Who Owns INVESCO PA VALUE MUN INC TR (VPV)? -- Institutional Holders (2026-06-30)
43 institutions reported holding $14.7M of INVESCO PA VALUE MUN INC TR (VPV) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($2.7M), Coppell Advisory Solutions LLC ($1.4M), BANK OF AMERICA CORP /DE/ ($948,679), RAYMOND JAMES FINANCIAL INC ($858,608), LPL Financial LLC ($839,414). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $2.7M | 234,988 | Added |
| 2 | Coppell Advisory Solutions LLC | $1.4M | 500 | New |
| 3 | BANK OF AMERICA CORP /DE/ | $948,679 | 83,806 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $858,608 | 75,849 | Added |
| 5 | LPL Financial LLC | $839,414 | 74,153 | Added |
| 6 | NewEdge Advisors, LLC | $708,100 | 62,553 | Added |
| 7 | Confluence Wealth Services, Inc. | $695,479 | 61,438 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $661,464 | 58,433 | Added |
| 9 | PNC Financial Services Group, Inc. | $544,300 | 48,083 | Hold |
| 10 | Cetera Investment Advisers | $538,289 | 47,552 | Hold |
| 11 | Curi Capital, LLC | $471,343 | 41,638 | Hold |
| 12 | Janney Montgomery Scott LLC | $440,000 | 38,876 | Added |
| 13 | WealthTrust Axiom LLC | $396,076 | 34,989 | Added |
| 14 | HighTower Advisors, LLC | $262,668 | 23,204 | New |
| 15 | Royal Bank of Canada | $253,000 | 22,327 | Trimmed |
| 16 | Virtu Financial LLC | $249,000 | 22,030 | New |
| 17 | BLB&B Advisors, LLC | $227,374 | 20,086 | Trimmed |
| 18 | CITADEL ADVISORS LLC | $219,053 | 19,351 | New |
| 19 | Mariner, LLC | $199,606 | 17,633 | Added |
| 20 | Alpine Global Management, LLC | $185,897 | 16,422 | Trimmed |
| 21 | BRANDYWINE OAK PRIVATE WEALTH LLC | $178,496 | 15,768 | Trimmed |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $170,160 | 15,032 | Trimmed |
| 23 | Baird Financial Group, Inc. | $167,253 | 14,775 | Trimmed |
| 24 | Rodgers Brothers Inc. | $151,548 | 13,388 | Added |
| 25 | UBS Group AG | $150,420 | 13,288 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30