Purchases and Sales Made in Q2 2024 in Invesco Senior Income Trust (VVR)
This table provides information about the institutional ownership of Invesco Senior Income Trust (VVR) during Q2 2024. The information is specifically focused on institutions that hold shares of Invesco Senior Income Trust.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.25M+ 3283.09% |
$5.17M - $5.56M
|
1.29M
$5.33M
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
599K+ 34.38% |
$2.47M - $2.66M
|
2.34M
$9.66M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
341K+ 11.39% |
$1.41M - $1.52M
|
3.34M
$13.8M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
257K+ 7.24% |
$1.06M - $1.14M
|
3.81M
$15.7M
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
219K+ 18.92% |
$903K - $971K
|
1.37M
$5.67M
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
180K+ 4505.78% |
$744K - $800K
|
184K
$761K
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
87K+ 8.65% |
$359K - $386K
|
1.09M
$4.52M
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
80.2K+ 189.98% |
$331K - $356K
|
122K
$505K
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
63.2K+ 38.65% |
$261K - $281K
|
227K
$936K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
60.7K+ 2.27% |
$251K - $270K
|
2.73M
$11.3M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
47.9K+ 87.57% |
$198K - $213K
|
103K
$424K
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
33.2KNew |
$137K - $147K
|
33.2K
$137K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
30.4K+ 11.28% |
$125K - $135K
|
300K
$1.24M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
28K+ 60.9% |
$116K - $124K
|
73.9K
$305K
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
23.2KNew |
$95.9K - $103K
|
23.2K
$95.9K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.9K+ 9.89% |
$90.4K - $97.1K
|
243K
$1M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.4K+ 23.95% |
$88.5K - $95.1K
|
111K
$458K
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
21KNew |
$86.8K - $93.3K
|
21K
$86.8K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
20.1KNew |
$83.2K - $89.5K
|
20.1K
$83.2K
|
|
Feb 14, 2025
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.1KNew |
$74.6K - $80.2K
|
18.1K
$74.6K
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17.5KNew |
$72.3K - $77.7K
|
17.5K
$72.3K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.8K+ 0.81% |
$65.3K - $70.2K
|
1.97M
$8.12M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.4KNew |
$63.6K - $68.4K
|
15.4K
$63.6K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15K+ 84.16% |
$62.1K - $66.8K
|
32.9K
$136K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13K+ 123.81% |
$53.7K - $57.7K
|
23.5K
$97.1K
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
11.8K+ 1.95% |
$48.9K - $52.6K
|
620K
$2.56M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.6K+ 23.95% |
$47.8K - $51.4K
|
60K
$248K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.78K+ 264.58% |
$32.1K - $34.5K
|
10.7K
$44.3K
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6.79KNew |
$28K - $30.1K
|
6.79K
$28K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.37K+ 6.23% |
$26.3K - $28.3K
|
109K
$449K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.91K+ 4.98% |
$7.89K - $8.48K
|
40.3K
$166K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
1.57K+ 7.23% |
$6.48K - $6.97K
|
23.3K
$96.1K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.38KNew |
$5.68K - $6.11K
|
1.38K
$5.68K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.17K+ 1.05% |
$4.83K - $5.19K
|
112K
$463K
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
928+ 2.04% |
$3.83K - $4.12K
|
46.4K
$192K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
458New |
$1.89K - $2.03K
|
458
$1.89K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
244+ 0.98% |
$1.01K - $1.08K
|
25K
$103K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
204+ 0.6% |
$843 - $906
|
34.2K
$141K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
203+ 0.94% |
$838 - $901
|
21.9K
$90.3K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
190+ 1.69% |
$785 - $844
|
11.4K
$47.1K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
154+ 3.04% |
$636 - $684
|
5.22K
$21.6K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
137+ 4.28% |
$566 - $608
|
3.34K
$13.8K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
94New |
$388 - $417
|
94
$388
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
40+ 9.57% |
$165 - $178
|
458
$1.89K
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
30+ 0.09% |
$124 - $133
|
34K
$140K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
7+ 0.06% |
$28.9 - $31.1
|
12.7K
$52.3K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-71- 19.94% |
$293 - $315
|
285
$1.18K
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-531- 4.12% |
$2.19K - $2.36K
|
12.3K
$51K
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-648- 3.07% |
$2.68K - $2.88K
|
20.5K
$84.5K
|