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Get Institutions for : 
Invesco Van Kampen Penn Va (VPV)  
$10.21 0.03 (0.34%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 43    6
Total shares held : 
 6,672,261  
% of shares held : 
 28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -13  
Amount of shares held : 
 869,027  
% of shares held change : 
   3.65%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $8.93  
Last Quarter's Ending Price : 
 $10.00  
Last Quarter's Average Price : 
 $9.33  
Change from last quarter's     
avg. price to the last closing  : 
0.88 (9.43%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 135,977
 2.04%
 
Increased Positions :
11
 1,527,549
 22.89%
 
Unchanged Positions :
9
 186,751
 2.8%
 
Decreased Positions :
18
-143,773
-2.15%
 
Closed Positions :
11
-650,726
-9.75%
 
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
   MORGAN STANLEY 4553 - 2023-12-31 154,799 $1,548,000 -29,469
   BANK OF AMERICA CORP /DE/ 3994 - 2023-12-31 101,655 $1,017,000 -16,356
   BANK OF NEW YORK MELLON CORP 3190 - 2024-03-31 87,878 $901,000 -1
   Hennion & Walsh Asset Management Inc. 545 - 2024-03-31 52,432 $537,000 -661
   WEALTHTRUST AXIOM LLC 140 - 2023-12-31 43,834 $438,000 -546
   WELLS FARGO & CO/MN 3536 - 2023-12-31 36,324 $363,000 -1,433
   BLB&B ADVISORS LLC 208 - 2024-03-31 35,094 $360,000 -1,183
   UBS Group AG 4278 - 2023-12-31 30,761 $308,000 -21,416
   JOURNEY STRATEGIC WEALTH LLC 156 - 2023-12-31 27,004 $270,000 -5,000
   ROYAL BANK OF CANADA 4236 - 2023-12-31 26,126 $261,000 -22,131
   Brandywine Oak Private Wealth LLC 208 - 2023-12-31 23,685 $237,000 -4,022
   JANNEY MONTGOMERY SCOTT LLC 2501 - 2024-03-31 21,366 $219,000 -7,200
   AMERIPRISE FINANCIAL INC 3665 - 2023-12-31 16,538 $165,000 -4,883
   M&T BANK CORP 1531 - 2023-12-31 15,046 $150,000 -1,558
   RODGERS BROTHERS INC. 225 - 2023-12-31 14,736 $147,000 -619
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5043 - 2023-12-31 14,669 $147,000 -5,200
   ENVESTNET ASSET MANAGEMENT INC 3901 - 2023-12-31 11,743 $117,000 -507
   Advisor Group Holdings Inc. 5687 - 2023-12-31 1,088 $11,000 -2,670
  18 Records found
  1    
  Page 1 of 1
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