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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 7.04 M +USD 341 k +24,906 +5%
CC
2
Claybrook Capital
Massachusetts
USD 2.34 M +USD 2.33 M +170,381 Nuevas
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
USD 2.16 M -USD 157 k -11,499 -7%
Bank of America
4
Bank of America
North Carolina
USD 1.64 M +USD 294 k +21,496 +22%
Invesco
5
Invesco
Georgia
USD 1.38 M +USD 235 k +17,198 +21%
Morgan Stanley
6
Morgan Stanley
New York
USD 1.03 M +USD 148 k +10,848 +17%
Infrastructure Capital Advisors
7
Infrastructure Capital Advisors
New York
USD 824 k – – –
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
USD 685 k +USD 11 k +800 +2%
Ladenburg Thalmann Financial Services
9
Ladenburg Thalmann Financial Services
Florida
USD 559 k -USD 51.2 k -3,741 -8%
UBS Group
10
UBS Group
Switzerland
USD 529 k -USD 38.4 k -2,809 -7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
USD 352 k +USD 64.8 k +4,734 +23%
Lucas Capital Management
12
Lucas Capital Management
New Jersey
USD 308 k – – –
Choate Investment Advisors
13
Choate Investment Advisors
Massachusetts
USD 287 k – – –
Shufro Rose & Co
14
Shufro Rose & Co
New York
USD 244 k +USD 244 k +17,800 Nuevas
Sit Investment Associates
15
Sit Investment Associates
Minnesota
USD 213 k – – –
Essex Financial Services
16
Essex Financial Services
Connecticut
USD 210 k – – –
Parisi Gray Wealth Management
17
Parisi Gray Wealth Management
New Jersey
USD 206 k +USD 205 k +15,000 Nuevas
Landscape Capital Management
18
Landscape Capital Management
New Jersey
USD 176 k -USD 61.7 k -4,508 -26%
Horizon Kinetics
19
Horizon Kinetics
New York
USD 174 k – – –
APA
20
American Portfolios Advisors
New York
USD 154 k +USD 153 k +11,199 Nuevas
Creative Planning
21
Creative Planning
Kansas
USD 152 k -USD 77.7 k -5,675 -34%
Harbour Capital Advisors
22
Harbour Capital Advisors
Virginia
USD 143 k -USD 34.2 k -2,500 -19%
FDx Advisors
23
FDx Advisors
Illinois
USD 143 k – – –
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
USD 140 k +USD 1.4 k +102 +1%
Advisor Group
25
Advisor Group
Arizona
USD 104 k – – –
1
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