Invesco Pennsylvania Value Municipal Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 288.38 K | $3.02 M | 0.00% | 1.61% |
| MORGAN STANLEY | 02/13/2026 | 154.19 K | $1.61 M | 7.01% | 0.86% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 120.91 K | $1.26 M | 63.57% | 0.68% |
| NORTH GROUND CAPITAL | 02/12/2026 | 93.48 K | $977.81 K | 11.70% | 0.52% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 80.64 K | $843.52 K | 0.79% | 0.45% |
| LPL FINANCIAL LLC | 02/11/2026 | 54.27 K | $567.64 K | 27.20% | 0.30% |
| CONFLUENCE WEALTH SERVICES, INC. | 01/28/2026 | 49.45 K | $517.27 K | 0.00% | 0.28% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 48.08 K | $502.95 K | 0.00% | 0.27% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 47.87 K | $500.70 K | -0.91% | 0.27% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 47.28 K | $494.52 K | 0.00% | 0.26% |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/17/2026 | 45.28 K | $473.67 K | 2.81% | 0.25% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 43.93 K | $459.53 K | -17.58% | 0.25% |
| RMB CAPITAL MANAGEMENT, LLC | 02/17/2026 | 41.64 K | $435.53 K | 0.00% | 0.23% |
| WEALTHTRUST AXIOM LLC | 02/13/2026 | 34.97 K | $365.80 K | 0.03% | 0.20% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 34.57 K | $361.64 K | 9.73% | 0.19% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 32.40 K | $338.93 K | 1.56% | 0.18% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 31.55 K | $330.00 K | 55.67% | 0.18% |
| BLB&B ADVISORS, LLC | 01/26/2026 | 21.76 K | $227.56 K | -28.31% | 0.12% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 20.41 K | $213.00 K | -27.43% | 0.11% |
| JOURNEY STRATEGIC WEALTH LLC | 02/13/2026 | 20.00 K | $209.24 K | 0.00% | 0.11% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 02/03/2026 | 18.53 K | $193.85 K | -9.43% | 0.10% |
| ROYAL BANK OF CANADA | 02/17/2026 | 17.95 K | $188.00 K | 21.83% | 0.10% |
| UBS GROUP AG | 01/29/2026 | 16.78 K | $175.49 K | 0.87% | 0.09% |
| MACKAY SHIELDS LLC | 01/29/2026 | 14.43 K | $150.97 K | 0.00% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 13.86 K | $145.02 K | 100.00% | 0.08% |
| RODGERS BROTHERS INC. | 02/13/2026 | 13.24 K | $138.48 K | -12.70% | 0.07% |
| ETHOS FINANCIAL GROUP, LLC | 01/20/2026 | 12.90 K | $134.93 K | -23.67% | 0.07% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 12.58 K | $131.55 K | 1.27% | 0.07% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 11.82 K | $123.66 K | 0.00% | 0.07% |
| RIVER STREET ADVISORS LLC | 01/26/2026 | 11.57 K | $121.03 K | 100.00% | 0.06% |
| KERCHEVILLE ADVISORS, LLC | 01/29/2026 | 11.00 K | $116.38 K | 0.00% | 0.06% |
| KENNEDY INVESTMENT GROUP | 02/06/2026 | 10.52 K | $110.07 K | 1.93% | 0.06% |
| MARINER, LLC | 02/13/2026 | 10.31 K | $107.84 K | 0.92% | 0.06% |
| 02/19/2026 | 3.90 K | $40.79 K | 100.00% | 0.02% | |
| FOUNDERS CAPITAL MANAGEMENT | 01/15/2026 | 3.00 K | $31.38 K | 0.00% | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 1.61 K | $16.86 K | 203.01% | 0.01% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 1.00 K | $10.46 K | 0.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 01/15/2026 | 300 | $3.14 K | -33.33% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 73 | $763 | 0.00% | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 0 | $0 | -100.00% | 0.00% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 0 | $0 | -100.00% | 0.00% |
| GRANT STREET ASSET MANAGEMENT, INC. | 01/28/2026 | 0 | $0 | -100.00% | 0.00% |
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Invesco Pennsylvania Value Municipal Income Trust institutional Ownership - FAQ's
During the previous two years, 58 institutional investors and hedge funds held shares of Invesco Pennsylvania Value Municipal Income Trust. The most heavily invested institutionals were:
Janney Montgomery Scott LLC: 29,246
BLB&B Advisors, LLC: 21,755
JOURNEY STRATEGIC WEALTH LLC: 20,004
BRANDYWINE OAK PRIVATE WEALTH LLC: 16,243
COMMONWEALTH EQUITY SERVICES, LLC: 15,126
UBS Group AG: 13,697
8.37% of Invesco Pennsylvania Value Municipal Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 2.06 M shares in the last 24 months. This purchase volume represents approximately $22.14 M in transactions.