VGM
Invesco Trust for Investment Grade Municipals
1W: -2.7%
1M: -11.4%
3M: -16.0%
YTD: -14.4%
1Y: -11.7%
3Y: +19.7%
5Y: -18.9%
$8.90
+0.15 (+1.71%)
Weekly Expected Move ±3.5%
$8
$9
$9
$9
$9
Institutional Ownership — VGM
115
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
128M
Total Invested
9
New Positions
39
Increased
33
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (128 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | 1,247,281 | $11M | +269,066 | +27.5% | 12Q | SEC ↗ |
| 2 | GUGGENHEIM CAPITAL LLC | 1,061,614 | $9M | -99,338 | -8.6% | 64Q | SEC ↗ |
| 3 | AMERIPRISE FINANCIAL INC | 768,111 | $7M | +250,346 | +48.4% | 16Q | SEC ↗ |
| 4 | MORGAN STANLEY | 705,017 | $6M | +18,242 | +2.7% | 60Q | SEC ↗ |
| 5 | LPL Financial LLC | 625,750 | $6M | -64,760 | -9.4% | 61Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 617,864 | $5M | +45,145 | +7.9% | 65Q | SEC ↗ |
| 7 | SIT INVESTMENT ASSOCIATES INC | 603,608 | $5M | -65,822 | -9.8% | 15Q | SEC ↗ |
| 8 | UBS Group AG | 567,497 | $5M | -4,474 | -0.8% | 47Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 501,856 | $4M | +8,033 | +1.6% | 15Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 382,863 | $3M | +16,340 | +4.5% | 65Q | SEC ↗ |
| 11 | N.E.W. Advisory Services LLC | 373,821 | $3M | +143,863 | +62.6% | 5Q | SEC ↗ |
| 12 | VAN ECK ASSOCIATES CORP | 355,063 | $3M | +42,019 | +13.4% | 15Q | SEC ↗ |
| 13 | Leo Wealth, LLC | 319,284 | $3M | +58,234 | +22.3% | 10Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 249,317 | $2M | +62,176 | +33.2% | 15Q | SEC ↗ |
| 15 | GREATMARK INVESTMENT PARTNERS, INC. | 248,750 | $2M | — | +0.0% | 23Q | SEC ↗ |
| 16 | STIFEL FINANCIAL CORP | 238,601 | $2M | +1,678 | +0.7% | 49Q | SEC ↗ |
| 17 | Melone Private Wealth, LLC | 231,002 | $2M | +58,143 | +33.6% | 19Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 205,552 | $2M | +36,323 | +21.5% | 35Q | SEC ↗ |
| 19 | Advisors Asset Management, Inc. | 194,328 | $2M | +351 | +0.2% | 7Q | SEC ↗ |
| 20 | RAYMOND JAMES FINANCIAL INC | 170,619 | $2M | +21,235 | +14.2% | 7Q | SEC ↗ |
| 21 | Stratos Wealth Partners, LTD. | 168,142 | $1M | +5,310 | +3.3% | 11Q | SEC ↗ |
| 22 | Fiera Capital Corp | 154,641 | $1M | +65,471 | +73.4% | 2Q | SEC ↗ |
| 23 | NewEdge Advisors, LLC | 136,864 | $1M | +67,094 | +96.2% | 19Q | SEC ↗ |
| 24 | Indiana Trust & Investment Management | 122,000 | $1M | — | +0.0% | 12Q | SEC ↗ |
| 25 | Regatta Research & Money Management NEW | 113,376 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Claro Advisors Inc. | 99,973 | $890K | -12,557 | -11.2% | 15Q | SEC ↗ |
| 27 | HARBOUR INVESTMENTS, INC. | 99,250 | $883K | +324 | +0.3% | 17Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 97,276 | $866K | +10,397 | +12.0% | 26Q | SEC ↗ |
| 29 | TRUIST FINANCIAL CORP | 96,104 | $855K | -16,348 | -14.5% | 27Q | SEC ↗ |
| 30 | Cutler Capital Management, LLC | 86,117 | $766K | — | +0.0% | 51Q | SEC ↗ |
| 31 | PNC Financial Services Group, Inc. | 84,821 | $755K | — | +0.0% | 15Q | SEC ↗ |
| 32 | Tyche Wealth Partners LLC | 78,648 | $700K | -3,450 | -4.2% | 11Q | SEC ↗ |
| 33 | Whipplewood Advisors, LLC | 69,481 | $618K | -927 | -1.3% | 7Q | SEC ↗ |
| 34 | Summit Trail Advisors, LLC | 67,090 | $597K | +26,044 | +63.5% | 2Q | SEC ↗ |
| 35 | Capital Investment Advisory Services, | 65,738 | $585K | -3,371 | -4.9% | 23Q | SEC ↗ |
| 36 | World Investment Advisors | 60,725 | $540K | -7,340 | -10.8% | 4Q | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 56,200 | $500K | +4,935 | +9.6% | 33Q | SEC ↗ |
| 38 | LexAurum Advisors, LLC | 55,976 | $498K | +1,036 | +1.9% | 2Q | SEC ↗ |
| 39 | Worth Asset Management, LLC NEW | 50,005 | $445K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Wealth Care LLC | 50,000 | $445K | — | +0.0% | 2Q | SEC ↗ |
| 41 | Private Advisor Group, LLC | 48,373 | $431K | -20,350 | -29.6% | 18Q | SEC ↗ |
| 42 | Burford Brothers, Inc. | 46,421 | $413K | — | +0.0% | 5Q | SEC ↗ |
| 43 | Kestra Advisory Services, LLC | 44,981 | $400K | +225 | +0.5% | 24Q | SEC ↗ |
| 44 | Wealth Alliance Advisory Group, LLC | 44,891 | $400K | +29,154 | +185.3% | 21Q | SEC ↗ |
| 45 | MERCER GLOBAL ADVISORS INC /ADV | 41,901 | $373K | +1,327 | +3.3% | 5Q | SEC ↗ |
| 46 | MELFA WEALTH MANAGEMENT, INC. | 37,360 | $333K | — | +0.0% | 15Q | SEC ↗ |
| 47 | Focus Partners Wealth | 36,149 | $322K | +549 | +1.5% | 3Q | SEC ↗ |
| 48 | Cornerstone Wealth Management, LLC | 33,238 | $296K | +2,834 | +9.3% | 5Q | SEC ↗ |
| 49 | Sovereign Financial Group, Inc. | 30,892 | $275K | +23 | +0.1% | 8Q | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 29,704 | $264K | -7,550 | -20.3% | 21Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Regatta Research & Money Management | 113,376 | $1M |
| Worth Asset Management, LLC | 50,005 | $445K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,949 | $106K |
| XTX Topco Ltd | 11,755 | $105K |
| Clark Asset Management, LLC | 11,633 | $104K |
| Leading Edge Financial Planning LLC | 10,203 | $91K |
| Aberdeen Wealth Management LLC | 2,850 | $25K |
| IFG Advisory, LLC | 2,785 | $25K |
| FIDUCIARY FINANCIAL ADVISORS | 386 | $3K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC | 1,168,261 | $10M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 364,777 | $3M |
| MACKAY SHIELDS LLC | 209,167 | $2M |
| Allspring Global Investments Holdin | 140,277 | $1M |
| CALTON & ASSOCIATES, INC. | 42,637 | $379K |
| Invesco Ltd. | 41,701 | $371K |
| StoneX Group Inc. | 22,802 | $203K |
| Virtu Financial LLC | 21,485 | $191K |
| Sequoia Financial Advisors, LLC | 20,953 | $186K |
| FIRST TRUST ADVISORS LP | 15,419 | $137K |
| Fisher Asset Management, LLC | 14,352 | $128K |
| Alesco Advisors LLC | 11,000 | $98K |
| KENNEDY INVESTMENT GROUP, INC. | 10,619 | $95K |
| Camelot Portfolios, LLC | 9,900 | $88K |
| COHEN & STEERS, INC. | 7,500 | $67K |
| Advisory Services Network, LLC | 4,215 | $38K |
| SageView Advisory Group, LLC | 1,394 | $12K |
| ASSETMARK, INC | 809 | $7K |
| UBS AM, a distinct business unit of | 585 | $5K |
| MAI Capital Management | 542 | $5K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Hennion & Walsh Asset Management, I | +269,066 | +27.5% | 1,247,281 |
| AMERIPRISE FINANCIAL INC | +250,346 | +48.4% | 768,111 |
| N.E.W. Advisory Services LLC | +143,863 | +62.6% | 373,821 |
| NewEdge Advisors, LLC | +67,094 | +96.2% | 136,864 |
| Fiera Capital Corp | +65,471 | +73.4% | 154,641 |
| Cetera Investment Advisers | +62,176 | +33.2% | 249,317 |
| Leo Wealth, LLC | +58,234 | +22.3% | 319,284 |
| Melone Private Wealth, LLC | +58,143 | +33.6% | 231,002 |
| WELLS FARGO & COMPANY/MN | +45,145 | +7.9% | 617,864 |
| VAN ECK ASSOCIATES CORP | +42,019 | +13.4% | 355,063 |
| COMMONWEALTH EQUITY SERVICES, LLC | +36,323 | +21.5% | 205,552 |
| Wealth Alliance Advisory Group, LLC | +29,154 | +185.3% | 44,891 |
| Summit Trail Advisors, LLC | +26,044 | +63.5% | 67,090 |
| RAYMOND JAMES FINANCIAL INC | +21,235 | +14.2% | 170,619 |
| MORGAN STANLEY | +18,242 | +2.7% | 705,017 |
| ROYAL BANK OF CANADA | +16,340 | +4.5% | 382,863 |
| OSAIC HOLDINGS, INC. | +10,397 | +12.0% | 97,276 |
| BANK OF AMERICA CORP /DE | +8,033 | +1.6% | 501,856 |
| JANE STREET GROUP, LLC | +6,027 | +29.6% | 26,388 |
| Stratos Wealth Partners, LTD. | +5,310 | +3.3% | 168,142 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Gridiron Partners, LLC | -102,697 | -79.2% | 27,029 |
| GUGGENHEIM CAPITAL LLC | -99,338 | -8.6% | 1,061,614 |
| SIT INVESTMENT ASSOCIATES INC | -65,822 | -9.8% | 603,608 |
| LPL Financial LLC | -64,760 | -9.4% | 625,750 |
| Private Advisor Group, LLC | -20,350 | -29.6% | 48,373 |
| TRUIST FINANCIAL CORP | -16,348 | -14.5% | 96,104 |
| Claro Advisors Inc. | -12,557 | -11.2% | 99,973 |
| Allworth Financial LP | -9,998 | -93.5% | 692 |
| Rockefeller Capital Management L.P. | -7,550 | -20.3% | 29,704 |
| World Investment Advisors | -7,340 | -10.8% | 60,725 |
| UBS Group AG | -4,474 | -0.8% | 567,497 |
| Cambridge Investment Research Advis | -3,879 | -25.3% | 11,466 |
| Tyche Wealth Partners LLC | -3,450 | -4.2% | 78,648 |
| Capital Investment Advisory Service | -3,371 | -4.9% | 65,738 |
| FIFTH THIRD BANCORP | -2,870 | -34.8% | 5,370 |
| Whipplewood Advisors, LLC | -927 | -1.3% | 69,481 |
| IFP Advisors, Inc | -626 | -17.2% | 3,009 |
| CVA Family Office, LLC | -197 | -48.9% | 206 |
| High Note Wealth, LLC | -113 | -4.4% | 2,464 |
| Dynamic Advisor Solutions LLC | -100 | -0.7% | 14,050 |