Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Senior Income Trust inkluderar Integrity Alliance, Llc., Olistico Wealth, LLC, Milestones Private Investment Advisors LLC, Lido Advisors, LLC, New England Capital Financial Advisors LLC, och Ancora Advisors, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 2 437 201 | 21,58 | 9 261 | 23,20 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5 866 | 55,76 | 22 | 57,14 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 51 705 | 4,67 | 196 | 5,95 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 519 162 | 15,30 | 1 973 | 10,91 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 34 691 | 0,09 | 132 | 1,55 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 29 708 | 0,15 | 113 | 1,82 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 9 900 | 607,14 | 38 | 640,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 187 542 | 12,67 | 712 | 14,10 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 1 122 982 | 12,45 | 4 267 | 13,94 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 10 005 | 38 | ||||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 2 159 530 | 6,37 | 8 206 | 7,79 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 500 | 2 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 349 244 | 12,50 | 1 327 | 14,00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 598 | 2 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 134 437 | 180,51 | 511 | 184,92 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 940 291 | 12,64 | 14 973 | 14,15 | ||||
| 2025-07-30 | NP | HYIN - WisdomTree Alternative Income Fund N/A | 489 939 | 18,74 | 1 813 | 5,84 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 93 682 | 57,63 | 356 | 59,91 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 438 005 | 0,87 | 1 664 | 2,21 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1 607 777 | 24,46 | 6 110 | 26,11 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 28 881 | 110 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 431 | 3,11 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 95 785 | 1,61 | 364 | 2,83 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 22 992 | 819,68 | 87 | 866,67 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 252 711 | 8,74 | 960 | 10,22 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 14 865 | 3,12 | 56 | 3,70 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 394 568 | 14,12 | 1 499 | 15,66 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 14 000 | 53 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 9 403 | 36 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 26 287 | 43,75 | 100 | 45,59 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 181 570 | 6,98 | 690 | 8,33 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 4 205 710 | 3,05 | 16 | 0,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 92 252 | 44,64 | 351 | 46,44 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 231 699 | 11,57 | 880 | 13,11 | ||||
| 2025-05-29 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 25 728 | 95 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 73 372 | 115,80 | 279 | 118,90 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 14 755 | 10,21 | 56 | 12,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 100 075 | 2,25 | 380 | 3,54 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 958 | 7,52 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 18 429 | 53,18 | 70 | 55,56 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 939 | 4 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 57 358 | 113,82 | 218 | 117,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 60 969 | 0,06 | 232 | 1,32 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 32 338 | 10,91 | 123 | 11,93 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 15 311 | 58 | ||||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 4 162 840 | 2,00 | 15 819 | 3,35 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 13 839 | 53 | ||||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 14 889 | 2,06 | 57 | 3,70 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 23 891 | 0,17 | 91 | 1,12 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 42 303 | 5,78 | 161 | 7,38 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 39 703 | 84,34 | 151 | 87,50 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 321 437 | 113,91 | 1 221 | 116,87 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 908 173 | 14,93 | 3 451 | 16,47 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 41 430 | 157 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 519 094 | 4,43 | 1 973 | 5,79 |
