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Invesco Trust for Investment Grade New York Municipals
VTN

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Horizon Kinetics
1
Horizon Kinetics
New York
USD 1.25 M -USD 31.8 k -2,221 -2%
Morgan Stanley
2
Morgan Stanley
New York
USD 1.17 M +USD 165 k +11,530 +16%
Wells Fargo
3
Wells Fargo
California
USD 1.06 M +USD 11.1 k +778 +1%
Guggenheim Capital
4
Guggenheim Capital
Illinois
USD 989 k -USD 233 k -16,309 -19%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
USD 585 k +USD 28.6 k +2,000 +5%
Shufro Rose & Co
6
Shufro Rose & Co
New York
USD 481 k – – –
UBS
7
UBS
Switzerland
USD 444 k +USD 62.1 k +4,344 +16%
LPL Financial
8
LPL Financial
California
USD 335 k +USD 7.15 k +500 +2%
Lucas Capital Management
9
Lucas Capital Management
New Jersey
USD 318 k – – –
Harbour Capital Advisors
10
Harbour Capital Advisors
Virginia
USD 282 k -USD 143 k -10,000 -33%
Wolverine Asset Management
11
Wolverine Asset Management
Illinois
USD 241 k +USD 244 k +17,075 Nuevas
Doliver Advisors
12
Doliver Advisors
Texas
USD 235 k +USD 238 k +16,609 Nuevas
Ladenburg Thalmann Financial Services
13
Ladenburg Thalmann Financial Services
Florida
USD 225 k -USD 119 k -8,290 -34%
Essex Financial Services
14
Essex Financial Services
Connecticut
USD 217 k – – –
MSI Financial Services
15
MSI Financial Services
Massachusetts
USD 151 k +USD 2.12 k +148 +1%
Credit Suisse
16
Credit Suisse
Switzerland
USD 143 k +USD 144 k +10,044 Nuevas
Invesco
17
Invesco
Georgia
USD 138 k – – –
Sit Investment Associates
18
Sit Investment Associates
Minnesota
USD 136 k – – –
Focused Wealth Management
19
Focused Wealth Management
New York
USD 27 k – – –
Howe & Rusling
20
Howe & Rusling
New York
USD 17 k +USD 17.4 k +1,217 Nuevas
B. Riley Wealth Advisors
21
B. Riley Wealth Advisors
Florida
USD 15.5 k +USD 15.7 k +1,097 Nuevas
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
USD 12 k – – –
Bank of America
23
Bank of America
North Carolina
USD 10 k -USD 15.2 k -1,060 -59%
Barclays
24
Barclays
United Kingdom
– -USD 2 k -119 Cerradas