Invesco Senior Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 11.55 M | $34.66 M | 7.70% | 7.51% |
| BRAMSHILL INVESTMENTS, LLC | 08/14/2026 | 8.39 M | $25.18 M | 24.85% | 5.45% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 4.36 M | $13.09 M | 3.97% | 2.83% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 3.17 M | $9.50 M | 211.32% | 2.06% |
| SOLUTIONS 4 WEALTH, LTD | 07/29/2026 | 2.71 M | $8.12 M | -4.08% | 1.76% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 2.68 M | $8.03 M | -18.24% | 1.74% |
| LPL FINANCIAL LLC | 08/07/2026 | 2.67 M | $8.02 M | -2.49% | 1.74% |
| INVESCO LTD. | 08/14/2026 | 2.62 M | $7.85 M | 26.34% | 1.70% |
| UBS GROUP AG | 08/13/2026 | 2.07 M | $6.20 M | 18.90% | 1.34% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 1.94 M | $5.83 M | 44.48% | 1.26% |
| EP WEALTH ADVISORS, LLC | 08/12/2026 | 1.78 M | $5.34 M | -6.93% | 1.16% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.37 M | $4.10 M | 10.57% | 0.89% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.19 M | $3.56 M | 26.06% | 0.77% |
| GRIDIRON PARTNERS, LLC | 08/05/2026 | 1.18 M | $3.53 M | 518.38% | 0.76% |
| COHEN & STEERS, INC. | 08/14/2026 | 1.07 M | $3.21 M | 16.28% | 0.70% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 828.16 K | $2.48 M | 26.55% | 0.54% |
| PRINCIPAL SECURITIES, INC. | 08/04/2026 | 795.13 K | $2.39 M | 24.75% | 0.52% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 07/21/2026 | 737.51 K | $2.21 M | -50.01% | 0.48% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 698.95 K | $2.10 M | 100.00% | 0.45% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 692.55 K | $2.08 M | -35.67% | 0.45% |
| ICON ADVISERS INC/CO | 08/13/2026 | 628.35 K | $1.89 M | 21.10% | 0.41% |
| MATISSE CAPITAL | 08/12/2026 | 620.00 K | $1.86 M | 3.33% | 0.40% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 480.58 K | $1.44 M | 215.74% | 0.31% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 473.75 K | $1.42 M | 100.00% | 0.31% |
| BYRNE ASSET MANAGEMENT LLC | 07/07/2026 | 460.49 K | $1.38 M | -13.87% | 0.30% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 419.03 K | $1.26 M | 35.50% | 0.27% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 352.66 K | $1.06 M | 100.00% | 0.23% |
| QUARRY LP | 08/14/2026 | 327.88 K | $983.63 K | -50.01% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 303.38 K | $910.14 K | 7.28% | 0.20% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 274.85 K | $824.55 K | 4.96% | 0.18% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 253.27 K | $759.81 K | -33.26% | 0.16% |
| CREATIVE PLANNING | 08/13/2026 | 245.55 K | $736.66 K | -7.04% | 0.16% |
| VERITY ASSET MANAGEMENT, INC. | 08/13/2026 | 244.87 K | $734.61 K | 3.71% | 0.16% |
| ROYAL BANK OF CANADA | 08/14/2026 | 221.41 K | $664.00 K | -22.47% | 0.14% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 214.90 K | $644.71 K | -1.24% | 0.14% |
| CAMELOT PORTFOLIOS, LLC | 07/17/2026 | 210.83 K | $632.50 K | 31.64% | 0.14% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2026 | 205.68 K | $617.05 K | 7.55% | 0.13% |
| VIRTUS INVESTMENT ADVISERS, INC. | 08/11/2026 | 176.55 K | $529.65 K | -13.10% | 0.11% |
| CARDIFF PARK ADVISORS, LLC | 08/14/2026 | 175.00 K | $525.00 K | 0.00% | 0.11% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 166.64 K | $499.93 K | 44.94% | 0.11% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 08/12/2026 | 165.15 K | $495.46 K | 70.21% | 0.11% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 153.67 K | $461.01 K | -4.48% | 0.10% |
| SAX WEALTH ADVISORS, LLC | 07/09/2026 | 152.39 K | $490.71 K | -45.82% | 0.10% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 141.93 K | $425.78 K | 6.84% | 0.09% |
| GEOWEALTH MANAGEMENT, LLC | 07/30/2026 | 137.35 K | $412.06 K | 33.65% | 0.09% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 135.19 K | $405.57 K | 100.00% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 134.30 K | $402.88 K | -2.19% | 0.09% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 134.20 K | $402.59 K | -52.72% | 0.09% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 07/24/2026 | 132.69 K | $394.10 K | -14.12% | 0.09% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 118.68 K | $356.05 K | 0.00% | 0.08% |
Invesco Senior Income Trust institutional Ownership - FAQ's
During the previous two years, 218 institutional investors and hedge funds held shares of Invesco Senior Income Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 11.55 M
Bramshill Investments, LLC: 8.39 M
Penserra Capital Management LLC: 4.36 M
LOOMIS SAYLES & CO L P: 3.17 M
Solutions 4 Wealth, Ltd: 2.71 M
BANK OF AMERICA CORP /DE/: 2.68 M
41.16% of Invesco Senior Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 77.34 M shares in the last 24 months. This purchase volume represents approximately $238.21 M in transactions.