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Invesco Bond Fund (VBF) Institutional Ownership

Invesco Bond Fund logo
$14.98 +0.01 (+0.03%)
Closing price 03:58 PM Eastern
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$14.93 -0.04 (-0.30%)
As of 04:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Bond Fund (NYSE:VBF)

Current
Institutional Ownership
Percentage
43.73%
Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$10.49M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$6.01M
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Skip Chart & View Institutional Buying and Selling Data

VBF Institutional Buying and Selling by Quarter

Invesco Bond Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025 Noble Wealth Management PBC1,700$26K0.0%N/A0.015%
4/10/2025 Hennion & Walsh Asset Management Inc.42,174$652K0.0%-39.7%0.369%
2/17/2025Bank of America Corp DE72,486$1.12M0.0%-4.7%0.635%
2/17/2025Ameriprise Financial Inc.31,178$481K0.0%-44.2%0.273%
2/13/2025Guggenheim Capital LLC235,663$3.64M0.0%+27.6%2.064%
2/13/2025Raymond James Financial Inc.42,369$654K0.0%N/A0.371%
2/13/2025Invesco Ltd.147,188$2.27M0.0%+15.0%1.289%
2/13/2025Sit Investment Associates Inc.340,133$5.25M0.1%+27.2%2.978%
2/13/2025Wells Fargo & Company MN177,982$2.75M0.0%-2.7%1.559%
2/12/2025StoneX Group Inc.54,390$839K0.1%N/A0.476%
2/11/2025LPL Financial LLC39,835$615K0.0%-10.2%0.349%
2/11/2025ProVise Management Group LLC130,724$2.02M0.2%+17.2%1.145%
2/10/2025Commonwealth Equity Services LLC16,165$249K0.0%-8.1%0.142%
2/7/2025Oak Harbor Wealth Partners LLC41,821$645K0.2%-1.8%0.366%
2/6/2025Raymond James Financial Inc.42,369$654K0.0%N/A0.371%
2/6/2025Jones Financial Companies Lllp141,398$2.18M0.0%+39.3%1.238%
2/5/2025 Whipplewood Advisors LLC57,323$884K0.5%N/A0.502%
2/3/2025Wolverine Asset Management LLC22,723$351K0.0%N/A0.199%
2/3/2025WealthBridge Capital Management LLC116,042$1.79M0.5%+23.8%1.016%
1/29/2025Allspring Global Investments Holdings LLC86,063$1.33M0.0%-27.7%0.754%
1/15/2025 Hennion & Walsh Asset Management Inc.69,949$1.08M0.0%-35.0%0.613%
11/6/2024Oak Harbor Wealth Partners LLC42,576$724K0.2%+2.6%0.373%
11/1/2024Fiera Capital Corp66,447$1.13M0.0%-4.4%0.582%
10/23/2024 Hennion & Walsh Asset Management Inc.107,593$1.83M0.1%-2.9%0.942%
10/22/2024International Assets Investment Management LLC100,359$1.71M0.0%+1,545.2%0.879%
10/19/2024Allspring Global Investments Holdings LLC119,012$2.02M0.0%-60.1%1.042%
10/7/2024WealthBridge Capital Management LLC93,758$1.60M0.5%+41.3%0.821%
8/12/2024ProVise Management Group LLC98,845$1.59M0.1%+5.6%0.866%
7/30/2024International Assets Investment Management LLC6,100$98K0.0%N/A0.053%
7/26/2024Allspring Global Investments Holdings LLC298,429$4.79M0.0%-9.3%2.613%
7/20/2024 Hennion & Walsh Asset Management Inc.110,842$1.78M0.1%+14.8%0.971%
7/18/2024Oak Harbor Wealth Partners LLC41,511$666K0.2%+3.4%0.363%
7/15/2024Melfa Wealth Management Inc.26,964$433K0.3%+16.2%0.236%
7/12/2024 Gilman Hill Asset Management LLC10,500$168K0.0%N/A0.092%
5/9/2024ProVise Management Group LLC93,590$1.47M0.1%-2.5%0.820%
5/1/2024Janney Montgomery Scott LLC23,510$368K0.0%N/A0.206%
4/30/2024WealthBridge Capital Management LLC36,560$572K0.2%+125.6%0.320%
4/23/2024Oak Harbor Wealth Partners LLC40,132$628K0.2%+3.3%0.351%
4/18/2024Allspring Global Investments Holdings LLC328,876$5.15M0.0%-3.6%2.880%
4/17/2024 Hennion & Walsh Asset Management Inc.96,512$1.51M0.1%+12.6%0.845%
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2/20/2024Quarry LP7,488$114K0.0%N/A0.066%
2/13/20241607 Capital Partners LLC596,579$9.07M0.6%-5.4%5.224%
2/9/2024ProVise Management Group LLC95,952$1.46M0.1%+1.1%0.840%
2/9/2024Oak Harbor Wealth Partners LLC38,858$591K0.2%+3.6%0.340%
2/7/2024Shaker Financial Services LLC26,695$406K0.2%N/A0.234%
2/1/2024Wolverine Asset Management LLC7,523$114K0.0%-87.1%0.066%
1/29/2024Citizens National Bank Trust Department6,600$100K0.0%-27.7%0.058%
1/25/2024Allspring Global Investments Holdings LLC341,232$5.19M0.0%+5.0%2.988%
1/25/2024International Assets Investment Management LLC85,176$1.30M0.0%N/A0.746%
1/24/2024International Assets Investment Management LLC85,176$1.30M0.0%N/A0.746%
1/16/2024Raymond James Financial Services Advisors Inc.59,711$908K0.0%+33.9%0.523%
1/16/2024Raymond James & Associates29,050$442K0.0%-10.0%0.254%
12/6/2023Citigroup Inc.43,103$624K0.0%+19.7%0.377%
11/13/2023Wolverine Asset Management LLC58,326$844K0.0%+133.6%0.511%
11/9/2023Citigroup Inc.43,103$624K0.0%+19.7%0.377%
11/8/2023ProVise Management Group LLC94,877$1.37M0.1%-4.8%0.831%
10/30/2023Melfa Wealth Management LLC23,214$336K0.3%+18.7%0.203%
10/27/2023 Hennion & Walsh Asset Management Inc.76,517$1.11M0.1%-1.6%0.670%
10/27/2023Allspring Global Investments Holdings LLC325,099$4.70M0.0%+41.2%2.847%
10/25/2023Citizens National Bank Trust Department9,125$132K0.0%-47.1%0.080%
10/24/2023Raymond James Financial Services Advisors Inc.44,606$645K0.0%-7.9%0.391%
10/24/2023Raymond James & Associates32,280$467K0.0%-14.3%0.283%
10/23/2023Commonwealth Equity Services LLC14,268$206K0.0%N/A0.125%
10/20/2023Uncommon Cents Investing LLC19,510$282K0.1%-9.3%0.171%
10/19/2023Oak Harbor Wealth Partners LLC37,505$543K0.2%+28.3%0.328%
8/24/2023ProVise Management Group LLC99,687$1.48M0.1%+6.3%0.873%
8/11/2023Guggenheim Capital LLC59,960$892K0.0%+15.8%0.525%
8/10/2023Sit Investment Associates Inc.1,120,352$16.67M0.4%+3.7%9.810%
8/7/2023Wolverine Asset Management LLC24,968$372K0.0%N/A0.219%
8/7/2023Shaker Financial Services LLC11,810$176K0.1%N/A0.103%
7/31/2023LPL Financial LLC59,334$883K0.0%+8.6%0.520%
7/25/2023Raymond James Financial Services Advisors Inc.48,457$721K0.0%-6.9%0.424%
7/25/2023Raymond James & Associates37,654$560K0.0%-6.1%0.330%
7/24/2023Allspring Global Investments Holdings LLC230,249$3.43M0.0%+116.3%2.016%
7/18/2023Allspring Global Investments Holdings LLC230,249$3.43M0.0%+116.3%2.016%
7/13/2023 IVC Wealth Advisors LLC10,527$157K0.1%N/A0.092%
5/9/2023Tortoise Investment Management LLC2,301$35K0.0%-38.9%0.020%
5/8/2023ProVise Management Group LLC93,820$1.45M0.1%+207.1%0.822%
5/3/2023Citizens National Bank Trust Department17,410$268K0.1%-26.9%0.152%
4/26/2023Fiera Capital Corp69,691$1.07M0.0%-1.9%0.610%
4/24/2023Oak Harbor Wealth Partners LLC29,055$448K0.2%+126.1%0.254%
4/20/2023 Hennion & Walsh Asset Management Inc.65,316$1.01M0.1%+103.5%0.572%
4/14/2023Raymond James Financial Services Advisors Inc.52,043$802K0.0%+4.7%0.456%
4/14/2023Raymond James & Associates40,083$618K0.0%-17.6%0.351%
4/13/2023Allspring Global Investments Holdings LLC106,456$1.64M0.0%-35.1%0.932%
2/10/2023ProVise Management Group LLC30,550$479K0.0%+74.1%0.268%
2/10/2023Sit Investment Associates Inc.1,095,392$17.18M0.5%+5.6%9.592%
2/9/2023Citizens National Bank Trust Department23,810$373K0.1%-7.1%0.209%
2/8/2023Raymond James Financial Services Advisors Inc.49,728$780K0.0%+22.3%0.435%
2/8/2023Raymond James & Associates48,633$763K0.0%-3.6%0.426%
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2/8/2023Fiera Capital Corp71,055$1.11M0.0%+5.7%0.622%
2/7/2023Nations Financial Group Inc. IA ADV57,522$902K0.1%N/A0.504%
2/7/2023LPL Financial LLC53,394$837K0.0%+5.3%0.468%
2/3/2023Tortoise Investment Management LLC3,766$59K0.0%-86.7%0.033%
1/31/2023Melfa Wealth Management LLC19,596$307K0.3%N/A0.172%
1/23/2023Allspring Global Investments Holdings LLC163,932$2.57M0.0%+11.1%1.436%
1/18/2023Oak Harbor Wealth Partners LLC12,852$202K0.1%-27.0%0.113%
1/12/2023 Hennion & Walsh Asset Management Inc.32,089$503K0.0%N/A0.281%
11/15/20221607 Capital Partners LLC858,566$12.37M1.0%+7.1%7.521%
11/8/2022Citizens National Bank Trust Department25,625$369K0.1%-3.6%0.224%
(Data available from 1/1/2016 forward)

VBF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VBF shares?

During the previous two years, 35 institutional investors and hedge funds held shares of Invesco Bond Fund. The most heavily invested institutionals were 1607 Capital Partners LLC ($9.07M), Sit Investment Associates Inc. ($5.25M), Guggenheim Capital LLC ($3.64M), Wells Fargo & Company MN ($2.75M), Invesco Ltd. ($2.27M), Jones Financial Companies Lllp ($2.18M), and ProVise Management Group LLC ($2.02M).Learn more on VBF's institutional investors.

What percentage of Invesco Bond Fund stock is owned by institutional investors?

43.73% of Invesco Bond Fund stock is owned by institutional investors. Learn more on VBF's institutional investor holdings.

Which institutional investors have been buying Invesco Bond Fund stock?

Of the 26 institutional investors that purchased Invesco Bond Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allspring Global Investments Holdings LLC ($358.57K), International Assets Investment Management LLC ($270.71K), Sit Investment Associates Inc. ($112.54K), ProVise Management Group LLC ($94.67K), Raymond James Financial Inc. ($84.74K), Wolverine Asset Management LLC ($81.05K), and WealthBridge Capital Management LLC ($70.05K).

How much institutional buying is happening at Invesco Bond Fund?

Institutional investors have bought a total of 1,541,300 shares in the last 24 months. This purchase volume represents approximately $23.60M in transactions.

Which Invesco Bond Fund major shareholders have been selling company stock?

Of the 17 institutional investors that sold Invesco Bond Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($255.17K), Hennion & Walsh Asset Management Inc. ($69.94K), Wolverine Asset Management LLC ($50.80K), 1607 Capital Partners LLC ($34.24K), Ameriprise Financial Inc. ($24.68K), Citizens National Bank Trust Department ($17.04K), and Raymond James & Associates ($11.03K).

How much institutional selling is happening at Invesco Bond Fund?

Institutional investors have sold a total of 500,620 shares in the last 24 months. This volume of shares sold represents approximately $7.99M in transactions.


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This page (NYSE:VBF) was last updated on 4/17/2025 by MarketBeat.com Staff
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