Invesco Pennsylvania Value Municipal Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 221.72 K | $2.34 M | 43.80% | 1.24% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 133.18 K | $1.47 M | -53.82% | 0.75% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 82.03 K | $867.04 K | 1.72% | 0.46% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 65.85 K | $696.02 K | 90.46% | 0.37% |
| LPL FINANCIAL LLC | 05/06/2026 | 51.34 K | $542.69 K | -5.39% | 0.29% |
| NORTH GROUND CAPITAL | 05/11/2026 | 49.78 K | $526.12 K | -46.75% | 0.28% |
| CONFLUENCE WEALTH SERVICES, INC. | 05/07/2026 | 48.39 K | $511.46 K | -2.15% | 0.27% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 48.08 K | $508.24 K | 0.00% | 0.27% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 47.99 K | $507.21 K | 0.25% | 0.27% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 47.55 K | $502.63 K | 0.58% | 0.27% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 41.64 K | $440.11 K | 0.00% | 0.23% |
| WEALTHTRUST AXIOM LLC | 05/11/2026 | 34.98 K | $369.74 K | 0.02% | 0.20% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 32.83 K | $347.05 K | 1.33% | 0.18% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 29.25 K | $309.00 K | -7.29% | 0.16% |
| ALPINE GLOBAL MANAGEMENT, LLC | 05/15/2026 | 23.48 K | $248.18 K | -48.15% | 0.13% |
| ROYAL BANK OF CANADA | 05/15/2026 | 22.64 K | $239.00 K | 26.12% | 0.13% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 22.32 K | $235.87 K | 100.00% | 0.12% |
| BLB&B ADVISORS, LLC | 04/28/2026 | 21.76 K | $229.95 K | 0.00% | 0.12% |
| JOURNEY STRATEGIC WEALTH LLC | 04/15/2026 | 20.00 K | $211.44 K | 0.00% | 0.11% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 04/20/2026 | 16.24 K | $171.69 K | -12.36% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 15.13 K | $159.88 K | 100.00% | 0.08% |
| UBS GROUP AG | 05/05/2026 | 13.70 K | $144.78 K | -18.36% | 0.08% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 13.62 K | $144.00 K | -33.26% | 0.08% |
| RODGERS BROTHERS INC. | 05/14/2026 | 13.31 K | $140.73 K | 0.57% | 0.07% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 12.90 K | $136.35 K | 0.00% | 0.07% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 12.89 K | $134.87 K | 2.53% | 0.07% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 11.82 K | $124.96 K | 0.00% | 0.07% |
| RIVER STREET ADVISORS LLC | 04/21/2026 | 11.57 K | $122.31 K | 0.00% | 0.06% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 11.15 K | $118.41 K | 100.00% | 0.06% |
| KENNEDY INVESTMENT GROUP | 04/22/2026 | 10.72 K | $113.35 K | 1.91% | 0.06% |
| MARINER, LLC | 05/13/2026 | 10.41 K | $110.05 K | 0.99% | 0.06% |
| KERCHEVILLE ADVISORS, LLC | 04/20/2026 | 10.00 K | $105.70 K | -9.09% | 0.06% |
| 05/14/2026 | 3.97 K | $42.00 K | 1.90% | 0.02% | |
| FOUNDERS CAPITAL MANAGEMENT | 04/21/2026 | 3.00 K | $31.71 K | 0.00% | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 1.61 K | $17.04 K | 0.00% | 0.01% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 1.35 K | $14.00 K | 100.00% | 0.01% |
| EVERSOURCE WEALTH ADVISORS, LLC | 05/18/2026 | 1.00 K | $10.57 K | 0.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 600 | $6.34 K | 100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 40 | $422 | -45.21% | 0.00% |
| MACKAY SHIELDS LLC | 04/27/2026 | 0 | $0 | -100.00% | 0.00% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 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, 56 institutional investors and hedge funds held shares of Invesco Pennsylvania Value Municipal Income Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 221,721
ROBINSON CAPITAL MANAGEMENT, LLC: 133,176
BANK OF AMERICA CORP /DE/: 82,028
RAYMOND JAMES FINANCIAL INC: 65,849
LPL Financial LLC: 51,343
North Ground Capital: 49,775
6.83% of Invesco Pennsylvania Value Municipal Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 1.76 M shares in the last 24 months. This purchase volume represents approximately $18.98 M in transactions.