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Get Institutions for : 
Invesco Van Kampen Inc Tr (VLT)  
$10.43 0.00 (0.00%) as of 4:30 Mon 4/29


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    1
Total shares held : 
 1,020,453  
% of shares held : 
 12.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 43,192  
% of shares held change : 
   0.53%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $9.81  
Last Quarter's Ending Price : 
 $10.39  
Last Quarter's Average Price : 
 $9.94  
Change from last quarter's     
avg. price to the last closing  : 
0.49 (4.93%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 24,862
 2.44%
 
Increased Positions :
8
 72,226
 7.08%
 
Unchanged Positions :
8
 47,976
 4.7%
 
Decreased Positions :
7
-52,486
-5.14%
 
Closed Positions :
2
-1,410
-0.14%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SIT INVESTMENT ASSOCIATES INC 257 - 2023-12-31 308,318 $3,203,000 -17,444
   SHAKER FINANCIAL SERVICES, LLC 63 - 2023-12-31 136,396 $1,417,000 39,554
   MELFA WEALTH MANAGEMENT LLC 45 - 2024-03-31 78,066 $838,000 6,382
   Goss Wealth Management LLC 1079 - 2023-12-31 70,750 $733,000 9,300
   PARK AVENUE SECURITIES LLC 804 - 2024-03-31 67,370 $723,000 2,595
   ENVESTNET ASSET MANAGEMENT INC 3123 - 2023-12-31 69,241 $719,000 -1,476
   GUGGENHEIM CAPITAL LLC 1358 - 2023-12-31 60,394 $627,000 -22,221
   AMERIPRISE FINANCIAL INC 3389 - 2023-12-31 46,152 $480,000 345
   UBS Group AG 4023 - 2023-12-31 42,310 $440,000 -3,947
   WOLVERINE ASSET MANAGEMENT LLC 528 - 2023-12-31 25,202 $262,000 20,116
   Uncommon Cents Investing LLC 174 - 2024-03-31 22,455 $241,000 0
   LPL FINANCIAL CORP 4367 - 2023-12-31 15,154 $157,000 553
   WELLS FARGO & CO/MN 4027 - 2023-12-31 15,022 $156,000 0
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 734 *New 2023-12-31 14,573 $151,000 14,573
   Advisor Group Holdings Inc. 4135 - 2023-12-31 14,233 $148,000 -5,848
   Integrated Capital Management Inc. 74 - 2024-03-31 12,488 $134,000 -62
   COMMONWEALTH EQUITY SERVICES LLC. 3578 *New 2023-12-31 10,288 $107,000 10,288
   ROYAL BANK OF CANADA 4979 - 2023-12-31 9,192 $95,000 2,046
   MORGAN STANLEY 6055 - 2023-12-31 3,355 $35,000 0
   BANK OF AMERICA CORP /DE/ 5565 - 2023-12-31 3,352 $35,000 0
   Qube Research & Technologies Ltd 3023 - 2023-12-31 2,439 $25,000 0
   SANDY SPRING BANK - 2023-12-31 1,264 $13,000 36
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 932 $10,000 0
   Key Financial Inc 991 - 2023-12-31 421 $4,000 0
   BAKER AVENUE ASSET MANAGEMENT, LP 553 *Closed 2023-12-31 0 $0 -1,349
   PROEQUITIES INC. 5820 - 2023-12-31 0 $0 0
   FMR LLC 5461 *New 2023-12-31 1 $0 1
  27 Records found
  1    
  Page 1 of 1
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