Latest Institutional Transactions on Invesco Pennsylvania Value Municipal Income Trust (VPV)
This table provides information on the latest institutional transactions involving Invesco Pennsylvania Value Municipal Income Trust (VPV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.42K- 23.13% |
$33.8K - $37.6K
|
11.4K
$118K
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-32.3K- 27.47% |
$319K - $355K
|
85.2K
$883K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.65K+ 7.34% |
$16.4K - $18.2K
|
24.2K
$251K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.4KNew |
$123K - $136K
|
12.4K
$129K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.34KNew |
$13.2K - $14.7K
|
1.34K
$13.8K
|
|
| Q1 2024 | |||||||
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
99New |
$983 - $1.01K
|
99
$1.03K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
532New |
$5.28K - $5.45K
|
532
$5.52K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
772New |
$7.67K - $7.91K
|
772
$8.01K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-12.6K- 42.6% |
$125K - $129K
|
16.9K
$175K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-5K- 22.83% |
$49.7K - $51.3K
|
16.9K
$175K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.21K- 8.01% |
$12K - $12.4K
|
13.8K
$144K
|
|
| Q4 2023 | |||||||
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
27.3KNew |
$235K - $274K
|
27.3K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.2K- 26.17% |
$44.8K - $52.2K
|
14.7K
$152K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
19.9KNew |
$171K - $199K
|
19.9K
$206K
|
|
| Q3 2023 | |||||||
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
366KNew |
$3.26M - $3.63M
|
366K
$3.79M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.85KNew |
$16.5K - $18.4K
|
1.85K
$19.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.28KNew |
$47.1K - $52.4K
|
5.28K
$54.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
51.5K+ 35.09% |
$460K - $512K
|
198K
$2.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
39.2KNew |
$349K - $389K
|
39.2K
$406K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.45KNew |
$12.9K - $14.4K
|
1.45K
$15K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
600New |
$5.35K - $5.96K
|
600
$6.22K
|
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-4.33K- 20.0% |
$38.6K - $43K
|
17.3K
$180K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.4K- 10.09% |
$12.5K - $13.9K
|
12.5K
$129K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4.82KNew |
$46.5K - $48.7K
|
4.82K
$49.9K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3.26KNew |
$31.4K - $33K
|
3.26K
$33.8K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.06K- 23.35% |
$29.5K - $31K
|
10.1K
$104K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-737- 68.56% |
$7.11K - $7.46K
|
338
$3.51K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44+ 0.35% |
$425 - $445
|
12.7K
$132K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
267+ 0.69% |
$2.58K - $2.7K
|
38.8K
$402K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
100New |
$965 - $1.01K
|
100
$1.04K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.9KNew |
$201K - $221K
|
20.9K
$217K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-277- 18.69% |
$2.66K - $2.93K
|
1.21K
$12.5K
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
10KNew |
$96K - $106K
|
10K
$104K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
100+ 9.09% |
$918 - $1.01K
|
1.2K
$12.4K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
431New |
$3.96K - $4.37K
|
431
$4.47K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.03KNew |
$18.6K - $20.5K
|
2.03K
$21K
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
25.4KNew |
$233K - $257K
|
25.4K
$263K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
21.9KNew |
$201K - $222K
|
21.9K
$227K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-504- 4.76% |
$4.63K - $5.11K
|
10.1K
$105K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$94.7K - $104K
|
10.3K
$107K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Matisse Capital
|
BUY
|
- |
60.6KNew |
$556K - $613K
|
60.6K
$628K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.07K+ 184.14% |
$9.8K - $10.8K
|
1.65K
$17.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
1K+ 50.0% |
$9.18K - $10.1K
|
3K
$31.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 1.29% |
$125 - $147
|
1.02K
$10.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-9.79K- 42.57% |
$94.1K - $111K
|
13.2K
$137K
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8.7K+ 85.37% |
$83.6K - $98.3K
|
18.9K
$196K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
10.2KNew |
$97.6K - $115K
|
10.2K
$105K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
985+ 14.74% |
$9.47K - $11.1K
|
7.67K
$79.5K
|
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
130+ 1.26% |
$1.25K - $1.47K
|
10.5K
$108K
|
|