Invesco Trust for Investment Grade Municipals Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.16 M | $11.46 M | -6.58% | 2.14% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 978.22 K | $9.65 M | 96.12% | 1.80% |
| LPL FINANCIAL LLC | 05/06/2026 | 690.51 K | $6.82 M | -19.28% | 1.27% |
| MORGAN STANLEY | 05/15/2026 | 686.78 K | $6.78 M | 6.52% | 1.27% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 669.43 K | $6.61 M | -7.44% | 1.23% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 572.72 K | $5.65 M | -4.48% | 1.06% |
| UBS GROUP AG | 05/05/2026 | 571.97 K | $5.65 M | 0.58% | 1.05% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 517.77 K | $5.10 M | 19.66% | 0.95% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 493.82 K | $4.87 M | 3.92% | 0.91% |
| ROYAL BANK OF CANADA | 05/15/2026 | 366.52 K | $3.62 M | 6.45% | 0.68% |
| LEO WEALTH, LLC | 05/05/2026 | 319.28 K | $3.15 M | 22.31% | 0.59% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 313.04 K | $3.09 M | 0.54% | 0.58% |
| GREATMARK INVESTMENT PARTNERS, INC. | 04/28/2026 | 248.75 K | $2.46 M | 0.00% | 0.46% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 236.92 K | $2.34 M | -3.38% | 0.44% |
| N.E.W. ADVISORY SERVICES LLC | 05/05/2026 | 229.96 K | $2.27 M | 84.76% | 0.42% |
| MACKAY SHIELDS LLC | 04/27/2026 | 209.17 K | $2.06 M | -32.21% | 0.39% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 193.98 K | $1.91 M | -0.72% | 0.36% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 187.14 K | $1.85 M | 46.00% | 0.35% |
| MELONE PRIVATE WEALTH, LLC | 04/08/2026 | 172.86 K | $1.71 M | -11.53% | 0.32% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 169.23 K | $1.67 M | 5.98% | 0.31% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 162.83 K | $1.61 M | 50.05% | 0.30% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 149.38 K | $1.47 M | -13.04% | 0.28% |
| GRIDIRON PARTNERS, LLC | 04/13/2026 | 129.73 K | $1.28 M | -13.51% | 0.24% |
| INDIANA TRUST & INVESTMENT MANAGEMENT CO | 04/28/2026 | 122.00 K | $1.20 M | -25.45% | 0.23% |
| CLARO ADVISORS LLC | 04/21/2026 | 112.53 K | $1.11 M | -0.79% | 0.21% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 112.45 K | $1.11 M | -69.69% | 0.21% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 98.93 K | $976.40 K | 281.29% | 0.18% |
| FIERA CAPITAL CORP | 05/12/2026 | 89.17 K | $880.11 K | 100.00% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 86.88 K | $857.52 K | 41.31% | 0.16% |
| CUTLER CAPITAL MANAGEMENT, LLC | 05/15/2026 | 86.12 K | $849.98 K | 0.00% | 0.16% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 84.82 K | $837.18 K | 0.00% | 0.16% |
| TYCHE WEALTH PARTNERS LLC | 05/06/2026 | 82.10 K | $810.31 K | 0.00% | 0.15% |
| WHIPPLEWOOD ADVISORS, LLC | 04/30/2026 | 70.41 K | $694.93 K | -1.06% | 0.13% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 69.77 K | $688.63 K | 18.83% | 0.13% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 05/05/2026 | 69.11 K | $682.10 K | 4.07% | 0.13% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 68.72 K | $678.30 K | 0.37% | 0.13% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 68.07 K | $671.80 K | 0.55% | 0.13% |
| LEXAURUM ADVISORS, LLC | 04/13/2026 | 54.94 K | $542.26 K | 100.00% | 0.10% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 51.27 K | $505.99 K | 0.00% | 0.09% |
| 04/24/2026 | 50.00 K | $493.50 K | 100.00% | 0.09% | |
| BURFORD BROTHERS, INC. | 04/27/2026 | 46.42 K | $458.18 K | 68.04% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 44.76 K | $441.75 K | 123.32% | 0.08% |
| CALTON & ASSOCIATES, INC. | 05/13/2026 | 42.64 K | $420.83 K | -21.74% | 0.08% |
| INVESCO LTD. | 05/12/2026 | 41.70 K | $411.59 K | -55.06% | 0.08% |
| SUMMIT TRAIL ADVISORS, LLC | 05/12/2026 | 41.05 K | $405.12 K | 100.00% | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 40.57 K | $400.46 K | -0.59% | 0.07% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 37.36 K | $368.74 K | 0.00% | 0.07% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 37.25 K | $367.71 K | -10.12% | 0.07% |
| COLONY GROUP, LLC | 05/15/2026 | 35.60 K | $351.37 K | 0.00% | 0.07% |
| SOVEREIGN FINANCIAL GROUP, INC. | 04/17/2026 | 30.87 K | $304.68 K | 0.54% | 0.06% |
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Invesco Trust for Investment Grade Municipals institutional Ownership - FAQ's
During the previous two years, 153 institutional investors and hedge funds held shares of Invesco Trust for Investment Grade Municipals. The most heavily invested institutionals were:
GUGGENHEIM CAPITAL LLC: 1.16 M
Hennion & Walsh Asset Management, Inc.: 978,215
LPL Financial LLC: 690,510
MORGAN STANLEY: 686,775
SIT INVESTMENT ASSOCIATES INC: 669,430
WELLS FARGO & COMPANY/MN: 572,719
21.80% of Invesco Trust for Investment Grade Municipals stock is owned by institutional investors.
Institutional investors have bought a total of 14.11 M shares in the last 24 months. This purchase volume represents approximately $146.02 M in transactions.