Institutional Ownership Invesco Senior Income Trust (VVR)
This table provides information about the institutional ownership of Invesco Senior Income Trust (VVR). We have compiled data on the 136 institutions that hold shares in the stock, with a total of 48.4 Million shares, which have been reported (via 13F filing form) to have a value of $174 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
29,664
shares
|
$106,197
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
28,881
shares
|
$103,393
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
28,710
shares
|
$102,781
0.01% of portfolio
|
Q2 2025
Reduced 26.18%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
27,892
shares
|
$99,853
0.03% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
26,287
shares
|
$94,107
0.0% of portfolio
|
Q2 2025
Added 43.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
24,780
shares
|
$88,712
0.0% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
23,891
shares
|
$85,529
0.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
22,992
shares
|
$82,311
0.0% of portfolio
|
Q2 2025
Added 819.68%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
21,637
shares
|
$77,460
0.0% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
20,666
shares
|
$73,984
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,328
shares
|
$69,194
0.0% of portfolio
|
Q3 2023
Reduced 6.3%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,429
shares
|
$65,975
0.01% of portfolio
|
Q2 2025
Added 53.18%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
17,500
shares
|
$62,650
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
17,067
shares
|
$61,099
0.0% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
17,000
shares
|
$60,860
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,087
shares
|
$57,591
0.0% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
15,400
shares
|
$55,132
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
15,400
shares
|
$55,132
0.02% of portfolio
|
Q3 2023
Reduced 6.1%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
15,311
shares
|
$54,813
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
15,182
shares
|
$54,351
0.0% of portfolio
|
Q2 2025
Reduced 38.26%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
14,889
shares
|
$53,302
0.01% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
14,865
shares
|
$53,216
0.0% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
14,858
shares
|
$53,191
0.0% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
14,755
shares
|
$52,822
0.0% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
14,000
shares
|
$50,120
0.03% of portfolio
|
Q2 2025
New holding
|