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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
108K+ 4.44% |
$1.17M - $1.23M
|
2.55M
$26.7M
|
|
|
Dec 03, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
55.5K+ 11.59% |
$599K - $629K
|
535K
$5.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
47.5KNew |
$512K - $537K
|
47.5K
$497K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
30.4KNew |
$327K - $344K
|
30.4K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.9K+ 18.74% |
$204K - $214K
|
120K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.9KNew |
$139K - $146K
|
12.9K
$135K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.8K+ 1031.0% |
$138K - $145K
|
14K
$147K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12KNew |
$130K - $136K
|
12K
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
10.6KNew |
$114K - $120K
|
10.6K
$111K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.2KNew |
$109K - $115K
|
10.2K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.98K+ 1.94% |
$32.1K - $33.8K
|
157K
$1.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
736+ 1.83% |
$7.93K - $8.33K
|
41K
$429K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
499+ 1.72% |
$5.38K - $5.65K
|
29.6K
$309K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
385+ 1.83% |
$4.15K - $4.36K
|
21.4K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
331+ 2.95% |
$3.57K - $3.75K
|
11.6K
$121K
|
|
|
Nov 14, 2024
Q3 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
65+ 0.44% |
$701 - $736
|
14.9K
$156K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40+ 0.16% |
$431 - $453
|
25.3K
$265K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
20New |
$216 - $226
|
20
$209
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
86.5K+ 212.88% |
$856K - $951K
|
127K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
56.7K+ 2.01% |
$561K - $624K
|
2.88M
$30.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.4KNew |
$123K - $136K
|
12.4K
$130K
|
|
|
Aug 09, 2024
Q2 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
10K+ 19.38% |
$99K - $110K
|
61.6K
$644K
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
3.77K+ 2.52% |
$37.3K - $41.4K
|
153K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.65K+ 7.34% |
$16.4K - $18.2K
|
24.2K
$253K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.34KNew |
$13.2K - $14.7K
|
1.34K
$14K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
275New |
$2.72K - $3.03K
|
275
$2.88K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
772New |
$7.67K - $7.91K
|
772
$8.08K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
532New |
$5.28K - $5.45K
|
532
$5.56K
|
|
|
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
$286K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
19.9KNew |
$171K - $199K
|
19.9K
$208K
|
|
| Q3 2023 | |||||||
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
366KNew |
$3.26M - $3.63M
|
366K
$3.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
51.5K+ 35.09% |
$460K - $512K
|
198K
$2.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
39.2KNew |
$349K - $389K
|
39.2K
$410K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.28KNew |
$47.1K - $52.4K
|
5.28K
$55.2K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.85KNew |
$16.5K - $18.4K
|
1.85K
$19.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.45KNew |
$12.9K - $14.4K
|
1.45K
$15.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
600New |
$5.35K - $5.96K
|
600
$6.28K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4.82KNew |
$46.5K - $48.7K
|
4.82K
$50.4K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3.26KNew |
$31.4K - $33K
|
3.26K
$34.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
267+ 0.69% |
$2.58K - $2.7K
|
38.8K
$406K
|
|
|
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
$133K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.9KNew |
$201K - $221K
|
20.9K
$219K
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
10KNew |
$96K - $106K
|
10K
$105K
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Matisse Capital
|
BUY
|
- |
60.6KNew |
$556K - $613K
|
60.6K
$633K
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
25.4KNew |
$233K - $257K
|
25.4K
$265K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
21.9KNew |
$201K - $222K
|
21.9K
$229K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$94.7K - $104K
|
10.3K
$108K
|
|