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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SHUFRO ROSE & CO LLC 311 *Closed 2024-03-31 0 $0 -15,500
   Rockbridge Investment Management LCC 805 *Closed 2023-12-31 0 $0 -620
   Sollinda Capital Management LLC 74 *Closed 2024-03-31 0 $0 -17,500
   FINANCIAL NETWORK 2781 *Closed 2023-12-31 0 $0 -10,669
   GRADIENT INVESTMENTS LLC 1667 *Closed 2024-03-31 0 $0 -1,000
   ADVISORY SERVICES NETWORK, LLC 3470 *Closed 2024-03-31 0 $0 -7,341
   SABA CAPITAL MANAGEMENT, L.P. 521 *Closed 2023-12-31 0 $0 -78,070
   WEBSTER BANK 645 *Closed 2024-03-31 0 $0 -1,633
   Capital Investment Advisors LLC 644 *Closed 2024-03-31 0 $0 -10,405
   Walleye Trading Advisors LLC 2508 *Closed 2023-12-31 0 $0 -20,250
   Catalytic Wealth RIA LLC 288 *Closed 2024-03-31 0 $0 -29,506
   PRIVATE TRUST CO NA 2373 *Closed 2024-03-31 0 $0 -7,593
   KINGSWOOD WEALTH ADVISORS LLC 713 *Closed 2024-03-31 0 $0 -10,432

  13 Records found
  1    
  Page 1 of 1
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