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.
Q4 2024 vs. Q3 2024
How the institutions holding Invesco Trust for Investment Grade New York Municipals changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Q4 2024 | Change |
|---|---|---|---|
| Holders | 31 | 32 | +1 |
| Shares | 6.83M | 2.63M | −4.20M (−61.5%) |
| Value | $78.7M | $27.5M | −$51.2M (−65.0%) |
New holders (8)
Institutions that held Invesco Trust for Investment Grade New York Municipals at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| CF Capital LLC | 51,707 | $541.4K | 0.58% |
| Balyasny Asset Management LLC | 19,441 | $203.5K | 0.00% |
| LPL Financial LLC | 19,050 | $199.5K | 0.00% |
| Cary Street Partners Financial LLC | 14,599 | $152.9K | 0.00% |
| Marex Group plc | 13,200 | $138.2K | 0.00% |
| Walleye Capital LLC | 10,956 | $114.7K | 0.00% |
| PFG Investments, LLC | 10,700 | $112.0K | 0.01% |
| Raymond James Financial Inc | 10,678 | $111.8K | 0.00% |
Sold out (7)
Institutions that held Invesco Trust for Investment Grade New York Municipals at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Logan Stone Capital, LLC | 121,969 | $1.41M |
| CNH Partners LLC | 65,746 | $758.1K |
| Sanders Morris Harris LLC | 39,004 | $449.7K |
| Capital Investment Counsel, LLC | 16,000 | $184.5K |
| NBT Bank N A | 9,300 | $107.2K |
| Blue Bell Private Wealth Management, LLC | 6,097 | $70.3K |
| Steward Partners Investment Advisory, LLC | 136 | $1.56K |