INVESCO PA VALUE MUN INC TR (VPV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
36
Reporting holders
$12.6M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $2.7M | 234,988 | 0.00% | 35q | +6.0%+$150.2K |
| Coppell Advisory Solutions LLC | $1.4M | 500 | 0.12% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $948.7K | 83,806 | 0.00% | 31q | +2.2%+$20.1K |
| RAYMOND JAMES FINANCIAL INC | $858.6K | 75,849 | 0.00% | 7q | +15.2%+$113.2K |
| LPL Financial LLC | $839.4K | 74,153 | 0.00% | 28q | +44.4%+$258.2K |
| NewEdge Advisors, LLC | $708.1K | 62,553 | 0.00% | 2q | +180.3%+$455.5K |
| Confluence Wealth Services, Inc. | $695.5K | 61,438 | 0.02% | 6q | +27.0%+$147.7K |
| WELLS FARGO & COMPANY/MN | $661.5K | 58,433 | 0.00% | 31q | -11.0%-$81.9K |
| PNC Financial Services Group, Inc. | $544.3K | 48,083 | 0.00% | 6q | HELD |
| Cetera Investment Advisers | $538.3K | 47,552 | 0.00% | 8q | HELD |
| Curi Capital, LLC | $471.3K | 41,638 | 0.01% | 4q | HELD |
| WealthTrust Axiom LLC | $396.1K | 34,989 | 0.09% | 31q | HELD |
| HighTower Advisors, LLC | $262.7K | 23,204 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $253.0K | 22,327 | 0.00% | 31q | -1.4%-$3.5K |
| BLB&B Advisors, LLC | $227.4K | 20,086 | 0.01% | 31q | -7.7%-$18.9K |
| CITADEL ADVISORS LLC | $219.1K | 19,351 | 0.00% | new | NEW |
| Mariner, LLC | $199.6K | 17,633 | 0.00% | 11q | +69.4%+$81.8K |
| Alpine Global Management, LLC | $185.9K | 16,422 | 0.03% | 2q | -30.1%-$79.9K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $178.5K | 15,768 | 0.01% | 17q | -2.9%-$5.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $170.2K | 15,032 | 0.00% | 2q | -0.6%-$1.1K |
| Baird Financial Group, Inc. | $167.3K | 14,775 | 0.00% | 6q | -69.2%-$375.9K |
| Rodgers Brothers Inc. | $151.5K | 13,388 | 0.01% | 12q | +0.6% |
| UBS Group AG | $150.4K | 13,288 | 0.00% | 31q | -3.0%-$4.6K |
| Equitable Holdings, Inc. | $148.6K | 13,128 | 0.00% | 8q | +1.8%+$2.6K |
| AMERIPRISE FINANCIAL INC | $141.7K | 12,522 | 0.00% | 15q | -47.0%-$125.9K |
| Ethos Financial Group, LLC | $141.2K | 12,900 | 0.01% | 11q | HELD |
| River Street Advisors LLC | $131.0K | 11,571 | 0.04% | 3q | HELD |
| Farther Finance Advisors, LLC | $126.2K | 11,150 | 0.00% | 2q | HELD |
| KENNEDY INVESTMENT GROUP, INC. | $123.6K | 10,920 | 0.04% | 5q | +1.8%+$2.2K |
| Kercheville Advisors, LLC | $113.2K | 10,000 | 0.03% | 23q | HELD |
| Founders Capital Management | $56.6K | 5,000 | 0.02% | 29q | +66.7%+$22.6K |
| MCGUIRE CAPITAL ADVISORS INC | $45.0K | 3,973 | 0.02% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.2K | 1,612 | 0.00% | 10q | HELD |
| EverSource Wealth Advisors, LLC | $11.3K | 1,000 | 0.00% | 7q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $6.8K | 600 | 0.00% | 4q | HELD |
| Institute for Wealth Management, LLC. | $2.3K | 200 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $452 | 40 | 0.00% | 5q | HELD |
| Janney Montgomery Scott LLC | $440 | 38,876 | 0.00% | 26q | +32.9% |
| Virtu Financial LLC | $249 | 22,030 | 0.01% | new | NEW |
| Penserra Capital Management LLC | $45 | 4,056 | 0.00% | 2q | +200.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 36 | $12.6M | 1,109,372 | 3 | 11 | 9 | 0.0% |
| Q1 2026 | 35 | $12.7M | 1,197,963 | 3 | 13 | 8 | 0.0% |
| Q4 2025 | 36 | $14.6M | 1,399,211 | 2 | 13 | 7 | 0.0% |
| Q3 2025 | 35 | $13.6M | 1,318,897 | 2 | 10 | 6 | 0.0% |
| Q2 2025 | 36 | $15.3M | 1,524,830 | 3 | 10 | 10 | 0.0% |
| Q1 2025 | 40 | $18.2M | 1,789,150 | 4 | 14 | 8 | 0.0% |
| Q4 2024 | 45 | $18.7M | 1,814,158 | 10 | 5 | 16 | 0.0% |
| Q3 2024 | 39 | $52.3M | 4,620,980 | 7 | 7 | 11 | 0.0% |
| Q2 2024 | 37 | $53.3M | 4,907,727 | 3 | 10 | 14 | 0.0% |
| Q1 2024 | 40 | $53.6M | 5,228,635 | 5 | 8 | 13 | 0.0% |
| Q4 2023 | 40 | $49.4M | 4,943,597 | 4 | 10 | 16 | 0.0% |
| Q3 2023 | 45 | $38.9M | 4,342,925 | 9 | 12 | 14 | 0.0% |
| Q2 2023 | 42 | $33.2M | 3,365,922 | 5 | 12 | 13 | 0.0% |
| Q1 2023 | 39 | $29.3M | 2,919,371 | 3 | 10 | 15 | 0.0% |
| Q4 2022 | 41 | $24.6M | 2,565,720 | 13 | 9 | 13 | 0.0% |
| Q3 2022 | 43 | $29.3M | 3,033,413 | 4 | 13 | 13 | 0.0% |
| Q2 2022 | 51 | $31.1M | 2,975,251 | 11 | 7 | 14 | 0.0% |
| Q1 2022 | 45 | $33.6M | 2,873,044 | 4 | 12 | 11 | 0.0% |
| Q4 2021 | 46 | $40.3M | 2,884,401 | 4 | 13 | 10 | 0.0% |
| Q3 2021 | 43 | $38.2M | 2,880,595 | 2 | 15 | 9 | 0.0% |
| Q2 2021 | 46 | $39.9M | 2,983,694 | 5 | 18 | 9 | 0.0% |
| Q1 2021 | 47 | $37.6M | 2,883,882 | 4 | 13 | 12 | 0.0% |
| Q4 2020 | 49 | $31.1M | 2,436,704 | 8 | 16 | 9 | 0.0% |
| Q3 2020 | 44 | $24.7M | 2,017,240 | 5 | 9 | 12 | 0.0% |
| Q2 2020 | 45 | $23.6M | 1,986,901 | 6 | 17 | 8 | 0.0% |
| Q1 2020 | 46 | $22.1M | 1,818,721 | 12 | 13 | 11 | 0.0% |
| Q4 2019 | 39 | $23.9M | 1,812,644 | 3 | 11 | 8 | 0.0% |
| Q3 2019 | 37 | $24.1M | 1,849,613 | 7 | 11 | 7 | 0.0% |
| Q2 2019 | 34 | $27.7M | 2,174,143 | 2 | 10 | 9 | 0.0% |
| Q1 2019 | 37 | $34.0M | 2,726,514 | 3 | 10 | 12 | 0.0% |
| Q4 2018 | 41 | $43.2M | 3,723,758 | 0 | 0 | 1 | 0.0% |