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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 2025 vs. Q2 2025

How the institutions holding Invesco Trust for Investment Grade New York Municipals changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of VTN: Q2 2025 compared with Q3 2025
MeasureQ2 2025Q3 2025Change
Holders25250
Shares1.69M1.48M−210.2K (−12.4%)
Value$17.7M$16.3M−$1.35M (−7.6%)

New holders (5)

Institutions that held Invesco Trust for Investment Grade New York Municipals at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to VTN in Q3 2025
InstitutionSharesValue% of portfolio
MML Investors Services, LLC21,667$238.8K0.00%
Fingerlakes Wealth Management, Inc.10,099$111.3K0.07%
Rockefeller Capital Management L.P.5,215$57.5K0.00%
Aventura Private Wealth, LLC4,000$44.1K0.02%
Highline Wealth Partners LLC300$3.31K0.00%

Sold out (5)

Institutions that held Invesco Trust for Investment Grade New York Municipals at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of VTN in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Robinson Capital Management, LLC273,763$2.86M
Cary Street Partners Financial LLC19,599$204.6K
Landscape Capital Management, L.L.C.10,164$106.1K
Raymond James Financial Inc7,573$79.1K
Northwestern Mutual Wealth Management Co1,259$13.1K