— Know what they know.
Not Investment Advice

VTN Smart Money

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
NYSE · Financial Services · Asset Management · Tech Score Sell · Power 35 · $140.7M mcap · 14M float · 0.229% daily turnover · Short 39% of daily vol

🏦 Institutional Activity

Latest: Q2 2026
28
Institutions Holding
+2 vs prior
16.5%
Ownership
+1.68%
5 New
10 Increased
7 Reduced
2 Closed

👔 Insider Trades

0 records
Date Name Title Type Shares Price Value Filing
No insider trades found

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
Hennion & Walsh Asset Management, Inc. 510,183 $6M -10,533 2026-06-30 Filing
GUGGENHEIM CAPITAL LLC 293,678 $3M +13,155 2026-06-30 Filing
Indivisible Partners 263,491 $3M +7,839 2026-06-30 Filing
ROYAL BANK OF CANADA 196,630 $2M +32,615 2026-06-30 Filing
ASHTON THOMAS SECURITIES, LLC 141,200 $2M — 2026-06-30 Filing
MORGAN STANLEY 124,698 $1M +21,645 2026-06-30 Filing
Lido Advisors, LLC 99,942 $1M — 2026-06-30 Filing
BANK OF AMERICA CORP /DE 86,870 $1M -1,483 2026-06-30 Filing
LPL Financial LLC 48,656 $563K +637 2026-06-30 Filing
STIFEL FINANCIAL CORP 48,205 $558K +557 2026-06-30 Filing
SHUFRO ROSE & CO LLC 26,000 $301K — 2026-06-30 Filing
PEAPACK GLADSTONE FINANCIAL CORP 23,324 $270K +96 2026-06-30 Filing
MML INVESTORS SERVICES, LLC 22,344 $259K +22,344 2026-06-30 Filing
WELLS FARGO & COMPANY/MN 21,339 $247K -4,088 2026-06-30 Filing
UBS Group AG 16,954 $196K -100 2026-06-30 Filing
HORIZON KINETICS ASSET MANAGEMENT LLC 14,739 $171K — 2026-06-30 Filing
Herold Advisors, Inc. 13,488 $156K +13,488 2026-06-30 Filing
&PARTNERS 12,958 $150K +152 2026-06-30 Filing
COMMONWEALTH EQUITY SERVICES, LLC 10,622 $123K -572 2026-06-30 Filing
OSAIC HOLDINGS, INC. 9,832 $114K +2,241 2026-06-30 Filing

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms