Who Owns Invesco for Investment Grade New York Municipals Stock?
NYSE: VTNFinanceFinance CompaniesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 13.64%
- Held by insiders
- 0.00%
- Institutional holders
- 26
- Institutions 13.6%
- Insiders 0.0%
- Public and other 86.4%
Who owns Invesco for Investment Grade New York Municipals stock?
Institutional investors own about 13.6% of Invesco for Investment Grade New York Municipals's shares, spread across 26 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of VTN.
The largest institutional holders are Hennion & Walsh Asset Management, Inc. (3.48%), Guggenheim Capital, LLC (2.00%) and Indivisible Partners (1.80%). Together, the top 10 institutions control 12.4% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their VTN positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of VTN
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 510.18K | 3.48% | -2.0% |
| Guggenheim Capital, LLC | 293.68K | 2.00% | +4.7% |
| Indivisible Partners | 263.49K | 1.80% | +3.1% |
| Royal Bank of Canada | 196.63K | 1.34% | +19.9% |
| Ashton Thomas Securities, LLC | 141.20K | 0.96% | 0.0% |
| Morgan Stanley | 124.70K | 0.85% | +21.0% |
| Lido Advisors, LLC | 99.94K | 0.68% | 0.0% |
| Bank of America Corporation | 86.87K | 0.59% | -1.7% |
| LPL Financial LLC | 48.66K | 0.33% | +1.3% |
| Stifel Financial Corporation | 48.20K | 0.33% | +1.2% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of VTN
| Fund | Shares | % Held |
|---|---|---|
| INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund | 273.76K | 1.87% |
Frequently asked questions
Who is the largest shareholder of Invesco for Investment Grade New York Municipals?
Hennion & Walsh Asset Management, Inc. is the largest institutional shareholder of VTN, owning 3.48% of shares outstanding (510.18K shares) as of its latest 13F filing.
What percentage of Invesco for Investment Grade New York Municipals is owned by institutions?
Institutions own about 13.6% of VTN shares and 13.6% of the public float.
How much of Invesco for Investment Grade New York Municipals do insiders own?
Insiders, such as officers and directors, own about 0.00% of VTN shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.