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 |
---|---|---|---|---|---|---|---|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
10.1KNew |
$97.7K - $104K
|
10.1K
$101K
|
|
Q1 2025 | |||||||
May 13, 2025
Q1 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
216K+ 127.7% |
$2.19M - $2.3M
|
386K
$3.84M
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
64.2K+ 336.64% |
$651K - $684K
|
83.3K
$829K
|
|
May 05, 2025
Q1 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
60KNew |
$608K - $639K
|
60K
$597K
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
37.5KNew |
$380K - $399K
|
37.5K
$373K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
34.6KNew |
$351K - $369K
|
34.6K
$345K
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
28KNew |
$284K - $298K
|
28K
$278K
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
22.4K+ 12.8% |
$228K - $239K
|
198K
$1.97M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.1K+ 17.71% |
$224K - $235K
|
147K
$1.46M
|
|
May 14, 2025
Q1 2025
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
17.5K+ 46.1% |
$177K - $186K
|
55.3K
$551K
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
11.2K+ 50.02% |
$113K - $119K
|
33.6K
$334K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.85KNew |
$89.7K - $94.2K
|
8.85K
$88.1K
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
7.74K+ 68.56% |
$78.4K - $82.4K
|
19K
$189K
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
7.16K+ 31.94% |
$72.6K - $76.2K
|
29.6K
$294K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.72K+ 47.65% |
$68.1K - $71.5K
|
20.8K
$207K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3K+ 18.08% |
$30.4K - $32K
|
19.6K
$195K
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2K+ 9.52% |
$20.3K - $21.3K
|
23K
$229K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.43K+ 4.71% |
$14.5K - $15.2K
|
31.7K
$316K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
600New |
$6.08K - $6.39K
|
600
$5.98K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
472+ 4.16% |
$4.79K - $5.03K
|
11.8K
$118K
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
126+ 0.61% |
$1.28K - $1.34K
|
20.9K
$208K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
90+ 0.88% |
$913 - $959
|
10.3K
$102K
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
71+ 0.48% |
$720 - $756
|
15K
$150K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
33.9KNew |
$346K - $386K
|
33.9K
$338K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.4KNew |
$258K - $289K
|
25.4K
$253K
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
22.1KNew |
$226K - $252K
|
22.1K
$220K
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
19.7KNew |
$201K - $224K
|
19.7K
$196K
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
19.3KNew |
$196K - $219K
|
19.3K
$192K
|
|
Feb 13, 2025
Q4 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
12.5K+ 26.31% |
$127K - $142K
|
60K
$597K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1KNew |
$10.2K - $11.4K
|
1K
$9.96K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
784New |
$7.99K - $8.92K
|
784
$7.81K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
132New |
$1.35K - $1.5K
|
132
$1.31K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
73New |
$744 - $831
|
73
$727
|
|
Q3 2024 | |||||||
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
30.4KNew |
$327K - $344K
|
30.4K
$302K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.8K+ 1031.0% |
$138K - $145K
|
14K
$140K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12KNew |
$130K - $136K
|
12K
$120K
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
10.6KNew |
$114K - $120K
|
10.6K
$106K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.2KNew |
$109K - $115K
|
10.2K
$101K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
736+ 1.83% |
$7.93K - $8.33K
|
41K
$408K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
86.5K+ 212.88% |
$856K - $951K
|
127K
$1.27M
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.4KNew |
$123K - $136K
|
12.4K
$123K
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
3.77K+ 2.52% |
$37.3K - $41.4K
|
153K
$1.53M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.65K+ 7.34% |
$16.4K - $18.2K
|
24.2K
$241K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
772New |
$7.67K - $7.91K
|
772
$7.69K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
532New |
$5.28K - $5.45K
|
532
$5.3K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
99New |
$983 - $1.01K
|
99
$986
|
|
Q4 2023 | |||||||
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
27.3KNew |
$235K - $274K
|
27.3K
$272K
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
19.9KNew |
$171K - $199K
|
19.9K
$198K
|
|
Q3 2023 | |||||||
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
366KNew |
$3.26M - $3.63M
|
366K
$3.64M
|