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Invesco Advantage Municipal Income Trust II (VKI) Institutional Ownership

Invesco Advantage Municipal Income Trust II logo
$8.77 +0.05 (+0.57%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Advantage Municipal Income Trust II (NYSEAMERICAN:VKI)

Current
Institutional Ownership
Percentage
27.52%
Number of
Institutional Buyers
(last 12 months)
29
Number of
Institutional Sellers
(last 12 months)
11
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VKI Institutional Buying and Selling by Quarter

Invesco Advantage Municipal Income Trust II Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Geneos Wealth Management Inc.10,317$90K0.0%+37.2%0.000%
1/17/2025 Madison Park Capital Advisors LLC41,492$363K0.3%+31.9%0.000%
1/17/2025 Dakota Wealth Management15,700$137K0.0%-11.3%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.738,830$6.46M0.3%-21.1%0.000%
12/3/2024Rivernorth Capital Management LLC1,399,144$13.03M0.6%-1.9%0.000%
11/25/2024World Investment Advisors LLC108,462$1.01M0.0%+84.9%0.000%
11/15/2024Stifel Financial Corp154,291$1.44M0.0%+58.4%0.000%
11/15/2024Rivernorth Capital Management LLC1,399,144$13.03M0.6%-1.9%0.000%
11/15/2024Integrated Wealth Concepts LLC10,000$93K0.0%N/A0.000%
11/15/2024FSA Wealth Management LLC3,000$28K0.0%N/A0.000%
11/14/2024Rockefeller Capital Management L.P.106,003$987K0.0%-5.3%0.000%
11/12/2024Larson Financial Group LLC11,300$105K0.0%+232.4%0.000%
11/8/2024Advisors Asset Management Inc.204,041$1.90M0.0%+65.3%0.000%
11/1/2024Fiera Capital Corp380,197$3.54M0.0%-3.4%0.000%
10/30/2024Moloney Securities Asset Management LLC12,450$116K0.0%N/A0.000%
10/29/2024Van ECK Associates Corp318,910$2.83M0.0%-2.3%0.000%
10/25/2024 Fortitude Family Office LLC5,816$54K0.0%+66.2%0.000%
10/23/2024 Dakota Wealth Management17,700$165K0.0%-66.5%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.936,552$8.72M0.4%-0.6%0.000%
10/21/2024 Bayshore Asset Management LLC48,001$447K0.2%N/A0.000%
10/19/2024 Madison Park Capital Advisors LLC31,464$293K0.2%+19.0%0.000%
10/16/2024Indiana Trust & Investment Management Co121,091$1.13M0.4%+1.2%0.000%
9/5/2024Sanctuary Advisors LLC216,073$1.78M0.0%N/A0.000%
8/16/2024Quarry LP36,900$327K0.1%N/A0.000%
8/15/2024Logan Stone Capital LLC308,222$2.73M0.7%-52.7%0.000%
8/12/2024XTX Topco Ltd11,900$106K0.0%N/A0.000%
8/2/2024Larson Financial Group LLC3,400$30K0.0%N/A0.000%
8/2/2024 Simon Quick Advisors LLC12,059$107K0.0%-32.8%0.000%
8/1/2024Fiera Capital Corp393,387$3.49M0.0%-31.1%0.000%
7/31/2024Van ECK Associates Corp326,380$2.90M0.0%-8.1%0.000%
7/31/2024Rothschild Investment LLC81,366$722K0.1%N/A0.000%
7/30/2024Matisse Capital11,023$98K0.0%N/A0.000%
7/26/2024Bank of New York Mellon Corp93,409$829K0.0%+2.2%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.942,260$8.36M0.4%+6.0%0.000%
7/15/2024 Melfa Wealth Management Inc.85,450$758K0.5%+1.5%0.000%
7/10/2024 Fortitude Family Office LLC3,500$31K0.0%-52.1%0.000%
7/9/2024Kingswood Wealth Advisors LLC35,130$312K0.0%+9.3%0.000%
5/15/2024BOKF NA22,000$186K0.0%-31.3%0.000%
5/14/2024Robinson Capital Management LLC934,299$7.79M2.8%+33.7%0.000%
5/14/2024Karpus Management Inc.1,126,168$9.57M0.3%+19.5%0.000%
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4/30/2024Van ECK Associates Corp355,011$3.02M0.0%+5.4%0.799%
4/24/2024Ackerman Capital Advisors LLC78,412$667K0.2%+167.0%0.177%
4/23/2024Summit Trail Advisors LLC12,688$108K0.0%-16.1%0.029%
4/17/2024 Hennion & Walsh Asset Management Inc.889,294$7.56M0.4%+23.1%2.002%
4/16/2024 Financial Management Professionals Inc.3,333$28K0.0%N/A0.008%
4/15/2024Kingswood Wealth Advisors LLC32,130$273K0.0%+51.0%0.072%
2/13/2024Karpus Management Inc.942,137$7.96M0.2%+18.5%2.121%
2/13/2024Aristides Capital LLC15,031$127K0.0%N/A0.034%
2/12/2024Weiss Asset Management LP29,085$246K0.0%N/A0.065%
2/8/2024Fiera Capital Corp735,159$6.21M0.0%+8.6%1.655%
1/16/2024Kingswood Wealth Advisors LLC21,280$180K0.0%N/A0.048%
1/12/2024 Fortitude Family Office LLC7,300$62K0.0%N/A0.016%
11/14/2023AQR Arbitrage LLC345,205$2.56M0.1%+94.7%0.777%
11/14/2023Robinson Capital Management LLC595,030$4.43M2.0%+45.5%1.340%
11/13/2023Wolverine Asset Management LLC49,728$368K0.0%+227.0%0.112%
11/13/2023PNC Financial Services Group Inc.110,000$815K0.0%-5.4%0.248%
11/9/2023UBS Group AG817,037$6.05M0.0%-2.2%1.840%
10/24/2023 Simon Quick Advisors LLC14,970$111K0.0%N/A0.034%
10/17/2023 Avior Wealth Management LLC4,418$33K0.0%N/A0.010%
8/15/2023Rivernorth Capital Management LLC909,001$7.65M0.4%+35.1%2.047%
8/11/2023Karpus Management Inc.792,306$6.66M0.2%-3.0%1.784%
8/11/2023Smith Moore & CO.95,505$803K0.1%-6.4%0.215%
8/11/2023Landscape Capital Management L.L.C.20,959$176K0.0%+64.4%0.047%
8/11/2023Financial Engines Advisors L.L.C.10,715$90K0.0%N/A0.024%
8/11/2023Guggenheim Capital LLC564,321$4.75M0.0%-13.9%1.271%
8/10/2023Sit Investment Associates Inc.1,468,377$12.35M0.3%+0.3%3.306%
8/9/2023Fiera Capital Corp661,704$5.57M0.0%+15.4%1.490%
8/9/2023Robinson Capital Management LLC408,969$3.46M1.5%+27.7%0.921%
8/7/2023Wolverine Asset Management LLC15,207$128K0.0%N/A0.034%
8/3/2023Van ECK Associates Corp299,274$2.52M0.0%+4.7%0.674%
8/2/2023Bank of Montreal Can41,448$404K0.0%N/A0.093%
8/1/2023 Merit Financial Group LLC25,341$213K0.0%N/A0.057%
8/1/2023Choate Investment Advisors19,814$167K0.0%-31.2%0.045%
7/31/2023LPL Financial LLC150,582$1.27M0.0%-6.3%0.339%
7/31/2023 Dakota Wealth Management33,600$283K0.0%-29.4%0.076%
7/17/2023GPS Wealth Strategies Group LLC4,075$34K0.0%-50.2%0.009%
7/13/2023Cambridge Investment Research Advisors Inc.41,297$347K0.0%+35.4%0.093%
7/11/2023 Capital Investment Advisors LLC72,267$608K0.0%N/A0.163%
5/11/2023Karpus Management Inc.816,570$7.28M0.2%-1.1%1.839%
5/11/2023Guggenheim Capital LLC655,452$5.84M0.0%-41.1%1.476%
5/10/2023Landscape Capital Management L.L.C.12,745$114K0.0%-41.9%0.029%
5/10/2023Robinson Capital Management LLC320,246$2.76M1.3%-2.8%0.721%
5/9/2023US Bancorp DE3,194$28K0.0%+88.5%0.007%
5/4/2023Edge Capital Group LLC92,332$823K0.1%+55.3%0.208%
5/3/2023Van ECK Associates Corp285,823$2.55M0.0%+17.0%0.644%
4/26/2023Fiera Capital Corp573,198$5.11M0.0%-4.9%1.291%
4/20/2023 Hennion & Walsh Asset Management Inc.365,393$3.26M0.2%+158.0%0.823%
4/17/2023GPS Wealth Strategies Group LLC8,182$73K0.0%N/A0.018%
4/14/2023Raymond James Financial Services Advisors Inc.13,557$121K0.0%-23.1%0.031%
4/13/2023Drive Wealth Management LLC17,549$156K0.1%-6.2%0.040%
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3/6/2023Rockefeller Capital Management L.P.67,585$580K0.0%-27.4%0.152%
2/13/2023Smith Moore & CO.101,020$868K0.1%+8.7%0.227%
2/10/2023CoreCap Advisors LLC7,310$63K0.0%N/A0.016%
2/10/2023PNC Financial Services Group Inc.116,282$999K0.0%+1,490.5%0.262%
2/10/2023Sit Investment Associates Inc.1,332,090$11.44M0.3%+20.2%3.000%
2/9/2023Landscape Capital Management L.L.C.21,939$188K0.0%-38.6%0.049%
2/9/2023Mercer Global Advisors Inc. ADV22,858$196K0.0%-12.6%0.051%
2/8/2023Raymond James & Associates159,079$1.37M0.0%-4.9%0.358%
2/8/2023UBS Group AG791,614$6.80M0.0%-5.3%1.783%
2/8/2023Fiera Capital Corp602,563$5.18M0.0%+58.4%1.357%
(Data available from 1/1/2016 forward)

VKI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VKI shares?

During the previous two years, 63 institutional investors and hedge funds held shares of Invesco Advantage Municipal Income Trust II. The most heavily invested institutionals were Rivernorth Capital Management LLC ($13.03M), Sit Investment Associates Inc. ($12.35M), Karpus Management Inc. ($9.57M), Robinson Capital Management LLC ($7.79M), Hennion & Walsh Asset Management Inc. ($6.46M), UBS Group AG ($6.05M), and Guggenheim Capital LLC ($4.75M).Learn more on VKI's institutional investors.

What percentage of Invesco Advantage Municipal Income Trust II stock is owned by institutional investors?

27.52% of Invesco Advantage Municipal Income Trust II stock is owned by institutional investors. Learn more on VKI's institutional investor holdings.

Which institutional investors have been buying Invesco Advantage Municipal Income Trust II stock?

Of the 53 institutional investors that purchased Invesco Advantage Municipal Income Trust II stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Robinson Capital Management LLC ($510.11K), Hennion & Walsh Asset Management Inc. ($443.62K), Fiera Capital Corp ($368.77K), Karpus Management Inc. ($331.14K), Rivernorth Capital Management LLC ($236.01K), Sit Investment Associates Inc. ($228.69K), and Sanctuary Advisors LLC ($216.07K).

How much institutional buying is happening at Invesco Advantage Municipal Income Trust II?

Institutional investors have bought a total of 3,820,526 shares in the last 24 months. This purchase volume represents approximately $0.00 in transactions.

Which Invesco Advantage Municipal Income Trust II major shareholders have been selling company stock?

Of the 27 institutional investors that sold Invesco Advantage Municipal Income Trust II stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Guggenheim Capital LLC ($548.90K), Logan Stone Capital LLC ($343.91K), Fiera Capital Corp ($220.32K), Hennion & Walsh Asset Management Inc. ($203.43K), UBS Group AG ($62.82K), Rivernorth Capital Management LLC ($54.45K), and Dakota Wealth Management ($51.10K).

How much institutional selling is happening at Invesco Advantage Municipal Income Trust II?

Institutional investors have sold a total of 1,739,273 shares in the last 24 months. This volume of shares sold represents approximately $0.00 in transactions.


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This page (NYSEAMERICAN:VKI) was last updated on 1/21/2025 by MarketBeat.com Staff
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