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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.03KNew |
$18.6K - $20.5K
|
2.03K
$21.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.07K+ 184.14% |
$9.8K - $10.8K
|
1.65K
$17.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
1K+ 50.0% |
$9.18K - $10.1K
|
3K
$31.4K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
431New |
$3.96K - $4.37K
|
431
$4.51K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
100+ 9.09% |
$918 - $1.01K
|
1.2K
$12.6K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
32.7KNew |
$314K - $369K
|
32.7K
$342K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
10.2KNew |
$97.6K - $115K
|
10.2K
$106K
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8.7K+ 85.37% |
$83.6K - $98.3K
|
18.9K
$198K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
985+ 14.74% |
$9.47K - $11.1K
|
7.67K
$80.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
130+ 1.26% |
$1.25K - $1.47K
|
10.5K
$109K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 1.29% |
$125 - $147
|
1.02K
$10.7K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
18.7KNew |
$187K - $218K
|
18.7K
$196K
|
|
|
Aug 04, 2022
Q2 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
18.1KNew |
$181K - $210K
|
18.1K
$189K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
16.8KNew |
$168K - $195K
|
16.8K
$176K
|
|
| Q4 2021 | |||||||
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
11.5KNew |
$150K - $160K
|
11.5K
$120K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.1KNew |
$14.3K - $15.3K
|
1.1K
$11.5K
|
|
| Q2 2021 | |||||||
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
3.15K+ 59.1% |
$40.8K - $42.2K
|
8.48K
$88.6K
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Kercheville Advisors, LLC
|
BUY
|
- |
11KNew |
$131K - $140K
|
11K
$115K
|
|
|
Feb 10, 2021
Q4 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1+ 0.96% |
$11.9 - $12.8
|
105
$1.1K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
900New |
$11.7K - $12.4K
|
900
$9.41K
|
|
| Q2 2018 | |||||||
|
Mar 24, 2023
Q2 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
400New |
$4.65K - $4.79K
|
400
$4.18K
|
|
| Q3 2017 | |||||||
|
Oct 25, 2017
Q3 2017
|
First Manhattan CO
New York, NY |
BUY
|
- |
350New |
$4.31K - $4.42K
|
350
$3.66K
|
|