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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 5.8 M +USD 816 k +50,749 +16%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
USD 2.05 M -USD 11.3 k -700 -0.5%
Invesco
3
Invesco
Georgia
USD 1.99 M -USD 2.11 k -131 -0.1%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
USD 1.09 M -USD 210 k -13,047 -16%
Morgan Stanley
5
Morgan Stanley
New York
USD 992 k +USD 15.3 k +949 +1%
Bank of America
6
Bank of America
North Carolina
USD 756 k -USD 6.48 k -403 -0.8%
UBS Group
7
UBS Group
Switzerland
USD 664 k -USD 142 k -8,845 -17%
Horizon Kinetics
8
Horizon Kinetics
New York
USD 590 k -USD 31.5 k -1,959 -5%
Ladenburg Thalmann Financial Services
9
Ladenburg Thalmann Financial Services
Florida
USD 540 k +USD 149 k +9,241 +36%
Shufro Rose & Co
10
Shufro Rose & Co
New York
USD 369 k – – –
Lucas Capital Management
11
Lucas Capital Management
New Jersey
USD 345 k – – –
Doliver Advisors
12
Doliver Advisors
Texas
USD 328 k +USD 343 k +21,303 Nuevas
Sit Investment Associates
13
Sit Investment Associates
Minnesota
USD 239 k -USD 4.82 k -300 -2%
Essex Financial Services
14
Essex Financial Services
Connecticut
USD 235 k – – –
Citadel Advisors
15
Citadel Advisors
Florida
USD 219 k +USD 229 k +14,247 Nuevas
LPL Financial
16
LPL Financial
California
USD 215 k -USD 1.66 k -103 -0.7%
Harbour Capital Advisors
17
Harbour Capital Advisors
Virginia
USD 206 k – – –
Creative Planning
18
Creative Planning
Kansas
USD 171 k – – –
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 171 k +USD 772 +48 +0.4%
FDx Advisors
20
FDx Advisors
Illinois
USD 162 k +USD 170 k +10,543 Nuevas
MSI Financial Services
21
MSI Financial Services
Massachusetts
USD 154 k +USD 73.7 k +4,584 +84%
Advisory Services Network
22
Advisory Services Network
Georgia
USD 151 k – – –
Wells Fargo
23
Wells Fargo
California
USD 101 k -USD 67.5 k -4,199 -39%
Focused Wealth Management
24
Focused Wealth Management
New York
USD 30 k – – –
Advisor Group
25
Advisor Group
Arizona
USD 23 k – – –
1
2