Institutional Ownership Invesco Advantage Municipal Income Trust Ii (VKI)
This table provides information about the institutional ownership of Invesco Advantage Municipal Income Trust Ii (VKI). We have compiled data on the 79 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $93.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
66,619
shares
|
$600,237
0.0% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
43,232
shares
|
$389,520
0.0% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
42,444
shares
|
$382,420
0.0% of portfolio
|
Q2 2025
Added 12.93%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
42,114
shares
|
$379,447
0.3% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
39,976
shares
|
$360,183
0.0% of portfolio
|
Q3 2025
Reduced 29.84%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
37,212
shares
|
$335,280
0.01% of portfolio
|
Q2 2025
Reduced 76.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,572
shares
|
$302,483
0.0% of portfolio
|
Q3 2024
Added 59.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
33,055
shares
|
$297,825
0.0% of portfolio
|
Q3 2025
Reduced 13.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
30,988
shares
|
$279,201
0.0% of portfolio
|
Q3 2025
Added 42.07%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
29,529
shares
|
$266,056
0.01% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
29,270
shares
|
$263,722
0.0% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
28,582
shares
|
$257,523
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
28,032
shares
|
$252,568
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
27,123
shares
|
$244,378
0.0% of portfolio
|
Q3 2025
Added 15.87%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
23,556
shares
|
$212,239
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 12, 2025 Q3 2025 |
20,700
shares
|
$186,507
0.12% of portfolio
|
Q3 2025
Reduced 9.54%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
19,814
shares
|
$178,524
0.0% of portfolio
|
Q2 2023
Reduced 31.23%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
19,610
shares
|
$176,686
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
18,390
shares
|
$165,693
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
15,837
shares
|
$142,691
0.03% of portfolio
|
Q3 2024
Added 238.61%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
15,792
shares
|
$142,285
0.0% of portfolio
|
Q3 2025
Added 35.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
15,765
shares
|
$142,042
0.0% of portfolio
|
Q3 2025
Reduced 10.16%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$135,150
0.0% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
14,219
shares
|
$128,113
0.08% of portfolio
|
Q3 2025
Added 11.24%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
13,910
shares
|
$125,329
0.02% of portfolio
|
Q3 2025
Added 10.79%
|
|