Invesco Advantage Municipal Income Trust II Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.04 M | $9.01 M | 32.19% | 2.34% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 901.83 K | $7.81 M | -0.12% | 2.03% |
| UBS GROUP AG | 05/05/2026 | 844.48 K | $7.31 M | -5.50% | 1.90% |
| MORGAN STANLEY | 05/15/2026 | 752.93 K | $6.52 M | 7.47% | 1.70% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 649.81 K | $5.63 M | -2.50% | 1.46% |
| LECONTE WEALTH MANAGEMENT, LLC | 05/12/2026 | 584.26 K | $5.06 M | -8.95% | 1.32% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 498.94 K | $4.32 M | 85.32% | 1.12% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 480.12 K | $4.16 M | 1.39% | 1.08% |
| LPL FINANCIAL LLC | 05/06/2026 | 400.09 K | $3.46 M | -48.09% | 0.90% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 314.31 K | $2.72 M | -41.80% | 0.71% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 255.08 K | $2.21 M | 0.85% | 0.57% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 172.77 K | $1.50 M | 5.46% | 0.39% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 139.08 K | $1.20 M | -5.92% | 0.31% |
| WHIPPLEWOOD ADVISORS, LLC | 04/30/2026 | 113.58 K | $983.64 K | -0.34% | 0.26% |
| 04/30/2026 | 90.31 K | $782.06 K | 4.40% | 0.20% | |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 83.68 K | $724.66 K | 0.00% | 0.19% |
| INDIANA TRUST & INVESTMENT MANAGEMENT CO | 04/28/2026 | 75.00 K | $649.50 K | -33.00% | 0.17% |
| SMITH, MOORE & CO. | 05/05/2026 | 67.84 K | $587.52 K | -43.72% | 0.15% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 67.37 K | $584.09 K | 0.00% | 0.15% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 55.66 K | $482.01 K | -13.57% | 0.13% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 55.49 K | $480.57 K | -0.50% | 0.13% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 50.69 K | $438.98 K | 37.39% | 0.11% |
| 04/24/2026 | 50.00 K | $433.00 K | 100.00% | 0.11% | |
| ROYAL BANK OF CANADA | 05/15/2026 | 48.49 K | $420.00 K | 2.01% | 0.11% |
| MADISON PARK CAPITAL ADVISORS, LLC | 04/22/2026 | 45.66 K | $395.44 K | 8.32% | 0.10% |
| MACKAY SHIELDS LLC | 04/27/2026 | 45.32 K | $392.47 K | -57.15% | 0.10% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 43.80 K | $379.27 K | 0.00% | 0.10% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 35.84 K | $310.41 K | 20.38% | 0.08% |
| NUVEEN, LLC | 04/30/2026 | 28.58 K | $247.52 K | 0.00% | 0.06% |
| ALPHACORE CAPITAL LLC | 05/15/2026 | 28.45 K | $246.33 K | 1.89% | 0.06% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 28.03 K | $242.76 K | 0.00% | 0.06% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 27.57 K | $239.00 K | -0.30% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 26.87 K | $232.74 K | 10.76% | 0.06% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 25.05 K | $216.96 K | 1,152.65% | 0.06% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 24.49 K | $212.10 K | 334.80% | 0.06% |
| TCP ASSET MANAGEMENT, LLC | 04/10/2026 | 22.92 K | $198.48 K | 100.00% | 0.05% |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 05/14/2026 | 20.70 K | $179.26 K | 0.00% | 0.05% |
| RIVER STREET ADVISORS LLC | 04/21/2026 | 19.61 K | $169.82 K | 0.00% | 0.04% |
| MGO ONE SEVEN LLC | 05/14/2026 | 17.74 K | $153.63 K | -3.53% | 0.04% |
| TRADEWINDS CAPITAL MANAGEMENT, LLC | 04/15/2026 | 15.84 K | $137.15 K | 0.00% | 0.04% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 05/05/2026 | 15.00 K | $129.90 K | 0.00% | 0.03% |
| TPG ADVISORS LLC | 04/22/2026 | 14.76 K | $127.83 K | 1.88% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 14.60 K | $126.44 K | 0.00% | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 13.23 K | $114.57 K | -16.32% | 0.03% |
| CREATIVE PLANNING | 05/12/2026 | 12.03 K | $104.18 K | 2.01% | 0.03% |
| SAVANT CAPITAL, LLC | 05/04/2026 | 11.62 K | $100.66 K | 0.62% | 0.03% |
| FINANCIAL ENGINES ADVISORS L.L.C. | 05/14/2026 | 10.72 K | $92.79 K | 0.00% | 0.02% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 10.55 K | $91.36 K | 0.00% | 0.02% |
| CITADEL ADVISORS LLC | 05/15/2026 | 10.16 K | $87.96 K | 100.00% | 0.02% |
| ROTHSCHILD INVESTMENT LLC | 05/07/2026 | 7.67 K | $66.39 K | 0.00% | 0.02% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Invesco Advantage Municipal Income Trust II institutional Ownership - FAQ's
During the previous two years, 98 institutional investors and hedge funds held shares of Invesco Advantage Municipal Income Trust II. The most heavily invested institutionals were:
GUGGENHEIM CAPITAL LLC: 1.04 M
BANK OF AMERICA CORP /DE/: 901,833
UBS Group AG: 844,478
MORGAN STANLEY: 752,931
Advisors Asset Management, Inc.: 649,812
LeConte Wealth Management, LLC: 584,255
18.90% of Invesco Advantage Municipal Income Trust II stock is owned by institutional investors.
Institutional investors have bought a total of 9.58 M shares in the last 24 months. This purchase volume represents approximately $89.55 M in transactions.