Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Trust for Investment Grade Municipals meliputi N.E.W. Advisory Services LLC, M Holdings Securities, Inc., Burford Brothers, Inc., Sequoia Financial Advisors, LLC, Avantax Advisory Services, Inc., WMG Financial Advisors, LLC, Cornerstone Wealth Management, LLC, Elequin Capital Lp, City Holding Co, Birchbrook, Inc., CVA Family Office, LLC, dan First Command Advisory Services, Inc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 24,264 | 25.62 | 230 | 19.79 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 61,218 | 0.05 | 581 | -4.76 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 173,147 | 0.67 | 1,643 | -4.09 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 167,556 | 47.43 | 1,590 | 40.58 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 100 | 1 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 273,579 | 14.72 | 2,596 | 9.31 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 71,258 | 0.41 | 676 | -4.25 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 684 | 418.18 | 6 | 500.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 78,009 | 66.61 | 742 | 59.01 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 19,801 | 2.45 | 188 | -2.60 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 636 | 6 | ||||||
| 2025-08-14 | 13F | Millennium Management Llc | 14,000 | 133 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 63,289 | 33.21 | 1 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3,647 | 37.62 | 35 | 30.77 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 27,625 | 262 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 434,009 | 28.13 | 4,119 | 22.09 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 10,271 | 97 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 17,818 | 169 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12,986 | 123 | ||||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 10,965 | 104 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 550,141 | 26.04 | 5,221 | 20.08 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 188,061 | 6.79 | 1,783 | 1.60 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 353 | 3 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 30,430 | 8.88 | 289 | 3.60 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17,674 | 168 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 400 | 4 | ||||||
| 2025-07-15 | 13F | Absolute Investment Advisers Llc | 134,211 | 24.28 | 1,274 | 18.42 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 1,482 | 14 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 14,250 | 4.40 | 135 | 0.00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 21,999 | 66.53 | 209 | 58.78 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 22,802 | 16.96 | 216 | 11.34 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 60,776 | 152.51 | 577 | 141.00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 13,055 | 3.98 | 124 | -1.60 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 28,356 | 81.70 | 269 | 73.55 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 22,500 | 12.50 | 214 | 7.04 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 18,292 | 19.52 | 174 | 13.82 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 44,669 | 1.99 | 424 | -2.98 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 239,908 | 23.81 | 2,277 | 17.99 | ||||
| 2025-07-17 | 13F | City Holding Co | 1,000 | 9 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 13,380 | 8.10 | 127 | 2.44 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 713 | 7 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 58,949 | 559 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 25,352 | 16.42 | 241 | 11.11 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 33,530 | 0 | ||||||
| 2025-08-14 | 13F | Quarry LP | 53,683 | 37.52 | 509 | 31.19 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 16,040 | 2.03 | 152 | -2.56 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 20,953 | 199 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 528,708 | 2.65 | 5,017 | -2.20 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6,227 | 37.13 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 36,931 | 350 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 102,400 | 5.88 | 972 | 0.83 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 68,105 | 646 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 234,554 | 33.45 | 2,226 | 27.14 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 21,707 | 5.27 | 206 | 0.49 | ||||
| 2025-07-22 | 13F | Kercheville Advisors, LLC | 14,551 | 7.63 | 138 | 2.99 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 40,020 | 1.80 | 380 | -3.07 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1,088,357 | 23.66 | 10,329 | 17.82 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 236,250 | 2.16 | 2,242 | -2.65 |
