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Get Institutions for : 
Invesco Van Kampen Advanta (VKI)  
$8.51 0.03 (0.35%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 78    9
Total shares held : 
 12,266,900  
% of shares held : 
 27.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   23  
Amount of shares held : 
 1,514,502  
% of shares held change : 
   3.41%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $7.39  
Last Quarter's Ending Price : 
 $8.45  
Last Quarter's Average Price : 
 $7.84  
Change from last quarter's     
avg. price to the last closing  : 
0.67 (8.55%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 340,939
 2.78%
 
Increased Positions :
28
 1,630,223
 13.29%
 
Unchanged Positions :
20
 389,277
 3.17%
 
Decreased Positions :
14
-297,994
-2.43%
 
Closed Positions :
7
-158,666
-1.29%
 
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
   RIVERNORTH CAPITAL MANAGEMENT, INC. 44 - 2023-12-31 1,393,676 $11,777,000 148,098
   KARPUS MANAGEMENT INC 80 - 2023-12-31 942,137 $7,961,000 147,111
   Hennion & Walsh Asset Management Inc. 38 - 2024-03-31 889,294 $7,559,000 166,893
   GUGGENHEIM CAPITAL LLC 408 - 2023-12-31 841,727 $7,113,000 233,508
   UBS Group AG 1682 - 2023-12-31 837,882 $7,080,000 20,845
   ROBINSON CAPITAL MANAGEMENT LLC 13 - 2023-12-31 698,975 $5,934,000 103,945
   Logan Stone Capital LLC 52 - 2023-12-31 372,486 $3,148,000 248,129
   CNH PARTNERS LLC 122 - 2023-12-31 366,571 $3,098,000 21,366
   VAN ECK ASSOCIATES CORP 740 - 2024-03-31 355,011 $3,018,000 18,117
   LPL FINANCIAL CORP 2310 - 2024-03-31 294,675 $2,505,000 24,677
   Advisor Group Holdings Inc. 1655 - 2024-03-31 247,743 $2,106,000 6,775
   RAYMOND JAMES & ASSOCIATES 2578 - 2024-03-31 116,815 $993,000 22,875
   Ackerman Capital Advisors LLC 61 - 2024-03-31 78,412 $667,000 49,044
   WOLVERINE ASSET MANAGEMENT LLC 388 - 2023-12-31 75,388 $637,000 25,660
   BANK OF MONTREAL /CAN/ 2022 - 2023-12-31 50,572 $503,000 6,810
   KINGSWOOD WEALTH ADVISORS LLC 506 - 2024-03-31 32,130 $273,000 10,850
   ROYAL BANK OF CANADA 4278 - 2023-12-31 29,531 $249,000 16,771
   Madison Park Capital Advisors LLC 59 - 2024-03-31 26,417 $225,000 17
   CREATIVE PLANNING 2482 - 2023-12-31 18,760 $159,000 7,300
   Massey Quick & Co. LLC 403 - 2024-03-31 17,956 $153,000 1,875
   FINANCIAL ENGINES ADVISORS L.L.C. 305 - 2023-12-31 10,715 $91,000 10,715
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1816 - 2023-12-31 10,515 $89,000 1,831
   J P MORGAN CHASE & CO 4671 - 2024-03-31 6,414 $55,000 5,745
  23 Records found
  1    
  Page 1 of 1
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