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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
   Allspring Global Investments Holdings LLC 1136 - 2024-03-31 246,388 $2,429,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 32 - 2024-03-31 170,380 $1,680,000 0
   BLACKROCK INC. 3846 - 2024-03-31 123,881 $1,221,000 0
   Oakmont Partners LLC 387 - 2024-03-31 88,000 $868,000 0
   CUTLER CAPITAL MANAGEMENT LLC 53 - 2024-03-31 86,117 $849,000 0
   MELFA WEALTH MANAGEMENT LLC 95 - 2024-03-31 37,360 $368,000 0
   PNC FINANCIAL SERVICES GROUP INC 2116 - 2024-03-31 22,033 $217,000 0
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 493 - 2024-03-31 15,100 $149,000 0
   Wealth Alliance Advisory Group LLC 180 - 2024-03-31 14,735 $145,000 0
   Zullo Investment Group Inc. 150 - 2024-03-31 13,500 $133,000 0
   Catalina Capital Group LLC 285 - 2024-03-31 11,035 $109,000 0
   Integrated Wealth Concepts LLC 1557 - 2024-03-31 11,010 $109,000 0
   ALESCO ADVISORS LLC 184 - 2024-03-31 11,000 $108,000 0
   NUVEEN ASSET MANAGEMENT, LLC 3199 - 2024-03-31 10,819 $107,000 0
   Concurrent Investment Advisors LLC 843 - 2024-03-31 10,305 $102,000 0
   NBC SECURITIES INC. 1170 - 2024-03-31 4,541 $44,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 455 - 2023-06-30 1,500 $15,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 643 - 2022-12-31 1,462 $15,000 0
   ANCORA ADVISORS, LLC 1191 - 2024-03-31 1,419 $14,000 0
   Steward Partners Investment Advisory LLC 2662 - 2024-03-31 1,381 $14,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1732 - 2024-03-31 764 $8,000 0
   Key Financial Inc 900 - 2024-03-31 608 $6,000 0
   Mascoma Wealth Management LLC 411 - 2024-03-31 320 $3,000 0
   PRINCIPAL SECURITIES INC. 2890 - 2024-03-31 250 $2,000 0
   PROEQUITIES INC. 7516 - 2024-03-31 0 $0 0
  25 Records found
  1    
  Page 1 of 1
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