Institutional Ownership Invesco Pennsylvania Value Municipal Income Trust (VPV)
This table provides information about the institutional ownership of Invesco Pennsylvania Value Municipal Income Trust (VPV). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 1.42 Million shares, which have been reported (via 13F filing form) to have a value of $15.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
14,734
shares
|
$158,832
0.0% of portfolio
|
Q2 2025
Reduced 27.26%
|
|
|
Mackay Shields LLC
|
Oct 27, 2025 Q3 2025 |
14,433
shares
|
$155,587
0.04% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
12,418
shares
|
$133,866
0.0% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
11,822
shares
|
$127,441
0.0% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Kercheville Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
11,000
shares
|
$118,580
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
10,388
shares
|
$111,982
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
10,324
shares
|
$111,292
0.04% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,215
shares
|
$110,117
0.0% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
10,000
shares
|
$107,800
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
3,000
shares
|
$32,339
0.02% of portfolio
|
Q4 2022
Added 50.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$10,780
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
532
shares
|
$5,734
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
450
shares
|
$4,851
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
200
shares
|
$2,156
0.0% of portfolio
|
Q3 2025
Reduced 71.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
73
shares
|
$786
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|