Purchases and Sales Made in Q1 2025 in Invesco High Income Trust Ii (VLT)
This table provides information about the institutional ownership of Invesco High Income Trust Ii (VLT) during Q1 2025. The information is specifically focused on institutions that hold shares of Invesco High Income Trust II.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
83.8K+ 126.93% |
$888K - $935K
|
150K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
18.4KNew |
$195K - $206K
|
18.4K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2KNew |
$150K - $158K
|
14.2K
$154K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
10.6K+ 32.02% |
$112K - $118K
|
43.7K
$475K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.37K+ 82.92% |
$35.7K - $37.6K
|
7.43K
$80.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.28K+ 1.76% |
$13.5K - $14.2K
|
73.6K
$801K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
702New |
$7.43K - $7.83K
|
702
$7.64K
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
243+ 1.33% |
$2.57K - $2.71K
|
18.4K
$201K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
95+ 0.61% |
$1.01K - $1.06K
|
15.8K
$172K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
39New |
$413 - $435
|
39
$424
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
38+ 1.66% |
$402 - $424
|
2.32K
$25.3K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-290- 1.29% |
$3.07K - $3.23K
|
22.2K
$241K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-300- 0.6% |
$3.18K - $3.35K
|
50K
$544K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-330- 2.6% |
$3.49K - $3.68K
|
12.4K
$135K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.43K- 33.22% |
$68.1K - $71.7K
|
12.9K
$141K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-91K- 84.68% |
$964K - $1.02M
|
16.5K
$179K
|