VT
VTN
Invesco Trust for Investment Grade New York Municipals
$11.30
+0.80%
$220.2M
No data for this timeframe.
Vol
Market Cap$220.2M
Cap SizeMicro Cap
Inst. Holders11 funds
Inst. Value$9.3M
Inst. Activity0 buys / 1 sells
Recent Activity
Inst.
Rockefeller Capital Management L.P. — TRIM
2,132 shares ($24.6K)
Inst.
GUGGENHEIM CAPITAL LLC — TRIM
232,213 shares ($2.6M)
Apr 30, 2026
earnings_calendar
VTN Q4 2026 Earnings Scheduled — 2026-04-30
Analyst Ratings
0Strong Buy
0Buy
3Hold
4Sell
1Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Aug 15, 2016 | Stifel | DOWNGRADE | Hold → Sell |
| Mar 25, 2013 | B of A Securities | INITIATE | Underperform |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| GUGGENHEIM CAPITAL LLC | $3.1M | TRIM |
| ROYAL BANK OF CANADA | $1.8M | — |
| MORGAN STANLEY | $1.1M | TRIM |
| Lido Advisors, LLC | $1.1M | — |
| BANK OF AMERICA CORP | $966.5K | TRIM |
11 institutional holders with $9.3M total value (849,872 shares) as of 2026-Q1. Top holders: GUGGENHEIM, ROYAL, MORGAN.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | GUGGENHEIM CAPITAL LLC | 280,523 | $3.1M | 33.0% | TRIM -34.6% |
| 2 | ROYAL BANK OF CANADA | 164,015 | $1.8M | 19.3% | — |
| 3 | MORGAN STANLEY | 103,053 | $1.1M | 12.1% | TRIM -32.7% |
| 4 | Lido Advisors, LLC | 99,942 | $1.1M | 11.8% | — |
| 5 | BANK OF AMERICA CORP /DE/ | 88,353 | $966.5K | 10.4% | TRIM -58.1% |
| 6 | STIFEL FINANCIAL CORP | 47,648 | $521.3K | 5.6% | — |
| 7 | WELLS FARGO & COMPANY/MN | 25,427 | $278.2K | 3.0% | ADD +66.1% |
| 8 | HORIZON KINETICS ASSET MANAGEMENT LLC | 14,739 | $161.2K | 1.7% | — |
| 9 | &PARTNERS | 12,806 | $140.1K | 1.5% | — |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 11,194 | $122.5K | 1.3% | ADD +43.1% |
| 11 | Rockefeller Capital Management L.P. | 2,172 | $23.8K | 0.3% | TRIM -59.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | TRIM | 5,215 | 2,132 | -59.1% | $24.6K | 2025-Q4 |
| GUGGENHEIM CAPITAL LLC | TRIM | 354,973 | 232,213 | -34.6% | $2.6M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 12,367 | 20,536 | +66.1% | $226.3K | 2025-Q3 |
| UBS Group AG | TRIM | 24,169 | 17,463 | -27.7% | $182.3K | 2025-Q2 |
| RAYMOND JAMES FINANCIAL INC | TRIM | 10,616 | 7,573 | -28.7% | $79.1K | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | TRIM | 250,348 | 104,964 | -58.1% | $1.1M | 2025-Q1 |
| MORGAN STANLEY | TRIM | 133,741 | 90,048 | -32.7% | $940.1K | 2025-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 11,436 | 16,368 | +43.1% | $171.00 | 2025-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC | DOUBLED | 963 | 13,618 | +1314.1% | $142.6K | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 16,227 | 11,428 | -29.6% | $119.7K | 2024-Q4 |
| COMMONWEALTH EQUITY SERVICES, LLC | TRIM | 36,695 | 11,436 | -68.8% | $120.00 | 2024-Q4 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Aug 2016): 0% buy across 8 analysts — 0 strong buy, 0 buy, 3 hold, 4 sell, 1 strong sell. No current recommendation available.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
2 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Aug 15, 2016 | Stifel | DOWNGRADE | Hold | Sell |
| Mar 25, 2013 | B of A Securities | INITIATE | — | Underperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 0 | 3 | 4 | 1 | 0% | |
| May 1, 2026 | 0 | 0 | 3 | 4 | 1 | 0% | |
| Apr 1, 2026 | 0 | 0 | 3 | 4 | 1 | 0% | |
| Mar 1, 2026 | 0 | 0 | 3 | 4 | 1 | 0% | |
| Feb 1, 2026 | 0 | 0 | 3 | 4 | 1 | 0% | |
| Jan 1, 2026 | 0 | 0 | 3 | 4 | 1 | 0% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 30, 2026
earnings_calendar
VTN Q4 2026 Earnings Scheduled — 2026-04-30