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Invesco Trust for Investment Grade New York Municipals
VTN

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Hennion & Walsh Asset Management
1
Hennion & Walsh Asset Management
New Jersey
USD 5.91 M -USD 117 k -10,533 -2%
Guggenheim Capital
2
Guggenheim Capital
Illinois
USD 3.4 M +USD 147 k +13,155 +5%
IP
3
Indivisible Partners
Florida
USD 3.05 M +USD 87.3 k +7,839 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
USD 2.28 M +USD 363 k +32,615 +20%
Ashton Thomas Securities
5
Ashton Thomas Securities
New York
USD 1.64 M – – –
Morgan Stanley
6
Morgan Stanley
New York
USD 1.44 M +USD 241 k +21,645 +21%
Lido Advisors
7
Lido Advisors
California
USD 1.16 M – – –
Bank of America
8
Bank of America
North Carolina
USD 1.01 M -USD 16.5 k -1,483 -2%
LPL Financial
9
LPL Financial
California
USD 563 k +USD 7.1 k +637 +1%
Stifel Financial
10
Stifel Financial
Missouri
USD 558 k +USD 6.21 k +557 +1%
Shufro Rose & Co
11
Shufro Rose & Co
New York
USD 301 k – – –
Peapack-Gladstone Financial Corp
12
Peapack-Gladstone Financial Corp
New Jersey
USD 270 k +USD 1.07 k +96 +0.4%
MML Investors Services
13
MML Investors Services
Massachusetts
USD 259 k +USD 249 k +22,344 Nuevas
Wells Fargo
14
Wells Fargo
California
USD 247 k -USD 45.5 k -4,088 -16%
UBS Group
15
UBS Group
Switzerland
USD 196 k -USD 1.11 k -100 -0.6%
Horizon Kinetics Asset Management
16
Horizon Kinetics Asset Management
New York
USD 171 k – – –
HA
17
Herold Advisors
New York
USD 156 k +USD 150 k +13,488 Nuevas
&Partners
18
&Partners
Tennessee
USD 150 k +USD 1.69 k +152 +1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 123 k -USD 6.37 k -572 -5%
Osaic Holdings
20
Osaic Holdings
Arizona
USD 114 k +USD 25 k +2,241 +30%
Jones Financial Companies
21
Jones Financial Companies
Missouri
USD 47.7 k +USD 46.8 k +4,200 Nuevas
APW
22
Aventura Private Wealth
Florida
USD 46.3 k – – –
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
USD 25.6 k +USD 446 +40 +2%
HWP
24
Highline Wealth Partners
California
USD 4.86 k – – –
FWM
25
Fingerlakes Wealth Management
New York
– -USD 115 k -10,471 Cerradas
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