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 | 02/17/2026 | 1.24 M | $12.89 M | 4.98% | 2.29% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 1.17 M | $12.11 M | 0.11% | 2.15% |
| LPL FINANCIAL LLC | 02/11/2026 | 855.46 K | $8.87 M | 12.73% | 1.58% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 723.22 K | $7.50 M | -0.65% | 1.33% |
| MORGAN STANLEY | 02/13/2026 | 644.71 K | $6.69 M | 18.28% | 1.19% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 599.55 K | $6.22 M | -4.96% | 1.11% |
| UBS GROUP AG | 01/29/2026 | 568.69 K | $5.90 M | 2.76% | 1.05% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 498.77 K | $5.17 M | 1,650.38% | 0.92% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 475.20 K | $4.93 M | -4.18% | 0.88% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 432.70 K | $4.49 M | 13.05% | 0.80% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 371.02 K | $3.85 M | -42.57% | 0.68% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 364.78 K | $3.78 M | -61.27% | 0.67% |
| ROYAL BANK OF CANADA | 02/17/2026 | 344.32 K | $3.57 M | 7.11% | 0.63% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 311.38 K | $3.23 M | 11.05% | 0.57% |
| MACKAY SHIELDS LLC | 01/29/2026 | 308.54 K | $3.20 M | -16.65% | 0.57% |
| LEO WEALTH, LLC | 01/21/2026 | 261.05 K | $2.71 M | 43.60% | 0.48% |
| GREATMARK INVESTMENT PARTNERS, INC. | 01/27/2026 | 248.75 K | $2.58 M | 0.00% | 0.46% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 245.21 K | $2.54 M | 0.43% | 0.45% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 195.39 K | $2.03 M | -1.36% | 0.36% |
| MELONE PRIVATE WEALTH, LLC | 01/07/2026 | 195.38 K | $2.03 M | 1.59% | 0.36% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 171.78 K | $1.78 M | -11.86% | 0.32% |
| INDIANA TRUST & INVESTMENT MANAGEMENT CO | 01/21/2026 | 163.65 K | $1.70 M | -5.49% | 0.30% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 159.68 K | $1.66 M | 9.15% | 0.29% |
| GRIDIRON PARTNERS, LLC | 01/08/2026 | 149.98 K | $1.56 M | -91.29% | 0.28% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 140.28 K | $1.45 M | -52.59% | 0.26% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 128.18 K | $1.33 M | 11.18% | 0.24% |
| N.E.W. ADVISORY SERVICES LLC | 01/28/2026 | 124.46 K | $1.29 M | 150.00% | 0.23% |
| CLARO ADVISORS LLC | 02/17/2026 | 113.43 K | $1.18 M | 32.14% | 0.21% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 108.52 K | $1.13 M | 0.00% | 0.20% |
| INVESCO LTD. | 02/19/2026 | 92.79 K | $962.19 K | -8.70% | 0.17% |
| CUTLER CAPITAL MANAGEMENT, LLC | 02/13/2026 | 86.12 K | $893.04 K | 0.00% | 0.16% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 84.82 K | $879.59 K | 0.00% | 0.16% |
| TYCHE WEALTH PARTNERS LLC | 01/23/2026 | 82.10 K | $851.36 K | 0.00% | 0.15% |
| WHIPPLEWOOD ADVISORS, LLC | 02/17/2026 | 71.16 K | $737.93 K | -0.48% | 0.13% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 68.47 K | $710.03 K | -1.20% | 0.13% |
| PENSIONMARK FINANCIAL GROUP, LLC | 03/13/2026 | 67.69 K | $701.99 K | 21.24% | 0.12% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 01/21/2026 | 66.41 K | $688.63 K | 5.33% | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 61.48 K | $637.60 K | -31.52% | 0.11% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 58.72 K | $608.87 K | 36.32% | 0.11% |
| CALTON & ASSOCIATES, INC. | 02/10/2026 | 54.48 K | $564.99 K | 1.02% | 0.10% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 51.27 K | $531.62 K | 0.00% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 41.45 K | $429.82 K | -9.00% | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 40.82 K | $423.26 K | -54.91% | 0.08% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 37.36 K | $387.42 K | 0.00% | 0.07% |
| COLONY GROUP, LLC | 02/13/2026 | 35.60 K | $369.17 K | 100.00% | 0.07% |
| SOVEREIGN FINANCIAL GROUP, INC. | 01/07/2026 | 30.70 K | $318.39 K | 1.23% | 0.06% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 29.61 K | $307.02 K | 0.00% | 0.05% |
| BURFORD BROTHERS, INC. | 02/05/2026 | 27.63 K | $286.47 K | 0.00% | 0.05% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 26.34 K | $273.14 K | 6.54% | 0.05% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 25.95 K | $269.05 K | -5.31% | 0.05% |
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Invesco Trust for Investment Grade Municipals institutional Ownership - FAQ's
During the previous two years, 160 institutional investors and hedge funds held shares of Invesco Trust for Investment Grade Municipals. The most heavily invested institutionals were:
UBS Group AG: 571,971
Leo Wealth, LLC: 319,284
GREATMARK INVESTMENT PARTNERS, INC.: 248,750
N.E.W. Advisory Services LLC: 229,958
MACKAY SHIELDS LLC: 209,167
Melone Private Wealth, LLC: 172,859
23.93% of Invesco Trust for Investment Grade Municipals stock is owned by institutional investors.
Institutional investors have bought a total of 15.70 M shares in the last 24 months. This purchase volume represents approximately $162.49 M in transactions.