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Invesco Bond Fund (VBF) Institutional Ownership

Invesco Bond Fund logo
$15.53 +0.04 (+0.26%)
(As of 12/20/2024 04:34 PM ET)
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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)
12
Total
Institutional Inflows
(last 12 months)
$7.25M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$5.26M
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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
11/6/2024 Oak Harbor Wealth Partners LLC42,576$724K0.2%+2.6%0.373%
11/1/2024 Fiera 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%
10/22/2024 International Assets Investment Management LLC100,359$1.71M0.0%+1,545.2%0.879%
10/19/2024 Allspring Global Investments Holdings LLC119,012$2.02M0.0%-60.1%1.042%
10/7/2024 WealthBridge Capital Management LLC93,758$1.60M0.5%+41.3%0.821%
8/12/2024 ProVise Management Group LLC98,845$1.59M0.1%+5.6%0.866%
7/30/2024 International Assets Investment Management LLC6,100$98K0.0%N/A0.053%
7/26/2024 Allspring 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%
7/18/2024 Oak Harbor Wealth Partners LLC41,511$666K0.2%+3.4%0.363%
7/15/2024 Melfa 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%
5/9/2024 ProVise Management Group LLC93,590$1.47M0.1%-2.5%0.820%
5/1/2024 Janney Montgomery Scott LLC23,510$368K0.0%N/A0.206%
4/30/2024 WealthBridge Capital Management LLC36,560$572K0.2%+125.6%0.320%
4/23/2024 Oak Harbor Wealth Partners LLC40,132$628K0.2%+3.3%0.351%
4/18/2024 Allspring 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%
2/20/2024 Quarry LP7,488$114K0.0%N/A0.066%
2/13/2024 1607 Capital Partners LLC596,579$9.07M0.6%-5.4%5.224%
2/9/2024 ProVise Management Group LLC95,952$1.46M0.1%+1.1%0.840%
2/9/2024 Oak Harbor Wealth Partners LLC38,858$591K0.2%+3.6%0.340%
2/7/2024 Shaker Financial Services LLC26,695$406K0.2%N/A0.234%
2/1/2024 Wolverine Asset Management LLC7,523$114K0.0%-87.1%0.066%
1/29/2024 Citizens National Bank Trust Department6,600$100K0.0%-27.7%0.058%
1/25/2024 Allspring Global Investments Holdings LLC341,232$5.19M0.0%+5.0%2.988%
1/25/2024 International Assets Investment Management LLC85,176$1.30M0.0%N/A0.746%
1/24/2024 International 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%
12/6/2023 Citigroup Inc.43,103$624K0.0%+19.7%0.377%
11/13/2023 Wolverine Asset Management LLC58,326$844K0.0%+133.6%0.511%
11/9/2023 Citigroup Inc.43,103$624K0.0%+19.7%0.377%
11/8/2023 ProVise Management Group LLC94,877$1.37M0.1%-4.8%0.831%
10/30/2023 Melfa 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%
10/27/2023 Allspring Global Investments Holdings LLC325,099$4.70M0.0%+41.2%2.847%
10/25/2023 Citizens 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%
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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%
10/19/2023 Oak Harbor Wealth Partners LLC37,505$543K0.2%+28.3%0.328%
8/24/2023 ProVise Management Group LLC99,687$1.48M0.1%+6.3%0.873%
8/11/2023 Guggenheim Capital LLC59,960$892K0.0%+15.8%0.525%
8/10/2023 Sit Investment Associates Inc.1,120,352$16.67M0.4%+3.7%9.810%
8/7/2023 Wolverine Asset Management LLC24,968$372K0.0%N/A0.219%
8/7/2023 Shaker Financial Services LLC11,810$176K0.1%N/A0.103%
7/31/2023 LPL 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%
7/24/2023 Allspring Global Investments Holdings LLC230,249$3.43M0.0%+116.3%2.016%
7/18/2023 Allspring 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%
5/9/2023 Tortoise Investment Management LLC2,301$35K0.0%-38.9%0.020%
5/8/2023 ProVise Management Group LLC93,820$1.45M0.1%+207.1%0.822%
5/3/2023 Citizens National Bank Trust Department17,410$268K0.1%-26.9%0.152%
4/26/2023 Fiera Capital Corp69,691$1.07M0.0%-1.9%0.610%
4/24/2023 Oak 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%
4/13/2023 Allspring Global Investments Holdings LLC106,456$1.64M0.0%-35.1%0.932%
2/10/2023 ProVise Management Group LLC30,550$479K0.0%+74.1%0.268%
2/10/2023 Sit Investment Associates Inc.1,095,392$17.18M0.5%+5.6%9.592%
2/9/2023 Citizens 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%
2/8/2023 Fiera Capital Corp71,055$1.11M0.0%+5.7%0.622%
2/7/2023 Nations Financial Group Inc. IA ADV57,522$902K0.1%N/A0.504%
2/7/2023 LPL Financial LLC53,394$837K0.0%+5.3%0.468%
2/3/2023 Tortoise Investment Management LLC3,766$59K0.0%-86.7%0.033%
1/31/2023 Melfa Wealth Management LLC19,596$307K0.3%N/A0.172%
1/23/2023 Allspring Global Investments Holdings LLC163,932$2.57M0.0%+11.1%1.436%
1/18/2023 Oak 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%
11/15/2022 1607 Capital Partners LLC858,566$12.37M1.0%+7.1%7.521%
11/8/2022 Citizens National Bank Trust Department25,625$369K0.1%-3.6%0.224%
11/4/2022 Tortoise Investment Management LLC28,379$409K0.1%-27.9%0.249%
10/26/2022 Allspring Global Investments Holdings LLC147,567$2.13M0.0%+66.0%1.293%
10/25/2022Raymond James & Associates50,456$727K0.0%-27.3%0.442%
10/25/2022Raymond James Financial Services Advisors Inc.40,671$586K0.0%-20.0%0.356%
8/16/2022 Collaborative Wealth Managment Inc.16,620$270K0.2%N/A0.146%
8/11/2022 Sit Investment Associates Inc.862,922$14.04M0.4%+9.7%7.559%
8/10/2022 Fiera Capital Corp67,390$1.10M0.0%+24.0%0.590%
8/8/2022 ProVise Management Group LLC15,347$250K0.0%N/A0.134%
8/4/2022 Northwestern Mutual Wealth Management Co.11,086$180K0.0%N/A0.097%
8/2/2022Baystate Wealth Management LLC1,863$30K0.0%N/A0.016%
7/28/2022 Citizens National Bank Trust Department26,575$432K0.1%-8.0%0.233%
Media Humiliated: Demo of Elon’s Tech Proves They’re Wrong (Ad)

Elon Musk believes his new AI product will be worth an incredible $9 trillion. But the mainstream media is not buying it.

Click here to watch this demo and decide for yourself.
7/25/2022 Oak Harbor Wealth Partners LLC16,993$276K0.1%+13.6%0.149%
7/25/2022 Allspring Global Investments Holdings LLC88,913$1.45M0.0%+61.4%0.779%
7/15/2022 Gilman Hill Asset Management LLC10,000$163K0.0%N/A0.088%
5/17/2022 1607 Capital Partners LLC479,066$8.39M0.5%+4,255.1%4.207%
5/12/2022 Sit Investment Associates Inc.786,300$13.78M0.4%+9.6%6.905%
5/11/2022 Oak Harbor Wealth Partners LLC14,958$262K0.1%N/A0.131%
5/10/2022 OLD Second National Bank of Aurora3,045$53K0.0%N/A0.027%
5/10/2022 San Luis Wealth Advisors LLC3,370$67K0.0%N/A0.030%
5/10/2022 Citizens National Bank Trust Department28,875$475K0.2%+46.2%0.254%
5/9/2022 Fiera Capital Corp54,342$952K0.0%+33.7%0.477%
(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, 27 institutional investors and hedge funds held shares of Invesco Bond Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($16.67M), 1607 Capital Partners LLC ($9.07M), Allspring Global Investments Holdings LLC ($2.02M), Hennion & Walsh Asset Management Inc. ($1.83M), International Assets Investment Management LLC ($1.71M), WealthBridge Capital Management LLC ($1.60M), and ProVise Management Group LLC ($1.59M).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 22 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 ($374.93K), International Assets Investment Management LLC ($270.71K), Sit Investment Associates Inc. ($98.10K), Hennion & Walsh Asset Management Inc. ($90.47K), ProVise Management Group LLC ($88.47K), Wolverine Asset Management LLC ($58.33K), and Nations Financial Group Inc. IA ADV ($57.52K).

How much institutional buying is happening at Invesco Bond Fund?

Institutional investors have bought a total of 1,307,768 shares in the last 24 months. This purchase volume represents approximately $20.05M in transactions.

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

Of the 12 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 ($279.70K), Wolverine Asset Management LLC ($50.80K), 1607 Capital Partners LLC ($34.24K), Tortoise Investment Management LLC ($26.08K), Raymond James & Associates ($21.41K), Citizens National Bank Trust Department ($18.85K), and Raymond James Financial Services Advisors Inc. ($7.44K).

How much institutional selling is happening at Invesco Bond Fund?

Institutional investors have sold a total of 461,374 shares in the last 24 months. This volume of shares sold represents approximately $7.39M in transactions.


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This page (NYSE:VBF) was last updated on 12/21/2024 by MarketBeat.com Staff
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