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Get Institutions for : 
Invesco Van Kampen Senior (VVR)  
$4.39 0.01 (0.23%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 141    2
Total shares held : 
47,632,666  
% of shares held : 
26.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -13  
Amount of shares held : 
-626,789  
% of shares held change : 
  -0.35%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$3.90  
Last Quarter's Ending Price : 
$4.10  
Last Quarter's Average Price
$4.00  
Change from last quarter's     
avg. price to the last closing  : 
0.39 (9.75%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 228,471
 0.48%
 
Increased Positions :
35
 2,203,320
 4.63%
 
Unchanged Positions :
49
 6,096,439
 12.8%
 
Decreased Positions :
46
-2,081,395
-4.37%
 
Closed Positions :
13
-977,185
-2.05%
 
Guru Positions :
1
44,000
 0.09%
 
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 1869 - 2023-12-31 10,591,753 $43,426,000 142,957
   BANK OF AMERICA CORP /DE/ 1999 - 2023-12-31 3,756,741 $15,403,000 49,148
   Penserra Capital Management LLC 55 - 2023-12-31 3,290,003 $13,489,000 227,707
   WELLS FARGO & CO/MN 1381 - 2024-03-31 2,997,108 $12,828,000 1,002,788
   LPL FINANCIAL CORP 1440 - 2024-03-31 1,950,101 $8,346,000 171,396
   Solutions 4 Wealth Ltd 1 - 2024-03-31 1,741,309 $7,453,000 577,292
   AMERIPRISE FINANCIAL INC 2133 - 2023-12-31 1,482,836 $6,081,000 1,354,446
   ADVISORS MANAGEMENT GROUP INC /ADV 33 - 2024-03-31 1,006,290 $4,307,000 13,503
   ENVESTNET ASSET MANAGEMENT INC 2501 - 2023-12-31 462,365 $1,896,000 27,544
   Mirador Capital Partners LP 56 - 2024-03-31 403,025 $1,725,000 31,474
   JANNEY MONTGOMERY SCOTT LLC 1426 - 2024-03-31 269,258 $1,152,000 7,491
   RAYMOND JAMES & ASSOCIATES 2607 - 2024-03-31 221,288 $947,000 3,357
   KESTRA PRIVATE WEALTH SERVICES LLC 577 - 2024-03-31 214,422 $918,000 6,250
   ROYAL BANK OF CANADA 3183 - 2023-12-31 213,047 $873,000 12,204
   Claro Advisors LLC 236 - 2024-03-31 117,549 $503,000 3,052
   CREATIVE PLANNING 1707 - 2023-12-31 121,211 $497,000 1,350
   Advisor Group Holdings Inc. 3024 - 2024-03-31 102,345 $438,000 7,386
   CUTTER & CO BROKERAGE INC 107 - 2024-03-31 97,798 $419,000 2,052
   Spire Wealth Management 618 - 2024-03-31 81,768 $350,000 339
   NATIONAL ASSET MANAGEMENT, INC. 1033 - 2023-12-31 75,785 $311,000 3,250
   PFG Investments LLC 755 - 2024-03-31 67,029 $287,000 67,029
   Wagner Wealth Management LLC 101 - 2024-03-31 64,674 $277,000 42,212
   HIGHTOWER ADVISORS, LLC 2703 - 2024-03-31 64,117 $274,000 902
   MELFA WEALTH MANAGEMENT LLC 125 - 2024-03-31 59,432 $254,000 27
   Claraphi Advisory Network LLC 155 - 2022-12-31 63,000 $241,000 47,500
   Integrated Capital Management Inc. 32 - 2024-03-31 54,751 $234,000 3,405
   SeaCrest Wealth Management LLC 539 - 2024-03-31 53,002 $227,000 1,882
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3053 - 2024-03-31 38,139 $163,000 3,606
   SHUFRO ROSE & CO LLC 287 - 2024-03-31 38,000 $163,000 7,000
   US BANCORP 2259 - 2024-03-31 28,139 $120,000 2,425
   CAPTRUST FINANCIAL ADVISORS 2515 - 2023-12-31 25,186 $103,000 50
   AXXCESS WEALTH MANAGEMENT LLC 808 - 2023-12-31 23,115 $95,000 12,615
   Perennial Investment Advisors LLC 326 - 2023-12-31 21,470 $88,000 203
   TOWNSQUARE CAPITAL LLC 1095 - 2023-12-31 19,543 $80,000 8,824
   MML INVESTORS SERVICES LLC 2396 - 2023-12-31 17,220 $71,000 2,162
   Equitable Holdings Inc. 1106 - 2023-12-31 11,169 $46,000 170
   Smith Anglin Financial LLC 196 - 2024-03-31 10,547 $45,000 108
   CWM LLC 3282 - 2024-03-31 2,516 $11,000 695

  38 Records found
  1    
  Page 1 of 1
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