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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
186K+ 6856.36% |
$2.83M - $2.95M
|
189K
$2.9M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300New |
$4.56K - $4.76K
|
300
$4.61K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.2K- 6.2% |
$200K - $208K
|
199K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.51K- 4.84% |
$53.4K - $55.6K
|
69K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.19K- 10.56% |
$63.6K - $66.3K
|
35.5K
$545K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
900+ 1.65% |
$13.7K - $14.3K
|
55.3K
$849K
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
10.3KNew |
$157K - $163K
|
10.3K
$158K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.03% |
$45.6 - $47.6
|
11.5K
$176K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
16.8KNew |
$255K - $266K
|
16.8K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-37.3K- 15.81% |
$566K - $591K
|
198K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-907- 2.91% |
$13.8K - $14.4K
|
30.3K
$465K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
29.4KNew |
$447K - $466K
|
29.4K
$452K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.55K- 4.34% |
$54K - $56.3K
|
78.2K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
42.9K+ 12.6% |
$651K - $679K
|
383K
$5.88M
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
16.8K+ 82.42% |
$256K - $267K
|
37.3K
$573K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.13K- 3.45% |
$93.2K - $97.2K
|
172K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.68K- 11.04% |
$71.1K - $74.2K
|
37.7K
$579K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
45.3K+ 199.25% |
$688K - $718K
|
68K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-3.3K- 7.89% |
$50.1K - $52.3K
|
38.5K
$592K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7K+ 66.85% |
$106K - $111K
|
17.5K
$268K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
28.3K+ 19.21% |
$430K - $448K
|
175K
$2.7M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-22.6K- 34.58% |
$344K - $359K
|
42.8K
$658K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
68+ 0.42% |
$1.03K - $1.08K
|
16.2K
$249K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.46K+ 1.11% |
$22.1K - $23.1K
|
132K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.97K- 30.21% |
$30K - $31.3K
|
4.56K
$70K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
12.5K+ 10.77% |
$190K - $198K
|
129K
$1.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
11.5KNew |
$174K - $182K
|
11.5K
$176K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.17K+ 11.27% |
$48.1K - $50.2K
|
31.2K
$480K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.7KNew |
$25.8K - $26.9K
|
1.7K
$26.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-27.8K- 39.71% |
$422K - $440K
|
42.2K
$648K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-55.9K- 97.44% |
$849K - $885K
|
1.47K
$22.5K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.59KNew |
$70.4K - $78.2K
|
4.59K
$70.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
88New |
$1.35K - $1.5K
|
88
$1.35K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.51K- 10.17% |
$69.3K - $76.9K
|
39.8K
$612K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-400- 43.81% |
$6.14K - $6.82K
|
513
$7.88K
|
|
|
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
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-36- 0.34% |
$553 - $614
|
10.5K
$161K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 12.5% |
$1.59K - $1.71K
|
900
$13.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.5K+ 13.64% |
$215K - $231K
|
112K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
20.6KNew |
$329K - $353K
|
20.6K
$317K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.06K- 4.4% |
$48.8K - $52.4K
|
66.4K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
75+ 35.05% |
$1.19K - $1.28K
|
289
$4.44K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
94.3K+ 1545.23% |
$1.5M - $1.61M
|
100K
$1.54M
|
|
|
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
$328K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
122+ 0.61% |
$1.94K - $2.09K
|
20.2K
$310K
|
|
| Q2 2024 | |||||||
|
May 15, 2025
Q2 2024
|
Clear Street LLC
|
SELL
|
- |
-479- 80.78% |
$7.22K - $7.77K
|
114
$1.75K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-256- 14.27% |
$3.86K - $4.15K
|
1.54K
$23.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
250New |
$3.77K - $4.06K
|
250
$3.84K
|
|