Invesco Trust for Investment Grade New York Municipals
VTN- Exchange
- NYSE
- SEC CIK
- 0000883265
No open-market purchases or sales by Invesco Trust for Investment Grade New York Municipals insiders were filed in the last 90 days; 24 institutions reported holding it in 13F filings for Q2 2026, worth $23.1M in total; no superinvestor holds it.
Q2 2021 vs. Q1 2021
How the institutions holding Invesco Trust for Investment Grade New York Municipals changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 33 | 34 | +1 |
| Shares | 3.21M | 3.24M | +28.6K (+0.9%) |
| Value | $42.1M | $45.0M | +$2.91M (+6.9%) |
New holders (5)
Institutions that held Invesco Trust for Investment Grade New York Municipals at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Rivernorth Capital Management, LLC | 65,286 | $907.0K | 0.05% |
| Essex Financial Services, Inc. | 13,986 | $194.0K | 0.03% |
| Wellspring Financial Advisors, LLC | 13,163 | $183.0K | 0.06% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,317 | $60.0K | 0.00% |
| Brendel Financial Advisors LLC | 472 | $7.00K | 0.00% |
Sold out (4)
Institutions that held Invesco Trust for Investment Grade New York Municipals at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Claybrook Capital, LLC | 170,381 | $2.23M |
| CNH Partners LLC | 11,477 | $150.0K |
| Steward Partners Investment Advisory, LLC | 7,200 | $94.4K |
| Eudaimonia Partners, LLC | 4,894 | $64.0K |