INVESCO TR INVT GRADE NY MUN shareholder history

Current and past INVESCO TR INVT GRADE NY MUN shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SIT INVESTMENT ASSOCIATES INC 42420.00%0.01%0.10%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.02%0.04%Q2 2013Q3 202342
Focused Wealth Management, Inc 41410.00%0.01%0.03%Q3 2013Q3 202341
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Creative Planning 34340.00%0.00%0.00%Q3 2014Q4 202234
Essex Financial Services, Inc. 3110.03%0.05%0.08%Q2 2013Q2 202132
LUCAS CAPITAL MANAGEMENT 32320.08%0.23%0.40%Q1 2013Q4 202032
Invesco Ltd. 31310.00%0.00%0.00%Q2 2014Q4 202131
SHUFRO ROSE & CO LLC 2110.01%0.03%0.05%Q3 2012Q3 202330
PNC FINANCIAL SERVICES GROUP, INC. 15150.00%0.00%0.00%Q4 2013Q3 202330
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.01%0.01%Q2 2013Q4 201927
Highlander Capital Management, LLC 25250.00%0.01%0.01%Q3 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Horizon Kinetics 23230.00%0.01%0.02%Q2 2013Q4 201823
Claybrook Capital, LLC 940.89%1.25%1.87%Q4 2017Q3 202322
Harbour Capital Advisors, LLC 1480.05%0.17%0.55%Q2 2013Q4 201822
Karpus Management, Inc. 1520.02%0.28%0.46%Q3 2014Q3 202322
MML INVESTORS SERVICES, LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1210.02%0.08%0.32%Q3 2014Q4 202020
RAYMOND JAMES & ASSOCIATES 1610.00%0.00%0.00%Q3 2017Q3 202218
Fiera Capital Corp 1240.00%0.01%0.01%Q4 2015Q3 202316
AQR Arbitrage LLC 620.00%0.01%0.06%Q1 2015Q3 202316
ROBINSON CAPITAL MANAGEMENT, LLC 1510.17%1.26%2.34%Q4 2018Q3 202316
HORIZON KINETICS ASSET MANAGEMENT LLC 1230.00%0.00%0.01%Q1 2019Q3 202315
LPL Financial LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
WOLVERINE ASSET MANAGEMENT LLC 410.00%0.01%0.03%Q2 2014Q2 202315
MSI Financial Services Inc 950.00%0.01%0.03%Q2 2013Q4 201614
Matisse Capital 13130.05%0.20%0.43%Q3 2020Q3 202313
Tortoise Investment Management, LLC 13130.00%0.40%0.82%Q3 2020Q3 202313
INFRASTRUCTURE CAPITAL ADVISORS, LLC 13130.04%0.12%0.26%Q4 2016Q4 201913
Dakota Wealth Management 12120.01%0.04%0.06%Q4 2020Q3 202312
CITIGROUP INC 12120.00%0.00%0.00%Q3 2018Q2 202112
PEAPACK GLADSTONE FINANCIAL CORP 12120.00%0.01%0.01%Q4 2020Q3 202312
Hennion & Walsh Asset Management, Inc. 11110.16%0.23%0.29%Q1 2021Q3 202311
Bridgewater Advisors Inc. 11110.08%0.18%0.38%Q1 2021Q3 202311
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 510.00%0.00%0.00%Q4 2015Q1 202210
FDx Advisors, Inc. 410.00%0.00%0.01%Q3 2016Q2 20199
DOLIVER ADVISORS, LP 510.05%0.22%0.60%Q2 2014Q2 20189
Commonwealth Equity Services, Inc 990.00%0.00%0.00%Q3 2015Q3 20179
American Portfolios Advisors 540.00%0.01%0.02%Q4 2017Q3 20229
CREDIT SUISSE AG/ 310.00%0.00%0.00%Q2 2014Q4 20228
Choate Investment Advisors 710.01%0.02%0.02%Q2 2016Q2 20188
Klingman & Associates, LLC 880.00%0.00%0.00%Q4 2014Q3 20168
Janney Montgomery Scott LLC 440.00%0.00%0.00%Q3 2017Q2 20228
SeaCrest Wealth Management, LLC 610.00%0.00%0.01%Q4 2017Q2 20227
Logan Stone Capital, LLC 770.10%0.52%0.86%Q1 2022Q3 20237
RIVERNORTH CAPITAL MANAGEMENT, LLC 610.02%0.05%0.07%Q2 2021Q2 20237
Saba Capital Management, L.P. 430.02%0.11%0.28%Q4 2020Q3 20237
COHEN & STEERS, INC. 770.00%0.00%0.00%Q3 2021Q1 20237
Edge Wealth Management LLC 770.01%0.02%0.03%Q4 2018Q2 20207
Joel Isaacson & Co., LLC 660.00%0.00%0.00%Q1 2015Q2 20166
Eudaimonia Partners, LLC 660.01%0.02%0.03%Q4 2019Q1 20216
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 410.00%0.00%0.00%Q4 2013Q2 20186
SANDERS MORRIS HARRIS LLC 420.08%0.09%0.10%Q3 2020Q2 20226
RMB Capital Management, LLC 310.01%0.01%0.03%Q4 2016Q2 20206
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
IFP Advisors, Inc 420.00%0.00%0.01%Q4 2017Q4 20226
STIFEL FINANCIAL CORP 660.00%0.00%0.00%Q2 2022Q3 20236
Laurion Capital Management LP 210.00%0.01%0.02%Q4 2014Q3 20186
Steward Partners Investment Advisory, LLC 310.00%0.00%0.00%Q4 2019Q3 20235
Ackerman Capital Advisors, LLC 310.00%0.16%0.28%Q1 2019Q3 20215
Parisi Gray Wealth Management 550.12%0.13%0.15%Q4 2017Q4 20185
MARINER INVESTMENT GROUP LLC 410.08%0.17%0.21%Q4 2014Q3 20175
UMB Bank, n.a. 440.00%0.00%0.00%Q4 2022Q3 20234
CANANDAIGUA NATIONAL BANK & TRUST CO 440.02%0.02%0.02%Q1 2023Q4 20234
BARCLAYS PLC 440.00%0.00%0.00%Q2 2013Q1 20144
Thomas J. Herzfeld Advisors, Inc. 440.04%0.06%0.12%Q1 2021Q4 20214
Procyon Advisors, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
BANK OF MONTREAL /CAN/ 210.00%0.00%0.00%Q4 2022Q3 20233
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2013Q2 20183
Advisory Services Network, LLC 330.03%0.04%0.04%Q1 2016Q3 20163
Woodline Partners LP 330.01%0.01%0.01%Q4 2022Q2 20233
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q2 2013Q3 20163
JPMORGAN CHASE & CO 330.00%0.00%0.00%Q1 2023Q3 20233
GEODE CAPITAL MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2014Q1 20153
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q3 2018Q3 20233
B. Riley Wealth Advisors, Inc. 110.00%0.01%0.02%Q2 2013Q4 20143
Partnervest Advisory Services LLC 330.01%0.01%0.01%Q2 2013Q4 20133
Catalyst Capital Advisors LLC 220.01%0.01%0.01%Q4 2014Q1 20152
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Virtu KCG Holdings LLC 110.00%0.00%0.01%Q4 2013Q2 20152
NEXT Financial Group, Inc 220.00%0.00%0.00%Q4 2016Q1 20172
WESTPORT RESOURCES MANAGEMENT INC 220.07%0.08%0.09%Q4 2014Q1 20152
FMR LLC 110.00%0.00%0.00%Q4 2019Q4 20222
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q3 2013Q4 20132
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.02%0.02%0.02%Q4 2018Q3 20192
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Herold Advisors, Inc. 110.02%0.02%0.03%Q3 2021Q1 20222
M&T BANK CORP 220.00%0.00%0.00%Q2 2013Q3 20132
Fort Point Capital Partners LLC 110.02%0.02%0.02%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Bruderman Asset Management, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Quantedge Capital Pte Ltd 110.03%0.03%0.03%Q3 2022Q3 20221
Brendel Financial Advisors LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Barrett Asset Management, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Virtu Financial LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Neuberger Berman Group LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Wellspring Financial Advisors, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Next Capital Management LLC 110.07%0.07%0.07%Q4 2018Q4 20181
Samson Capital Advisors LLC 110.48%0.48%0.48%Q3 2015Q3 20151
HOWE & RUSLING INC 110.00%0.00%0.00%Q2 2014Q2 20141
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q1 2020Q1 20201
Citadel Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
Alpine Global Management, LLC 110.20%0.20%0.20%Q4 2016Q4 20161
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Weiss Asset Management LP 110.03%0.03%0.03%Q4 2016Q4 20161
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q4 2020Q4 20201
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q1 2016Q1 20161
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
AQR Capital Management 110.00%0.00%0.00%Q4 2014Q4 20141
Squarepoint Ops LLC 110.01%0.01%0.01%Q4 2016Q4 20161
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
External links

This page lists all the filers that currently own INVESCO TR INVT GRADE NY MUN or have owned INVESCO TR INVT GRADE NY MUN in the past.