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 131 institutions that hold shares in the stock, with a total of 39.9 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
12,000
shares
|
$47,160
0.02% of portfolio
|
Q4 2023
New holding
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
11,480
shares
|
$45,116
0.0% of portfolio
|
Q3 2024
New holding
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
11,219
shares
|
$44,090
0.0% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
10,866
shares
|
$42,703
0.0% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
10,547
shares
|
$41,449
0.0% of portfolio
|
Q1 2024
Added 1.03%
|
|
New England Professional Planning Group Inc.
|
Oct 09, 2024 Q3 2024 |
10,539
shares
|
$41,418
0.02% of portfolio
|
Q1 2024
New holding
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
10,535
shares
|
$41,402
0.0% of portfolio
|
Q3 2024
Added 3.52%
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
10,500
shares
|
$41,265
0.01% of portfolio
|
Q3 2024
New holding
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
10,400
shares
|
$40,872
0.0% of portfolio
|
Q3 2023
Added 2.97%
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
10,400
shares
|
$40,872
0.0% of portfolio
|
Q4 2023
New holding
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
10,333
shares
|
$40,608
0.0% of portfolio
|
Q3 2024
New holding
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
10,000
shares
|
$39,300
0.0% of portfolio
|
Q3 2024
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,219
shares
|
$20,510
0.0% of portfolio
|
Q2 2024
Added 3.04%
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$15,720
0.0% of portfolio
|
Q4 2023
Reduced 69.92%
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
3,328
shares
|
$13,079
0.0% of portfolio
|
Q1 2023
New holding
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
3,200
shares
|
$12,576
0.0% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
3,100
shares
|
$12,183
0.0% of portfolio
|
Q4 2022
New holding
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,766
shares
|
$10,870
0.0% of portfolio
|
Q3 2024
Reduced 74.19%
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,500
shares
|
$9,825
0.0% of portfolio
|
Q4 2022
New holding
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,915
shares
|
$7,525
0.0% of portfolio
|
Q3 2023
New holding
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,821
shares
|
$7,156
0.0% of portfolio
|
Q2 2024
Reduced 27.62%
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,400
shares
|
$5,502
0.0% of portfolio
|
Q1 2021
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,150
shares
|
$4,519
0.0% of portfolio
|
Q3 2023
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,021
shares
|
$4,012
0.0% of portfolio
|
Q4 2023
New holding
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
800
shares
|
$3,144
0.0% of portfolio
|
Q3 2024
Reduced 96.89%
|