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 2025
Institutional positions in Invesco Trust for Investment Grade Municipals as of Mar 31, 2025. 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
- 0 vs. Q4 2024
- Shares held
- 20.6M
- −300.9K (−1.4%) vs. Q4 2024
- Total value
- $205.0M
- −$6.15M (−2.9%) vs. Q4 2024
- New holders
- 11
- 35 more added
- Sold out
- 11
- 32 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 3,104,734 | $30.9M | 1.00% | −326,581−9.5% | Reduced |
| Rivernorth Capital Management, LLC | 2,632,775 | $26.2M | 1.39% | −207,884−7.3% | Reduced |
| Sit Investment Associates Inc | 2,001,609 | $19.9M | 0.47% | −285,157−12.5% | Reduced |
| Robinson Capital Management, LLC | 1,396,874 | $13.9M | 5.66% | +15,000+1.1% | Added |
| Truist Financial Corp | 1,045,771 | $10.4M | 0.02% | +315,342+43.2% | Added |
| Pathstone Holdings, LLC | 968,318 | $9.82M | 0.04% | −144,126−13.0% | Reduced |
| Guggenheim Capital LLC | 880,132 | $8.77M | 0.08% | +150,328+20.6% | Added |
| UBS Group AG | 535,226 | $5.33M | 0.00% | +24,150+4.7% | Added |
| Fiera Capital Corp | 518,847 | $5.17M | 0.02% | −33,960−6.1% | Reduced |
| Morgan Stanley | 515,081 | $5.13M | 0.00% | +75,039+17.1% | Added |
| LPL Financial LLC | 459,388 | $4.58M | 0.00% | +97,916+27.1% | Added |
| Wells Fargo & Company | 436,469 | $4.35M | 0.00% | −14,121−3.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 370,360 | $3.69M | 0.01% | 00.0% | Unchanged |
| Mackay Shields LLC | 370,162 | $3.69M | 0.12% | −1,666−0.4% | Reduced |
| Ameriprise Financial Inc | 366,710 | $3.65M | 0.00% | +65,983+21.9% | Added |
| Bank of America Corp | 338,727 | $3.37M | 0.00% | +9,549+2.9% | Added |
| Van Eck Associates Corp | 325,638 | $3.24M | 0.00% | −80,754−19.9% | Reduced |
| Royal Bank of Canada | 238,477 | $2.38M | 0.00% | −19,976−7.7% | Reduced |
| Greatmark Investment Partners, Inc. | 231,250 | $2.30M | 0.31% | +16,750+7.8% | Added |
| Kennedy Investment Group | 229,135 | $2.28M | 1.06% | −39,106−14.6% | Reduced |
| Advisors Asset Management, Inc. | 208,615 | $2.08M | 0.04% | +60,405+40.8% | Added |
| Stifel Financial Corp | 193,768 | $1.93M | 0.00% | +20,827+12.0% | Added |
| Raymond James Financial Inc | 185,821 | $1.85M | 0.00% | −23,122−11.1% | Reduced |
| Melone Private Wealth, LLC | 176,109 | $1.75M | 0.92% | +1,776+1.0% | Added |
| Leo Wealth, LLC | 175,758 | $1.75M | 0.25% | −45,892−20.7% | Reduced |
| Indiana Trust & Investment Management CO | 172,000 | $1.71M | 0.62% | −3,690−2.1% | Reduced |
| Gridiron Partners, LLC | 149,983 | $1.49M | 0.96% | 00.0% | Unchanged |
| Invesco Ltd. | 143,096 | $1.43M | 0.00% | +2,174+1.5% | Added |
| Rothschild Investment LLC | 113,800 | $1.13M | 0.08% | −17,000−13.0% | Reduced |
| LexAurum Advisors, LLC | 113,651 | $1.13M | 0.22% | +113,651 | New |
| Absolute Investment Advisers LLC | 107,994 | $1.08M | 0.16% | 00.0% | Unchanged |
| Claro Advisors LLC | 103,518 | $1.03M | 0.14% | −1,023−1.0% | Reduced |
| Dakota Wealth Management | 98,000 | $976.1K | 0.02% | −7,500−7.1% | Reduced |
| Stratos Wealth Partners, LTD. | 96,717 | $963.3K | 0.01% | −1,559−1.6% | Reduced |
| Cutler Capital Management, LLC | 86,117 | $857.7K | 0.30% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 84,821 | $844.8K | 0.00% | +62,788+285.0% | Added |
| Private Advisor Group, LLC | 70,968 | $706.8K | 0.00% | −2,749−3.7% | Reduced |
| Tyche Wealth Partners LLC | 70,598 | $703.2K | 0.15% | +3,234+4.8% | Added |
| Whipplewood Advisors, LLC | 104,427 | $647.7K | 0.38% | +39,010+59.6% | Added |
| Capital Investment Advisory Services, LLC | 61,189 | $609.4K | 0.05% | +4,328+7.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 56,830 | $566.0K | 0.03% | +139+0.2% | Added |
| Baird Financial Group, Inc. | 51,625 | $514.2K | 0.00% | +360+0.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 47,965 | $477.7K | 0.16% | +9,167+23.6% | Added |
| Commonwealth Equity Services, LLC | 47,511 | $473.0K | 0.00% | −507−1.1% | Reduced |
| Advisor Group Holdings, Inc. | 46,820 | $466.3K | 0.00% | −1,161−2.4% | Reduced |
| Rockefeller Capital Management L.P. | 43,799 | $436.2K | 0.00% | −7,678−14.9% | Reduced |
| Bank of Montreal | 39,312 | $391.5K | 0.00% | +307+0.8% | Added |
| Quarry LP | 39,036 | $388.8K | 0.10% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 37,360 | $372.1K | 0.25% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 32,548 | $324.0K | 0.00% | +2,059+6.8% | Added |
| Cohen & Steers, Inc. | 30,000 | $299.0K | 0.00% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 27,949 | $278.4K | 0.06% | +2,734+10.8% | Added |
| Bank of New York Mellon Corp | 26,188 | $260.8K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 24,069 | $239.7K | 0.00% | +2,892+13.7% | Added |
| GWM Advisors LLC | 23,670 | $235.8K | 0.00% | +1,000+4.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22,237 | $221.5K | 0.01% | −653−2.9% | Reduced |
| Harbour Investments, Inc. | 21,776 | $216.9K | 0.01% | +97+0.4% | Added |
| Cerity Partners LLC | 21,630 | $215.4K | 0.00% | −1,778−7.6% | Reduced |
| Kestra Advisory Services, LLC | 21,122 | $210.4K | 0.00% | +3,248+18.2% | Added |
| Riverbridge Partners LLC | 20,620 | $205.4K | 0.00% | +1,397+7.3% | Added |
| WealthBridge Capital Management, LLC | 20,000 | $199.2K | 0.06% | −500−2.4% | Reduced |
| StoneX Group Inc. | 19,496 | $194.2K | 0.01% | +29+0.1% | Added |
| Simon Quick Advisors, LLC | 19,327 | $192.5K | 0.01% | +553+2.9% | Added |
| Northwestern Mutual Wealth Management Co | 19,315 | $192.4K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 18,694 | $186.2K | 0.00% | +18,694 | New |
| Bessemer Group Inc | 15,825 | $158.0K | 0.00% | +15,825 | New |
| Wealth Alliance Advisory Group, LLC | 15,737 | $156.7K | 0.03% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 15,721 | $156.6K | 0.01% | +15,721 | New |
| Prospera Financial Services Inc | 15,606 | $155.4K | 0.00% | +15,606 | New |
| First Trust Advisors LP | 15,305 | $152.4K | 0.00% | −615−3.9% | Reduced |
| Institute for Wealth Management, LLC. | 15,100 | $150.4K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 14,861 | $148.0K | 0.00% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 14,029 | $139.7K | 0.04% | −1,245−8.2% | Reduced |
| Dynamic Advisor Solutions LLC | 13,650 | $136.0K | 0.00% | +900+7.1% | Added |
| Kercheville Advisors, LLC | 13,520 | $134.7K | 0.05% | +29+0.2% | Added |
| Zullo Investment Group, Inc. | 13,500 | $134.5K | 0.06% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 13,210 | $131.6K | 0.03% | +13,210 | New |
| Anderson Financial Strategies, LLC | 12,635 | $125.8K | 0.08% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 12,555 | $125.0K | 0.00% | −750−5.6% | Reduced |
| Summit Trail Advisors, LLC | 12,377 | $123.3K | 0.00% | +382+3.2% | Added |
| Keybank National Association | 12,083 | $120.3K | 0.00% | −700−5.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 11,600 | $115.5K | 0.02% | −2,100−15.3% | Reduced |
| Catalina Capital Group, LLC | 11,050 | $110.1K | 0.07% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,010 | $109.7K | 0.00% | 00.0% | Unchanged |
| Alesco Advisors LLC | 11,000 | $109.6K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 10,948 | $109.0K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 10,305 | $102.6K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 10,000 | $99.6K | 0.00% | −21,500−68.3% | Reduced |
| High Note Wealth, LLC | 7,747 | $77.2K | 0.02% | −4,847−38.5% | Reduced |
| Mountain Hill Investment Partners Corp. | 7,000 | $69.7K | 0.07% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,541 | $45.0K | 0.00% | +4,537+113,425.0% | Added |
| Comerica Bank | 4,000 | $39.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,650 | $26.4K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 2,399 | $24.0K | 0.00% | +2,399 | New |
| Eastern Bank | 2,186 | $21.8K | 0.00% | +2,186 | New |
| Fortitude Family Office, LLC | 2,000 | $19.9K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,373 | $13.7K | 0.00% | −46−3.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 985 | $9.81K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 953 | $9.44K | 0.00% | +953 | New |
| Key Financial Inc | 608 | $6.06K | 0.00% | 00.0% | Unchanged |