Institutional Ownership Invesco Senior Income Trust (VVR)
This table provides information about the institutional ownership of Invesco Senior Income Trust (VVR). We have compiled data on the 137 institutions that hold shares in the stock, with a total of 46 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
72,546
shares
|
$261,891
0.13% of portfolio
|
Q1 2023
Reduced 12.12%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
66,627
shares
|
$240,523
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
63,780
shares
|
$230,245
0.0% of portfolio
|
Q4 2024
Added 14.34%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
63,000
shares
|
$227,430
0.1% of portfolio
|
Q4 2022
Reduced 73.89%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
60,933
shares
|
$219,968
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
59,432
shares
|
$214,549
0.15% of portfolio
|
Q1 2024
Added 0.05%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
52,000
shares
|
$187,720
0.12% of portfolio
|
Q2 2022
Added 138.74%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
49,400
shares
|
$178,334
0.02% of portfolio
|
Q1 2025
Added 41.95%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
48,876
shares
|
$176,442
0.12% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
48,510
shares
|
$175,121
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
47,749
shares
|
$172,373
0.0% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
46,385
shares
|
$167,449
0.08% of portfolio
|
Q3 2024
Reduced 45.36%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
45,954
shares
|
$165,893
0.0% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
43,875
shares
|
$158,388
0.07% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
43,182
shares
|
$155,887
0.0% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
39,993
shares
|
$144,374
0.0% of portfolio
|
Q1 2025
Reduced 26.5%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
39,667
shares
|
$143,197
0.18% of portfolio
|
Q3 2022
Added 12.65%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
39,642
shares
|
$143,107
0.01% of portfolio
|
Q4 2024
Reduced 29.02%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
39,000
shares
|
$140,790
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
38,893
shares
|
$140,403
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
38,000
shares
|
$137,180
0.01% of portfolio
|
Q1 2024
Added 22.58%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Apr 11, 2025 Q1 2025 |
37,139
shares
|
$134,071
0.09% of portfolio
|
Q2 2024
Reduced 5.75%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
34,661
shares
|
$125,126
0.02% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
34,000
shares
|
$122,740
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
30,813
shares
|
$111,234
0.05% of portfolio
|
Q1 2025
Reduced 58.35%
|