Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Trust for Investment Grade Municipals inkluderar 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, och First Command Advisory Services, Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
