VTN Institutional Ownership
Invesco Trust for Investment Grade New York Municipals
1W: +2.5%
1M: -8.0%
3M: -15.5%
YTD: -15.1%
1Y: -11.5%
3Y: +22.4%
5Y: -11.7%
$9.63
+0.09 (+0.94%)
Weekly Expected Move ±3.3%
$9
$9
$10
$10
$10
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Institutional Ownership — VTN
28
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
$23M
Total Invested
5
New Positions
10
Increased
7
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (30 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | 510,183 | $$5M | -10,533 | -2.0% | 22Q | SEC ↗ |
| 2 | GUGGENHEIM CAPITAL LLC | 293,678 | $$3M | +13,155 | +4.7% | 64Q | SEC ↗ |
| 3 | Indivisible Partners | 263,491 | $$3M | +7,839 | +3.1% | 3Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA | 196,630 | $$2M | +32,615 | +19.9% | 65Q | SEC ↗ |
| 5 | ASHTON THOMAS SECURITIES, LLC | 141,200 | $$1M | — | +0.0% | 9Q | SEC ↗ |
| 6 | MORGAN STANLEY | 124,698 | $$1M | +21,645 | +21.0% | 60Q | SEC ↗ |
| 7 | Lido Advisors, LLC | 99,942 | $$962K | — | +0.0% | 11Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 86,870 | $$837K | -1,483 | -1.7% | 15Q | SEC ↗ |
| 9 | LPL Financial LLC | 48,656 | $$469K | +637 | +1.3% | 7Q | SEC ↗ |
| 10 | STIFEL FINANCIAL CORP | 48,205 | $$464K | +557 | +1.2% | 17Q | SEC ↗ |
| 11 | SHUFRO ROSE & CO LLC | 26,000 | $$250K | — | +0.0% | 19Q | SEC ↗ |
| 12 | PEAPACK GLADSTONE FINANCIAL CORP | 23,324 | $$225K | +96 | +0.4% | 23Q | SEC ↗ |
| 13 | MML INVESTORS SERVICES, LLC NEW | 22,344 | $$215K | — | +0.0% | 1Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 21,339 | $$205K | -4,088 | -16.1% | 65Q | SEC ↗ |
| 15 | UBS Group AG | 16,954 | $$163K | -100 | -0.6% | 47Q | SEC ↗ |
| 16 | HORIZON KINETICS ASSET MANAGEMENT LLC | 14,739 | $$142K | — | +0.0% | 14Q | SEC ↗ |
| 17 | Herold Advisors, Inc. NEW | 13,488 | $$130K | — | +0.0% | 1Q | SEC ↗ |
| 18 | &PARTNERS | 12,958 | $$125K | +152 | +1.2% | 3Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 10,622 | $$102K | -572 | -5.1% | 35Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 9,832 | $$95K | +2,241 | +29.5% | 26Q | SEC ↗ |
| 21 | Integrated Wealth Concepts LLC NEW | 4,200 | $$40K | — | +0.0% | 1Q | SEC ↗ |
| 22 | JONES FINANCIAL COMPANIES LLLP NEW | 4,200 | $$40K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Aventura Private Wealth, LLC | 4,000 | $$39K | — | +0.0% | 4Q | SEC ↗ |
| 24 | MERCER GLOBAL ADVISORS INC /ADV NEW | 2,806 | $$27K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 2,212 | $$21K | +40 | +1.8% | 4Q | SEC ↗ |
| 26 | HIGHLINE WEALTH PARTNERS LLC | 420 | $$4K | — | +0.0% | 2Q | SEC ↗ |
| 27 | JANE STREET GROUP, LLC | 0 | $$0K | -17,542 | -100.0% | 1Q | SEC ↗ |
| 28 | Advisory Services Network, LLC | 0 | $$0K | -500 | -100.0% | 1Q | SEC ↗ |
| 29 | PFG Investments, LLC | 0 | $$0K | -10,300 | -100.0% | 5Q | SEC ↗ |
| 30 | Fingerlakes Wealth Management, Inc. | 0 | $$0K | -10,471 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| MML INVESTORS SERVICES, LLC | 22,344 | $$215K |
| Herold Advisors, Inc. | 13,488 | $$130K |
| Integrated Wealth Concepts LLC | 4,200 | $$40K |
| JONES FINANCIAL COMPANIES LLLP | 4,200 | $$40K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,806 | $$27K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 17,542 | $$169K |
| Fingerlakes Wealth Management, Inc. | 10,471 | $$101K |
| PFG Investments, LLC | 10,300 | $$99K |
| Advisory Services Network, LLC | 500 | $$5K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | +32,615 | +19.9% | 196,630 |
| MORGAN STANLEY | +21,645 | +21.0% | 124,698 |
| GUGGENHEIM CAPITAL LLC | +13,155 | +4.7% | 293,678 |
| Indivisible Partners | +7,839 | +3.1% | 263,491 |
| OSAIC HOLDINGS, INC. | +2,241 | +29.5% | 9,832 |
| LPL Financial LLC | +637 | +1.3% | 48,656 |
| STIFEL FINANCIAL CORP | +557 | +1.2% | 48,205 |
| &PARTNERS | +152 | +1.2% | 12,958 |
| PEAPACK GLADSTONE FINANCIAL CORP | +96 | +0.4% | 23,324 |
| Rockefeller Capital Management L.P. | +40 | +1.8% | 2,212 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Hennion & Walsh Asset Management, I | -10,533 | -2.0% | 510,183 |
| WELLS FARGO & COMPANY/MN | -4,088 | -16.1% | 21,339 |
| BANK OF AMERICA CORP /DE | -1,483 | -1.7% | 86,870 |
| COMMONWEALTH EQUITY SERVICES, LLC | -572 | -5.1% | 10,622 |
| UBS Group AG | -100 | -0.6% | 16,954 |