Latest Institutional Purchases of Invesco Pennsylvania Value Municipal Income Trust (VPV)
This list provides information on the latest institutional transactions involving Invesco Pennsylvania Value Municipal Income Trust (VPV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
169KNew |
$1.73M - $1.93M
|
169K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
37.9KNew |
$386K - $431K
|
37.9K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
33.9KNew |
$346K - $386K
|
33.9K
$358K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
29KNew |
$295K - $330K
|
29K
$306K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.4KNew |
$258K - $289K
|
25.4K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
22.4KNew |
$228K - $255K
|
22.4K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
22.1KNew |
$226K - $252K
|
22.1K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
19.7KNew |
$201K - $224K
|
19.7K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
19.3KNew |
$196K - $219K
|
19.3K
$203K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
19.1K+ 95260.0% |
$194K - $217K
|
19.1K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
12.5K+ 26.31% |
$127K - $142K
|
60K
$632K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
11.3KNew |
$115K - $128K
|
11.3K
$119K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.83K+ 4.96% |
$18.6K - $20.8K
|
38.6K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.17K+ 9.07% |
$11.9K - $13.3K
|
14.1K
$149K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1KNew |
$10.2K - $11.4K
|
1K
$10.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
784New |
$7.99K - $8.92K
|
784
$8.26K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
700+ 2.37% |
$7.13K - $7.97K
|
30.3K
$319K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
132New |
$1.35K - $1.5K
|
132
$1.39K
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
66+ 0.44% |
$673 - $751
|
14.9K
$157K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
30.4KNew |
$327K - $344K
|
30.4K
$320K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.8K+ 1031.0% |
$138K - $145K
|
14K
$148K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12KNew |
$130K - $136K
|
12K
$127K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
10.6KNew |
$114K - $120K
|
10.6K
$112K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.2KNew |
$109K - $115K
|
10.2K
$107K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
736+ 1.83% |
$7.93K - $8.33K
|
41K
$432K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
86.5K+ 212.88% |
$856K - $951K
|
127K
$1.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.4KNew |
$123K - $136K
|
12.4K
$131K
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
3.77K+ 2.52% |
$37.3K - $41.4K
|
153K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.65K+ 7.34% |
$16.4K - $18.2K
|
24.2K
$255K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.34KNew |
$13.2K - $14.7K
|
1.34K
$14.1K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
772New |
$7.67K - $7.91K
|
772
$8.14K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
532New |
$5.28K - $5.45K
|
532
$5.61K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
99New |
$983 - $1.01K
|
99
$1.04K
|
|
| Q4 2023 | |||||||
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
27.3KNew |
$235K - $274K
|
27.3K
$288K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
19.9KNew |
$171K - $199K
|
19.9K
$209K
|
|
| Q3 2023 | |||||||
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
366KNew |
$3.26M - $3.63M
|
366K
$3.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
51.5K+ 35.09% |
$460K - $512K
|
198K
$2.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
39.2KNew |
$349K - $389K
|
39.2K
$413K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.28KNew |
$47.1K - $52.4K
|
5.28K
$55.7K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.85KNew |
$16.5K - $18.4K
|
1.85K
$19.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.45KNew |
$12.9K - $14.4K
|
1.45K
$15.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
600New |
$5.35K - $5.96K
|
600
$6.32K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4.82KNew |
$46.5K - $48.7K
|
4.82K
$50.8K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3.26KNew |
$31.4K - $33K
|
3.26K
$34.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
267+ 0.69% |
$2.58K - $2.7K
|
38.8K
$409K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
100New |
$965 - $1.01K
|
100
$1.05K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44+ 0.35% |
$425 - $445
|
12.7K
$134K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.9KNew |
$201K - $221K
|
20.9K
$220K
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
10KNew |
$96K - $106K
|
10K
$105K
|
|