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.
Q1 2023 vs. Q4 2022
How the institutions holding Invesco Trust for Investment Grade New York Municipals changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Q1 2023 | Change |
|---|---|---|---|
| Holders | 38 | 37 | −1 |
| Shares | 4.49M | 4.54M | +51.1K (+1.1%) |
| Value | $45.5M | $47.5M | +$2.04M (+4.5%) |
New holders (4)
Institutions that held Invesco Trust for Investment Grade New York Municipals at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Canandaigua National Bank & Trust Co | 13,000 | $136.0K | 0.02% |
| Horizon Kinetics Asset Management LLC | 10,414 | $108.9K | 0.00% |
| WealthPLAN Partners, LLC | 303 | $3.17K | 0.00% |
| JPMorgan Chase & Co | 83 | $1.00K | 0.00% |
Sold out (5)
Institutions that held Invesco Trust for Investment Grade New York Municipals at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| IFP Advisors, Inc | 15,360 | $199.0K |
| Creative Planning | 11,093 | $112.0K |
| Susquehanna International Group, LLP | 10,822 | $109.3K |
| Credit Suisse AG | 9,644 | $97.4K |
| FMR LLC | 1 | $10 |