Purchases and Sales Made in Q4 2023 in Invesco Advantage Municipal Income Trust Ii (VKI)
This table provides information about the institutional ownership of Invesco Advantage Municipal Income Trust Ii (VKI) during Q4 2023. The information is specifically focused on institutions that hold shares of Invesco Advantage Municipal Income Trust II.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
248K+ 199.53% |
$1.77M - $2.1M
|
372K
$3.43M
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
234K+ 38.39% |
$1.67M - $1.98M
|
842K
$7.75M
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
170K+ 30.71% |
$1.21M - $1.44M
|
722K
$6.65M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
148K+ 141.04% |
$1.06M - $1.26M
|
254K
$2.34M
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
148K+ 11.89% |
$1.06M - $1.25M
|
1.39M
$12.8M
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
147K+ 18.5% |
$1.05M - $1.25M
|
942K
$8.68M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
105K+ 63.46% |
$748K - $888K
|
270K
$2.49M
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
104K+ 17.47% |
$742K - $880K
|
699K
$6.44M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
67.4KNew |
$481K - $571K
|
67.4K
$620K
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
67.1K+ 210.82% |
$479K - $568K
|
98.9K
$911K
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
58.5KNew |
$417K - $495K
|
58.5K
$538K
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
58.5KNew |
$417K - $495K
|
58.5K
$538K
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
58.2K+ 8.59% |
$415K - $493K
|
735K
$6.77M
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
58.2K+ 8.59% |
$415K - $493K
|
735K
$6.77M
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
43.1K+ 14.67% |
$308K - $365K
|
337K
$3.1M
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
36.1KNew |
$258K - $306K
|
36.1K
$333K
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
29.4KNew |
$210K - $249K
|
29.4K
$270K
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
29.1KNew |
$208K - $246K
|
29.1K
$268K
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
26.4KNew |
$188K - $224K
|
26.4K
$243K
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
25.7K+ 51.6% |
$183K - $217K
|
75.4K
$694K
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
21.4K+ 6.19% |
$153K - $181K
|
367K
$3.38M
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
21.3KNew |
$152K - $180K
|
21.3K
$196K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
20.8K+ 2.55% |
$149K - $177K
|
838K
$7.72M
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
19.2K+ 57.14% |
$137K - $163K
|
52.8K
$486K
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
18.2KNew |
$130K - $154K
|
18.2K
$168K
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
17.5KNew |
$125K - $148K
|
17.5K
$161K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.8K+ 131.43% |
$120K - $142K
|
29.5K
$272K
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
16.7KNew |
$119K - $141K
|
16.7K
$154K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.3K+ 88.31% |
$116K - $138K
|
34.7K
$319K
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
16.2KNew |
$116K - $137K
|
16.2K
$149K
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
16.2KNew |
$116K - $137K
|
16.2K
$149K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
15.6KNew |
$111K - $132K
|
15.6K
$143K
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
15KNew |
$107K - $127K
|
15K
$138K
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.7KNew |
$76.5K - $90.8K
|
10.7K
$98.7K
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
10.3KNew |
$73.8K - $87.5K
|
10.3K
$95.2K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10.2KNew |
$73K - $86.6K
|
10.2K
$94.2K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.3K+ 63.7% |
$52.1K - $61.8K
|
18.8K
$173K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7.3KNew |
$52.1K - $61.8K
|
7.3K
$67.2K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.81K+ 15.56% |
$48.6K - $57.7K
|
50.6K
$466K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.95K+ 11.94% |
$35.3K - $41.9K
|
46.4K
$427K
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.02K+ 36.19% |
$28.7K - $34K
|
15.1K
$139K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3KNew |
$21.4K - $25.4K
|
3K
$27.6K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.32KNew |
$16.6K - $19.7K
|
2.32K
$21.4K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.01KNew |
$14.4K - $17.1K
|
2.01K
$18.5K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.83K+ 21.08% |
$13.1K - $15.5K
|
10.5K
$96.8K
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.11K+ 7.42% |
$7.93K - $9.41K
|
16.1K
$148K
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
1.03K+ 7.82% |
$7.35K - $8.72K
|
14.2K
$131K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
669New |
$4.78K - $5.67K
|
669
$6.16K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
275+ 9.15% |
$1.96K - $2.33K
|
3.28K
$30.2K
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
32+ 0.03% |
$228 - $271
|
97.5K
$898K
|