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 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
51.5K+ 35.09% |
$460K - $512K
|
198K
$1.98M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
39.2KNew |
$349K - $389K
|
39.2K
$390K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.28KNew |
$47.1K - $52.4K
|
5.28K
$52.6K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.85KNew |
$16.5K - $18.4K
|
1.85K
$18.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.45KNew |
$12.9K - $14.4K
|
1.45K
$14.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
600New |
$5.35K - $5.96K
|
600
$5.98K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4.82KNew |
$46.5K - $48.7K
|
4.82K
$48K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3.26KNew |
$31.4K - $33K
|
3.26K
$32.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
267+ 0.69% |
$2.58K - $2.7K
|
38.8K
$386K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
100New |
$965 - $1.01K
|
100
$996
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44+ 0.35% |
$425 - $445
|
12.7K
$127K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.9KNew |
$201K - $221K
|
20.9K
$208K
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
10KNew |
$96K - $106K
|
10K
$99.6K
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Matisse Capital
|
BUY
|
- |
60.6KNew |
$556K - $613K
|
60.6K
$603K
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
25.4KNew |
$233K - $257K
|
25.4K
$253K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
21.9KNew |
$201K - $222K
|
21.9K
$218K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$94.7K - $104K
|
10.3K
$103K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.03KNew |
$18.6K - $20.5K
|
2.03K
$20.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.07K+ 184.14% |
$9.8K - $10.8K
|
1.65K
$16.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
1K+ 50.0% |
$9.18K - $10.1K
|
3K
$29.9K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
431New |
$3.96K - $4.37K
|
431
$4.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
100+ 9.09% |
$918 - $1.01K
|
1.2K
$12K
|
|
|
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
$326K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
10.2KNew |
$97.6K - $115K
|
10.2K
$101K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
985+ 14.74% |
$9.47K - $11.1K
|
7.67K
$76.4K
|
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
130+ 1.26% |
$1.25K - $1.47K
|
10.5K
$104K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 1.29% |
$125 - $147
|
1.02K
$10.2K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
18.7KNew |
$187K - $218K
|
18.7K
$186K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
16.8KNew |
$168K - $195K
|
16.8K
$167K
|
|
| Q4 2021 | |||||||
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
11.5KNew |
$150K - $160K
|
11.5K
$114K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.1KNew |
$14.3K - $15.3K
|
1.1K
$10.9K
|
|
| Q2 2021 | |||||||
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
3.15K+ 59.1% |
$40.8K - $42.2K
|
8.48K
$84.4K
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Kercheville Advisors, LLC
|
BUY
|
- |
11KNew |
$131K - $140K
|
11K
$110K
|
|
|
Feb 10, 2021
Q4 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1+ 0.96% |
$11.9 - $12.8
|
105
$1.05K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
900New |
$11.7K - $12.4K
|
900
$8.96K
|
|
| Q2 2018 | |||||||
|
Mar 24, 2023
Q2 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
400New |
$4.65K - $4.79K
|
400
$3.98K
|
|
| Q3 2017 | |||||||
|
Oct 25, 2017
Q3 2017
|
First Manhattan CO
New York, NY |
BUY
|
- |
350New |
$4.31K - $4.42K
|
350
$3.49K
|
|