Institutional Ownership Invesco Bond Fund (VBF)
This table provides information about the institutional ownership of Invesco Bond Fund (VBF). We have compiled data on the 47 institutions that hold shares in the stock, with a total of 2.39 Million shares, which have been reported (via 13F filing form) to have a value of $35.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,164
shares
|
$301,451
0.0% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
20,110
shares
|
$300,644
0.09% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
16,165
shares
|
$241,666
0.0% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
11,466
shares
|
$171,416
0.0% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
10,470
shares
|
$156,526
0.0% of portfolio
|
Q3 2024
Added 28.91%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
6,530
shares
|
$97,623
0.0% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
4,585
shares
|
$68,545
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
3,200
shares
|
$47,840
0.01% of portfolio
|
Q1 2024
Reduced 51.52%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,700
shares
|
$25,415
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,538
shares
|
$22,993
0.0% of portfolio
|
Q2 2024
Reduced 14.27%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
1,468
shares
|
$21,946
0.54% of portfolio
|
Q1 2025
Reduced 97.44%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
1,015
shares
|
$15,174
0.0% of portfolio
|
Q4 2023
Reduced 7.73%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,000
shares
|
$14,950
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
900
shares
|
$13,455
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
513
shares
|
$7,669
0.0% of portfolio
|
Q4 2024
Reduced 43.81%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
413
shares
|
$6,174
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
289
shares
|
$4,320
0.0% of portfolio
|
Q3 2024
Added 35.05%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
250
shares
|
$3,737
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
88
shares
|
$1,315
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
74
shares
|
$1,106
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$14
0.0% of portfolio
|
Q1 2022
Reduced 99.8%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|