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Invesco Pennsylvania Value Municipal Income Trust (VPV) Institutional Ownership

Invesco Pennsylvania Value Municipal Income Trust logo
$10.22 +0.01 (+0.10%)
As of 11:58 AM Eastern
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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)
12
Total
Institutional Inflows
(last 12 months)
$5.45M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.54M
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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
1/17/2025 Janney Montgomery Scott LLC16,590$171K0.0%-22.4%0.000%
12/3/2024Rivernorth Capital Management LLC534,737$6.05M0.3%+12.6%0.000%
11/25/2024Sanctuary Advisors LLC10,153$113K0.0%N/A0.000%
11/15/2024Rivernorth Capital Management LLC479,204$5.42M0.3%+0.9%0.000%
11/5/2024Haverford Trust Co30,365$343K0.0%N/A0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.20,823$236K0.0%-48.8%0.000%
10/22/2024 International Assets Investment Management LLC14,047$159K0.0%+1,031.0%0.000%
8/16/2024Almitas Capital LLC153,384$1.67M0.7%+2.5%0.000%
8/15/2024Logan Stone Capital LLC126,588$1.38M0.4%-39.9%0.000%
8/14/2024Whitebox Advisors LLC127,118$1.38M0.0%+212.9%0.000%
8/9/2024City of London Investment Management Co. Ltd.61,590$669K0.1%+19.4%0.000%
8/5/2024Blue Bell Private Wealth Management LLC43,679$474K0.1%+20.6%0.000%
7/26/2024BLB&B Advisors LLC33,092$359K0.0%-5.7%0.000%
7/26/2024Bank of New York Mellon Corp94,135$1.02M0.0%+7.1%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.40,677$442K0.0%-22.4%0.000%
5/15/2024Whitebox Advisors LLC40,629$416K0.0%N/A0.000%
5/14/2024Karpus Management Inc.117,426$1.20M0.0%-1.3%0.000%
5/1/2024 Janney Montgomery Scott LLC21,366$219K0.0%-25.2%0.000%
4/26/2024BLB&B Advisors LLC35,094$360K0.0%-3.3%0.000%
4/24/2024Blue 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%
2/6/2024M&T Bank Corp15,046$150K0.0%-9.4%0.000%
2/5/2024Brandywine 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%
1/25/2024Blue 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%
1/19/2024BLB&B Advisors LLC36,277$363K0.0%-5.0%0.000%
1/16/2024Raymond 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%
11/9/2023Fiera 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%
11/2/2023M&T Bank Corp16,604$149K0.0%-14.5%0.000%
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10/27/2023 Hennion & Walsh Asset Management Inc.55,066$493K0.0%+16.5%0.000%
10/24/2023Affinity Wealth Management LLC17,322$155K0.0%-20.0%0.000%
10/24/2023Raymond 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%
8/14/2023Affinity 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%
8/9/2023Fiera 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%
7/27/2023Mackay Shields LLC60,475$596K0.0%-8.1%0.000%
7/26/2023 Janney Montgomery Scott LLC36,461$360K0.0%-7.5%0.000%
7/25/2023Raymond James & Associates110,064$1.09M0.0%-11.8%0.000%
7/20/2023BLB&B Advisors LLC39,200$387K0.0%-18.2%0.000%
5/16/2023Grant Street Asset Management Inc.10,000$100K0.0%N/A0.042%
5/12/2023Journey Strategic Wealth LLC16,610$167K0.0%+12.2%0.070%
5/11/2023Karpus Management Inc.32,162$323K0.0%N/A0.135%
5/11/2023M&T Bank Corp19,794$199K0.0%+73.0%0.083%
5/3/2023WealthTrust Axiom LLC45,028$452K0.2%+6.6%0.000%
4/27/2023Mackay Shields LLC65,824$661K0.0%-16.2%0.000%
4/26/2023Fiera 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%
4/14/2023Raymond 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%
2/9/2023Almanack Investment Partners LLC.21,900$215K0.0%N/A0.000%
2/8/2023Raymond James & Associates161,286$1.58M0.0%-47.5%0.000%
2/8/2023Fiera Capital Corp329,712$3.23M0.0%+195.1%0.000%
2/7/2023Commonwealth Equity Services LLC13,380$131K0.0%-23.0%0.000%
2/7/2023Summit Trail Advisors LLC10,314$101K0.0%N/A0.000%
2/6/2023Brandywine 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%
1/31/2023Mackay Shields LLC78,503$769K0.0%-72.7%0.000%
1/24/2023Matisse Capital60,552$593K0.5%N/A0.254%
1/20/2023Matisse Capital60,552$593K0.6%N/A0.254%
1/18/2023BLB&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%
11/8/2022Confluence Wealth Services Inc.18,882$182K0.1%+85.4%0.079%
11/4/2022 XML Financial LLC10,152$98K0.0%N/A0.043%
11/2/2022Mackay Shields LLC287,761$2.78M0.1%-23.0%1.208%
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10/28/2022Key Financial Inc32,685$315K0.1%N/A0.137%
10/25/2022 Janney Montgomery Scott LLC29,756$287K0.0%+7.2%0.125%
10/25/2022Raymond James & Associates307,199$2.97M0.0%-4.2%1.289%
10/14/2022BLB&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%
8/10/2022Fiera 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%
(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, 40 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), Rivernorth Capital Management LLC ($6.05M), Fiera Capital Corp ($3.27M), Almitas Capital LLC ($1.67M), Whitebox Advisors LLC ($1.38M), and Logan Stone Capital LLC ($1.38M).Learn more on VPV's institutional investors.

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

Of the 33 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 ($270.52K), Sit Investment Associates Inc. ($240.63K), Whitebox Advisors LLC ($127.12K), Karpus Management Inc. ($119.33K), Rivernorth Capital Management LLC ($63.94K), and City of London Investment Management Co. Ltd. ($61.59K).

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

Institutional investors have bought a total of 2,284,705 shares in the last 24 months. This purchase volume represents approximately $21.96M in transactions.

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

Of the 15 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: Raymond James & Associates ($237.48K), Mackay Shields LLC ($227.29K), Logan Stone Capital LLC ($84.13K), Brandywine Oak Private Wealth LLC ($34.50K), Hennion & Walsh Asset Management Inc. ($32.71K), Fiera Capital Corp ($16.64K), and Janney Montgomery Scott LLC ($14.93K).

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

Institutional investors have sold a total of 695,068 shares in the last 24 months. This volume of shares sold represents approximately $6.95M in transactions.


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This page (NYSE:VPV) was last updated on 1/22/2025 by MarketBeat.com Staff
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