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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1 | $6 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 40 | $402 | 0.00% | +40 | New |
| Allworth Financial LP | 132 | $1.27K | 0.00% | +1+0.8% | Added |
| Creative Financial Designs Inc | 146 | $1.45K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 250 | $2.52K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 292 | $2.91K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 320 | $3.19K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 500 | $4.98K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 608 | $6.06K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 953 | $9.44K | 0.00% | +953 | New |
| Steward Partners Investment Advisory, LLC | 985 | $9.81K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,373 | $13.7K | 0.00% | −46−3.2% | Reduced |
| Fortitude Family Office, LLC | 2,000 | $19.9K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 2,186 | $21.8K | 0.00% | +2,186 | New |
| CX Institutional | 2,399 | $24.0K | 0.00% | +2,399 | New |
| IFP Advisors, Inc | 2,650 | $26.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 4,000 | $39.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,541 | $45.0K | 0.00% | +4,537+113,425.0% | Added |
| Mountain Hill Investment Partners Corp. | 7,000 | $69.7K | 0.07% | 00.0% | Unchanged |
| High Note Wealth, LLC | 7,747 | $77.2K | 0.02% | −4,847−38.5% | Reduced |
| Bokf, NA | 10,000 | $99.6K | 0.00% | −21,500−68.3% | Reduced |
| Concurrent Investment Advisors, LLC | 10,305 | $102.6K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 10,948 | $109.0K | 0.01% | 00.0% | Unchanged |
| Alesco Advisors LLC | 11,000 | $109.6K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,010 | $109.7K | 0.00% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 11,050 | $110.1K | 0.07% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 11,600 | $115.5K | 0.02% | −2,100−15.3% | Reduced |
| Keybank National Association | 12,083 | $120.3K | 0.00% | −700−5.5% | Reduced |
| Summit Trail Advisors, LLC | 12,377 | $123.3K | 0.00% | +382+3.2% | Added |
| Capital Investment Advisors, LLC | 12,555 | $125.0K | 0.00% | −750−5.6% | Reduced |
| Anderson Financial Strategies, LLC | 12,635 | $125.8K | 0.08% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 13,210 | $131.6K | 0.03% | +13,210 | New |
| Zullo Investment Group, Inc. | 13,500 | $134.5K | 0.06% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 13,520 | $134.7K | 0.05% | +29+0.2% | Added |
| Dynamic Advisor Solutions LLC | 13,650 | $136.0K | 0.00% | +900+7.1% | Added |
| Permanent Capital Management, LP | 14,029 | $139.7K | 0.04% | −1,245−8.2% | Reduced |
| Janney Montgomery Scott LLC | 14,861 | $148.0K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 15,100 | $150.4K | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 15,305 | $152.4K | 0.00% | −615−3.9% | Reduced |
| Prospera Financial Services Inc | 15,606 | $155.4K | 0.00% | +15,606 | New |
| AlphaCore Capital LLC | 15,721 | $156.6K | 0.01% | +15,721 | New |
| Wealth Alliance Advisory Group, LLC | 15,737 | $156.7K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 15,825 | $158.0K | 0.00% | +15,825 | New |
| Nuveen, LLC | 18,694 | $186.2K | 0.00% | +18,694 | New |
| Northwestern Mutual Wealth Management Co | 19,315 | $192.4K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 19,327 | $192.5K | 0.01% | +553+2.9% | Added |
| StoneX Group Inc. | 19,496 | $194.2K | 0.01% | +29+0.1% | Added |
| WealthBridge Capital Management, LLC | 20,000 | $199.2K | 0.06% | −500−2.4% | Reduced |
| Riverbridge Partners LLC | 20,620 | $205.4K | 0.00% | +1,397+7.3% | Added |
| Kestra Advisory Services, LLC | 21,122 | $210.4K | 0.00% | +3,248+18.2% | Added |
| Cerity Partners LLC | 21,630 | $215.4K | 0.00% | −1,778−7.6% | Reduced |
| Harbour Investments, Inc. | 21,776 | $216.9K | 0.01% | +97+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22,237 | $221.5K | 0.01% | −653−2.9% | Reduced |
| GWM Advisors LLC | 23,670 | $235.8K | 0.00% | +1,000+4.4% | Added |
| Cetera Investment Advisers | 24,069 | $239.7K | 0.00% | +2,892+13.7% | Added |
| Bank of New York Mellon Corp | 26,188 | $260.8K | 0.00% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 27,949 | $278.4K | 0.06% | +2,734+10.8% | Added |
| Cohen & Steers, Inc. | 30,000 | $299.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 32,548 | $324.0K | 0.00% | +2,059+6.8% | Added |
| Melfa Wealth Management, LLC | 37,360 | $372.1K | 0.25% | 00.0% | Unchanged |
| Quarry LP | 39,036 | $388.8K | 0.10% | 00.0% | Unchanged |
| Bank of Montreal | 39,312 | $391.5K | 0.00% | +307+0.8% | Added |
| Rockefeller Capital Management L.P. | 43,799 | $436.2K | 0.00% | −7,678−14.9% | Reduced |
| Advisor Group Holdings, Inc. | 46,820 | $466.3K | 0.00% | −1,161−2.4% | Reduced |
| Commonwealth Equity Services, LLC | 47,511 | $473.0K | 0.00% | −507−1.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 47,965 | $477.7K | 0.16% | +9,167+23.6% | Added |
| Baird Financial Group, Inc. | 51,625 | $514.2K | 0.00% | +360+0.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 56,830 | $566.0K | 0.03% | +139+0.2% | Added |
| Capital Investment Advisory Services, LLC | 61,189 | $609.4K | 0.05% | +4,328+7.6% | Added |
| Whipplewood Advisors, LLC | 104,427 | $647.7K | 0.38% | +39,010+59.6% | Added |
| Tyche Wealth Partners LLC | 70,598 | $703.2K | 0.15% | +3,234+4.8% | Added |
| Private Advisor Group, LLC | 70,968 | $706.8K | 0.00% | −2,749−3.7% | Reduced |
| The PNC Financial Services Group, Inc. | 84,821 | $844.8K | 0.00% | +62,788+285.0% | Added |
| Cutler Capital Management, LLC | 86,117 | $857.7K | 0.30% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 96,717 | $963.3K | 0.01% | −1,559−1.6% | Reduced |
| Dakota Wealth Management | 98,000 | $976.1K | 0.02% | −7,500−7.1% | Reduced |
| Claro Advisors LLC | 103,518 | $1.03M | 0.14% | −1,023−1.0% | Reduced |
| Absolute Investment Advisers LLC | 107,994 | $1.08M | 0.16% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 113,651 | $1.13M | 0.22% | +113,651 | New |
| Rothschild Investment LLC | 113,800 | $1.13M | 0.08% | −17,000−13.0% | Reduced |
| Invesco Ltd. | 143,096 | $1.43M | 0.00% | +2,174+1.5% | Added |
| Gridiron Partners, LLC | 149,983 | $1.49M | 0.96% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 172,000 | $1.71M | 0.62% | −3,690−2.1% | Reduced |
| Leo Wealth, LLC | 175,758 | $1.75M | 0.25% | −45,892−20.7% | Reduced |
| Melone Private Wealth, LLC | 176,109 | $1.75M | 0.92% | +1,776+1.0% | Added |
| Raymond James Financial Inc | 185,821 | $1.85M | 0.00% | −23,122−11.1% | Reduced |
| Stifel Financial Corp | 193,768 | $1.93M | 0.00% | +20,827+12.0% | Added |
| Advisors Asset Management, Inc. | 208,615 | $2.08M | 0.04% | +60,405+40.8% | Added |
| Kennedy Investment Group | 229,135 | $2.28M | 1.06% | −39,106−14.6% | Reduced |
| Greatmark Investment Partners, Inc. | 231,250 | $2.30M | 0.31% | +16,750+7.8% | Added |
| Royal Bank of Canada | 238,477 | $2.38M | 0.00% | −19,976−7.7% | Reduced |
| Van Eck Associates Corp | 325,638 | $3.24M | 0.00% | −80,754−19.9% | Reduced |
| Bank of America Corp | 338,727 | $3.37M | 0.00% | +9,549+2.9% | Added |
| Ameriprise Financial Inc | 366,710 | $3.65M | 0.00% | +65,983+21.9% | Added |
| Mackay Shields LLC | 370,162 | $3.69M | 0.12% | −1,666−0.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 370,360 | $3.69M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 436,469 | $4.35M | 0.00% | −14,121−3.1% | Reduced |
| LPL Financial LLC | 459,388 | $4.58M | 0.00% | +97,916+27.1% | Added |
| Morgan Stanley | 515,081 | $5.13M | 0.00% | +75,039+17.1% | Added |
| Fiera Capital Corp | 518,847 | $5.17M | 0.02% | −33,960−6.1% | Reduced |