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Get Institutions for : 
Invesco Van Kampen Tr For (VGM)  
$9.87 0.02 (0.2%) as of 4:30 Thu 5/16


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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  : 
0.81 (8.94%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   KARPUS MANAGEMENT INC 24 - 2023-12-31 3,199,553 $31,644,000 738,008
   Bramshill Investments LLC 9 - 2023-12-31 2,692,424 $26,628,000 353,857
   GUGGENHEIM CAPITAL LLC 382 - 2023-12-31 802,063 $7,932,000 47,931
   BB&T CORP 704 - 2023-12-31 770,014 $7,615,000 8,303
   ROBINSON CAPITAL MANAGEMENT LLC 15 - 2023-12-31 586,706 $5,767,000 135,096
   Logan Stone Capital LLC 29 - 2023-12-31 542,611 $5,366,000 112,930
   CNH PARTNERS LLC 91 - 2023-12-31 446,866 $4,420,000 47,572
   VAN ECK ASSOCIATES CORP 648 - 2024-03-31 429,706 $4,237,000 20,389
   UBS Group AG 2343 - 2023-12-31 339,067 $3,353,000 76,435
   LPL FINANCIAL CORP 2136 - 2024-03-31 312,216 $3,078,000 18,541
   ROYAL BANK OF CANADA 2423 - 2023-12-31 243,403 $2,407,000 1,871
   Melone Private Wealth LLC 24 - 2024-03-31 186,847 $1,842,000 1,761
   GREATMARK INVESTMENT PARTNERS, INC. 61 - 2024-03-31 184,500 $1,819,000 28,750
   Leo Wealth LLC 105 - 2024-03-31 167,235 $1,647,000 14,713
   AMERIPRISE FINANCIAL INC 2934 - 2023-12-31 155,949 $1,534,000 77,922
   BFT FINANCIAL GROUP LLC 95 - 2023-06-30 144,620 $1,404,000 6,169
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 239 - 2024-03-31 138,466 $1,365,000 22,566
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1837 - 2024-03-31 85,035 $838,000 16,623
   Tyche Wealth Partners LLC 89 - 2024-03-31 81,179 $800,000 1,800
   Hennion & Walsh Asset Management Inc. 549 - 2024-03-31 53,436 $527,000 20,072
   COMMONWEALTH EQUITY SERVICES LLC. 2753 - 2024-03-31 52,700 $520,000 1,396
   VIRTU FINANCIAL LLC 573 - 2023-12-31 33,168 $328,000 14,720
   Massey Quick & Co. LLC 347 - 2024-03-31 25,132 $248,000 2,667
   Kestra Advisory Services LLC 2140 - 2023-12-31 15,013 $148,000 1,110
   Nelson Van Denburg & Campbell Wealth Management Gr 824 - 2024-03-31 14,151 $140,000 9,934
   Kercheville Advisors LLC 82 - 2024-03-31 12,415 $122,000 16
   Cetera Investment Advisers 2117 - 2023-12-31 11,268 $111,000 273
   Goss Wealth Management LLC 1924 - 2023-12-31 10,970 $104,000 10,350
   FAIRFIELD RESEARCH CORP 271 - 2023-12-31 1,500 $15,000 1,500
   COMERICA BANK 3256 - 2023-12-31 525 $5,000 13
  30 Records found
  1    
  Page 1 of 1
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