Purchases and Sales Made in Q4 2024 in Invesco Bond Fund (VBF)
This table provides information about the institutional ownership of Invesco Bond Fund (VBF) during Q4 2024. 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 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
72.7K+ 27.19% |
$1.12M - $1.24M
|
340K
$5.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
57.3KNew |
$880K - $977K
|
57.3K
$874K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
54.4KNew |
$835K - $927K
|
54.4K
$829K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
51K+ 27.61% |
$783K - $869K
|
236K
$3.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
42.4KNew |
$651K - $722K
|
42.4K
$646K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
39.9K+ 39.27% |
$612K - $680K
|
141K
$2.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
22.7KNew |
$349K - $387K
|
22.7K
$347K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
22.3K+ 23.77% |
$342K - $380K
|
116K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
20.4KNew |
$314K - $349K
|
20.4K
$312K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
19.2K+ 17.22% |
$295K - $327K
|
131K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
19.2K+ 14.99% |
$295K - $327K
|
147K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.59KNew |
$70.4K - $78.2K
|
4.59K
$69.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
4.23K+ 6.91% |
$65K - $72.1K
|
65.5K
$999K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
545+ 1.98% |
$8.37K - $9.29K
|
28.1K
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
88New |
$1.35K - $1.5K
|
88
$1.34K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
74New |
$1.14K - $1.26K
|
74
$1.13K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
30+ 0.46% |
$461 - $512
|
6.53K
$99.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-36- 0.34% |
$553 - $614
|
10.5K
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-396- 0.99% |
$6.08K - $6.75K
|
39.6K
$605K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-400- 43.81% |
$6.14K - $6.82K
|
513
$7.82K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-596- 4.94% |
$9.15K - $10.2K
|
11.5K
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-688- 0.32% |
$10.6K - $11.7K
|
212K
$3.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-755- 1.77% |
$11.6K - $12.9K
|
41.8K
$638K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.43K- 8.11% |
$21.9K - $24.3K
|
16.2K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.56K- 4.69% |
$54.7K - $60.7K
|
72.5K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.51K- 10.17% |
$69.3K - $76.9K
|
39.8K
$607K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.97K- 2.72% |
$76.3K - $84.7K
|
178K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-24.7K- 44.18% |
$379K - $421K
|
31.2K
$475K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-32.9K- 27.69% |
$506K - $562K
|
86.1K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-33.3K- 28.91% |
$511K - $567K
|
81.8K
$1.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-37.6K- 34.99% |
$578K - $642K
|
69.9K
$1.07M
|