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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
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 55 - 2024-03-31 119,616 $1,017,000 0
   PNC FINANCIAL SERVICES GROUP INC 1188 - 2024-03-31 110,000 $935,000 0
   BANK OF NEW YORK MELLON CORP 3257 - 2024-03-31 91,399 $777,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1487 - 2024-03-31 67,369 $573,000 0
   Oakmont Partners LLC 516 - 2024-03-31 52,800 $449,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 626 - 2023-12-31 32,000 $270,000 0
   IFG Advisors LLC 113 - 2024-03-31 30,000 $255,000 0
   CHOATE INVESTMENT ADVISORS 398 - 2024-03-31 19,814 $168,000 0
   Catalina Capital Group LLC 270 - 2024-03-31 18,223 $155,000 0
   Williams Jones Wealth Management LLC. 494 - 2024-03-31 17,500 $149,000 0
   Relyea Zuckerberg Hanson LLC 231 - 2024-03-31 16,221 $138,000 0
   Integrated Wealth Concepts LLC 1507 - 2023-12-31 11,100 $94,000 0
   Private Advisor Group LLC 2200 - 2024-03-31 10,229 $87,000 0
   ELEMENT POINTE ADVISORS LLC 79 - 2023-12-31 10,336 $87,000 0
   Fortitude Family Office LLC 125 - 2024-03-31 7,300 $62,000 0
   Tradewinds Capital Management LLC 177 - 2024-03-31 4,677 $40,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1338 - 2024-03-31 4,418 $38,000 0
   GPS Wealth Strategies Group LLC 596 - 2024-03-31 4,075 $35,000 0
   US BANCORP 2938 - 2024-03-31 3,194 $27,000 0
   COMERICA BANK 2902 - 2023-12-31 3,000 $25,000 0
   PRIVATE TRUST CO NA 1599 - 2024-03-31 1,400 $12,000 0
   Geneos Wealth Management Inc. 1793 - 2024-03-31 317 $3,000 0
   Mascoma Wealth Management LLC 420 - 2024-03-31 364 $3,000 0
   CWM LLC 3881 - 2024-03-31 333 $3,000 0
   PROEQUITIES INC. 9540 - 2024-03-31 0 $0 0
  25 Records found
  1    
  Page 1 of 1
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