Invesco Trust For Investment Grade New York 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 | 510.18 K | $5.91 M | -2.02% | 3.49% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 293.68 K | $3.40 M | 4.69% | 2.01% |
| INDIVISIBLE PARTNERS | 08/04/2026 | 263.49 K | $3.05 M | 3.07% | 1.80% |
| ROYAL BANK OF CANADA | 08/14/2026 | 196.63 K | $2.28 M | 19.89% | 1.34% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 07/27/2026 | 141.20 K | $1.64 M | 0.00% | 0.97% |
| MORGAN STANLEY | 08/13/2026 | 124.70 K | $1.44 M | 21.00% | 0.85% |
| LIDO ADVISORS, LLC | 08/07/2026 | 99.94 K | $1.16 M | 0.00% | 0.68% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 86.87 K | $1.01 M | -1.68% | 0.59% |
| LPL FINANCIAL LLC | 08/07/2026 | 48.66 K | $563.44 K | 1.33% | 0.33% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 48.21 K | $558.20 K | 1.17% | 0.33% |
| SHUFRO ROSE & CO LLC | 08/12/2026 | 26.00 K | $301.08 K | 0.00% | 0.18% |
| PEAPACK GLADSTONE FINANCIAL CORP | 08/14/2026 | 23.32 K | $270.00 K | 0.41% | 0.16% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 22.34 K | $258.74 K | 100.00% | 0.15% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 21.34 K | $247.11 K | -16.08% | 0.15% |
| UBS GROUP AG | 08/13/2026 | 16.95 K | $196.33 K | -0.59% | 0.12% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 08/11/2026 | 14.74 K | $170.68 K | 0.00% | 0.10% |
| HEROLD ADVISORS, INC. | 07/22/2026 | 13.49 K | $156.00 K | 100.00% | 0.09% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 12.96 K | $150.05 K | 1.19% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 10.62 K | $123.00 K | -5.11% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 9.83 K | $113.86 K | 29.52% | 0.07% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 4.20 K | $48.64 K | 100.00% | 0.03% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 4.20 K | $47.71 K | 100.00% | 0.03% |
| AVENTURA PRIVATE WEALTH, LLC | 07/15/2026 | 4.00 K | $46.32 K | 0.00% | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 2.81 K | $32.49 K | 100.00% | 0.02% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 2.21 K | $25.62 K | 1.84% | 0.02% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 420 | $4.86 K | 0.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| FINGERLAKES WEALTH MANAGEMENT, INC. | 07/23/2026 | 0 | $0 | -100.00% | 0.00% |
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Invesco Trust For Investment Grade New York Municipals institutional Ownership - FAQ's
During the previous two years, 41 institutional investors and hedge funds held shares of Invesco Trust For Investment Grade New York Municipals. The most heavily invested institutionals were:
Hennion & Walsh Asset Management, Inc.: 510,183
GUGGENHEIM CAPITAL LLC: 293,678
Indivisible Partners: 263,491
ROYAL BANK OF CANADA: 196,630
EXCEL SECURITIES & ASSOCIATES, INC.: 141,200
MORGAN STANLEY: 124,698
13.70% of Invesco Trust For Investment Grade New York Municipals stock is owned by institutional investors.
Institutional investors have bought a total of 2.63 M shares in the last 24 months. This purchase volume represents approximately $29.61 M in transactions.