Institutional Ownership Invesco Bond Fund (VBF)
This table provides information about the institutional ownership of Invesco Bond Fund (VBF). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 2.42 Million shares, which have been reported (via 13F filing form) to have a value of $38.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
20,110
shares
|
$317,335
0.1% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
17,591
shares
|
$277,585
0.0% of portfolio
|
Q3 2024
Added 15.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
12,062
shares
|
$190,338
0.0% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
10,527
shares
|
$166,116
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
10,470
shares
|
$165,216
0.0% of portfolio
|
Q3 2024
Added 28.91%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
3,200
shares
|
$50,496
0.01% of portfolio
|
Q1 2024
Reduced 51.52%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,538
shares
|
$24,269
0.0% of portfolio
|
Q2 2024
Reduced 14.27%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
1,015
shares
|
$16,016
0.0% of portfolio
|
Q4 2023
Reduced 7.73%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
1,000
shares
|
$15,780
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
913
shares
|
$14,407
0.0% of portfolio
|
Q3 2024
Added 77.97%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
900
shares
|
$14,202
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
600
shares
|
$9,468
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
413
shares
|
$6,517
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
289
shares
|
$4,560
0.0% of portfolio
|
Q3 2024
Added 35.05%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
250
shares
|
$3,945
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
99
shares
|
$1,562
0.0% of portfolio
|
Q1 2024
Reduced 78.94%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$15
0.0% of portfolio
|
Q1 2022
Reduced 99.8%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|