Invesco Trust for Investment Grade Municipals Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 1.25 M | $13.22 M | 27.51% | 2.30% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.06 M | $11.25 M | -8.56% | 1.96% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 768.11 K | $8.14 M | 48.35% | 1.42% |
| MORGAN STANLEY | 08/13/2026 | 705.02 K | $7.47 M | 2.66% | 1.30% |
| LPL FINANCIAL LLC | 08/07/2026 | 625.75 K | $6.63 M | -9.38% | 1.15% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 617.86 K | $6.55 M | 7.88% | 1.14% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 603.61 K | $6.40 M | -9.83% | 1.11% |
| UBS GROUP AG | 08/13/2026 | 567.50 K | $6.02 M | -0.78% | 1.05% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 501.86 K | $5.32 M | 1.63% | 0.93% |
| ROYAL BANK OF CANADA | 08/14/2026 | 382.86 K | $4.06 M | 4.46% | 0.71% |
| N.E.W. ADVISORY SERVICES LLC | 08/06/2026 | 373.82 K | $3.96 M | 62.56% | 0.69% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 355.06 K | $3.76 M | 13.42% | 0.65% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 249.32 K | $2.64 M | 33.22% | 0.46% |
| GREATMARK INVESTMENT PARTNERS, INC. | 07/24/2026 | 248.75 K | $2.64 M | 0.00% | 0.46% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 238.60 K | $2.53 M | 0.71% | 0.44% |
| MELONE PRIVATE WEALTH, LLC | 07/09/2026 | 231.00 K | $2.45 M | 33.64% | 0.43% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 205.55 K | $2.18 M | 21.46% | 0.38% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 194.33 K | $2.06 M | 0.18% | 0.36% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 170.62 K | $1.81 M | 14.22% | 0.31% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 168.14 K | $1.78 M | 3.26% | 0.31% |
| FIERA CAPITAL CORP | 08/07/2026 | 154.64 K | $1.64 M | 73.42% | 0.29% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 136.86 K | $1.45 M | 96.16% | 0.25% |
| INDIANA TRUST & INVESTMENT MANAGEMENT CO | 07/22/2026 | 122.00 K | $1.29 M | 0.00% | 0.23% |
| REGATTA RESEARCH & MONEY MANAGEMENT | 08/12/2026 | 113.38 K | $1.20 M | 100.00% | 0.21% |
| CLARO ADVISORS LLC | 07/30/2026 | 99.97 K | $1.06 M | -11.16% | 0.18% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 99.25 K | $1.05 M | 0.33% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 97.28 K | $1.03 M | 11.97% | 0.18% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 96.10 K | $1.02 M | -14.54% | 0.18% |
| CUTLER CAPITAL MANAGEMENT, LLC | 08/14/2026 | 86.12 K | $912.84 K | 0.00% | 0.16% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 84.82 K | $899.10 K | 0.00% | 0.16% |
| TYCHE WEALTH PARTNERS LLC | 08/06/2026 | 78.65 K | $833.67 K | -4.20% | 0.15% |
| WHIPPLEWOOD ADVISORS, LLC | 07/27/2026 | 69.48 K | $736.50 K | -1.32% | 0.13% |
| SUMMIT TRAIL ADVISORS, LLC | 08/11/2026 | 67.09 K | $711.15 K | 63.45% | 0.12% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 07/23/2026 | 65.74 K | $696.83 K | -4.88% | 0.12% |
| PENSIONMARK FINANCIAL GROUP, LLC | 08/14/2026 | 60.73 K | $599.35 K | -10.78% | 0.11% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 56.20 K | $595.72 K | 9.63% | 0.10% |
| LEXAURUM ADVISORS, LLC | 07/15/2026 | 55.98 K | $593.34 K | 1.89% | 0.10% |
| WORTH ASSET MANAGEMENT, LLC | 07/08/2026 | 50.01 K | $530.05 K | 100.00% | 0.09% |
| WEALTH CARE LLC | 07/15/2026 | 50.00 K | $530.00 K | 0.00% | 0.09% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 48.37 K | $512.75 K | -29.61% | 0.09% |
| BURFORD BROTHERS, INC. | 07/28/2026 | 46.42 K | $492.06 K | 0.00% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 44.98 K | $476.79 K | 0.50% | 0.08% |
| WEALTH ALLIANCE ADVISORY GROUP, LLC | 07/23/2026 | 44.89 K | $475.85 K | 185.26% | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 41.90 K | $444.15 K | 3.27% | 0.08% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 37.36 K | $396.02 K | 0.00% | 0.07% |
| COLONY GROUP, LLC | 08/12/2026 | 36.15 K | $383.18 K | 1.54% | 0.07% |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 07/22/2026 | 33.24 K | $352.32 K | 9.32% | 0.06% |
| SOVEREIGN FINANCIAL GROUP, INC. | 07/24/2026 | 30.89 K | $327.46 K | 0.07% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 29.70 K | $314.87 K | -20.27% | 0.05% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 29.61 K | $313.83 K | 0.00% | 0.05% |
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Invesco Trust for Investment Grade Municipals institutional Ownership - FAQ's
During the previous two years, 155 institutional investors and hedge funds held shares of Invesco Trust for Investment Grade Municipals. The most heavily invested institutionals were:
Hennion & Walsh Asset Management, Inc.: 1.25 M
GUGGENHEIM CAPITAL LLC: 1.06 M
AMERIPRISE FINANCIAL INC: 768,111
MORGAN STANLEY: 705,017
LPL Financial LLC: 625,750
WELLS FARGO & COMPANY/MN: 617,864
22.33% of Invesco Trust for Investment Grade Municipals stock is owned by institutional investors.
Institutional investors have bought a total of 14.82 M shares in the last 24 months. This purchase volume represents approximately $153.39 M in transactions.