Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
14.5M
-
Number of holders
-
24
-
Total 13F shares, excl. options
-
1.48M
-
Shares change
-
-214K
-
Total reported value, excl. options
-
$16.3M
-
Value change
-
-$2.18M
-
Number of buys
-
14
-
Number of sells
-
-10
-
Price
-
$11.02
Significant Holders of Invesco Trust for Investment Grade New York Municipals - Common Stock (VTN) as of Q3 2025
29 filings reported holding VTN - Invesco Trust for Investment Grade New York Municipals - Common Stock as of Q3 2025.
Invesco Trust for Investment Grade New York Municipals - Common Stock (VTN) has 24 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.48M shares
of 14.5M outstanding shares and own 10.19% of the company stock.
Largest 10 shareholders include Hennion & Walsh Asset Management, Inc. (253K shares), GUGGENHEIM CAPITAL LLC (232K shares), ROYAL BANK OF CANADA (158K shares), ASHTON THOMAS SECURITIES, LLC (149K shares), MORGAN STANLEY (115K shares), North Ground Capital (107K shares), Lido Advisors, LLC (99.9K shares), BANK OF AMERICA CORP /DE/ (94.9K shares), STIFEL FINANCIAL CORP (56.9K shares), and LPL Financial LLC (33.6K shares).
This table shows the top 24 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.