VTN on NYSE

Invesco Trust for Investment Grade New York Municipals

Fund registered in the United States, based in Atlanta, active since 2012. Summary from the record

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Last updated Oct 19, 2026.

Overview

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TickerVTN on NYSE²
HeadquartersAtlanta, United States²
Incorporated inMA³
Business address1331 Spring Street N.W., Suite 2500, Atlanta, Ga 30309³
Legal formFUND²
Kind of organizationFund²
LEIFNS6N81D3V131ZZWNT79²
StatusActive²
LEI statusIssued and current²
Registered addressC/O The Corporation Trust Company, 19801 Wilmington, United States²
Registered withSecurities and Exchange Commission, 0000883265²

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Leadership

Who has led Invesco Trust for Investment Grade New York Municipals, and when. Pick a name to see everywhere that person has worked.

President

Chief financial officer

2010201520202025

PresidentGlenn Eugene Brightman Oct 10, 2023 to Oct 10, 2023⁴
PresidentJerry William Miller Jun 11, 2008 to Jun 11, 2008⁵
Chief financial officerTerry Vacheron Mar 24, 2022 to Mar 24, 2022⁶
Chief financial officerAnnette Lege May 15, 2020 to May 15, 2020⁷
Chief financial officerLaura Allison Dukes Aug 5, 2020 to Aug 5, 2020⁸
Chief financial officerStuart Schuldt Jun 12, 2007 to Jun 12, 2007⁹

Board members and other officers (29)

Senior Vice PresidentStephanie Butcher Mar 31, 2023 to Mar 31, 2023¹⁰
Senior Vice PresidentTony Wong Mar 31, 2023 to Mar 31, 2023¹¹
Senior Officer & SVPJames R. Bordewick Jr. Mar 9, 2022 to Mar 9, 2022¹²
Chief Accounting OfficerMark William Gregson Mar 23, 2022 to Mar 23, 2022¹³
Chief Compliance officerTodd F. Kuehl May 13, 2020 to May 13, 2020¹⁴
Vice President,PFO & TreasurerAdrien Deberghes Nov 24, 2020 to Nov 24, 2020¹⁵
Senior Vice PresidentAndrew Schlossberg May 3, 2019 to May 3, 2019¹⁶
Senior Vice PresidentGregory McGreevey Dec 14, 2017 to Dec 14, 2017¹⁷
CCORobert Raymond Leveille Jun 3, 2016 to Jun 3, 2016¹⁸
Principal Financial OfficerKelli K. Gallegos Jun 9, 2016 to Jun 9, 2016¹⁹
AML OfficerCrissie Wisdom Sep 8, 2014 to Sep 8, 2014²⁰
Vice PresidentKaren Dunn Kelley Sep 8, 2014 to Sep 8, 2014²¹
Senior VP, Senior OfficerRussell Burk Sep 8, 2014 to Sep 8, 2014²²
PFO, Treasurer and VPSheri Morris Sep 8, 2014 to Sep 8, 2014²³
Chief Compliance OfficerSpillane Todd Sep 8, 2014 to Sep 8, 2014²⁴
Vice PresidentKevin Michael Klingert May 19, 2008 to May 19, 2008²⁵
Vice PresidentDavid Germany Mar 8, 2006 to Mar 8, 2006²⁶
Vice PresidentDennis Shea Mar 8, 2006 to Mar 8, 2006²⁷
Board memberTony Wong Mar 31, 2023 to Mar 31, 2023¹¹
Board memberAnnette Lege May 15, 2020 to May 15, 2020⁷
Board memberKevin M. Carome May 15, 2020 to May 15, 2020²⁸
Board memberLoren M. Starr May 15, 2020 to May 15, 2020²⁹
Board memberLinda Hutton Heagy Mar 18, 2014 to Sep 3, 2014³⁰
Board memberJerry D. Choate Sep 3, 2014 to Sep 3, 2014³¹
Board memberR. Craig Kennedy Sep 3, 2014 to Sep 3, 2014³²
Board memberColin Meadows Jun 3, 2010 to May 15, 2020³³
General counselMelanie Ringold Jan 10, 2023 to Jan 10, 2023³⁴
General counselJeffrey H. Kupor Apr 5, 2018 to Apr 5, 2018³⁵
General counselJohn Zerr Sep 8, 2014 to Sep 8, 2014³⁶

Former names

Invesco Van Kampen Trust for Investment Grade New York MunicipalsJun 3, 2010 to Nov 8, 2012³
VAN KAMPEN TRUST FOR INVESTMENT GRADE NEW YORK MUNICIPALSDec 23, 1998 to Apr 12, 2010³
VAN KAMPEN AMERICAN CAPITAL TRUST FOR INVT GRADE NEW YORK MUJun 28, 1996 to Jun 17, 1998³
VAN KAMPEN MERRITT TRUST FOR INVESTMENT GRADE NEW YORK MUNICDec 29, 1994 to Apr 14, 1995³

Timeline

Apr 2, 2012Founded Invesco Trust for Investment Grade New York Municipals is founded²

Filings

116 filings to the SEC since October 2021: 40 insider forms, 22 large holders, 54 other. The latest 20:

The 116 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

39 open-market trades by officers, directors and large owners since October 2021: 35 buys and 4 sales. Grants, option exercises and gifts are left out.

Date	Who	Trade	Shares	Price	Value	Filing
Oct 3, 2024	Saba Capital Management, L.P.10% owner	Sale	803,267	$11.50	$9.2M	Form 4
Oct 2, 2024	Saba Capital Management, L.P.10% owner	Sale	67,627	$11.51	$778.4K	Form 4
Oct 1, 2024	Saba Capital Management, L.P.10% owner	Sale	9,640	$11.59	$111.7K	Form 4
Mar 11, 2024	Weinstein Boaz10% owner	Buy	3,373	$10.66	$36.0K	Form 4
Mar 8, 2024	Saba Capital Management, L.P.10% owner	Buy	12,890	$10.63	$137.0K	Form 4
Mar 4, 2024	Saba Capital Management, L.P.10% owner	Buy	9,182	$10.51	$96.5K	Form 4
Mar 1, 2024	Saba Capital Management, L.P.10% owner	Buy	15,773	$10.52	$165.9K	Form 4
Jan 16, 2024	Weinstein Boaz10% owner	Buy	1,300	$10.49	$13.6K	Form 4
Jan 11, 2024	Saba Capital Management, L.P.10% owner	Buy	8,914	$10.49	$93.5K	Form 4
Jan 10, 2024	Saba Capital Management, L.P.10% owner	Buy	13,948	$10.47	$146.0K	Form 4
Jan 9, 2024	Saba Capital Management, L.P.10% owner	Sale	8,755	$10.47	$91.7K	Form 4
Jan 5, 2024	Weinstein Boaz10% owner	Buy	43,299	$10.47	$453.3K	Form 4
Jan 3, 2024	Weinstein Boaz10% owner	Buy	300	$10.41	$3.1K	Form 4
Jan 2, 2024	Weinstein Boaz10% owner	Buy	7,683	$10.39	$79.8K	Form 4
Dec 15, 2023	Weinstein Boaz10% owner	Buy	14,764	$10.44	$154.1K	Form 4
Dec 14, 2023	Saba Capital Management, L.P.10% owner	Buy	4,159	$10.39	$43.2K	Form 4
Dec 13, 2023	Saba Capital Management, L.P.10% owner	Buy	90,701	$10.26	$930.6K	Form 4
Dec 8, 2023	Weinstein Boaz10% owner	Buy	5,979	$10.25	$61.3K	Form 4
Dec 7, 2023	Weinstein Boaz10% owner	Buy	3,016	$10.24	$30.9K	Form 4
Dec 6, 2023	Saba Capital Management, L.P.10% owner	Buy	7,276	$10.20	$74.2K	Form 4

All 39 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Bank of AmericaSCHEDULE 13D/A, 1 filing Sep 9, 2025³⁷
SIT INVESTMENT ASSOCIATES INCSCHEDULE 13D/A, 4 filings Feb 14, 2024 to Dec 18, 2024³⁸
Saba Capital Management, L.P.SC 13D/A, 12 filings Sep 22, 2023 to Dec 12, 2024³⁹
Karpus Management, Inc.SC 13G/A, 3 filings Feb 14, 2022 to Nov 9, 2023⁴⁰
FIRST TRUST PORTFOLIOS LPSC 13G/A, 2 filings Jan 14, 2022 to Feb 6, 2023⁴¹

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Hennion & Walsh Asset Management, Inc.	510,183	$5.9M	0.2%	−10,533
Guggenheim Capital LLC	293,678	$3.4M	0.0%	+13,155
Indivisible Partners	263,491	$3.1M	0.2%	+7,839
Royal Bank Of Canada	196,630	$2.3M	0.0%	+32,615
Ashton Thomas Securities, LLC	141,200	$1.6M	0.2%	No change
Morgan Stanley	124,698	$1.4M	0.0%	+21,645
Lido Advisors, LLC	99,942	$1.2M	0.0%	No change
Bank Of America Corp /de/	86,870	$1.0M	0.0%	−1,483
LPL Financial LLC	48,656	$563.4K	0.0%	+637
Stifel Financial Corp	48,205	$558.2K	0.0%	+557
Shufro Rose & Co LLC	26,000	$301.1K	0.0%	No change
Mml Investors Services, LLC	22,344	$258.7K	0.0%	New
Wells Fargo & Company/mn	21,339	$247.1K	0.0%	−4,088
UBS Group AG	16,954	$196.3K	0.0%	−100
Horizon Kinetics Asset Management LLC	14,739	$170.7K	0.0%	No change
Herold Advisors, Inc.	13,488	$156.0K	0.0%	New
&partners	12,958	$150.1K	0.0%	+152
Commonwealth Equity Services, LLC	10,622	$123.0K	0.0%	−572
Osaic Holdings, Inc.	9,832	$113.9K	0.0%	+2,241
Integrated Wealth Concepts LLC	4,200	$48.6K	0.0%	New
Jones Financial Companies Lllp	4,200	$47.7K	0.0%	New
Aventura Private Wealth, LLC	4,000	$46.3K	0.0%	No change
Rockefeller Capital Management L.P.	2,212	$25.6K	0.0%	+40
Highline Wealth Partners LLC	420	$4.9K	0.0%	No change
Peapack Gladstone Financial Corp	23,324	$270	0.0%	+96

13F reports cover disclosed long positions in U.S. stocks only.

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARInvesco Trust for Investment Grade New York Municipals filings on SEC EDGAR
2
GLEIFInvesco Trust for Investment Grade New York Municipals LEI record (FNS6N81D3V131ZZWNT79)
3
SEC EDGARInvesco Trust for Investment Grade New York Municipals filings on SEC EDGAR
4
SEC EDGARGlenn Eugene Brightman, President
5
SEC EDGARJerry William Miller, President
6
SEC EDGARTerry Vacheron, Chief financial officer
7
SEC EDGARAnnette Lege, Chief financial officer
8
SEC EDGARLaura Allison Dukes, Chief financial officer
9
SEC EDGARStuart Schuldt, Chief financial officer
10
SEC EDGARStephanie Butcher, Senior Vice President
11
SEC EDGARTony Wong, Senior Vice President
12
SEC EDGARJames R. Bordewick Jr., Senior Officer & SVP
13
SEC EDGARMark William Gregson, Chief Accounting Officer
14
SEC EDGARTodd F. Kuehl, Chief Compliance officer
15
SEC EDGARAdrien Deberghes, Vice President,PFO & Treasurer
16
SEC EDGARAndrew Schlossberg, Senior Vice President
17
SEC EDGARGregory McGreevey, Senior Vice President
18
SEC EDGARRobert Raymond Leveille, CCO
19
SEC EDGARKelli K. Gallegos, Principal Financial Officer
20
SEC EDGARCrissie Wisdom, AML Officer
21
SEC EDGARKaren Dunn Kelley, Vice President
22
SEC EDGARRussell Burk, Senior VP, Senior Officer
23
SEC EDGARSheri Morris, PFO, Treasurer and VP
24
SEC EDGARSpillane Todd, Chief Compliance Officer
25
SEC EDGARKevin Michael Klingert, Vice President
26
SEC EDGARDavid Germany, Vice President
27
SEC EDGARDennis Shea, Vice President
28
SEC EDGARKevin M. Carome, Board member
29
SEC EDGARLoren M. Starr, Board member
30
SEC EDGARLinda Hutton Heagy, Board member
31
SEC EDGARJerry D. Choate, Board member
32
SEC EDGARR. Craig Kennedy, Board member
33
SEC EDGARColin Meadows, Board member
34
SEC EDGARMelanie Ringold, General counsel
35
SEC EDGARJeffrey H. Kupor, General counsel
36
SEC EDGARJohn Zerr, General counsel
37
SEC EDGARBank of America SCHEDULE 13D/A on Invesco Trust for Investment Grade New York Municipals
38
SEC EDGARSIT INVESTMENT ASSOCIATES INC SCHEDULE 13D/A on Invesco Trust for Investment Grade New York Municipals
39
SEC EDGARSaba Capital Management, L.P. SC 13D/A on Invesco Trust for Investment Grade New York Municipals
40
SEC EDGARKarpus Management, Inc. SC 13G/A on Invesco Trust for Investment Grade New York Municipals
41
SEC EDGARFIRST TRUST PORTFOLIOS LP SC 13G/A on Invesco Trust for Investment Grade New York Municipals