Invesco Pennsylvania Value Municipal Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC | 11/14/2025 | 288.38 K | $2.98 M | -29.32% | 1.28% |
| MORGAN STANLEY | 11/14/2025 | 144.09 K | $1.49 M | 13.01% | 0.64% |
| NORTH GROUND CAPITAL | 10/29/2025 | 83.69 K | $864.53 K | 68.05% | 0.37% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 80.01 K | $826.46 K | -27.93% | 0.36% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2025 | 73.92 K | $763.61 K | -60.44% | 0.33% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 53.30 K | $550.62 K | 0.00% | 0.24% |
| CONFLUENCE WEALTH SERVICES, INC. | 10/28/2025 | 49.45 K | $510.84 K | 0.00% | 0.22% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 48.31 K | $499.03 K | 0.38% | 0.21% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 48.08 K | $496.70 K | 443.50% | 0.21% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 47.28 K | $488.37 K | 127.11% | 0.21% |
| ALPINE GLOBAL MANAGEMENT, LLC | 11/14/2025 | 44.05 K | $455.02 K | 100.00% | 0.20% |
| LPL FINANCIAL LLC | 11/12/2025 | 42.66 K | $440.72 K | 40.39% | 0.19% |
| RMB CAPITAL MANAGEMENT, LLC | 11/13/2025 | 41.64 K | $430.12 K | 100.00% | 0.18% |
| WEALTHTRUST AXIOM LLC | 11/14/2025 | 34.96 K | $361.17 K | -5.39% | 0.16% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 31.91 K | $329.57 K | 3.24% | 0.14% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 31.51 K | $325.47 K | 0.22% | 0.14% |
| BLB&B ADVISORS, LLC | 10/31/2025 | 30.35 K | $313.49 K | 0.00% | 0.13% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 28.12 K | $291.00 K | -45.59% | 0.12% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 10/30/2025 | 20.46 K | $211.37 K | 0.00% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 20.27 K | $209.00 K | 3.45% | 0.09% |
| JOURNEY STRATEGIC WEALTH LLC | 11/12/2025 | 20.00 K | $206.64 K | 0.00% | 0.09% |
| ETHOS FINANCIAL GROUP, LLC | 10/23/2025 | 16.90 K | $174.58 K | 0.00% | 0.08% |
| UBS GROUP AG | 11/13/2025 | 16.63 K | $171.82 K | 0.36% | 0.07% |
| RODGERS BROTHERS INC. | 11/12/2025 | 15.17 K | $156.65 K | 0.50% | 0.07% |
| ROYAL BANK OF CANADA | 11/14/2025 | 14.73 K | $152.00 K | -2.69% | 0.07% |
| MACKAY SHIELDS LLC | 10/27/2025 | 14.43 K | $149.09 K | 0.00% | 0.06% |
| EQUITABLE HOLDINGS, INC. | 11/14/2025 | 12.42 K | $128.28 K | 1.98% | 0.06% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 11.82 K | $122.12 K | 0.00% | 0.05% |
| KERCHEVILLE ADVISORS, LLC | 10/22/2025 | 11.00 K | $113.63 K | 0.00% | 0.05% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 10.39 K | $107.00 K | 100.00% | 0.05% |
| KENNEDY INVESTMENT GROUP | 10/28/2025 | 10.32 K | $106.65 K | 2.00% | 0.05% |
| MARINER, LLC | 11/14/2025 | 10.22 K | $105.52 K | 0.95% | 0.05% |
| GRANT STREET ASSET MANAGEMENT, INC. | 11/10/2025 | 10.00 K | $103.30 K | 0.00% | 0.04% |
| FOUNDERS CAPITAL MANAGEMENT | 11/13/2025 | 3.00 K | $30.99 K | 0.00% | 0.01% |
| EVERSOURCE WEALTH ADVISORS, LLC | 11/10/2025 | 1.00 K | $10.33 K | 0.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 532 | $5.50 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 10/14/2025 | 450 | $4.65 K | 100.00% | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 200 | $2.07 K | -71.47% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 73 | $753 | 0.00% | 0.00% |
| VIRTU FINANCIAL LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
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Invesco Pennsylvania Value Municipal Income Trust institutional Ownership - FAQ's
During the previous two years, 49 institutional investors and hedge funds held shares of Invesco Pennsylvania Value Municipal Income Trust. The most heavily invested institutionals were:
Confluence Wealth Services, Inc.: 49,452
BRANDYWINE OAK PRIVATE WEALTH LLC: 18,533
Ethos Financial Group, LLC: 12,900
Founders Capital Management: 3,000
HIGHLINE WEALTH PARTNERS LLC: 300
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 84
6.31% of Invesco Pennsylvania Value Municipal Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 1.81 M shares in the last 24 months. This purchase volume represents approximately $19.41 M in transactions.