VGM

Invesco Trust For Investmen

Latest period2024 - Q4Total superinvestors15

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 15 superinvestors own shares of Invesco Trust For Investmen (VGM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Trust For Investmen (VGM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco Trust For Investmen (VGM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco Trust For Investmen (VGM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Matthew G. Catlin@Wealth Alliance Advisory Group, Llc
Recent Activity
Decreased -7.08%
0.04%
$158,944
15,737 shares@ 10.11 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
New Position
0.01%
$150,000
14,861 shares@ 10.1 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
New Position
0.01%
$134,380
13,305 shares@ 10.1 avg price
Jordan Pitts@Moody National Bank Trust Division
Recent Activity
New Position
0.02%
$110,575
10,948 shares@ 10.11 avg price
Drew Phillips@Fortitude Family Office, Llc
Recent Activity
0.01%
$20,200
2,000 shares@ 10.1 avg price