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, Q3 2025
Institutional positions in Invesco Trust for Investment Grade Municipals as of Sep 30, 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
- 109
- −5 vs. Q2 2025
- Shares held
- 15.6M
- −365.8K (−2.3%) vs. Q2 2025
- Total value
- $142.2M
- −$9.55M (−6.3%) vs. Q2 2025
- New holders
- 9
- 39 more added
- Sold out
- 14
- 25 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 1,183,792 | $12.0M | 0.09% | +95,435+8.8% | Added |
| Robinson Capital Management, LLC | 1,166,946 | $11.8M | 8.49% | −22,240−1.9% | Reduced |
| Rivernorth Capital Management, LLC | 941,728 | $9.53M | 0.54% | −701,761−42.7% | Reduced |
| LPL Financial LLC | 758,894 | $7.68M | 0.00% | +584,513+335.2% | Added |
| Sit Investment Associates Inc | 727,956 | $7.37M | 0.15% | 00.0% | Unchanged |
| Truist Financial Corp | 645,990 | $6.54M | 0.01% | −77,274−10.7% | Reduced |
| Wells Fargo & Company | 630,836 | $6.38M | 0.00% | +80,695+14.7% | Added |
| UBS Group AG | 553,422 | $5.60M | 0.00% | +20,761+3.9% | Added |
| Morgan Stanley | 545,052 | $5.52M | 0.00% | +16,344+3.1% | Added |
| Fiera Capital Corp | 506,647 | $5.13M | 0.02% | −4,574−0.9% | Reduced |
| Bank of America Corp | 495,908 | $5.02M | 0.00% | +61,899+14.3% | Added |
| Ameriprise Financial Inc | 382,736 | $3.87M | 0.00% | +34,910+10.0% | Added |
| Mackay Shields LLC | 370,162 | $3.75M | 0.13% | 00.0% | Unchanged |
| Royal Bank of Canada | 321,456 | $3.25M | 0.00% | +47,877+17.5% | Added |
| Allspring Global Investments Holdings, LLC | 295,861 | $2.99M | 0.00% | −65,803−18.2% | Reduced |
| Van Eck Associates Corp | 280,386 | $2.84M | 0.00% | +9,206+3.4% | Added |
| Greatmark Investment Partners, Inc. | 248,750 | $2.52M | 0.30% | +12,500+5.3% | Added |
| Stifel Financial Corp | 244,160 | $2.47M | 0.00% | +4,252+1.8% | Added |
| Advisors Asset Management, Inc. | 198,085 | $2.00M | 0.03% | −3,158−1.6% | Reduced |
| Raymond James Financial Inc | 194,901 | $1.97M | 0.00% | +12,894+7.1% | Added |
| Melone Private Wealth, LLC | 192,310 | $1.95M | 0.88% | +4,249+2.3% | Added |
| Leo Wealth, LLC | 181,794 | $1.84M | 0.24% | −52,760−22.5% | Reduced |
| Kennedy Investment Group | 179,223 | $1.81M | 0.72% | −25,693−12.5% | Reduced |
| Indiana Trust & Investment Management CO | 173,147 | $1.75M | 0.53% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 1,722,730 | $1.52M | 0.86% | +1,572,747+1,048.6% | Added |
| Commonwealth Equity Services, LLC | 146,291 | $1.48M | 0.00% | +83,002+131.1% | Added |
| Absolute Investment Advisers LLC | 122,348 | $1.24M | 0.16% | −11,863−8.8% | Reduced |
| Cetera Investment Advisers | 115,289 | $1.17M | 0.00% | +54,513+89.7% | Added |
| Stratos Wealth Partners, LTD. | 108,515 | $1.10M | 0.01% | +6,115+6.0% | Added |
| Invesco Ltd. | 101,630 | $1.03M | 0.00% | −120−0.1% | Reduced |
| Mercer Global Advisors Inc | 90,513 | $916.0K | 0.00% | +22,408+32.9% | Added |
| Cutler Capital Management, LLC | 86,117 | $871.5K | 0.28% | 00.0% | Unchanged |
| Claro Advisors LLC | 85,837 | $868.7K | 0.13% | −17,561−17.0% | Reduced |
| Advisor Group Holdings, Inc. | 89,785 | $862.5K | 0.00% | +11,776+15.1% | Added |
| The PNC Financial Services Group, Inc. | 84,821 | $858.4K | 0.00% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 82,098 | $830.8K | 0.15% | +11,500+16.3% | Added |
| Whipplewood Advisors, LLC | 71,500 | $723.6K | 0.48% | +6,042+9.2% | Added |
| Private Advisor Group, LLC | 69,303 | $701.3K | 0.00% | −1,955−2.7% | Reduced |
| LexAurum Advisors, LLC | 65,904 | $666.9K | 0.09% | −101,652−60.7% | Reduced |
| Capital Investment Advisory Services, LLC | 63,048 | $638.0K | 0.05% | +1,830+3.0% | Added |
| Pensionmark Financial Group, LLC | 55,834 | $565.0K | 0.01% | +55,834 | New |
| Calton & Associates, Inc. | 53,934 | $545.8K | 0.08% | +31,935+145.2% | Added |
| Baird Financial Group, Inc. | 51,265 | $518.8K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 49,785 | $503.8K | 0.05% | +12,854+34.8% | Added |
| Quarry LP | 48,938 | $495.3K | 0.12% | −4,745−8.8% | Reduced |
| Rockefeller Capital Management L.P. | 45,548 | $461.0K | 0.00% | +879+2.0% | Added |
| GWM Advisors LLC | 43,070 | $435.9K | 0.00% | +20,000+86.7% | Added |
| Bank of Montreal | 40,781 | $412.7K | 0.00% | +761+1.9% | Added |
| Melfa Wealth Management, LLC | 37,360 | $378.1K | 0.22% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 30,331 | $307.0K | 0.06% | −99−0.3% | Reduced |
| Prospera Financial Services Inc | 29,606 | $299.6K | 0.01% | +1,250+4.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 28,495 | $288.4K | 0.01% | −27,541−49.1% | Reduced |
| Burford Brothers, Inc. | 27,625 | $279.6K | 0.12% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 27,400 | $277.3K | 0.01% | +2,048+8.1% | Added |
| Northwestern Mutual Wealth Management Co | 24,722 | $250.2K | 0.00% | +458+1.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,422 | $237.0K | 0.00% | −4,709−16.7% | Reduced |
| StoneX Group Inc. | 22,802 | $230.8K | 0.01% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 22,500 | $227.7K | 0.05% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 22,082 | $223.5K | 0.07% | +7,531+51.8% | Added |
| Sequoia Financial Advisors, LLC | 20,953 | $212.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 20,019 | $202.6K | 0.00% | −452−2.2% | Reduced |
| Nuveen, LLC | 18,694 | $189.2K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 18,539 | $187.6K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 17,238 | $174.4K | 0.00% | −1,054−5.8% | Reduced |
| Atomi Financial Group, Inc. | 16,569 | $167.7K | 0.01% | +16,569 | New |
| AlphaCore Capital LLC | 16,363 | $165.6K | 0.01% | +323+2.0% | Added |
| Wealth Alliance Advisory Group, LLC | 15,737 | $159.3K | 0.03% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 15,100 | $152.8K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 15,089 | $152.7K | 0.01% | +4,818+46.9% | Added |
| Janney Montgomery Scott LLC | 14,692 | $149.0K | 0.00% | +2,000+15.8% | Added |
| Capital Investment Advisors, LLC | 14,555 | $147.3K | 0.00% | +1,500+11.5% | Added |
| Dynamic Advisor Solutions LLC | 14,250 | $144.2K | 0.00% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 14,059 | $142.3K | 0.03% | +14,059 | New |
| Summit Trail Advisors, LLC | 13,644 | $138.1K | 0.00% | +264+2.0% | Added |
| Zullo Investment Group, Inc. | 13,500 | $136.6K | 0.05% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 12,805 | $129.6K | 0.00% | +2,500+24.3% | Added |
| Keybank National Association | 11,883 | $120.3K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 11,788 | $119.3K | 0.00% | +11,788 | New |
| Catalina Capital Group, LLC | 11,050 | $111.8K | 0.07% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,010 | $111.4K | 0.00% | 00.0% | Unchanged |
| Alesco Advisors LLC | 11,000 | $111.3K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 10,948 | $110.8K | 0.01% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 10,676 | $108.0K | 0.04% | −289−2.6% | Reduced |
| Wealthspire Advisors, LLC | 10,000 | $101.2K | 0.00% | +10,000 | New |
| Cohen & Steers, Inc. | 7,500 | $76.0K | 0.00% | −22,500−75.0% | Reduced |
| Mountain Hill Investment Partners Corp. | 7,000 | $70.8K | 0.06% | 00.0% | Unchanged |
| NBC Securities, Inc. | 6,227 | $63.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 5,943 | $60.1K | 0.01% | −4,168−41.2% | Reduced |
| Huntington National Bank | – | $45.5K | 0.00% | – | New |
| IFP Advisors, Inc | 3,667 | $37.1K | 0.00% | +20+0.5% | Added |
| Advisory Services Network, LLC | 3,000 | $30.4K | 0.00% | +3,000 | New |
| High Note Wealth, LLC | 2,954 | $29.9K | 0.01% | −4,093−58.1% | Reduced |
| Comerica Bank | 2,900 | $29.3K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2,186 | $22.1K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,297 | $13.1K | 0.00% | −30−2.3% | Reduced |
| City Holding Co | 1,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,000 | $10.1K | 0.00% | +1,000 | New |
| Steward Partners Investment Advisory, LLC | 924 | $9.35K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 800 | $8.10K | 0.00% | −82,500−99.0% | Reduced |
| Allworth Financial LP | 687 | $6.95K | 0.00% | +3+0.4% | Added |