Invesco Trust for Investment Grade Municipals - Common (VGM) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common
Symbol
VGM on NYSE
Shares outstanding
54,194,036
Price per share
$10.16
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
12,975,528
Total reported value
$134,477,225
% of total 13F portfolios
0%
Share change
-2,622,062
Value change
-$27,004,861
Number of holders
102
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Invesco Trust for Investment Grade Municipals - Common (VGM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
RIVERNORTH CAPITAL MANAGEMENT, LLC 4.8% -7.8% $25,169,329 -$1,987,371 2,632,775 -7.3% RIVERNORTH CAPITAL MANAGEMENT, LLC 31 Mar 2025
Karpus Management, Inc. 3.8% $20,144,574 2,081,051 KARPUS MANAGEMENT, INC. 30 May 2025

As of 31 Dec 2025, 102 institutional investors reported holding 12,975,528 shares of Invesco Trust for Investment Grade Municipals - Common (VGM). This represents 24% of the company’s total 54,194,036 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Invesco Trust for Investment Grade Municipals - Common (VGM) together control 20% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
GUGGENHEIM CAPITAL LLC 2.3% 1,242,714 +5% 0.09% $12,886,944
ROBINSON CAPITAL MANAGEMENT, LLC 2.2% 1,168,261 +0.11% 5.1% $12,114,867
LPL Financial LLC 1.6% 855,464 +13% 0% $8,871,163
SIT INVESTMENT ASSOCIATES INC 1.3% 723,224 -0.65% 0.15% $7,500,000
MORGAN STANLEY 1.2% 644,708 +18% 0% $6,685,622
WELLS FARGO & COMPANY/MN 1.1% 599,549 -5% 0% $6,217,324
UBS Group AG 1% 568,689 +2.8% 0% $5,897,305
Hennion & Walsh Asset Management, Inc. 0.92% 498,772 +1650% 0.18% $5,172,266
BANK OF AMERICA CORP /DE/ 0.88% 475,197 -4.2% 0% $4,927,791
AMERIPRISE FINANCIAL INC 0.8% 432,699 +13% 0% $4,487,091
TRUIST FINANCIAL CORP 0.68% 371,022 -43% 0.01% $3,847,500
RIVERNORTH CAPITAL MANAGEMENT, LLC 0.67% 364,777 -61% 0.18% $3,782,737
ROYAL BANK OF CANADA 0.64% 344,315 +7.1% 0% $3,571,000
VAN ECK ASSOCIATES CORP 0.57% 311,378 +11% 0% $3,229,000
MACKAY SHIELDS LLC 0.57% 308,543 -17% 0.11% $3,199,591
Leo Wealth, LLC 0.48% 261,050 +44% 0.2% $2,707,092
GREATMARK INVESTMENT PARTNERS, INC. 0.46% 248,750 0% 0.31% $2,579,538
STIFEL FINANCIAL CORP 0.45% 245,207 +0.43% 0% $2,542,796
Advisors Asset Management, Inc. 0.36% 195,389 -1.4% 0.03% $2,026,184
Melone Private Wealth, LLC 0.36% 195,377 +1.6% 0.86% $2,026,061
RAYMOND JAMES FINANCIAL INC 0.32% 171,781 -12% 0% $1,781,366
Indiana Trust & Investment Management Co 0.3% 163,647 -5.5% 0.5% $1,697,019
COMMONWEALTH EQUITY SERVICES, LLC 0.29% 159,679 +9.2% 0% $1,655,870
Gridiron Partners, LLC 0.28% 149,983 -91% 0.89% $1,555,324
Allspring Global Investments Holdings, LLC 0.26% 140,277 -53% 0% $1,454,672

Institutional Holders of Invesco Trust for Investment Grade Municipals - Common (VGM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 12,975,528 $134,477,225 -$27,004,861 $10.37 102
2025 Q3 15,626,186 $142,175,122 -$18,408,365 $10.12 109
2025 Q2 16,005,193 $151,887,931 -$44,187,171 $9.49 115
2025 Q1 20,601,281 $204,970,819 -$3,323,570 $9.96 108
2024 Q4 20,908,353 $211,180,704 +$3,689,529 $10.10 108
2024 Q3 20,327,654 $214,586,538 -$17,500,699 $10.56 103
2024 Q2 22,145,988 $227,450,575 +$4,282,706 $10.27 101
2024 Q1 21,738,105 $214,202,392 +$8,584,284 $9.86 99
2023 Q4 20,855,606 $206,309,714 +$19,952,595 $9.89 108
2023 Q3 17,918,433 $152,307,032 +$9,325,964 $8.50 85
2023 Q2 16,926,854 $164,424,722 +$8,387,137 $9.71 91
2023 Q1 16,053,788 $159,564,880 +$2,112,813 $9.94 88
2022 Q4 15,705,372 $157,784,507 +$23,745,904 $10.05 95
2022 Q3 13,010,210 $121,873,322 +$8,325,345 $9.36 86
2022 Q2 12,114,065 $127,587,770 +$18,992,998 $10.53 87
2022 Q1 10,600,840 $123,075,475 +$5,505,631 $11.62 90
2021 Q4 10,139,194 $141,628,730 -$1,555,569 $13.97 86
2021 Q3 10,088,196 $138,110,000 -$2,322,707 $13.69 78
2021 Q2 10,187,553 $142,828,000 -$3,703,998 $14.02 77
2021 Q1 10,518,239 $141,771,377 -$5,670,895 $13.48 78
2020 Q4 10,816,237 $142,841,295 -$4,593,377 $13.21 78
2020 Q3 11,157,348 $138,650,000 +$1,083,145 $12.42 77
2020 Q2 12,076,436 $145,534,304 +$7,040,778 $12.04 78
2020 Q1 10,064,190 $291,630,750 +$10,268,495 $12.09 84
2019 Q4 9,208,161 $118,438,119 +$277,776 $12.85 79
2019 Q3 9,220,087 $118,767,000 -$870,701 $12.87 83
2019 Q2 9,314,133 $117,993,000 -$6,694,016 $12.67 79
2019 Q1 9,887,164 $122,584,000 +$6,870,135 $12.39 81
2018 Q4 9,439,524 $108,431,000 +$34,714,876 $11.48 89
2018 Q3 6,448,403 $76,567,000 +$13,471,585 $11.88 87
2018 Q2 5,337,967 $66,002,000 +$3,184,185 $12.37 79
2018 Q1 5,082,168 $62,197,198 +$2,865,409 $12.22 70
2017 Q4 4,844,956 $63,865,433 +$1,141,954 $13.18 68
2017 Q3 4,747,701 $63,625,695 -$6,193,212 $13.40 75
2017 Q2 5,209,335 $69,918,992 -$10,976,979 $13.42 70
2017 Q1 6,032,153 $78,339,616 +$307,005 $12.99 77
2016 Q4 6,030,122 $76,962,557 +$9,338,376 $12.75 86
2016 Q3 5,156,161 $72,626,835 +$4,992,718 $14.10 74
2016 Q2 4,802,782 $71,355,784 -$8,617,719 $14.86 71
2016 Q1 5,410,489 $75,722,944 -$6,265,116 $13.98 69
2015 Q4 5,932,812 $79,137,716 +$9,257,625 $13.33 72
2015 Q3 5,349,104 $69,171,000 +$6,641,230 $12.93 69
2015 Q2 4,838,894 $61,476,152 -$421,725 $12.69 64
2015 Q1 4,795,272 $64,488,760 -$10,079,183 $13.45 63
2014 Q4 5,504,294 $73,155,000 +$2,287,426 $13.29 64
2014 Q3 5,209,173 $68,292,000 -$6,396,881 $13.11 61
2014 Q2 5,701,962 $74,295,666 -$450,404 $13.03 67
2014 Q1 5,724,124 $73,271,000 +$11,871,638 $12.80 64