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.
Q3 2023 vs. Q2 2023
How the institutions holding Invesco Trust for Investment Grade New York Municipals changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 37 | 37 | 0 |
| Shares | 5.10M | 5.67M | +570.5K (+11.2%) |
| Value | $52.2M | $51.7M | −$474.7K (−0.9%) |
New holders (4)
Institutions that held Invesco Trust for Investment Grade New York Municipals at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Susquehanna International Group, LLP | 25,914 | $236.1K | 0.00% |
| Fort Point Capital Partners LLC | 17,717 | $161.4K | 0.03% |
| NBC Securities, Inc. | 2,000 | $18.0K | 0.00% |
| Steward Partners Investment Advisory, LLC | 129 | $1.17K | 0.00% |
Sold out (4)
Institutions that held Invesco Trust for Investment Grade New York Municipals at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Rivernorth Capital Management, LLC | 134,183 | $1.37M |
| Woodline Partners LP | 104,143 | $1.06M |
| Wolverine Asset Management LLC | 8,440 | $86.3K |
| WealthPLAN Partners, LLC | 303 | $3.10K |