Invesco Advantage Municipal Income Trust II Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| UBS GROUP AG | 11/13/2025 | 926.47 K | $8.13 M | -1.21% | 2.12% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 881.92 K | $7.73 M | -15.61% | 2.02% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 799.43 K | $7.01 M | 13.68% | 1.83% |
| LECONTE WEALTH MANAGEMENT, LLC | 10/16/2025 | 718.90 K | $6.30 M | 2.68% | 1.65% |
| MORGAN STANLEY | 11/14/2025 | 715.50 K | $6.27 M | 5.83% | 1.64% |
| LPL FINANCIAL LLC | 11/12/2025 | 693.79 K | $6.08 M | 2,227.54% | 1.59% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 608.31 K | $5.34 M | -1.14% | 1.39% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 602.60 K | $5.28 M | 26.83% | 1.38% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 11/14/2025 | 471.93 K | $4.14 M | -59.33% | 1.08% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 457.50 K | $4.01 M | 38.20% | 1.05% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 441.52 K | $3.87 M | 6.19% | 1.01% |
| MACKAY SHIELDS LLC | 10/27/2025 | 404.96 K | $3.55 M | 0.00% | 0.93% |
| FIERA CAPITAL CORP | 11/07/2025 | 352.16 K | $3.09 M | -0.97% | 0.81% |
| VAN ECK ASSOCIATES CORP | 11/13/2025 | 229.63 K | $2.01 M | -15.21% | 0.53% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 163.67 K | $1.44 M | -11.49% | 0.38% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2025 | 160.15 K | $1.40 M | -80.80% | 0.37% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 148.75 K | $1.30 M | 14.73% | 0.34% |
| SMITH, MOORE & CO. | 11/12/2025 | 120.82 K | $1.06 M | 4.03% | 0.28% |
| INDIANA TRUST & INVESTMENT MANAGEMENT CO | 10/17/2025 | 120.44 K | $1.06 M | -4.75% | 0.28% |
| WHIPPLEWOOD ADVISORS, LLC | 11/06/2025 | 114.78 K | $1.01 M | 5.48% | 0.26% |
| NORTH GROUND CAPITAL | 10/29/2025 | 85.50 K | $749.84 K | 69.99% | 0.20% |
| MELFA WEALTH MANAGEMENT, LLC | 10/28/2025 | 84.51 K | $741.13 K | 0.00% | 0.19% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/23/2025 | 68.19 K | $598.04 K | 6.84% | 0.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 67.37 K | $586.11 K | 0.00% | 0.15% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 66.62 K | $584.25 K | 1.11% | 0.15% |
| ALPINE GLOBAL MANAGEMENT, LLC | 11/14/2025 | 45.00 K | $394.65 K | 100.00% | 0.10% |
| ROYAL BANK OF CANADA | 11/14/2025 | 42.44 K | $373.00 K | 7.26% | 0.10% |
| MADISON PARK CAPITAL ADVISORS, LLC | 11/04/2025 | 42.11 K | $369.34 K | 0.10% | 0.10% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 39.98 K | $350.59 K | -29.84% | 0.09% |
| PENSIONMARK FINANCIAL GROUP, LLC | 10/15/2025 | 37.21 K | $326.35 K | 0.00% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 33.06 K | $290.00 K | -13.69% | 0.08% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 30.99 K | $271.77 K | 42.07% | 0.07% |
| ALPHACORE CAPITAL LLC | 11/12/2025 | 29.53 K | $258.97 K | -1.36% | 0.07% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 29.27 K | $256.70 K | 1.99% | 0.07% |
| NUVEEN, LLC | 11/12/2025 | 28.58 K | $250.66 K | 0.00% | 0.07% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 10/27/2025 | 28.03 K | $245.84 K | 100.00% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 27.12 K | $227.26 K | 15.87% | 0.06% |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 11/12/2025 | 20.70 K | $181.54 K | -9.54% | 0.05% |
| CHOATE INVESTMENT ADVISORS | 11/10/2025 | 19.81 K | $173.77 K | 0.00% | 0.05% |
| RIVER STREET ADVISORS LLC | 10/22/2025 | 19.61 K | $171.98 K | 0.00% | 0.04% |
| MGO ONE SEVEN LLC | 10/24/2025 | 18.39 K | $161.28 K | 0.00% | 0.04% |
| TRADEWINDS CAPITAL MANAGEMENT, LLC | 10/21/2025 | 15.84 K | $138.89 K | 0.00% | 0.04% |
| CREATIVE PLANNING | 11/14/2025 | 15.79 K | $138.50 K | 35.44% | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 15.77 K | $138.00 K | -10.16% | 0.04% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 11/14/2025 | 15.00 K | $131.55 K | 0.00% | 0.03% |
| TPG ADVISORS LLC | 11/06/2025 | 14.22 K | $124.70 K | 11.24% | 0.03% |
| MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 11/05/2025 | 13.91 K | $121.99 K | 10.79% | 0.03% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 12.80 K | $112.00 K | 0.00% | 0.03% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 10/29/2025 | 12.25 K | $102.53 K | -4.30% | 0.03% |
| SAVANT CAPITAL, LLC | 11/05/2025 | 11.34 K | $99.42 K | -17.33% | 0.03% |
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Invesco Advantage Municipal Income Trust II institutional Ownership - FAQ's
During the previous two years, 83 institutional investors and hedge funds held shares of Invesco Advantage Municipal Income Trust II. The most heavily invested institutionals were:
LeConte Wealth Management, LLC: 641,714
Hennion & Walsh Asset Management, Inc.: 269,226
Indiana Trust & Investment Management CO: 111,938
MELFA WEALTH MANAGEMENT, LLC: 83,679
Madison Park Capital Advisors, LLC: 42,154
MGO ONE SEVEN LLC: 18,390
23.39% of Invesco Advantage Municipal Income Trust II stock is owned by institutional investors.
Institutional investors have bought a total of 9.32 M shares in the last 24 months. This purchase volume represents approximately $83.75 M in transactions.