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 |
|---|---|---|---|---|---|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Sep 11, 2025 Q2 2025 |
13,839
shares
|
$49,543
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,662
shares
|
$48,909
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
13,632
shares
|
$48,802
0.0% of portfolio
|
Q2 2025
Reduced 31.67%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
13,623
shares
|
$48,770
0.0% of portfolio
|
Q2 2025
Reduced 38.52%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
13,000
shares
|
$46,540
0.0% of portfolio
|
Q1 2025
Reduced 44.68%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
12,560
shares
|
$44,964
0.05% of portfolio
|
Q4 2022
Reduced 65.75%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
12,347
shares
|
$44,202
0.01% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
12,002
shares
|
$42,967
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
12,000
shares
|
$42,960
0.02% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
11,146
shares
|
$39,902
0.01% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
10,893
shares
|
$38,996
0.0% of portfolio
|
Q4 2024
Reduced 18.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
10,866
shares
|
$38,900
0.0% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
10,215
shares
|
$36,569
0.0% of portfolio
|
Q1 2025
Reduced 29.91%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
10,106
shares
|
$36,179
0.0% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
10,005
shares
|
$35,817
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
10,000
shares
|
$35,800
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
9,900
shares
|
$35,442
0.0% of portfolio
|
Q2 2025
Added 607.14%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
9,403
shares
|
$33,662
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
9,000
shares
|
$32,220
0.0% of portfolio
|
Q4 2024
Added 125.0%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
6,338
shares
|
$22,690
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
5,866
shares
|
$21,000
0.0% of portfolio
|
Q2 2025
Added 55.76%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,979
shares
|
$17,824
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
3,328
shares
|
$11,914
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,200
shares
|
$11,456
0.0% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,958
shares
|
$7,009
0.0% of portfolio
|
Q2 2025
Added 7.52%
|