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Invesco Trust for Investment Grade New York Municipals
VTN

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Guggenheim Capital
1
Guggenheim Capital
Illinois
USD 4.4 M +USD 349 k +23,276 +9%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
USD 2.07 M -USD 123 k -8,186 -6%
Invesco
3
Invesco
Georgia
USD 1.48 M +USD 278 k +18,537 +24%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
USD 1.29 M -USD 32.7 k -2,179 -3%
Morgan Stanley
5
Morgan Stanley
New York
USD 1.19 M +USD 262 k +17,437 +29%
Wells Fargo
6
Wells Fargo
California
USD 1.12 M -USD 93.6 k -6,237 -8%
UBS Group
7
UBS Group
Switzerland
USD 1.1 M +USD 59 k +3,930 +6%
Horizon Kinetics
8
Horizon Kinetics
New York
USD 619 k – – –
Bank of America
9
Bank of America
North Carolina
USD 589 k +USD 26.2 k +1,749 +5%
LPL Financial
10
LPL Financial
California
USD 566 k – – –
Ladenburg Thalmann Financial Services
11
Ladenburg Thalmann Financial Services
Florida
USD 394 k -USD 19.8 k -1,317 -5%
Shufro Rose & Co
12
Shufro Rose & Co
New York
USD 384 k -USD 375 k -25,000 Cerradas
Lucas Capital Management
13
Lucas Capital Management
New Jersey
USD 345 k – – –
Sit Investment Associates
14
Sit Investment Associates
Minnesota
USD 243 k – – –
Essex Financial Services
15
Essex Financial Services
Connecticut
USD 235 k – – –
Harbour Capital Advisors
16
Harbour Capital Advisors
Virginia
USD 221 k – – –
Creative Planning
17
Creative Planning
Kansas
USD 170 k – – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 169 k -USD 13.1 k -874 -7%
Advisory Services Network
19
Advisory Services Network
Georgia
USD 151 k +USD 147 k +9,800 Nuevas
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
USD 114 k – – –
MSI Financial Services
21
MSI Financial Services
Massachusetts
USD 68 k -USD 1.11 k -74 -2%
Focused Wealth Management
22
Focused Wealth Management
New York
USD 29 k – – –
American International Group
23
American International Group
New York
USD 23 k +USD 22.3 k +1,486 Nuevas
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
USD 12 k – – –
Joel Isaacson & Co
25
Joel Isaacson & Co
New York
USD 5 k – – –
1
2