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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53+ 0.13% |
$844 - $907
|
40K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.02K+ 8.51% |
$144K - $154K
|
115K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 12.5% |
$1.59K - $1.71K
|
900
$14.2K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
204+ 1.72% |
$3.25K - $3.49K
|
12.1K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.4K- 20.45% |
$229K - $246K
|
55.9K
$881K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.59K- 2.05% |
$25.4K - $27.2K
|
76K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.7K- 4.8% |
$171K - $184K
|
213K
$3.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
46K+ 33.14% |
$732K - $787K
|
185K
$2.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-172K- 39.2% |
$2.75M - $2.95M
|
267K
$4.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.5K+ 13.64% |
$215K - $231K
|
112K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-169K- 48.01% |
$2.69M - $2.89M
|
183K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.35K+ 28.91% |
$37.4K - $40.2K
|
10.5K
$165K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
68.6K+ 208.55% |
$1.09M - $1.17M
|
102K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
20.6KNew |
$329K - $353K
|
20.6K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
11.4K+ 9.74% |
$181K - $194K
|
128K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
12.7K+ 12.83% |
$202K - $217K
|
112K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.35K+ 2.25% |
$21.5K - $23K
|
61.3K
$967K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.1K- 21.45% |
$193K - $207K
|
44.3K
$700K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
400+ 77.97% |
$6.37K - $6.84K
|
913
$14.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.07K+ 2.57% |
$17K - $18.2K
|
42.6K
$672K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.06K- 4.4% |
$48.8K - $52.4K
|
66.4K
$1.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.79K+ 6.96% |
$28.5K - $30.7K
|
27.5K
$434K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
75+ 35.05% |
$1.19K - $1.28K
|
289
$4.56K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
94.3K+ 1545.23% |
$1.5M - $1.61M
|
100K
$1.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.25K- 2.93% |
$51.8K - $55.6K
|
108K
$1.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-179K- 60.12% |
$2.86M - $3.07M
|
119K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.25K+ 24.81% |
$67.7K - $72.7K
|
21.4K
$337K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
122+ 0.61% |
$1.94K - $2.09K
|
20.2K
$318K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.41K+ 15.87% |
$38.4K - $41.2K
|
17.6K
$278K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
27.4K+ 41.31% |
$437K - $469K
|
93.8K
$1.48M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-256- 14.27% |
$3.86K - $4.15K
|
1.54K
$24.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Clear Street LLC
|
BUY
|
- |
114New |
$1.72K - $1.85K
|
114
$1.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-8.27K- 34.6% |
$125K - $134K
|
15.6K
$247K
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-72.1K- 16.46% |
$1.09M - $1.17M
|
366K
$5.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
250New |
$3.77K - $4.06K
|
250
$3.95K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1KNew |
$15.1K - $16.2K
|
1K
$15.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
100+ 0.5% |
$1.51K - $1.62K
|
20.1K
$317K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.75K+ 16.15% |
$56.6K - $60.9K
|
27K
$425K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
10.5KNew |
$158K - $170K
|
10.5K
$166K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-371- 78.94% |
$5.63K - $6.01K
|
99
$1.56K
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-10.8K- 40.57% |
$164K - $175K
|
15.9K
$250K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
233New |
$3.54K - $3.77K
|
233
$3.68K
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
43.4KNew |
$658K - $702K
|
43.4K
$684K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-3.4K- 51.52% |
$51.6K - $55K
|
3.2K
$50.5K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
600New |
$9.11K - $9.71K
|
600
$9.47K
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
12.3KNew |
$187K - $199K
|
12.3K
$194K
|
|
| Q4 2023 | |||||||
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.5K- 93.51% |
$20.6K - $23.9K
|
104
$1.64K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
7.49KNew |
$103K - $119K
|
7.49K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
16.3KNew |
$223K - $259K
|
16.3K
$257K
|
|