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Get Institutions for : 
Invesco Van Kampen Inc Tr (VLT)  
$10.68 0.01 (0.09%) as of 4:30 Tue 5/14


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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  : 
0.74 (7.44%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   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
   AMERIPRISE FINANCIAL INC 3389 - 2023-12-31 46,152 $480,000 345
   WOLVERINE ASSET MANAGEMENT LLC 528 - 2023-12-31 25,202 $262,000 20,116
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 633 - 2024-03-31 15,970 $171,000 1,397
   LPL FINANCIAL CORP 4444 - 2024-03-31 15,358 $165,000 204
   Advisor Group Holdings Inc. 3831 - 2024-03-31 15,309 $164,000 1,076
   COMMONWEALTH EQUITY SERVICES LLC. 3726 - 2024-03-31 10,310 $111,000 22
   ROYAL BANK OF CANADA 4979 - 2023-12-31 9,192 $95,000 2,046
   SANDY SPRING BANK 712 - 2024-03-31 2,177 $23,000 913

  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results