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Invesco Pennsylvania Value Municipal Income Trust (VPV) Institutional Ownership

Invesco Pennsylvania Value Municipal Income Trust logo
$9.93 -0.02 (-0.20%)
As of 02:44 PM 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)
25
Total
Institutional Inflows
(last 12 months)
$8.26M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$49.07M
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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
4/28/2025 BLB&B Advisors LLC29,554$301K0.0%+31.9%0.165%
4/24/2025 Confluence Wealth Services Inc.37,480$364K0.0%N/A0.000%
4/17/2025 Janney Montgomery Scott LLC19,590$200K0.0%+18.1%0.000%
2/18/2025Alpine Global Management LLC33,942$349K0.1%N/A0.000%
2/17/2025Saba Capital Management L.P.475,944$4.90M0.1%-83.5%0.000%
2/17/2025Nomura Holdings Inc.19,282$198K0.0%N/A0.000%
2/17/2025Cetera Investment Advisers14,099$145K0.0%+9.1%0.000%
2/17/2025CF Capital LLC37,874$390K0.4%N/A0.000%
2/17/2025Balyasny Asset Management L.P.22,137$228K0.0%N/A0.000%
2/17/2025Bank of America Corp DE115,905$1.19M0.0%-3.4%0.000%
2/14/2025Alpine Global Management LLC33,942$349K0.1%N/A0.000%
2/13/2025Walleye Capital LLC11,282$116K0.0%N/A0.000%
2/13/2025Icon Advisers Inc. Co.19,690$203K0.0%N/A0.000%
2/13/2025Mariner LLC10,183$105K0.0%-11.9%0.000%
2/13/2025Raymond James Financial Inc.28,999$298K0.0%N/A0.000%
2/13/2025Yakira Capital Management Inc.59,968$617K0.2%+26.3%0.000%
2/13/2025Sit Investment Associates Inc.457,660$4.71M0.1%-82.1%0.000%
2/11/2025LPL Financial LLC38,626$397K0.0%+5.0%0.000%
2/10/2025Avantax Advisory Services Inc.25,360$261K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.28,999$298K0.0%N/A0.000%
2/4/2025 Bank of New York Mellon Corp24,951$257K0.0%-73.8%0.000%
2/4/2025 Mackay Shields LLC15,557$160K0.0%-74.3%0.000%
2/3/2025Wolverine Asset Management LLC19,072$196K0.0%+95,260.0%0.000%
1/31/2025Robinson Capital Management LLC169,384$1.74M0.7%N/A0.000%
1/28/2025 BLB&B Advisors LLC22,399$230K0.0%-30.9%0.000%
1/27/2025Brandywine Oak Private Wealth LLC20,462$211K0.0%-13.6%0.000%
1/24/2025Journey Strategic Wealth LLC21,004$216K0.0%-16.0%0.000%
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%
7/26/2024 BLB&B Advisors LLC33,092$359K0.0%-5.7%0.000%
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7/26/2024 Bank 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%
4/26/2024 BLB&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%
2/6/2024 M&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%
1/19/2024 BLB&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%
11/2/2023 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%
10/24/2023Raymond 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%
8/14/2023 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%
8/9/2023Fiera 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%
7/27/2023 Mackay Shields LLC60,475$596K0.0%-8.1%0.000%
7/26/2023 Janney Montgomery Scott LLC36,461$360K0.0%-7.5%0.000%
7/25/2023Raymond James & Associates110,064$1.09M0.0%-11.8%0.000%
7/20/2023 BLB&B Advisors LLC39,200$387K0.0%-18.2%0.000%
5/16/2023Grant 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%
5/11/2023 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%
4/26/2023Fiera 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%
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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%
2/9/2023 Almanack 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%
2/7/2023 Summit Trail Advisors LLC10,314$101K0.0%N/A0.000%
(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, 49 institutional investors and hedge funds held shares of Invesco Pennsylvania Value Municipal Income Trust. The most heavily invested institutionals were Rivernorth Capital Management LLC ($6.05M), Saba Capital Management L.P. ($4.90M), Sit Investment Associates Inc. ($4.71M), Fiera Capital Corp ($3.27M), Robinson Capital Management LLC ($1.74M), Almitas Capital LLC ($1.67M), and Whitebox Advisors 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 42 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), Robinson Capital Management LLC ($169.38K), Sit Investment Associates Inc. ($133.92K), Whitebox Advisors LLC ($127.12K), Karpus Management Inc. ($119.33K), Alpine Global Management LLC ($67.88K), and Rivernorth Capital Management LLC ($63.94K).

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

Institutional investors have bought a total of 2,309,693 shares in the last 24 months. This purchase volume represents approximately $22.45M in transactions.

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

Of the 17 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: Saba Capital Management L.P. ($2.41M), Sit Investment Associates Inc. ($2.09M), Logan Stone Capital LLC ($84.13K), Bank of New York Mellon Corp ($70.23K), Raymond James & Associates ($55.01K), Mackay Shields LLC ($50.27K), and Hennion & Walsh Asset Management Inc. ($31.61K).

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

Institutional investors have sold a total of 4,862,563 shares in the last 24 months. This volume of shares sold represents approximately $50.05M in transactions.


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This page (NYSE:VPV) was last updated on 5/2/2025 by MarketBeat.com Staff
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