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 | 08/13/2026 | 234.99 K | $2.66 M | 5.98% | 1.31% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 83.81 K | $948.68 K | 2.17% | 0.47% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 75.85 K | $858.61 K | 15.19% | 0.42% |
| LPL FINANCIAL LLC | 08/07/2026 | 74.15 K | $839.41 K | 44.43% | 0.41% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 62.55 K | $708.10 K | 180.32% | 0.35% |
| CONFLUENCE WEALTH SERVICES, INC. | 07/22/2026 | 61.44 K | $695.48 K | 26.97% | 0.34% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 58.43 K | $661.46 K | 77.97% | 0.33% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 48.08 K | $544.30 K | 0.00% | 0.27% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 47.55 K | $538.29 K | 0.00% | 0.27% |
| RMB CAPITAL MANAGEMENT, LLC | 08/14/2026 | 41.64 K | $471.34 K | 0.00% | 0.23% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 38.88 K | $440.00 K | 32.93% | 0.22% |
| WEALTHTRUST AXIOM LLC | 08/11/2026 | 34.99 K | $396.08 K | 0.03% | 0.20% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 23.20 K | $262.67 K | 100.00% | 0.13% |
| ROYAL BANK OF CANADA | 08/14/2026 | 22.33 K | $253.00 K | -1.38% | 0.12% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 22.03 K | $249.00 K | 100.00% | 0.12% |
| BLB&B ADVISORS, LLC | 08/05/2026 | 20.09 K | $227.37 K | -7.67% | 0.11% |
| CITADEL ADVISORS LLC | 09/02/2026 | 19.35 K | $219.05 K | 100.00% | 0.11% |
| MARINER, LLC | 08/13/2026 | 17.63 K | $199.61 K | 69.37% | 0.10% |
| ALPINE GLOBAL MANAGEMENT, LLC | 08/14/2026 | 16.42 K | $185.90 K | -30.06% | 0.09% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 07/16/2026 | 15.77 K | $178.50 K | -2.92% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 15.03 K | $170.16 K | -0.62% | 0.08% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 14.78 K | $167.25 K | -69.21% | 0.08% |
| RODGERS BROTHERS INC. | 08/05/2026 | 13.39 K | $151.55 K | 0.56% | 0.07% |
| UBS GROUP AG | 08/13/2026 | 13.29 K | $150.42 K | -2.99% | 0.07% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 13.13 K | $148.61 K | 1.81% | 0.07% |
| ETHOS FINANCIAL GROUP, LLC | 08/07/2026 | 12.90 K | $141.21 K | 0.00% | 0.07% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 12.52 K | $141.75 K | 5.92% | 0.07% |
| RIVER STREET ADVISORS LLC | 07/21/2026 | 11.57 K | $130.98 K | 0.00% | 0.06% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 11.15 K | $126.22 K | 0.00% | 0.06% |
| KENNEDY INVESTMENT GROUP | 07/30/2026 | 10.92 K | $123.62 K | 1.83% | 0.06% |
| KERCHEVILLE ADVISORS, LLC | 07/30/2026 | 10.00 K | $113.20 K | 0.00% | 0.06% |
| FOUNDERS CAPITAL MANAGEMENT | 07/21/2026 | 5.00 K | $56.60 K | 66.67% | 0.03% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 4.06 K | $45.00 K | 200.00% | 0.02% |
| MCGUIRE CAPITAL ADVISORS INC | 08/14/2026 | 3.97 K | $44.98 K | 0.00% | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 1.61 K | $18.25 K | 0.00% | 0.01% |
| EVERSOURCE WEALTH ADVISORS, LLC | 07/24/2026 | 1.00 K | $11.32 K | 0.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 600 | $6.79 K | 0.00% | 0.00% |
| COPPELL ADVISORY SOLUTIONS LLC | 08/14/2026 | 500 | $1.43 M | 100.00% | 0.00% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 200 | $2.26 K | 100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 40 | $452 | 0.00% | 0.00% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| NORTH GROUND CAPITAL | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
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 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:
MORGAN STANLEY: 234,988
BANK OF AMERICA CORP /DE/: 83,806
RAYMOND JAMES FINANCIAL INC: 75,849
LPL Financial LLC: 74,153
NewEdge Advisors, LLC: 62,553
Confluence Wealth Services, Inc.: 61,438
6.57% of Invesco Pennsylvania Value Municipal Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 1.74 M shares in the last 24 months. This purchase volume represents approximately $18.75 M in transactions.