Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Trust for Investment Grade Municipals comprennent 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, et First Command Advisory Services, Inc. .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
