Purchases and Sales Made in Q4 2022 in Invesco Bond Fund (VBF)
This table provides information about the institutional ownership of Invesco Bond Fund (VBF) during Q4 2022. The information is specifically focused on institutions that hold shares of Invesco Bond Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
58.3K+ 5.62% |
$811K - $952K
|
1.1M
$17.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
57.5KNew |
$800K - $940K
|
57.5K
$898K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
32.1KNew |
$446K - $524K
|
32.1K
$501K
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
19.6KNew |
$273K - $320K
|
19.6K
$306K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
16.4K+ 11.09% |
$228K - $267K
|
164K
$2.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
13K+ 74.1% |
$181K - $212K
|
30.6K
$477K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.06K+ 22.27% |
$126K - $148K
|
49.7K
$776K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.62K+ 3.48% |
$106K - $125K
|
227K
$3.54M
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.82K+ 5.68% |
$53.2K - $62.4K
|
71.1K
$1.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.71K+ 5.34% |
$37.7K - $44.3K
|
53.4K
$833K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.31K+ 17.6% |
$32.1K - $37.7K
|
15.4K
$240K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
500New |
$6.96K - $8.17K
|
500
$7.81K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
470New |
$6.54K - $7.68K
|
470
$7.34K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
397New |
$5.52K - $6.49K
|
397
$6.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
250New |
$3.48K - $4.09K
|
250
$3.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street LLC
|
BUY
|
- |
81New |
$1.13K - $1.32K
|
81
$1.26K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
7+ 1.5% |
$97.4 - $114
|
475
$7.41K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-657- 1.27% |
$9.14K - $10.7K
|
51.2K
$800K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.04K- 17.04% |
$14.5K - $17K
|
5.06K
$78.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.23K- 60.89% |
$17.1K - $20.1K
|
790
$12.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.82K- 7.08% |
$25.2K - $29.7K
|
23.8K
$372K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.82K- 3.61% |
$25.4K - $29.8K
|
48.6K
$759K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-4.75K- 26.99% |
$66.1K - $77.6K
|
12.9K
$201K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.53K- 6.81% |
$90.8K - $107K
|
89.3K
$1.39M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-10.1K- 20.58% |
$141K - $166K
|
39.1K
$611K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.7K- 93.86% |
$190K - $224K
|
895
$14K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-24.6K- 86.73% |
$342K - $402K
|
3.77K
$58.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-31K- 46.41% |
$431K - $507K
|
35.8K
$559K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-52.3K- 27.92% |
$727K - $854K
|
135K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-56.4K- 6.56% |
$784K - $921K
|
802K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-67.6K- 19.22% |
$941K - $1.1M
|
284K
$4.44M
|