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Invesco Trust for Investment Grade New York Municipals
VTN

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Karpus Investment Management
1
Karpus Investment Management
New York
USD 3.69 M -USD 202 k -15,023 -5%
Guggenheim Capital
2
Guggenheim Capital
Illinois
USD 2.79 M +USD 284 k +21,085 +12%
Morgan Stanley
3
Morgan Stanley
New York
USD 1.95 M -USD 245 k -18,160 -11%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
USD 1.92 M +USD 230 k +17,100 +14%
Samson Capital Advisors
5
Samson Capital Advisors
New York
USD 1.1 M +USD 1.07 M +79,531 Nuevas
Wells Fargo
6
Wells Fargo
California
USD 1.07 M +USD 11.3 k +839 +1%
Invesco
7
Invesco
Georgia
USD 974 k +USD 953 k +70,689 Nuevas
UBS Group
8
UBS Group
Switzerland
USD 769 k +USD 205 k +15,189 +37%
Horizon Kinetics
9
Horizon Kinetics
New York
USD 558 k – – –
Ladenburg Thalmann Financial Services
10
Ladenburg Thalmann Financial Services
Florida
USD 387 k +USD 566 +42 +0.1%
Shufro Rose & Co
11
Shufro Rose & Co
New York
USD 344 k – – –
Lucas Capital Management
12
Lucas Capital Management
New Jersey
USD 309 k – – –
LPL Financial
13
LPL Financial
California
USD 240 k -USD 128 k -9,500 -35%
Harbour Capital Advisors
14
Harbour Capital Advisors
Virginia
USD 228 k -USD 5.24 k -389 -2%
Sit Investment Associates
15
Sit Investment Associates
Minnesota
USD 218 k +USD 167 k +12,400 +365%
Essex Financial Services
16
Essex Financial Services
Connecticut
USD 211 k – – –
Landscape Capital Management
17
Landscape Capital Management
New Jersey
USD 207 k -USD 292 k -21,669 -59%
Credit Suisse
18
Credit Suisse
Switzerland
USD 169 k – – –
Creative Planning
19
Creative Planning
Kansas
USD 167 k – – –
AQR Arbitrage
20
AQR Arbitrage
Connecticut
USD 164 k -USD 195 k -14,471 -55%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
USD 163 k +USD 159 k +11,799 Nuevas
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
USD 103 k +USD 100 k +7,444 Nuevas
Bank of America
23
Bank of America
North Carolina
USD 95 k -USD 13.5 k -1,000 -13%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
USD 37 k -USD 110 k -8,171 -76%
Focused Wealth Management
25
Focused Wealth Management
New York
USD 26 k – – –
1
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