Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Invesco Senior Income Trust include Integrity Alliance, Llc., Olistico Wealth, LLC, Lido Advisors, LLC, NWF Advisory Services Inc., New England Capital Financial Advisors LLC, and Ancora Advisors, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| 2025-07-16 | 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 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 10,000 | 38 | ||||||
| 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 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 28,881 | 110 | ||||||
| 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 |
