Purchases and Sales Made in Q1 2023 in Invesco Bond Fund (VBF)
This table provides information about the institutional ownership of Invesco Bond Fund (VBF) during Q1 2023. The information is specifically focused on institutions that hold shares of Invesco Bond Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
63.3K+ 207.1% |
$975K - $1.06M
|
93.8K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
54.8K+ 24.17% |
$844K - $922K
|
281K
$4.47M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
33.2K+ 103.55% |
$512K - $559K
|
65.3K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.2K+ 166.37% |
$497K - $542K
|
51.6K
$820K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
16.2K+ 126.07% |
$250K - $273K
|
29.1K
$462K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.6K+ 35.14% |
$194K - $212K
|
48.4K
$769K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.55K+ 4.44% |
$39.3K - $42.9K
|
60.1K
$955K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.5K+ 316.46% |
$38.5K - $42.1K
|
3.29K
$52.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.32K+ 4.66% |
$35.7K - $38.9K
|
52K
$827K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.68K+ 108.26% |
$25.9K - $28.2K
|
3.23K
$51.3K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.22K+ 2.28% |
$18.8K - $20.5K
|
54.6K
$868K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
524+ 1.02% |
$8.07K - $8.81K
|
51.8K
$823K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street LLC
|
BUY
|
- |
512+ 632.1% |
$7.89K - $8.61K
|
593
$9.42K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
500New |
$7.71K - $8.41K
|
500
$7.95K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
6+ 1.26% |
$92.5 - $101
|
481
$7.64K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.64% |
$46.2 - $50.5
|
470
$7.47K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-405- 2.44% |
$6.24K - $6.81K
|
16.2K
$258K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-826- 2.11% |
$12.7K - $13.9K
|
38.3K
$609K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.36K- 1.92% |
$21K - $22.9K
|
69.7K
$1.11M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.47K- 38.9% |
$22.6K - $24.6K
|
2.3K
$36.6K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.77K- 1.98% |
$27.3K - $29.8K
|
87.5K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.09K- 13.59% |
$32.3K - $35.2K
|
13.3K
$212K
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-6.4K- 26.88% |
$98.6K - $108K
|
17.4K
$277K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.55K- 17.58% |
$132K - $144K
|
40.1K
$637K
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-14.9K- 1.36% |
$229K - $250K
|
1.08M
$17.2M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-19.9K- 14.78% |
$307K - $335K
|
115K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.7K- 14.67% |
$642K - $701K
|
242K
$3.85M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-57.5K- 35.06% |
$886K - $967K
|
106K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-167K- 20.77% |
$2.57M - $2.8M
|
636K
$10.1M
|