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. | 05/13/2026 | 520.72 K | $5.70 M | 9.87% | 3.56% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 280.52 K | $3.07 M | 10.05% | 1.92% |
| 04/30/2026 | 255.65 K | $2.80 M | 12.24% | 1.75% | |
| ROYAL BANK OF CANADA | 05/15/2026 | 164.02 K | $1.79 M | -3.53% | 1.12% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 05/18/2026 | 141.20 K | $1.54 M | -1.88% | 0.97% |
| MORGAN STANLEY | 05/15/2026 | 103.05 K | $1.13 M | -9.74% | 0.71% |
| LIDO ADVISORS, LLC | 05/13/2026 | 99.94 K | $1.09 M | 0.00% | 0.68% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 88.35 K | $966.50 K | -18.20% | 0.60% |
| LPL FINANCIAL LLC | 05/06/2026 | 48.02 K | $525.33 K | 19.25% | 0.33% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 47.65 K | $521.27 K | -4.36% | 0.33% |
| SHUFRO ROSE & CO LLC | 05/15/2026 | 26.00 K | $284.44 K | 0.00% | 0.18% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 25.43 K | $278.17 K | 19.25% | 0.17% |
| PEAPACK GLADSTONE FINANCIAL CORP | 05/15/2026 | 23.23 K | $254.00 K | 0.41% | 0.16% |
| UBS GROUP AG | 05/05/2026 | 17.05 K | $186.57 K | -8.63% | 0.12% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 05/15/2026 | 14.74 K | $161.24 K | 20.08% | 0.10% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 12.81 K | $140.10 K | 0.00% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 11.19 K | $122.46 K | -14.46% | 0.08% |
| FINGERLAKES WEALTH MANAGEMENT, INC. | 04/21/2026 | 10.47 K | $114.55 K | 1.82% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 7.59 K | $83.04 K | -12.19% | 0.05% |
| 05/06/2026 | 4.00 K | $43.76 K | 0.00% | 0.03% | |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 2.17 K | $23.76 K | 1.88% | 0.01% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 500 | $5.47 K | 100.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 420 | $4.60 K | 100.00% | 0.00% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 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, 37 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.: 520,716
GUGGENHEIM CAPITAL LLC: 280,523
ROYAL BANK OF CANADA: 164,015
EXCEL SECURITIES & ASSOCIATES, INC.: 141,200
MORGAN STANLEY: 103,053
Lido Advisors, LLC: 99,942
13.03% of Invesco Trust For Investment Grade New York Municipals stock is owned by institutional investors.
Institutional investors have bought a total of 2.27 M shares in the last 24 months. This purchase volume represents approximately $25.58 M in transactions.