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Get Institutions for : 
Invesco Van Kampen Senior (VVR)  
$4.21 0.00 (0.00%) as of 4:30 Thu 5/23


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 141    2
Total shares held : 
 47,632,666  
% of shares held : 
 26.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -13  
Amount of shares held : 
 -626,789  
% of shares held change : 
   -0.35%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $3.90  
Last Quarter's Ending Price : 
 $4.10  
Last Quarter's Average Price : 
 $4.00  
Change from last quarter's     
avg. price to the last closing  : 
0.21 (5.25%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 228,471
 0.48%
 
Increased Positions :
35
 2,203,320
 4.63%
 
Unchanged Positions :
49
 6,096,439
 12.8%
 
Decreased Positions :
46
-2,081,395
-4.37%
 
Closed Positions :
13
-977,185
-2.05%
 
Guru Positions :
1
44,000
 0.09%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1770 - 2024-03-31 11,397,411 $48,781,000 805,658
   OAK HILL ADVISORS LP 5 - 2024-03-31 3,728,014 $15,956,000 -288,847
   BANK OF AMERICA CORP /DE/ 2136 - 2024-03-31 3,554,417 $15,213,000 -202,324
   WELLS FARGO & CO/MN 1381 - 2024-03-31 2,997,108 $12,828,000 1,002,788
   Penserra Capital Management LLC 130 - 2024-03-31 2,670,995 $11,431,000 -619,008
   LPL FINANCIAL CORP 1440 - 2024-03-31 1,950,101 $8,346,000 171,396
   Solutions 4 Wealth Ltd 1 - 2024-03-31 1,741,309 $7,453,000 577,292
   FIXED INCOME SECURITIES INC 220 - 2024-03-31 1,449,667 $6,205,000 -220,655
   AMUNDI 918 - 2024-03-31 1,354,239 $5,769,000 0
   COHEN & STEERS INC 130 - 2024-03-31 1,252,294 $5,360,000 -40,000
   INVESCO LTD 2145 - 2024-03-31 1,224,080 $5,239,000 -506,593
   UBS Group AG 2172 - 2024-03-31 1,176,721 $5,036,000 -65,729
   ADAPT WEALTH ADVISORS LLC 10 - 2024-03-31 1,155,498 $4,946,000 0
   ADVISORS MANAGEMENT GROUP INC /ADV 33 - 2024-03-31 1,006,290 $4,307,000 13,503
   AMERIPRISE FINANCIAL INC 2581 - 2024-03-31 713,816 $3,058,000 -769,020
   Edmonds Duncan Registered Investment Advisors LLC 27 - 2024-03-31 608,008 $2,602,000 -574
   Hennion & Walsh Asset Management Inc. 240 - 2024-03-31 509,453 $2,180,000 -18,508
   GUGGENHEIM CAPITAL LLC 875 - 2024-03-31 466,396 $1,996,000 -45,648
   Mirador Capital Partners LP 56 - 2024-03-31 403,025 $1,725,000 31,474
   ENVESTNET ASSET MANAGEMENT INC 2708 - 2024-03-31 369,381 $1,581,000 -92,984
   PARK AVENUE SECURITIES LLC 504 - 2024-03-31 345,831 $1,480,000 -21,318
   MANCHESTER FINANCIAL INC 35 - 2024-03-31 284,342 $1,217,000 0
   JANNEY MONTGOMERY SCOTT LLC 1426 - 2024-03-31 269,258 $1,152,000 7,491
   ROYAL BANK OF CANADA 2991 - 2024-03-31 232,118 $993,000 19,071
   RAYMOND JAMES & ASSOCIATES 2607 - 2024-03-31 221,288 $947,000 3,357
   STIFEL FINANCIAL CORP 2219 - 2024-03-31 215,280 $921,000 -296,304
   KESTRA PRIVATE WEALTH SERVICES LLC 577 - 2024-03-31 214,422 $918,000 6,250
   CARDIFF PARK ADVISORS LLC 123 - 2024-03-31 175,000 $749,000 0
   TD Waterhouse Canada Inc. 557 - 2024-03-31 160,500 $733,000 0
   Virtus ETF Advisers LLC 135 - 2024-03-31 163,511 $700,000 40,410
   MODERA WEALTH MANAGEMENT, LLC 368 - 2024-03-31 139,356 $596,000 0
   Claro Advisors LLC 236 - 2024-03-31 117,549 $503,000 3,052
   BB&T CORP 1960 - 2024-03-31 110,931 $475,000 3,182
   CULLEN FROST BANKERS INC 377 - 2024-03-31 106,285 $455,000 0
   Advisor Group Holdings Inc. 3024 - 2024-03-31 102,345 $438,000 7,386
   Capital Investment Advisors LLC 413 - 2024-03-31 100,993 $432,000 -5,870
   CUTTER & CO BROKERAGE INC 107 - 2024-03-31 97,798 $419,000 2,052
   Cetera Investment Advisers 2794 - 2024-03-31 89,453 $383,000 58,139
   KISTLERTIFFANY COMPANIES, LLC 248 *New 2023-06-30 97,461 $375,000 97,461
   BANK OF THE OZARKS 113 - 2024-03-31 84,892 $363,000 0
   Goss Wealth Management LLC 1533 - 2024-03-31 83,315 $357,000 -454
   Spire Wealth Management 618 - 2024-03-31 81,768 $350,000 339
   JANE STREET GROUP LLC 4319 - 2024-03-31 73,595 $315,000 50,135
   Kovack Advisors Inc. 340 - 2024-03-31 72,590 $311,000 -14,531
   HRT FINANCIAL LLC 1439 - 2024-03-31 72,566 $310,000 72,566
   Centurion Wealth Management LLC 123 - 2024-03-31 71,836 $307,000 0
   CAMELOT PORTFOLIOS, LLC 96 - 2024-03-31 69,548 $298,000 -75,170
   MERIDIAN INVESTMENT COUNSEL INC. 177 - 2024-03-31 67,961 $291,000 -20,805
   PFG Investments LLC 755 - 2024-03-31 67,029 $287,000 67,029
   NATIONAL ASSET MANAGEMENT, INC. 1061 - 2024-03-31 72,535 $284,000 -3,250
   FINANCIAL NETWORK 2320 - 2024-03-31 66,212 $283,000 6,067
   Atria Wealth Solutions Inc. 1586 - 2024-03-31 65,340 $280,000 -22,319
   Wagner Wealth Management LLC 101 - 2024-03-31 64,674 $277,000 42,212
   HIGHTOWER ADVISORS, LLC 2703 - 2024-03-31 64,117 $274,000 902
   Ahrens Investment Partners LLC 114 - 2023-03-31 72,546 $267,000 -10,009
   MELFA WEALTH MANAGEMENT LLC 125 - 2024-03-31 59,432 $254,000 27
   Claraphi Advisory Network LLC 155 - 2022-12-31 63,000 $241,000 47,500
   Integrated Capital Management Inc. 32 - 2024-03-31 54,751 $234,000 3,405
   Concurrent Investment Advisors LLC 740 - 2024-03-31 54,730 $234,000 0
   SeaCrest Wealth Management LLC 539 - 2024-03-31 53,002 $227,000 1,882
   COMMONWEALTH EQUITY SERVICES LLC. 3544 - 2024-03-31 48,372 $207,000 -11,715
   Lumature Wealth Partners LLC 160 - 2023-06-30 52,000 $200,000 0
   Private Advisor Group LLC 2109 - 2024-03-31 45,936 $197,000 0
   Fortitude Advisory Group L.L.C. 195 - 2024-03-31 45,442 $194,000 0
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 945 *New 2024-03-31 44,000 $188,000 44,000
   Moloney Securities Asset Management LLC 410 *New 2024-03-31 42,200 $181,000 42,200
   Gridiron Partners LLC 55 - 2024-03-31 39,405 $169,000 -75,795
   InterOcean Capital Group LLC 460 - 2024-03-31 39,000 $167,000 0
   COMERICA BANK 2372 - 2024-03-31 38,339 $164,000 -1,496
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3053 - 2024-03-31 38,139 $163,000 3,606
   SHUFRO ROSE & CO LLC 287 - 2024-03-31 38,000 $163,000 7,000
   Sequoia Financial Advisors LLC 1080 - 2024-03-31 35,415 $152,000 -2,793
   Verity Asset Management Inc. 182 - 2023-12-31 36,352 $149,000 -39,240
   WEALTHTRUST AXIOM LLC 239 - 2024-03-31 33,920 $145,000 -1,969
   Clear Creek Financial Management LLC 407 - 2024-03-31 33,525 $143,000 0
   MARINER WEALTH ADVISORS, LLC 2855 - 2024-03-31 32,680 $140,000 0
   PROSPERA FINANCIAL SERVICES 1013 - 2023-12-31 34,000 $139,000 0
   Consolidated Portfolio Review Corp 270 - 2024-03-31 31,777 $136,000 -829
   Envestnet Portfolio Solutions Inc. 1575 - 2024-03-31 30,073 $129,000 -20,583
   Asset Allocation & Management Company LLC 49 - 2024-03-31 30,000 $128,000 0
   US BANCORP 2259 - 2024-03-31 28,139 $120,000 2,425
   CAPTRUST FINANCIAL ADVISORS 2043 - 2024-03-31 24,786 $106,000 -400
   MILLENNIUM MANAGEMENT LLC 3693 *New 2024-03-31 23,610 $101,000 23,610
   CoreCap Advisors LLC 583 - 2023-12-31 24,500 $100,000 -5,000
   WEALTH EFFECTS LLC 210 - 2024-03-31 21,705 $93,000 -4,960
   Perennial Investment Advisors LLC 340 - 2024-03-31 21,672 $93,000 202
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 612 - 2024-03-31 20,949 $90,000 0
   Astoria Portfolio Advisors LLC. 188 - 2024-03-31 21,111 $88,000 -222
   TOWNSQUARE CAPITAL LLC 1181 - 2024-03-31 19,446 $83,000 -97
   RAYMOND JAMES TRUST CO 1229 - 2024-03-31 19,328 $83,000 0
   MULTIFINANCIAL SECURITIES CORP 2305 - 2024-03-31 19,098 $82,000 398
   STEPHENS INC /AR/ 1227 - 2024-03-31 18,553 $79,000 0
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 121 - 2024-03-31 18,052 $77,000 0
   J.W. COLE ADVISORS INC. 859 *New 2024-03-31 17,871 $76,000 17,871
   VIRTU FINANCIAL LLC 960 - 2024-03-31 17,539 $75,000 6,627
   Oak Harvest Investment Services 117 - 2024-03-31 17,000 $73,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3224 - 2024-03-31 17,108 $73,000 -3,559
   MML INVESTORS SERVICES LLC 2421 - 2024-03-31 16,675 $71,000 -545
   180 WEALTH ADVISORS LLC 396 - 2024-03-31 16,500 $71,000 0
   WEDBUSH MORGAN SECURITIES INC 1198 - 2024-03-31 16,493 $71,000 5,600
  100 Records found
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