Public ownership evidence

Invesco Trust for Investment Grade New York Municipals (VTN) Ownership Disclosures

Read VTN insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco Trust for Investment Grade New York Municipals: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
OSAIC HOLDINGS, INC.
Report period
2026-06-30
Available
2026-08-15
Reported shares
9,832
Value (USD)
$113,855
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001677044-26-000006
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read VTN fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read VTN fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

OSAIC HOLDINGS, INC.2026-06-302026-08-159,832$113,855None
&PARTNERS2026-06-302026-08-1512,958$150,053None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-154,200$47,712None
ROYAL BANK OF CANADA2026-06-302026-08-15196,430$2,275,000None
ROYAL BANK OF CANADA2026-06-302026-08-15200$2,000None
PEAPACK GLADSTONE FINANCIAL CORP2026-06-302026-08-1523,324$270,000None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1512,628$146,235None
WELLS FARGO & COMPANY/MN2026-06-302026-08-158,711$100,873None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1586,870$1,005,957None
Rockefeller Capital Management L.P.2026-06-302026-08-142,212$25,617None
UBS Group AG2026-06-302026-08-1416,954$196,327None
MORGAN STANLEY2026-06-302026-08-14124,697$1,443,991None
MORGAN STANLEY2026-06-302026-08-141$19None
Integrated Wealth Concepts LLC2026-06-302026-08-134,200$48,636None
GUGGENHEIM CAPITAL LLC2026-06-302026-08-13293,678$3,400,791None
SHUFRO ROSE & CO LLC2026-06-302026-08-1326,000$301,080None
STIFEL FINANCIAL CORP2026-06-302026-08-1348,205$558,195None
HORIZON KINETICS ASSET MANAGEMENT LLC2026-06-302026-08-1214,739$170,678None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-122,806$32,493None
LPL Financial LLC2026-06-302026-08-0848,656$563,440None
Lido Advisors, LLC2026-06-302026-08-0899,942$1,157,328None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0822,344$258,744None
Indivisible Partners2026-06-302026-08-05263,491$3,051,230None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3010,622$123,000None
ASHTON THOMAS SECURITIES, LLC2026-06-302026-07-28141,200$1,635,096None
Herold Advisors, Inc.2026-06-302026-07-2313,488$156,000None
Aventura Private Wealth, LLC2026-06-302026-07-164,000$46,320None
HIGHLINE WEALTH PARTNERS LLC2026-06-302026-07-16420$4,864None

90-day public filing window, up to 50 source positions.

OSAIC HOLDINGS, INC. ↗&PARTNERS ↗JONES FINANCIAL COMPANIES LLLP ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗PEAPACK GLADSTONE FINANCIAL CORP ↗WELLS FARGO & COMPANY/MN ↗WELLS FARGO & COMPANY/MN ↗BANK OF AMERICA CORP /DE/ ↗Rockefeller Capital Management L.P. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.