Institutional Ownership Invesco Pennsylvania Value Municipal Income Trust (VPV)
This table provides information about the institutional ownership of Invesco Pennsylvania Value Municipal Income Trust (VPV). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 1.42 Million shares, which have been reported (via 13F filing form) to have a value of $15.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Robinson Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
288,378
shares
|
$3.11 Million
1.64% of portfolio
|
Q3 2025
Reduced 29.32%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
144,087
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2025
Added 13.01%
|
|
|
Cf Capital LLC
Cohasset, MA |
Oct 29, 2025 Q3 2025 |
83,691
shares
|
$902,188
0.53% of portfolio
|
Q3 2025
Added 68.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
80,006
shares
|
$862,464
0.0% of portfolio
|
Q3 2025
Reduced 27.93%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Nov 14, 2025 Q3 2025 |
73,922
shares
|
$796,879
0.07% of portfolio
|
Q3 2025
Reduced 60.44%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
49,452
shares
|
$533,092
0.03% of portfolio
|
Q2 2025
Added 31.94%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
48,309
shares
|
$520,771
0.0% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
48,083
shares
|
$518,334
0.0% of portfolio
|
Q3 2025
Added 443.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
47,277
shares
|
$509,646
0.0% of portfolio
|
Q3 2025
Added 127.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
42,664
shares
|
$459,917
0.0% of portfolio
|
Q3 2025
Added 40.39%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
41,638
shares
|
$448,857
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
39,153
shares
|
$422,069
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
34,963
shares
|
$376,901
0.1% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
31,905
shares
|
$343,935
0.0% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
31,507
shares
|
$339,645
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,821
shares
|
$332,250
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
30,347
shares
|
$327,140
0.01% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
28,124
shares
|
$303,176
0.01% of portfolio
|
Q3 2025
Reduced 45.59%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
25,360
shares
|
$273,380
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
20,462
shares
|
$220,580
0.02% of portfolio
|
Q4 2024
Reduced 13.61%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
20,265
shares
|
$218,456
0.0% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
20,004
shares
|
$215,643
0.01% of portfolio
|
Q2 2025
Reduced 13.04%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
16,900
shares
|
$182,182
0.02% of portfolio
|
Q1 2024
Reduced 22.83%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
16,633
shares
|
$179,303
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
15,165
shares
|
$163,478
0.02% of portfolio
|
Q3 2025
Added 0.5%
|
|