VTN
Invesco Trust for Investment Grade New York Municipals
$11.45
-0.09 (-0.78%)
At close · Jul 2
Market Cap
$167.81M
Shares
14,656,237
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 23
Total Value: $20,837,657
Total Shares: 1,904,723
Institutional Ownership Trend
25 quarters
Holder Concentration
Across 23 13F filers · Δ vs Dec 31, 2025Top Holder
27.3%
+2.2 pts
Top 5
71.5%
+4.1 pts
Top 10
91.8%
+2.6 pts
HHI
1,372
Broadly held+152
Quarterly Activity
vs Dec 31, 2025
New
2
Increased
9
Decreased
8
Sold Out
3
Unchanged
4
Holder count:
-1
Institutional value:
-4.0%
Shares held:
+1.0%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mid Hennion & Walsh Asset Management, Inc. | +46,772 | 520,716 | |
| Small Indivisible Partners | +27,885 | 255,652 | |
| Large GUGGENHEIM CAPITAL LLC | +25,624 | 280,523 | |
| Mega LPL Financial LLC | +7,753 | 48,019 | |
| Mega WELLS FARGO & COMPANY/MN | +4,105 | 25,427 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | −19,652 | 88,353 | |
| Mega MORGAN STANLEY | −11,117 | 103,053 | |
| Mega ROYAL BANK OF CANADA | −6,000 | 164,015 | |
| Small ASHTON THOMAS SECURITIES, LLC | −2,700 | 141,200 | |
| Large STIFEL FINANCIAL CORP | −2,174 | 47,648 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid Advisory Services Network, LLC | 500 | $5,470 | |
| Small HIGHLINE WEALTH PARTNERS LLC | 420 | $4,594 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large MML INVESTORS SERVICES, LLC | 22,077 | $254,106 | |
| Mega JANE STREET GROUP, LLC | 17,542 | $201,908 | |
| Mid PFG Investments, LLC | 10,300 | $118,553 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mid Hennion & Walsh Asset Management, Inc. | $5,696,633 | 27.34% | 520,716 | Shares | Sole | 2026-05-13 | ||||
| Large GUGGENHEIM CAPITAL LLC | $3,068,921 | 14.73% | 280,523 | Shares | Defined | 2026-05-15 | ||||
| Small Indivisible Partners | $2,796,832 | 13.42% | 255,652 | Shares | Sole | 2026-04-30 | ||||
| Mega ROYAL BANK OF CANADA Bank | $1,794,324 | 8.61% | 164,015 | Shares | Defined | 2026-05-15 | ||||
| Small ASHTON THOMAS SECURITIES, LLC Broker-Dealer | $1,544,728 | 7.41% | 141,200 | Shares | Sole | 2026-05-18 | ||||
| Mega MORGAN STANLEY | $1,127,398 | 5.41% | 103,053 | Shares | Defined | 2026-05-15 | ||||
| Large Lido Advisors, LLC | $1,093,365 | 5.25% | 99,942 | Shares | Sole | 2026-05-13 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $966,581 | 4.64% | 88,353 | Shares | Defined | 2026-05-18 | ||||
| Mega LPL Financial LLC | $525,327 | 2.52% | 48,019 | Shares | Sole | 2026-05-06 | ||||
| Large STIFEL FINANCIAL CORP | $521,269 | 2.50% | 47,648 | Shares | Defined | 2026-05-12 | ||||
| Small SHUFRO ROSE & CO LLC | $284,440 | 1.37% | 26,000 | Shares | Sole | 2026-05-15 | ||||
| Mega WELLS FARGO & COMPANY/MN | $278,171 | 1.33% | 25,427 | Shares | Defined | 2026-05-11 | ||||
| Mid PEAPACK GLADSTONE FINANCIAL CORP | $254,114 | 1.22% | 23,228 | Shares | Sole | 2026-05-15 | ||||
| Mega UBS Group AG | $186,569 | 0.90% | 17,054 | Shares | Defined | 2026-05-05 | ||||
| Mid HORIZON KINETICS ASSET MANAGEMENT LLC | $161,244 | 0.77% | 14,739 | Shares | Defined | 2026-05-15 | ||||
| Large &PARTNERS | $140,097 | 0.67% | 12,806 | Shares | Sole | 2026-05-15 | ||||
| Large COMMONWEALTH EQUITY SERVICES, LLC | $122,462 | 0.59% | 11,194 | Shares | Sole | 2026-04-27 | ||||
| Micro Fingerlakes Wealth Management, Inc. | $114,552 | 0.55% | 10,471 | Shares | Sole | 2026-04-21 | ||||
| Large OSAIC HOLDINGS, INC. | $83,045 | 0.40% | 7,591 | Shares | Defined | 2026-05-15 | ||||
| Small Aventura Private Wealth, LLC | $43,760 | 0.21% | 4,000 | Shares | Sole | 2026-05-06 | ||||
| Large Rockefeller Capital Management L.P. | $23,761 | 0.11% | 2,172 | Shares | Defined | 2026-05-14 | ||||
| Mid Advisory Services Network, LLC | $5,470 | 0.03% | 500 | Shares | Sole | 2026-05-15 | ||||
| Small HIGHLINE WEALTH PARTNERS LLC | $4,594 | 0.02% | 420 | Shares | Sole | 2026-04-06 | ||||
| No holders match your search. | ||||||||||