Latest Institutional Transactions on Invesco Bond Fund (VBF)
This table provides information on the latest institutional transactions involving Invesco Bond Fund (VBF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.04K+ 1.03% |
$30.1K - $32K
|
201K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
66.9K+ 17.47% |
$985K - $1.05M
|
450K
$6.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
4.49K+ 5.74% |
$66.1K - $70.3K
|
82.7K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-596- 5.2% |
$8.77K - $9.33K
|
10.9K
$168K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-80- 0.05% |
$1.18K - $1.25K
|
172K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.76K- 12.42% |
$55.3K - $58.8K
|
26.5K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.39K+ 4.91% |
$49.8K - $53K
|
72.4K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
40.5K+ 392.72% |
$595K - $633K
|
50.8K
$785K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.5K+ 33.12% |
$184K - $195K
|
50.2K
$776K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
36.7K+ 19.42% |
$541K - $575K
|
226K
$3.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.17K- 0.67% |
$17.2K - $18.3K
|
174K
$2.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-17.9K- 9.02% |
$263K - $280K
|
181K
$2.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
55.5KNew |
$817K - $868K
|
55.5K
$858K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-606- 3.47% |
$8.92K - $9.48K
|
16.9K
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.73K+ 1.35% |
$25.5K - $27.1K
|
130K
$2.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.5KNew |
$242K - $258K
|
16.5K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.58K+ 15.34% |
$37.9K - $40.3K
|
19.4K
$300K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
454+ 157.09% |
$6.68K - $7.11K
|
743
$11.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
9.41K+ 21.96% |
$139K - $147K
|
52.3K
$808K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-498- 0.75% |
$7.33K - $7.79K
|
65.9K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.94K- 2.98% |
$58K - $61.7K
|
128K
$1.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
28.2K+ 66.98% |
$416K - $442K
|
70.4K
$1.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.64K- 22.4% |
$53.5K - $56.9K
|
12.6K
$195K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-204- 0.69% |
$3K - $3.19K
|
29.2K
$452K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.67K- 3.93% |
$39.3K - $41.8K
|
65.3K
$1.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-9.36K- 24.29% |
$138K - $146K
|
29.2K
$451K
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-968- 5.33% |
$14.2K - $15.1K
|
17.2K
$266K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
600New |
$8.83K - $9.39K
|
600
$9.28K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.97K- 43.27% |
$29K - $30.9K
|
2.59K
$40K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
75New |
$1.1K - $1.17K
|
75
$1.16K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
500New |
$7.36K - $7.83K
|
500
$7.73K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.03K- 6.48% |
$29.8K - $31.7K
|
29.2K
$452K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.2K- 5.97% |
$17.7K - $18.8K
|
18.9K
$292K
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
246+ 2.14% |
$3.62K - $3.85K
|
11.7K
$181K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300New |
$4.56K - $4.76K
|
300
$4.64K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.19K- 10.56% |
$63.6K - $66.3K
|
35.5K
$548K
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
16.8K+ 82.42% |
$256K - $267K
|
37.3K
$576K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.7KNew |
$25.8K - $26.9K
|
1.7K
$26.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-55.9K- 97.44% |
$849K - $885K
|
1.47K
$22.7K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.59KNew |
$70.4K - $78.2K
|
4.59K
$70.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
88New |
$1.35K - $1.5K
|
88
$1.36K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.51K- 10.17% |
$69.3K - $76.9K
|
39.8K
$616K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-400- 43.81% |
$6.14K - $6.82K
|
513
$7.93K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
74New |
$1.14K - $1.26K
|
74
$1.14K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-32.9K- 27.69% |
$506K - $562K
|
86.1K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-36- 0.34% |
$553 - $614
|
10.5K
$162K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 12.5% |
$1.59K - $1.71K
|
900
$13.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.5K+ 13.64% |
$215K - $231K
|
112K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
20.6KNew |
$329K - $353K
|
20.6K
$319K
|
|