Invesco High Income Trust II Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 112.23 K | $1.26 M | -19.90% | 1.74% |
| MELFA WEALTH MANAGEMENT, LLC | 10/28/2025 | 74.62 K | $837.23 K | -0.01% | 1.16% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 73.46 K | $824.17 K | 2.75% | 1.14% |
| PARK AVENUE SECURITIES LLC | 10/23/2025 | 62.12 K | $697.00 K | -4.32% | 0.96% |
| FIERA CAPITAL CORP | 11/07/2025 | 57.56 K | $645.87 K | 36.53% | 0.89% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 48.19 K | $540.67 K | 0.63% | 0.75% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 30.52 K | $342.39 K | 100.00% | 0.47% |
| UBS GROUP AG | 11/13/2025 | 28.29 K | $317.37 K | -2.42% | 0.44% |
| UNCOMMON CENTS INVESTING LLC | 10/16/2025 | 22.17 K | $248.69 K | 0.00% | 0.34% |
| MALLINI COMPLETE FINANCIAL PLANNING LLC | 10/20/2025 | 19.29 K | $216.39 K | 1.81% | 0.30% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 14.49 K | $162.60 K | 100.00% | 0.22% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 12.88 K | $144.49 K | 0.00% | 0.20% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 10/08/2025 | 12.21 K | $137.04 K | -0.46% | 0.19% |
| MORGAN STANLEY | 11/14/2025 | 11.52 K | $129.27 K | -4.34% | 0.18% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 11.10 K | $126.48 K | 1.44% | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 8.31 K | $92.82 K | 4.46% | 0.13% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/24/2025 | 3.51 K | $39.33 K | 0.00% | 0.05% |
| ATLANTIC UNION BANKSHARES CORP | 11/04/2025 | 2.40 K | $26.94 K | 1.65% | 0.04% |
| KILTER GROUP LLC | 02/06/2026 | 1.15 K | $12.92 K | 100.00% | 0.02% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 657 | $7.37 K | 8.60% | 0.01% |
| KEY FINANCIAL INC | 11/05/2025 | 421 | $4.76 K | 0.00% | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 11/07/2025 | 373 | $4.19 K | 0.00% | 0.01% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Invesco High Income Trust II institutional Ownership - FAQ's
During the previous two years, 31 institutional investors and hedge funds held shares of Invesco High Income Trust II. The most heavily invested institutionals were:
MELFA WEALTH MANAGEMENT, LLC: 74,476
Uncommon Cents Investing LLC: 22,265
Mallini Complete Financial Planning LLC: 19,542
HIGHLINE WEALTH PARTNERS LLC: 250
ENVESTNET ASSET MANAGEMENT INC: 73,455
Fiera Capital Corp: 57,564
9.39% of Invesco High Income Trust II stock is owned by institutional investors.
Institutional investors have bought a total of 612.32 K shares in the last 24 months. This purchase volume represents approximately $6.77 M in transactions.