Invesco Senior Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 10.73 M | $34.54 M | 10.93% | 6.97% |
| BRAMSHILL INVESTMENTS, LLC | 05/15/2026 | 6.72 M | $21.64 M | 51.19% | 4.37% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 4.20 M | $13.51 M | -7.45% | 2.73% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 3.27 M | $10.54 M | -4.25% | 2.13% |
| SOLUTIONS 4 WEALTH, LTD | 05/05/2026 | 2.82 M | $9.09 M | -7.97% | 1.83% |
| LPL FINANCIAL LLC | 05/06/2026 | 2.74 M | $8.83 M | -2.23% | 1.78% |
| INVESCO LTD. | 05/12/2026 | 2.07 M | $6.67 M | -2.29% | 1.34% |
| EP WEALTH ADVISORS, LLC | 05/14/2026 | 1.91 M | $6.16 M | 100.00% | 1.24% |
| UBS GROUP AG | 05/05/2026 | 1.74 M | $5.60 M | -18.67% | 1.13% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 04/22/2026 | 1.48 M | $4.75 M | 39.60% | 0.96% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 1.35 M | $4.33 M | 4.30% | 0.87% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.24 M | $3.98 M | -47.47% | 0.80% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 1.10 M | $3.54 M | -0.91% | 0.71% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 1.08 M | $3.47 M | 11.88% | 0.70% |
| LOOMIS SAYLES & CO L P | 05/14/2026 | 1.02 M | $3.28 M | 100.00% | 0.66% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 05/01/2026 | 991.73 K | $3.19 M | -1.15% | 0.64% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 940.37 K | $3.03 M | 31.24% | 0.61% |
| COHEN & STEERS, INC. | 05/15/2026 | 921.43 K | $2.97 M | 13.56% | 0.60% |
| QUARRY LP | 05/15/2026 | 655.83 K | $2.11 M | 62.98% | 0.43% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 654.41 K | $2.11 M | 10.05% | 0.43% |
| PRINCIPAL SECURITIES, INC. | 05/13/2026 | 637.40 K | $2.05 M | 7.24% | 0.41% |
| MATISSE CAPITAL | 05/08/2026 | 600.00 K | $1.93 M | 22.68% | 0.39% |
| BYRNE ASSET MANAGEMENT LLC | 04/02/2026 | 534.64 K | $1.72 M | 80.15% | 0.35% |
| ICON ADVISERS INC/CO | 05/13/2026 | 518.89 K | $1.67 M | 100.00% | 0.34% |
| IONIC CAPITAL MANAGEMENT LLC | 05/15/2026 | 391.95 K | $1.26 M | -35.53% | 0.25% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 379.46 K | $1.22 M | 0.00% | 0.25% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 372.07 K | $1.20 M | -12.32% | 0.24% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 309.24 K | $996.00 K | 0.00% | 0.20% |
| ROYAL BANK OF CANADA | 05/15/2026 | 285.59 K | $920.00 K | 18.59% | 0.19% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 283.86 K | $914.04 K | 26.34% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 282.80 K | $910.60 K | 21.60% | 0.18% |
| SAX WEALTH ADVISORS, LLC | 04/08/2026 | 281.27 K | $919.77 K | 0.00% | 0.18% |
| CREATIVE PLANNING | 05/12/2026 | 264.16 K | $850.59 K | -2.49% | 0.17% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 261.85 K | $843.15 K | -20.22% | 0.17% |
| VERITY ASSET MANAGEMENT, INC. | 04/21/2026 | 236.12 K | $760.29 K | 100.00% | 0.15% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 226.64 K | $729.79 K | 161.92% | 0.15% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 217.61 K | $700.69 K | 43.03% | 0.14% |
| VIRTUS INVESTMENT ADVISERS, INC. | 05/14/2026 | 203.17 K | $654.22 K | -19.56% | 0.13% |
| AUSDAL FINANCIAL PARTNERS, INC. | 05/12/2026 | 200.24 K | $645.52 K | -25.83% | 0.13% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/12/2026 | 191.25 K | $615.82 K | -81.76% | 0.12% |
| GRIDIRON PARTNERS, LLC | 04/13/2026 | 190.29 K | $612.72 K | 412.36% | 0.12% |
| CARDIFF PARK ADVISORS, LLC | 05/15/2026 | 175.00 K | $563.50 K | 0.00% | 0.11% |
| ILLUMINE INVESTMENT MANAGEMENT, LLC | 05/04/2026 | 169.40 K | $545.45 K | 44.87% | 0.11% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 160.88 K | $518.02 K | 0.13% | 0.10% |
| CAMELOT PORTFOLIOS, LLC | 05/08/2026 | 160.16 K | $515.72 K | 25.16% | 0.10% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 04/16/2026 | 154.50 K | $480.50 K | -4.35% | 0.10% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 152.21 K | $490.11 K | -79.74% | 0.10% |
| MODERA WEALTH MANAGEMENT, LLC | 05/06/2026 | 139.36 K | $448.73 K | 0.00% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 137.30 K | $442.09 K | 3.74% | 0.09% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 132.84 K | $434.39 K | 129.79% | 0.09% |
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Invesco Senior Income Trust institutional Ownership - FAQ's
During the previous two years, 213 institutional investors and hedge funds held shares of Invesco Senior Income Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 10.73 M
Bramshill Investments, LLC: 6.72 M
Penserra Capital Management LLC: 4.2 M
BANK OF AMERICA CORP /DE/: 3.27 M
Solutions 4 Wealth, Ltd: 2.82 M
LPL Financial LLC: 2.74 M
38.27% of Invesco Senior Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 72.81 M shares in the last 24 months. This purchase volume represents approximately $224.26 M in transactions.