Purchases and Sales Made in Q3 2023 in Invesco Senior Income Trust (VVR)
This table provides information about the institutional ownership of Invesco Senior Income Trust (VVR) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
BUY
|
- |
454K+ 82.56% |
$1.72M - $1.81M
|
1M
$3.86M
|
|
Nov 08, 2023
Q3 2023
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
437K+ 514.58% |
$1.66M - $1.74M
|
522K
$2M
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
306K+ 342.39% |
$1.16M - $1.22M
|
396K
$1.52M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
233K+ 15.64% |
$884K - $929K
|
1.73M
$6.63M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
171K+ 14.97% |
$647K - $679K
|
1.31M
$5.03M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
154K+ 139.92% |
$583K - $612K
|
264K
$1.01M
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
146K+ 91.26% |
$554K - $582K
|
306K
$1.18M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
131K+ 1.26% |
$495K - $519K
|
10.4M
$40.1M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
107K+ 5.69% |
$404K - $424K
|
1.98M
$7.6M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
97.5K+ 435.09% |
$369K - $388K
|
120K
$460K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
85.7K+ 2.88% |
$325K - $341K
|
3.06M
$11.8M
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
78.4K+ 87.78% |
$297K - $312K
|
168K
$644K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
76.5KNew |
$290K - $305K
|
76.5K
$294K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
69.8K+ 772.94% |
$265K - $278K
|
78.9K
$303K
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
69.6KNew |
$264K - $277K
|
69.6K
$267K
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
68.3K+ 14.28% |
$259K - $272K
|
547K
$2.1M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
55.9K+ 38.61% |
$212K - $223K
|
201K
$771K
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
55.8K+ 3.28% |
$212K - $222K
|
1.76M
$6.75M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53.8KNew |
$204K - $214K
|
53.8K
$207K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
46.3KNew |
$176K - $184K
|
46.3K
$178K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
42.3K+ 92.7% |
$160K - $168K
|
87.8K
$337K
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
42.1K+ 95.26% |
$160K - $168K
|
86.3K
$331K
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
40.9KNew |
$155K - $163K
|
40.9K
$157K
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
38.7K+ 43.29% |
$147K - $154K
|
128K
$492K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.3K+ 22.27% |
$138K - $145K
|
199K
$766K
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
25.3KNew |
$95.9K - $101K
|
25.3K
$97.2K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.7K+ 66.74% |
$93.5K - $98.2K
|
61.6K
$237K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
24.3KNew |
$92.2K - $96.8K
|
24.3K
$93.4K
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
21.2K+ 6318.81% |
$80.2K - $84.2K
|
21.5K
$82.6K
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
19KNew |
$72K - $75.6K
|
19K
$72.9K
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.2KNew |
$69K - $72.5K
|
18.2K
$69.9K
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
17KNew |
$64.4K - $67.7K
|
17K
$65.3K
|
|
Oct 31, 2023
Q3 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
14.9K+ 3.99% |
$56.4K - $59.2K
|
388K
$1.49M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
14.5KNew |
$54.8K - $57.6K
|
14.5K
$55.6K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.5K+ 5.73% |
$43.6K - $45.8K
|
212K
$815K
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
10.1KNew |
$38.3K - $40.3K
|
10.1K
$38.8K
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10KNew |
$37.9K - $39.8K
|
10K
$38.4K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.99K+ 10.87% |
$34.1K - $35.8K
|
91.7K
$352K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.91K+ 4.84% |
$30K - $31.5K
|
171K
$657K
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
7.05K+ 35.78% |
$26.7K - $28.1K
|
26.8K
$103K
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5.39K+ 6.17% |
$20.4K - $21.5K
|
92.8K
$356K
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
4.42K+ 0.74% |
$16.8K - $17.6K
|
601K
$2.31M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3K+ 11.32% |
$11.4K - $11.9K
|
29.5K
$113K
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.65K+ 6.19% |
$10K - $10.5K
|
45.4K
$174K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.3K+ 7.37% |
$8.72K - $9.15K
|
33.5K
$129K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.92KNew |
$7.26K - $7.62K
|
1.92K
$7.35K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.23KNew |
$4.67K - $4.91K
|
1.23K
$4.73K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.15KNew |
$4.36K - $4.58K
|
1.15K
$4.42K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
789+ 0.69% |
$2.99K - $3.14K
|
116K
$444K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
634+ 3.14% |
$2.4K - $2.52K
|
20.8K
$79.9K
|