Purchases and Sales Made in Q1 2025 in Invesco Bond Fund (VBF)
This table provides information about the institutional ownership of Invesco Bond Fund (VBF) during Q1 2025. 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 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
186K+ 6856.36% |
$2.83M - $2.95M
|
189K
$2.9M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
45.3K+ 199.25% |
$688K - $718K
|
68K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
42.9K+ 12.6% |
$651K - $679K
|
383K
$5.87M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
29.4KNew |
$447K - $466K
|
29.4K
$451K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
28.3K+ 19.21% |
$430K - $448K
|
175K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
16.8K+ 82.42% |
$256K - $267K
|
37.3K
$571K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
16.8KNew |
$255K - $266K
|
16.8K
$257K
|
|
|
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
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
10.3KNew |
$157K - $163K
|
10.3K
$158K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7K+ 66.85% |
$106K - $111K
|
17.5K
$268K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.17K+ 11.27% |
$48.1K - $50.2K
|
31.2K
$479K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.7KNew |
$25.8K - $26.9K
|
1.7K
$26K
|
|
|
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 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
900+ 1.65% |
$13.7K - $14.3K
|
55.3K
$847K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300New |
$4.56K - $4.76K
|
300
$4.6K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
68+ 0.42% |
$1.03K - $1.08K
|
16.2K
$249K
|
|
|
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
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-907- 2.91% |
$13.8K - $14.4K
|
30.3K
$464K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.97K- 30.21% |
$30K - $31.3K
|
4.56K
$69.8K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-3.3K- 7.89% |
$50.1K - $52.3K
|
38.5K
$590K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.51K- 4.84% |
$53.4K - $55.6K
|
69K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.55K- 4.34% |
$54K - $56.3K
|
78.2K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.19K- 10.56% |
$63.6K - $66.3K
|
35.5K
$543K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.68K- 11.04% |
$71.1K - $74.2K
|
37.7K
$577K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.13K- 3.45% |
$93.2K - $97.2K
|
172K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.2K- 6.2% |
$200K - $208K
|
199K
$3.05M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-22.6K- 34.58% |
$344K - $359K
|
42.8K
$656K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-27.8K- 39.71% |
$422K - $440K
|
42.2K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-37.3K- 15.81% |
$566K - $591K
|
198K
$3.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-55.9K- 97.44% |
$849K - $885K
|
1.47K
$22.5K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-139K- 98.08% |
$2.11M - $2.2M
|
2.72K
$41.6K
|