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 2024 vs. Q1 2024
How the institutions holding Invesco Trust for Investment Grade New York Municipals changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Of which not filed for Q2 2024 | Q2 2024 | Change |
|---|---|---|---|---|
| Holders | 36 | 1 | 33 | −2 |
| Shares | 7.17M | 1.03K | 7.28M | +116.3K (+1.6%) |
| Value | $76.9M | $11.1K | $82.1M | +$5.15M (+6.7%) |
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (3)
Institutions that held Invesco Trust for Investment Grade New York Municipals at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Ashton Thomas Securities, LLC | 45,500 | $725.0K | 0.18% |
| Capital Investment Counsel, LLC | 16,000 | $179.8K | 0.04% |
| Joseph P. Lucia & Associates, LLC | 11,267 | $126.6K | 0.06% |
Sold out (5)
Institutions that held Invesco Trust for Investment Grade New York Municipals at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Karpus Management, Inc. | 68,675 | $738.3K |
| Bridgewater Advisors Inc. | 57,561 | $618.8K |
| Landscape Capital Management, L.L.C. | 20,937 | $225.1K |
| Tortoise Investment Management, LLC | 1,033 | $11.1K |
| Tower Research Capital LLC (TRC) | 62 | $666 |
Not filed for Q2 2024 yet (1)
Institutions that held Invesco Trust for Investment Grade New York Municipals at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Highlander Capital Management, LLC | 1,031 | $11.1K |