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 |
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
15,400
shares
|
$55,594
0.02% of portfolio
|
Q3 2023
Reduced 6.1%
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
15,272
shares
|
$55,131
0.0% of portfolio
|
Q4 2024
Reduced 66.1%
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
15,179
shares
|
$54,796
0.0% of portfolio
|
Q3 2024
New holding
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
14,415
shares
|
$52,038
0.0% of portfolio
|
Q1 2025
Added 2.86%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
13,718
shares
|
$49,521
0.0% of portfolio
|
Q4 2024
Reduced 93.33%
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,662
shares
|
$49,319
0.0% of portfolio
|
Q3 2024
New holding
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
13,388
shares
|
$48,330
0.0% of portfolio
|
Q1 2025
Added 22.37%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
13,000
shares
|
$46,930
0.0% of portfolio
|
Q1 2025
Reduced 44.68%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
13,000
shares
|
$46,930
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
12,560
shares
|
$45,341
0.05% of portfolio
|
Q4 2022
Reduced 65.75%
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
12,347
shares
|
$44,572
0.01% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
12,002
shares
|
$43,327
0.04% of portfolio
|
Q4 2024
New holding
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
11,208
shares
|
$40,460
0.0% of portfolio
|
Q1 2025
Added 2.37%
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
10,893
shares
|
$39,323
0.0% of portfolio
|
Q4 2024
Reduced 18.67%
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
10,866
shares
|
$39,226
0.0% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
10,215
shares
|
$36,876
0.0% of portfolio
|
Q1 2025
Reduced 29.91%
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
10,106
shares
|
$36,482
0.0% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
9,000
shares
|
$32,490
0.0% of portfolio
|
Q4 2024
Added 125.0%
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
6,338
shares
|
$22,880
0.08% of portfolio
|
Q1 2025
New holding
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
4,979
shares
|
$17,974
0.0% of portfolio
|
Q4 2024
New holding
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
4,687
shares
|
$16,920
0.0% of portfolio
|
Q1 2025
Reduced 93.8%
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,766
shares
|
$13,595
0.0% of portfolio
|
Q1 2025
Added 36.15%
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
3,328
shares
|
$12,014
0.0% of portfolio
|
Q1 2023
New holding
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
3,200
shares
|
$11,552
0.0% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
3,100
shares
|
$11,191
0.0% of portfolio
|
Q4 2022
New holding
|