Purchases and Sales Made in Q4 2023 in Invesco Bond Fund (VBF)
This table provides information about the institutional ownership of Invesco Bond Fund (VBF) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
85.2KNew |
$1.17M - $1.36M
|
85.2K
$1.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
26.7KNew |
$367K - $425K
|
26.7K
$410K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
22.2KNew |
$304K - $353K
|
22.2K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
16.3KNew |
$223K - $259K
|
16.3K
$250K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
16.2KNew |
$222K - $258K
|
16.2K
$249K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
16.1K+ 4.96% |
$222K - $257K
|
341K
$5.24M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.1K+ 33.86% |
$207K - $241K
|
59.7K
$917K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.17K+ 11.98% |
$126K - $146K
|
85.7K
$1.32M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.06K+ 3.61% |
$111K - $128K
|
232K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.96K+ 11.03% |
$109K - $127K
|
80.1K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
7.49KNew |
$103K - $119K
|
7.49K
$115K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.6KNew |
$22K - $25.5K
|
1.6K
$24.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.35K+ 3.61% |
$18.6K - $21.6K
|
38.9K
$596K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.08K+ 1.13% |
$14.8K - $17.1K
|
96K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.07K+ 7.52% |
$14.7K - $17.1K
|
15.3K
$235K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
880+ 2.04% |
$12.1K - $14K
|
44K
$675K
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
500+ 2.56% |
$6.87K - $7.97K
|
20K
$307K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
8+ 1.62% |
$110 - $127
|
501
$7.69K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.64% |
$41.2 - $47.8
|
467
$7.17K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-85- 7.73% |
$1.17K - $1.35K
|
1.02K
$15.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-133- 4.81% |
$1.83K - $2.12K
|
2.63K
$40.4K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.5K- 93.51% |
$20.6K - $23.9K
|
104
$1.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.59K- 2.6% |
$21.8K - $25.3K
|
59.4K
$911K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.53K- 27.67% |
$34.7K - $40.2K
|
6.6K
$101K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.08K- 1.09% |
$42.3K - $49.1K
|
279K
$4.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.23K- 10.01% |
$44.3K - $51.5K
|
29.1K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.69K- 8.47% |
$64.4K - $74.8K
|
50.7K
$779K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.17K- 5.57% |
$70.9K - $82.3K
|
87.5K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-9.64K- 7.12% |
$132K - $154K
|
126K
$1.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-9.96K- 23.97% |
$137K - $159K
|
31.6K
$485K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.5K- 6.26% |
$213K - $247K
|
232K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-28.4K- 17.43% |
$389K - $452K
|
134K
$2.06M
|
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-34.2K- 5.43% |
$470K - $545K
|
597K
$9.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-50.8K- 87.1% |
$698K - $809K
|
7.52K
$115K
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-104K- 9.81% |
$1.43M - $1.66M
|
959K
$14.7M
|