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Inv Vk Pa Valu (VPV) Institutional Ownership

Inv Vk Pa Valu logo
$11.14 -0.04 (-0.31%)
Closing price 06/24/2026 03:55 PM Eastern
Extended Trading
$11.15 +0.01 (+0.13%)
As of 05:17 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Inv Vk Pa Valu (NYSE:VPV)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$3.32M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$661.96K
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Skip Chart & View Institutional Buying and Selling Data

VPV Institutional Buying and Selling by Quarter

Inv Vk Pa Valu Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 NewEdge Advisors LLC22,315$236K0.0%N/A0.125%
5/19/2026 NewEdge Advisors LLC22,315$236K0.0%N/A0.125%
5/19/2026 Bank of America Corp DE82,028$867K0.0%+1.7%0.459%
5/18/2026 Royal Bank of Canada22,640$239K0.0%+26.1%0.127%
4/22/2026 Janney Montgomery Scott LLC29,246$309K0.0%-7.3%0.164%
4/20/2026 Brandywine Oak Private Wealth LLC16,243$172K0.0%-12.4%0.091%
4/20/2026 Kercheville Advisors LLC10,000$106K0.0%-9.1%0.056%
2/26/2026 Alpine Global Management LLC45,284$474K0.1%+2.8%0.253%
2/25/2026 Sit Investment Associates Inc.20,409$213K0.0%-27.4%0.114%
2/19/2026 Mcguire Capital Advisors Inc.3,899$41K0.0%N/A0.022%
2/18/2026 Rivernorth Capital Management LLC120,913$1.27M0.1%+63.6%0.677%
2/17/2026 Royal Bank of Canada17,951$188K0.0%+21.8%0.100%
2/13/2026 Rodgers Brothers Inc.13,239$138K0.0%-12.7%0.074%
2/12/2026 North Ground Capital93,481$978K0.5%+11.7%0.523%
2/11/2026 Janney Montgomery Scott LLC31,546$330K0.0%+55.7%0.177%
2/11/2026 LPL Financial LLC54,268$568K0.0%+27.2%0.304%
2/3/2026 Brandywine Oak Private Wealth LLC18,533$194K0.0%-9.4%0.104%
1/26/2026 River Street Advisors LLC11,571$121K0.0%N/A0.065%
1/26/2026 BLB&B Advisors LLC21,755$228K0.0%-28.3%0.122%
1/20/2026 Ethos Financial Group LLC12,900$135K0.0%-23.7%0.072%
11/21/2025 Alpine Global Management LLC44,048$455K0.1%N/A0.246%
11/17/2025 Bank of America Corp DE80,006$826K0.0%-27.9%0.448%
11/7/2025 PNC Financial Services Group Inc.48,083$497K0.0%+443.5%0.269%
10/29/2025 North Ground Capital83,691$865K0.5%+68.0%0.468%
8/15/2025 Bank of America Corp DE111,006$1.12M0.0%+8.8%0.621%
8/14/2025 Raymond James Financial Inc.31,439$316K0.0%+40.5%0.176%
8/13/2025 Baird Financial Group Inc.48,127$484K0.0%+39.1%0.269%
8/12/2025 Journey Strategic Wealth LLC20,004$201K0.0%-13.0%0.112%
7/22/2025 Confluence Wealth Services Inc.49,452$497K0.0%+31.9%0.277%
7/16/2025 Kennedy Investment Group10,122$102K0.0%N/A0.057%
5/15/2025Baird Financial Group Inc.34,608$353K0.0%N/A0.194%
5/15/2025Landscape Capital Management L.L.C.27,959$285K0.0%N/A0.156%
5/14/2025North Ground Capital55,335$544K0.5%+46.1%0.310%
5/14/2025WealthTrust Axiom LLC36,945$376K0.1%-3.3%0.207%
5/14/2025Walleye Capital LLC19,017$194K0.0%+68.6%0.106%
5/13/2025Sit Investment Associates Inc.51,685$527K0.0%-88.7%0.289%
5/12/2025Wolverine Asset Management LLC83,276$849K0.0%+336.6%0.466%
5/9/2025PNC Financial Services Group Inc.8,847$90K0.0%N/A0.050%
5/6/2025Cetera Investment Advisers20,817$212K0.0%+47.6%0.116%
5/6/2025Journey Strategic Wealth LLC23,004$234K0.0%+9.5%0.129%
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5/6/2025Readystate Asset Management LP33,558$342K0.0%+50.0%0.188%
5/6/2025Tabor Asset Management LP59,968$611K0.2%N/A0.336%
5/5/2025Tabor Asset Management LP59,968$611K0.2%N/A0.336%
4/28/2025BLB&B Advisors LLC29,554$301K0.0%+31.9%0.165%
4/24/2025Confluence Wealth Services Inc.37,480$364K0.0%N/A0.000%
4/17/2025Janney 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%
2/4/2025Bank of New York Mellon Corp24,951$257K0.0%-73.8%0.000%
2/4/2025Mackay 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%
1/28/2025BLB&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%
1/17/2025Janney 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%
10/23/2024Hennion & Walsh Asset Management Inc.20,823$236K0.0%-48.8%0.000%
10/22/2024International 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%
7/20/2024Hennion & 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%
5/1/2024Janney 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%
Read this warning immediately (Ad)

Porter Stansberry, founder of one of the world's largest financial research firms, says he's breaking the biggest story of his 26-year career. A famous historian whose books have sold over 45 million copies in 65 languages is warning of a structural shift so large it has only one historical parallel - 1776. One Stanford economist calls it 'the biggest change ever - bigger than electricity, bigger than the steam engine.' Stansberry outlines the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.tc pixel

Read Porter Stansberry's full breakdown and protect your wealth now
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%
1/25/2024International 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%
1/24/2024International Assets Investment Management LLC12,420$1.24M0.0%N/A0.000%


VPV Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 institutional investors and hedge funds held shares of Inv Vk Pa Valu. The most heavily invested institutionals were Saba Capital Management L.P. ($4.90M), Robinson Capital Management LLC ($1.74M), Almitas Capital LLC ($1.67M), Whitebox Advisors LLC ($1.38M), Logan Stone Capital LLC ($1.38M), Rivernorth Capital Management LLC ($1.27M), and North Ground Capital ($978K).Learn more on Inv Vk Pa Valu's institutional investors.

Of the 38 institutional investors that purchased Inv Vk Pa Valu's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Robinson Capital Management LLC ($169.38K), Tabor Asset Management LP ($119.94K), Alpine Global Management LLC ($113.17K), Rivernorth Capital Management LLC ($110.93K), Whitebox Advisors LLC ($86.49K), Wolverine Asset Management LLC ($83.26K), and Raymond James Financial Inc. ($67.07K).

Institutional investors have bought a total of 321,165 shares in the last 24 months. This purchase volume represents approximately $3.32M in transactions.

Of the 9 institutional investors that sold Inv Vk Pa Valu's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($31K), BLB&B Advisors LLC ($8.59K), Sit Investment Associates Inc. ($7.72K), Brandywine Oak Private Wealth LLC ($4.22K), Ethos Financial Group LLC ($4K), Journey Strategic Wealth LLC ($3K), and Janney Montgomery Scott LLC ($2.30K).

Institutional investors have sold a total of 63,752 shares in the last 24 months. This volume of shares sold represents approximately $661.96K in transactions.


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This page (NYSE:VPV) was last updated on 6/25/2026 by MarketBeat.com Staff.
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