Institutional Ownership Inven Trust Properties Corp. (IVT)
This table provides information about the institutional ownership of Inven Trust Properties Corp. (IVT). We have compiled data on the 317 institutions that hold shares in the stock, with a total of 47.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
295
shares
|
$8,870
0.0% of portfolio
|
Q2 2024
Reduced 76.17%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
293
shares
|
$8,810
0.0% of portfolio
|
Q3 2023
Reduced 82.84%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
293
shares
|
$8,810
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
287
shares
|
$8,630
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
276
shares
|
$8,299
0.0% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
263
shares
|
$7,908
0.0% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
257
shares
|
$7,727
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
249
shares
|
$7,487
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
244
shares
|
$7,337
0.0% of portfolio
|
Q3 2024
Added 2340.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
235
shares
|
$7,066
0.0% of portfolio
|
Q2 2022
Added 17.5%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
234
shares
|
$7,036
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
233
shares
|
$7,006
0.0% of portfolio
|
Q3 2022
Reduced 80.52%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
219
shares
|
$6,585
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
205
shares
|
$6,164
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
203
shares
|
$6,104
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
181
shares
|
$5,442
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
162
shares
|
$4,871
0.0% of portfolio
|
Q4 2023
Reduced 38.17%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
159
shares
|
$4,781
0.0% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
152
shares
|
$4,570
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
145
shares
|
$4,360
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
145
shares
|
$4,360
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
135
shares
|
$4,059
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
134
shares
|
$4,029
0.0% of portfolio
|
Q2 2024
Reduced 52.98%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
130
shares
|
$3,909
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
127
shares
|
$3,818
0.0% of portfolio
|
Q3 2024
Added 0.79%
|