Invesco Trust for Investment Grade Municipals - Common (VGM)

CUSIP: 46131M106

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / Common
Shares outstanding
54,194,036
Total 13F shares
20,601,281
Share change
-328,803
Total reported value
$204,970,819
Price per share
$9.96
Number of holders
108
Value change
-$3,323,570
Number of buys
44
Number of sells
42

Security key

46131M106

Report period

Q1 2025

Institutions

108

Top holders

10

Ownership snapshot

Top shareholders of VGM - Invesco Trust for Investment Grade Municipals - Common (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
RIVERNORTH CAPITAL MANAGE...
13D/G signal
RIVERNORTH CAPITAL MANAGE...
Evidence rows
50
Latest as of
31 Dec 2024
13F 13D/G 3/4/5 Lead comparable stake: 4.8% 13D/G row: RIVERNORTH CAPITAL MANAGEMENT, LLC Showing first 8 of 50 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
RIVERNORTH CAPITAL MANAGEMENT, LLC
13F 13D/G
Company
4.8%
from 13D/G
$28,690,657
2,840,659 shares
31 Dec 2024
Karpus Management, Inc.
13F
Company
13F
6.3%
$34,656,276
3,431,315 shares
31 Dec 2024
SIT INVESTMENT ASSOCIATES INC
13F
Company
13F
4.2%
$23,096,000
2,286,766 shares
31 Dec 2024
ROBINSON CAPITAL MANAGEMENT, LLC
13F
Company
13F
2.5%
$13,956,927
1,381,874 shares
31 Dec 2024
Pathstone Holdings, LLC
13F
Company
13F
2.1%
$11,247,320
1,112,444 shares
31 Dec 2024
TRUIST FINANCIAL CORP
13F
Company
13F
1.3%
$7,377,334
730,429 shares
31 Dec 2024
GUGGENHEIM CAPITAL LLC
13F
Company
13F
1.3%
$7,371,021
729,804 shares
31 Dec 2024
Fiera Capital Corp
13F
Company
13F
1%
$5,583,351
552,807 shares
31 Dec 2024
Show 42 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
UBS Group AG
13F
Company
13F
0.94%
$5,161,868
511,076 shares
31 Dec 2024
WELLS FARGO & COMPANY/MN
13F
Company
13F
0.83%
$4,550,961
450,590 shares
31 Dec 2024
MORGAN STANLEY
13F
Company
13F
0.81%
$4,444,433
440,042 shares
31 Dec 2024
VAN ECK ASSOCIATES CORP
13F
Company
13F
0.75%
$4,105,000
406,392 shares
31 Dec 2024
MACKAY SHIELDS LLC
13F
Company
13F
0.69%
$3,755,463
371,828 shares
31 Dec 2024
Allspring Global Investments Holdings, LLC
13F
Company
13F
0.68%
$3,740,636
370,360 shares
31 Dec 2024
LPL Financial LLC
13F
Company
13F
0.67%
$3,650,868
361,472 shares
31 Dec 2024
BANK OF AMERICA CORP /DE/
3/4/5 13F
10%+ Owner · Company
0.61%
from 13F
$55,625,000
2,225 shares
10 Feb 2012
AMERIPRISE FINANCIAL INC
13F
Company
13F
0.55%
$3,037,340
300,727 shares
31 Dec 2024
KENNEDY INVESTMENT GROUP, INC.
13F
Company
13F
0.49%
$2,709,238
268,241 shares
31 Dec 2024
ROYAL BANK OF CANADA
13F
Company
13F
0.48%
$2,610,000
258,453 shares
31 Dec 2024
Leo Wealth, LLC
13F
Company
13F
0.41%
$2,238,666
221,650 shares
31 Dec 2024
GREATMARK INVESTMENT PARTNERS, INC.
13F
Company
13F
0.4%
$2,166,450
214,500 shares
31 Dec 2024
RAYMOND JAMES FINANCIAL INC
13F
Company
13F
0.39%
$2,110,319
208,943 shares
31 Dec 2024
Indiana Trust & Investment Management Co
13F
Company
13F
0.32%
$1,774,469
175,690 shares
31 Dec 2024
Melone Private Wealth, LLC
13F
Company
13F
0.32%
$1,760,761
174,333 shares
31 Dec 2024
STIFEL FINANCIAL CORP
13F
Company
13F
0.32%
$1,746,710
172,941 shares
31 Dec 2024
Gridiron Partners, LLC
13F
Company
13F
0.28%
$1,514,828
149,983 shares
31 Dec 2024
Advisors Asset Management, Inc.
13F
Company
13F
0.27%
$1,496,921
148,210 shares
31 Dec 2024
Invesco Ltd.
13F
Company
13F
0.26%
$1,423,312
140,922 shares
31 Dec 2024
ROTHSCHILD INVESTMENT LLC
13F
Company
13F
0.24%
$1,321,080
130,800 shares
31 Dec 2024
ABSOLUTE INVESTMENT ADVISERS, LLC
13F
Company
13F
0.2%
$1,090,739
107,994 shares
31 Dec 2024
Dakota Wealth Management
13F
Company
13F
0.19%
$1,065,550
105,500 shares
31 Dec 2024
Claro Advisors Inc.
13F
Company
13F
0.19%
$1,055,860
104,541 shares
31 Dec 2024
Stratos Wealth Partners, LTD.
13F
Company
13F
0.18%
$992,588
98,276 shares
31 Dec 2024
Cutler Capital Management, LLC
13F
Company
13F
0.16%
$869,785
86,117 shares
31 Dec 2024
Private Advisor Group, LLC
13F
Company
13F
0.14%
$744,540
73,717 shares
31 Dec 2024
Tyche Wealth Partners LLC
13F
Company
13F
0.12%
$680,376
67,364 shares
31 Dec 2024
Whipplewood Advisors, LLC
13F
Company
13F
0.12%
$660,712
65,417 shares
31 Dec 2024
Capital Investment Advisory Services, LLC
13F
Company
13F
0.1%
$574,301
56,861 shares
31 Dec 2024
Hennion & Walsh Asset Management, Inc.
13F
Company
13F
0.1%
$572,579
56,691 shares
31 Dec 2024
Rockefeller Capital Management L.P.
13F
Company
13F
0.09%
$519,926
51,477 shares
31 Dec 2024
Baird Financial Group, Inc.
13F
Company
13F
0.09%
$517,777
51,265 shares
31 Dec 2024
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
13F
0.09%
$485,000
48,018 shares
31 Dec 2024
OSAIC HOLDINGS, INC.
13F
Company
13F
0.09%
$484,611
47,981 shares
31 Dec 2024
AQR Arbitrage LLC
13F
Company
13F
0.08%
$437,946
43,361 shares
31 Dec 2024
Quarry LP
13F
Company
13F
0.07%
$394,264
39,036 shares
31 Dec 2024
BANK OF MONTREAL /CAN/
13F
Company
13F
0.07%
$393,950
39,005 shares
31 Dec 2024
Thomas J. Herzfeld Advisors, Inc.
13F
Company
13F
0.07%
$391,860
38,798 shares
31 Dec 2024
MELFA WEALTH MANAGEMENT, INC.
13F
Company
13F
0.07%
$377,336
37,360 shares
31 Dec 2024
Nuveen Asset Management, LLC
13F
Company
13F
0.07%
$363,327
35,973 shares
31 Dec 2024
Na Bokf
13F
Individual
13F
0.06%
$313,110
31,500 shares
31 Dec 2024
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
108
Shares
20,601,281
Rows loaded
108
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.

Compare Q1 2025 vs Q4 2024 Across Filers

Q4 2024 holders
108
Q1 2025 holders
108
Holder diff
0
Investor Q4 2024 Shares Q1 2025 Shares Share Diff Share Chg % Q4 2024 value Q1 2025 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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