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Get Institutions for : 
Invesco Van Kampen Tr For (VGM)  
$9.86 0.01 (0.1%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 103    9
Total shares held : 
20,517,625  
% of shares held : 
37.83%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  20  
Amount of shares held : 
1,976,349  
% of shares held change : 
  3.64%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$8.46  
Last Quarter's Ending Price : 
$9.89  
Last Quarter's Average Price
$9.06  
Change from last quarter's     
avg. price to the last closing  : 
0.80 (8.83%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 1,502,720
 7.32%
 
Increased Positions :
32
 2,011,323
 9.8%
 
Unchanged Positions :
29
 1,381,345
 6.73%
 
Decreased Positions :
21
-1,352,441
-6.59%
 
Closed Positions :
12
-185,253
-0.9%
 
Guru Positions :
0
 0%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SageView Advisory Group LLC 63 *New 2024-03-31 9,367 $4,159,000 9,367
   HPM Partners LLC 770 *New 2024-03-31 353,840 $3,489,000 353,840
   ADVISOR PARTNERS II LLC 421 *New 2023-09-30 139,307 $1,184,000 139,307
   NINE MASTS CAPITAL Ltd 33 *New 2024-03-31 95,289 $940,000 95,289
   Fort Point Capital Partners LLC 272 *New 2024-03-31 26,667 $263,000 26,667
   NOMURA HOLDINGS INC 768 *New 2024-03-31 19,541 $193,000 19,541
   J P MORGAN CHASE & CO 4517 *New 2024-03-31 9,034 $89,000 9,034
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 258 *New 2024-03-31 5,666 $56,000 5,666
   GUARANTY TRUST CO OF MISSOURI /MO/ 898 *New 2024-03-31 2,926 $29,000 2,926
   CREATIVE FINANCIAL DESIGNS INC /ADV 1567 *New 2024-03-31 146 $1,000 146

  10 Records found
  1    
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