 0.00% | −15,854−3.4% | Reduced |