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Invesco Pennsylvania Value Municipal Income Trust (VPV) Institutional Ownership

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$10.22
+0.02 (+0.20%)
(As of 05/8/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco Pennsylvania Value Municipal Income Trust (NYSE:VPV)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$14.17M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$978.63K
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VPV Institutional Buying and Selling by Quarter

Invesco Pennsylvania Value Municipal Income Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 Janney Montgomery Scott LLC21,366$219K0.0%-25.2%0.000%
4/26/2024 BLB&B Advisors LLC35,094$360K0.0%-3.3%0.000%
4/24/2024 Blue Bell Private Wealth Management LLC36,210$371K0.1%+233.1%0.000%
2/22/2024Napa Wealth Management27,300$273K0.1%N/A0.000%
2/13/2024Karpus Management Inc.118,926$1.19M0.0%+274.4%0.000%
2/9/2024City of London Investment Management Co. Ltd.51,590$516K0.0%N/A0.000%
2/9/2024Journey Strategic Wealth LLC27,004$270K0.0%-15.6%0.000%
2/7/2024Ethos Financial Group LLC21,900$219K0.0%N/A0.000%
2/6/2024 M&T Bank Corp15,046$150K0.0%-9.4%0.000%
2/5/2024 Brandywine Oak Private Wealth LLC23,685$237K0.0%-14.5%0.000%
1/25/2024 International Assets Investment Management LLC12,420$1.24M0.0%N/A0.000%
1/25/2024 Blue Bell Private Wealth Management LLC10,872$109K0.0%+372.7%0.000%
1/24/2024 International Assets Investment Management LLC12,420$1.24M0.0%N/A0.000%
1/19/2024 BLB&B Advisors LLC36,277$363K0.0%-5.0%0.000%
1/16/2024 Raymond James & Associates69,721$697K0.0%-19.1%0.000%
11/21/2023Almitas Capital LLC56,029$501K0.2%N/A0.000%
11/14/2023AQR Arbitrage LLC146,158$1.31M0.1%+66.8%0.000%
11/14/2023Saba Capital Management L.P.2,114,078$18.92M0.5%+59.7%0.000%
11/13/2023Rodgers Brothers Inc.15,355$137K0.0%N/A0.000%
11/9/2023 Fiera Capital Corp365,614$3.27M0.0%+2.0%0.000%
11/8/2023Pathstone Family Office LLC39,153$350K0.0%N/A0.000%
11/8/2023Journey Strategic Wealth LLC32,004$286K0.0%+20.0%0.000%
11/2/2023 M&T Bank Corp16,604$149K0.0%-14.5%0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.55,066$493K0.0%+16.5%0.000%
10/24/2023 Affinity Wealth Management LLC17,322$155K0.0%-20.0%0.000%
10/24/2023 Raymond James & Associates86,193$771K0.0%-21.7%0.000%
10/23/2023Commonwealth Equity Services LLC12,480$112K0.0%-10.1%0.000%
8/16/2023TD Capital Management LLC4,815$47K0.0%N/A0.000%
8/15/2023Journey Strategic Wealth LLC26,674$263K0.0%+60.6%0.000%
8/14/2023 Affinity Wealth Management LLC21,652$213K0.0%N/A0.000%
8/10/2023Sit Investment Associates Inc.1,414,003$13.94M0.4%+10.5%0.000%
8/9/2023 Fiera Capital Corp358,321$3.53M0.0%+14.5%0.000%
8/2/2023Bank of Montreal Can21,505$251K0.0%N/A0.000%
7/31/2023LPL Financial LLC57,597$568K0.0%+11.8%0.000%
7/27/2023 Mackay Shields LLC60,475$596K0.0%-8.1%0.000%
7/26/2023 Janney Montgomery Scott LLC36,461$360K0.0%-7.5%0.000%
7/25/2023 Raymond James & Associates110,064$1.09M0.0%-11.8%0.000%
7/20/2023 BLB&B Advisors LLC39,200$387K0.0%-18.2%0.000%
5/16/2023 Grant Street Asset Management Inc.10,000$100K0.0%N/A0.042%
5/12/2023Journey Strategic Wealth LLC16,610$167K0.0%+12.2%0.070%
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5/11/2023Karpus Management Inc.32,162$323K0.0%N/A0.135%
5/11/2023 M&T Bank Corp19,794$199K0.0%+73.0%0.083%
5/3/2023WealthTrust Axiom LLC45,028$452K0.2%+6.6%0.000%
4/27/2023 Mackay Shields LLC65,824$661K0.0%-16.2%0.000%
4/26/2023 Fiera Capital Corp313,075$3.14M0.0%-5.0%0.000%
4/20/2023 Hennion & Walsh Asset Management Inc.39,189$393K0.0%-2.7%0.000%
4/14/2023 Raymond James & Associates124,733$1.25M0.0%-22.7%0.523%
2/10/2023PNC Financial Services Group Inc.45,311$444K0.0%-8.9%0.000%
2/10/2023Sit Investment Associates Inc.1,205,102$11.81M0.3%+9.7%0.000%
2/9/2023Landscape Capital Management L.L.C.13,802$135K0.0%N/A0.000%
2/9/2023OTA Financial Group L.P.25,381$248K0.2%N/A0.000%
2/9/2023 Almanack Investment Partners LLC.21,900$215K0.0%N/A0.000%
2/8/2023 Raymond James & Associates161,286$1.58M0.0%-47.5%0.000%
2/8/2023 Fiera Capital Corp329,712$3.23M0.0%+195.1%0.000%
2/7/2023Commonwealth Equity Services LLC13,380$131K0.0%-23.0%0.000%
2/7/2023 Summit Trail Advisors LLC10,314$101K0.0%N/A0.000%
2/6/2023 Brandywine Oak Private Wealth LLC30,590$300K0.0%-49.9%0.000%
2/1/2023Bank of Montreal Can22,288$256K0.0%N/A0.000%
2/1/2023 Janney Montgomery Scott LLC38,901$381K0.0%+30.7%0.000%
1/31/2023WealthTrust Axiom LLC42,242$414K0.1%-16.7%0.000%
1/31/2023 Mackay Shields LLC78,503$769K0.0%-72.7%0.000%
1/24/2023 Matisse Capital60,552$593K0.5%N/A0.254%
1/20/2023 Matisse Capital60,552$593K0.6%N/A0.254%
1/18/2023 BLB&B Advisors LLC47,950$470K0.0%-15.6%0.201%
1/12/2023 Hennion & Walsh Asset Management Inc.40,293$395K0.0%+46.7%0.169%
1/9/2023 Founders Capital Management3,000$29K0.0%+50.0%0.013%
11/15/2022Logan Stone Capital LLC15,641$151K0.1%-77.4%0.066%
11/14/2022Veritable L.P.38,269$369K0.0%-27.7%0.161%
11/14/2022 Hennion & Walsh Asset Management Inc.27,461$265K0.0%+117.4%0.115%
11/10/2022Wolverine Asset Management LLC22,648$218K0.0%-36.1%0.095%
11/8/2022 Confluence Wealth Services Inc.18,882$182K0.1%+85.4%0.079%
11/4/2022XML Financial LLC10,152$98K0.0%N/A0.043%
11/2/2022 Mackay Shields LLC287,761$2.78M0.1%-23.0%1.208%
10/28/2022 Key Financial Inc32,685$315K0.1%N/A0.137%
10/25/2022 Janney Montgomery Scott LLC29,756$287K0.0%+7.2%0.125%
10/25/2022 Raymond James & Associates307,199$2.97M0.0%-4.2%1.289%
10/14/2022 BLB&B Advisors LLC56,840$549K0.0%-9.0%0.239%
8/15/2022Karpus Management Inc.27,348$286K0.0%-49.4%0.115%
8/13/2022Mariner Investment Group LLC18,703$196K0.2%N/A0.078%
8/10/2022 Fiera Capital Corp112,285$1.18M0.0%+5.0%0.471%
8/5/2022Landscape Capital Management L.L.C.13,549$142K0.0%N/A0.057%
8/4/2022Robinson Capital Management LLC18,065$193K0.1%N/A0.076%
8/3/2022 Janney Montgomery Scott LLC27,756$284K0.0%-16.1%0.116%
8/3/2022Wolverine Asset Management LLC35,462$370K0.0%N/A0.149%
7/22/2022 Brandywine Oak Private Wealth LLC62,955$658K0.1%N/A0.264%
7/19/2022Commonwealth Equity Services LLC16,372$171K0.0%+10.9%0.069%
7/19/2022 Hennion & Walsh Asset Management Inc.12,629$132K0.0%N/A0.053%
7/18/2022 BLB&B Advisors LLC62,455$653K0.1%-13.0%0.262%
5/12/2022Sit Investment Associates Inc.588,994$6.88M0.2%-7.6%2.472%
5/11/2022 Raymond James & Associates421,880$4.93M0.0%-3.7%1.770%
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5/10/2022Karpus Management Inc.54,031$631K0.0%-17.4%0.227%
5/9/2022 Fiera Capital Corp106,913$1.25M0.0%+181.8%0.449%
5/9/2022 Concourse Financial Group Securities Inc.18,000$210K0.0%N/A0.076%
5/9/2022WealthTrust Axiom LLC50,704$592K0.2%-1.9%0.213%
5/4/2022Prospera Financial Services Inc3,616$42K0.0%N/A0.015%
5/4/2022Commonwealth Equity Services LLC14,767$172K0.0%-54.5%0.062%
5/2/2022XML Financial LLC10,152$119K0.0%N/A0.043%
2/15/2022Karpus Management Inc.65,392$914K0.0%-50.5%0.274%
2/10/2022 Levy Wealth Management Group LLC10,073$141K0.1%N/A0.042%
2/10/2022 Confluence Wealth Services Inc.10,561$147K0.0%N/A0.044%
(Data available from 1/1/2016 forward)

VPV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VPV shares?

During the previous two years, 44 institutional investors and hedge funds held shares of Invesco Pennsylvania Value Municipal Income Trust. The most heavily invested institutionals were Saba Capital Management L.P. ($18.92M), Sit Investment Associates Inc. ($13.94M), Fiera Capital Corp ($3.27M), AQR Arbitrage LLC ($1.31M), International Assets Investment Management LLC ($1.24M), Karpus Management Inc. ($1.19M), and Raymond James & Associates ($697K).Learn more on VPV's institutional investors.

Which institutional investors have been buying Invesco Pennsylvania Value Municipal Income Trust stock?

Of the 38 institutional investors that purchased Invesco Pennsylvania Value Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Saba Capital Management L.P. ($790.19K), Fiera Capital Corp ($344.88K), Sit Investment Associates Inc. ($240.63K), Matisse Capital ($121.10K), Karpus Management Inc. ($119.33K), Brandywine Oak Private Wealth LLC ($62.96K), and AQR Arbitrage LLC ($58.52K).

How much institutional buying is happening at Invesco Pennsylvania Value Municipal Income Trust?

Institutional investors have bought a total of 2,410,903 shares in the last 24 months. This purchase volume represents approximately $23.14M in transactions.

Which Invesco Pennsylvania Value Municipal Income Trust major shareholders have been selling company stock?

Of the 18 institutional investors that sold Invesco Pennsylvania Value Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mackay Shields LLC ($313.45K), Raymond James & Associates ($267.21K), Logan Stone Capital LLC ($53.54K), Sit Investment Associates Inc. ($48.72K), Karpus Management Inc. ($38.04K), BLB&B Advisors LLC ($35.69K), and Brandywine Oak Private Wealth LLC ($34.50K).

How much institutional selling is happening at Invesco Pennsylvania Value Municipal Income Trust?

Institutional investors have sold a total of 884,853 shares in the last 24 months. This volume of shares sold represents approximately $8.82M in transactions.


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This page (NYSE:VPV) was last updated on 5/9/2024 by MarketBeat.com Staff

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