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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
   SIT INVESTMENT ASSOCIATES INC 109 - 2023-12-31 1,337,812 $11,305,000 -58,744
   FIERA SCEPTRE INC. 215 - 2024-03-31 571,147 $4,855,000 -164,012
   BANK OF AMERICA CORP /DE/ 2956 - 2023-12-31 519,787 $4,392,000 -84,959
   MORGAN STANLEY 3993 - 2023-12-31 474,170 $4,007,000 -8,491
   WELLS FARGO & CO/MN 2831 - 2024-03-31 152,502 $1,296,000 -101,127
   Rockefeller Capital Management L.P. 1080 - 2023-12-31 139,169 $1,176,000 -10,071
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 370 - 2024-03-31 86,927 $739,000 -11,975
   MELFA WEALTH MANAGEMENT LLC 53 - 2024-03-31 84,205 $716,000 -13,307
   AMERIPRISE FINANCIAL INC 3263 - 2023-12-31 80,801 $683,000 -9,195
   Capital Investment Advisors LLC 362 - 2024-03-31 70,032 $595,000 -845
   INVESCO LTD 3043 - 2023-12-31 68,280 $577,000 -34,763
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2528 - 2024-03-31 43,296 $368,000 -3,100
   STIFEL FINANCIAL CORP 2820 - 2023-12-31 36,207 $306,000 -17,122
   Summit Trail Advisors LLC 578 - 2024-03-31 12,688 $108,000 -2,426
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3192 - 2024-03-31 11,906 $101,000 -405
   COMMONWEALTH EQUITY SERVICES LLC. 3737 - 2024-03-31 11,840 $101,000 -500
   MOODY NATIONAL BANK TRUST DIVISION 457 - 2024-03-31 10,690 $91,000 -3,502
   UMB BANK N A/MO 1052 - 2024-03-31 2,471 $21,000 -809
  18 Records found
  1    
  Page 1 of 1
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