Invesco Trust For Investment Grade New York Municipals Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 473.94 K | $5.46 M | 87.31% | 3.24% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 254.90 K | $2.93 M | 9.77% | 1.74% |
| 02/03/2026 | 227.77 K | $2.62 M | 100.00% | 1.56% | |
| ROYAL BANK OF CANADA | 02/17/2026 | 170.02 K | $1.96 M | 7.53% | 1.16% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 02/02/2026 | 143.90 K | $1.66 M | -3.55% | 0.98% |
| MORGAN STANLEY | 02/13/2026 | 114.17 K | $1.31 M | -0.41% | 0.78% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 108.01 K | $1.24 M | 13.79% | 0.74% |
| LIDO ADVISORS, LLC | 02/10/2026 | 99.94 K | $1.10 M | 0.00% | 0.68% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 49.82 K | $573.46 K | -12.39% | 0.34% |
| LPL FINANCIAL LLC | 02/11/2026 | 40.27 K | $463.46 K | 19.96% | 0.28% |
| SHUFRO ROSE & CO LLC | 02/09/2026 | 26.00 K | $299.26 K | 30.00% | 0.18% |
| PEAPACK GLADSTONE FINANCIAL CORP | 02/10/2026 | 23.13 K | $266.00 K | 0.40% | 0.16% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 22.08 K | $254.10 K | 1.89% | 0.15% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 21.32 K | $245.42 K | 3.83% | 0.15% |
| UBS GROUP AG | 01/29/2026 | 18.67 K | $214.84 K | 7.66% | 0.13% |
| JANE STREET GROUP, LLC | 02/12/2026 | 17.54 K | $201.91 K | 100.00% | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 13.09 K | $150.63 K | 3.29% | 0.09% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 12.81 K | $147.40 K | 100.00% | 0.09% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 02/11/2026 | 12.27 K | $141.27 K | 0.00% | 0.08% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 10.30 K | $118.55 K | 0.00% | 0.07% |
| FINGERLAKES WEALTH MANAGEMENT, INC. | 02/05/2026 | 10.28 K | $118.37 K | 1.83% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 8.65 K | $99.50 K | 0.00% | 0.06% |
| 01/07/2026 | 4.00 K | $46.04 K | 0.00% | 0.03% | |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 2.13 K | $24.55 K | -59.12% | 0.01% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/26/2026 | 0 | $0 | -100.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 01/15/2026 | 0 | $0 | -100.00% | 0.00% |
| NORTH GROUND CAPITAL | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
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Invesco Trust For Investment Grade New York Municipals institutional Ownership - FAQ's
During the previous two years, 40 institutional investors and hedge funds held shares of Invesco Trust For Investment Grade New York Municipals. The most heavily invested institutionals were:
Hennion & Walsh Asset Management, Inc.: 473,944
GUGGENHEIM CAPITAL LLC: 254,899
ROYAL BANK OF CANADA: 170,015
EXCEL SECURITIES & ASSOCIATES, INC.: 143,900
MORGAN STANLEY: 114,170
BANK OF AMERICA CORP /DE/: 108,005
12.90% of Invesco Trust For Investment Grade New York Municipals stock is owned by institutional investors.
Institutional investors have bought a total of 2.28 M shares in the last 24 months. This purchase volume represents approximately $26.40 M in transactions.