Notable Holders of INVESCO TRUST INVESTMENT GRADE MUNICIPALS (VGM)
|
Expand Research on VGM
|
* Does Not Fully Represent All Holders
| Fund | Title | Shares | % Owned | Source |
|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | COMMON | 3,052,160 | 6.98% | 13F |
| Bramshill Investments, LLC | EXCHANGE TRADED FUND | 2,235,375 | 5.11% | 13F |
| Karpus Management, Inc. | COM | 2,129,953 | 4.87% | 13F |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | COM | 1,390,028 | 3.18% | 13F |
| GUGGENHEIM CAPITAL LLC | COM | 788,921 | 1.80% | 13F |
| WELLS FARGO & CO/MN | COM | 599,549 | 1.37% | 13F |
| UBS Group AG | COM | 568,689 | 1.30% | 13F |
| BANK OF AMERICA CORP /DE/ | COM | 475,197 | 1.09% | 13F |
| AMERIPRISE FINANCIAL INC | COM | 432,699 | 0.99% | 13F |
| BB&T CORP | COM | 371,022 | 0.85% | 13F |
| Van Eck | COM | 367,644 | 0.84% | 13F |
| KENNEDY INVESTMENT GROUP | COM | 355,650 | 0.81% | 13F |
| ROYAL BANK OF CANADA \ | COM | 344,315 | 0.79% | 13F |
| PARAMETRIC PORTFOLIO ASSOCIATES | Closed-End Fund | 312,484 | 0.71% | 13F |
| STIFEL FINANCIAL CORP | COM | 245,207 | 0.56% | 13F |
| ROBINSON CAPITAL MANAGEMENT, LLC | Closed-End Fund | 222,265 | 0.51% | 13F |
| Rockefeller Capital Management L.P. | COM | 190,348 | 0.44% | 13F |
| Melone Private Wealth, LLC | COM | 181,108 | 0.41% | 13F |
| LPL Financial LLC | COM | 180,814 | 0.41% | 13F |
| RAYMOND JAMES FINANCIAL INC | COM | 171,781 | 0.39% | 13F |
| CNH PARTNERS LLC | COM | 151,511 | 0.35% | 13F |
| LADENBURG THALMANN FINANCIAL SERVICES INC | COM | 147,017 | 0.34% | 13F |
| BFT FINANCIAL GROUP, LLC | COM | 144,620 | 0.33% | 13F |
| GREATMARK INVESTMENT PARTNERS, INC. | CEF | 132,000 | 0.30% | 13F |
| BANK OF OKLAHOMA NATIONAL ASSOCIATION / | COM | 99,000 | 0.23% | 13F |
| Invesco Ltd. | COM | 92,786 | 0.21% | 13F |
| Cutler Capital Management, LLC | COM | 86,117 | 0.20% | 13F |
| PNC FINANCIAL SERVICES GROUP INC | COM | 84,821 | 0.19% | 13F |
| RAYMOND JAMES & ASSOCIATES | COM | 82,085 | 0.19% | 13F |
| Private Advisor Group, LLC | COM | 79,755 | 0.18% | 13F |
| Advisor Group, Inc. | COM | 79,522 | 0.18% | 13F |
| COMMONWEALTH EQUITY SERVICES, LLC. | COM | 73,300 | 0.17% | 13F |
| Hightower 6M Holding, LLC | COM | 67,470 | 0.15% | 13F |
| NORTHERN CAPITAL MANAGEMENT LLC\WI\ | COM | 57,000 | 0.13% | 13F |
| Cambridge Investment Research Advisors, Inc. | COM | 56,464 | 0.13% | 13F |
| Oakmont Partners LLC | COM | 54,300 | 0.12% | 13F |
| Allspring Global Investments Holdings, LLC | COM | 53,790 | 0.12% | 13F |
| Baird Financial Group, Inc. | COMMON | 50,176 | 0.11% | 13F |
| Capital Investment Advisory Services, LLC | COM | 47,244 | 0.11% | 13F |
| 6 Meridian | COM | 43,502 | 0.10% | 13F |
| Claro Advisors LLC | COM | 42,240 | 0.10% | 13F |
| MELFA WEALTH MANAGEMENT, LLC | COM | 37,360 | 0.09% | 13F |
| FIRST TRUST ADVISORS LP | COM | 36,957 | 0.08% | 13F |
| BB&T SECURITIES, LLC | COM | 35,256 | 0.08% | 13F |
| Edge Advisors, LLC | CEF | 34,950 | 0.08% | 13F |
| HPM Partners LLC | Closed End Fund | 32,000 | 0.07% | 13F |
| Bank of New York Mellon CORP | COM | 26,188 | 0.06% | 13F |
| HARBOUR INVESTMENTS, INC. | COM | 25,871 | 0.06% | 13F |
| High Note Wealth, LLC | COM | 23,976 | 0.05% | 13F |
| INTL FCSTONE INC. | COM | 22,802 | 0.05% | 13F |
| Raymond James Financial Services Advisors, Inc. | COM | 21,285 | 0.05% | 13F |
| Walleye Trading Advisors, LLC | COM | 20,250 | 0.05% | 13F |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | COM | 20,174 | 0.05% | 13F |
| Goss Wealth Management LLC | COM | 18,520 | 0.04% | 13F |
| OPPENHEIMER & CO INC | COM | 18,518 | 0.04% | 13F |
| Commonwealth Equity Services, Inc | COM | 18,469 | 0.04% | 13F |
| Virtu Financial LLC | COM | 18,448 | 0.04% | 13F |
| Buckingham Strategic Partners | COM | 17,768 | 0.04% | 13F |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | COM | 17,032 | 0.04% | 13F |
| SHUFRO ROSE & CO LLC | COM | 15,500 | 0.04% | 13F |
| Janney Montgomery Scott LLC | ETF/Closed End- | 15,163 | 0.03% | 13F |
| Institute for Wealth Management, LLC. | COM | 15,100 | 0.03% | 13F |
| Sonora Investment Management, LLC | Equities | 14,328 | 0.03% | 13F |
| Merit Financial Group, LLC | COM | 14,227 | 0.03% | 13F |
| WealthBridge Capital Management, LLC | COM | 14,125 | 0.03% | 13F |
| Moors & Cabot, Inc. | COM | 14,000 | 0.03% | 13F |
| Kestra Advisory Services, LLC | COM | 13,791 | 0.03% | 13F |
| Zullo Investment Group, Inc. | COM | 13,500 | 0.03% | 13F |
| Sonora Investment Management Group, LLC | COM | 13,121 | 0.03% | 13F |
| Advisory Services Network, LLC | CEF | 12,816 | 0.03% | 13F |
| Logan Stone Capital, LLC | COM | 12,507 | 0.03% | 13F |
| Kercheville Advisors, LLC | COM | 12,368 | 0.03% | 13F |
| Spire Wealth Management | COM | 12,000 | 0.03% | 13F |
| KEYBANK NATIONAL ASSOCIATION/OH | COM | 11,883 | 0.03% | 13F |
| Wealth Alliance Advisory Group, LLC | COM | 11,851 | 0.03% | 13F |
| GILL CAPITAL PARTNERS, LLC | CEF | 11,691 | 0.03% | 13F |
| Cetera Investment Advisers | COM | 11,600 | 0.03% | 13F |
| Dynamic Advisors Solutions LLC | COM | 11,100 | 0.03% | 13F |
| Integrated Wealth Concepts LLC | MF Closed and MF Open | 11,010 | 0.03% | 13F |
| Meridian Wealth Management, LLC | COM | 11,000 | 0.03% | 13F |
| Financial Network | COM | 10,639 | 0.02% | 13F |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 10,168 | 0.02% | 13F |
| Strategic Advisors LLC | COM | 10,000 | 0.02% | 13F |
| Coastline Trust CO | OTHER | 10,000 | 0.02% | 13F |
| American Portfolios Advisors | COM | 9,000 | 0.02% | 13F |
| GPS Wealth Strategies Group, LLC | MF Closed and MF Open | 8,113 | 0.02% | 13F |
| Compass Wealth Management LLC | COM | 7,720 | 0.02% | 13F |
| COHEN & STEERS INC | COM | 7,500 | 0.02% | 13F |
| IFP Advisors, Inc | mf | 5,436 | 0.01% | 13F |
| COMERICA BANK | COM | 5,370 | 0.01% | 13F |
| WOLVERINE ASSET MANAGEMENT LLC | COM | 4,735 | 0.01% | 13F |

