Invesco High Income 2024 TAR

Q2 2024 vs Q3 2024

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Morgan Stanley

DECREASED

Shares683,668 from 713,657

Change-29,989 (-4%)

Value$5.2M (-$35.2K)

Filed 2025-05-14

Jane Street Group, LLC

INCREASED

Shares432,489 from 256,205

Change+176,284 (+69%)

Value$3.3M (+$1.4M)

Filed 2024-11-15

Raymond James Financial Services Advisors, Inc.

DECREASED

Shares346,027 from 419,665

Change-73,638 (-18%)

Value$2.6M (-$446.3K)

Filed 2024-10-18

Bulldog Investors, LLPA

INCREASED

Shares303,393 from 294,693

Change+8,700 (+3%)

Value$2.3M (+$147.4K)

Filed 2024-11-14

Chicago Partners Investment Group LLC

INCREASED

Shares169,424 from 168,907

Change+517 (+0%)

Value$1.3M (+$53.8K)

Filed 2024-10-29

Beverly Hills Private Wealth, LLC

NEW

Shares104,839

Change+104,839

Value$796.8K

Filed 2024-11-12

Logan Stone Capital, LLC

DECREASED

Shares73,474 from 74,274

Change-800 (-1%)

Value$558.4K (+$14.0K)

Filed 2024-11-14

CSS LLC

INCREASED

Shares68,287 from 44,117

Change+24,170 (+55%)

Value$519.0K (+$195.6K)

Filed 2024-11-14

Baird Financial Group, Inc.

INCREASED

Shares66,016 from 26,054

Change+39,962 (+153%)

Value$501.7K (+$310.7K)

Filed 2024-11-14

Absolute Investment Advisers, LLC

NEW

Shares63,178

Change+63,178

Value$480.2K

Filed 2025-01-30

Integrated Wealth Concepts LLC

DECREASED

Shares48,657 from 52,758

Change-4,101 (-8%)

Value$369.8K (-$16.9K)

Filed 2024-11-14

Susquehanna International Group, LLP

INCREASED

Shares44,697 from 18,772

Change+25,925 (+138%)

Value$339.7K (+$202.1K)

Filed 2024-11-14

Whittier Trust Co

NEW

Shares32,000

Change+32,000

Value$243.2K

Filed 2024-10-21

Quarry LP

NEW

Shares30,797

Change+30,797

Value$234.1K

Filed 2024-11-14

Raymond James & Associates

DECREASED

Shares25,068 from 26,692

Change-1,624 (-6%)

Value$190.5K (-$5.1K)

Filed 2024-10-18

Hara Capital LLC

NEW

Shares19,873

Change+19,873

Value$151.0K

Filed 2025-04-29

Wetzel Investment Advisors, Inc.

INCREASED

Shares17,850 from 11,450

Change+6,400 (+56%)

Value$135.7K (+$49.6K)

Filed 2024-10-29

HRT Financial LP

NEW

Shares17,254

Change+17,254

Value$131

Filed 2024-11-12

Royal Fund Management, LLC

NEW

Shares15,140

Change+15,140

Value$115.1K

Filed 2024-10-08

Citadel Advisors LLC

INCREASED

Shares11,995 from 11,295

Change+700 (+6%)

Value$91.2K (+$8.4K)

Filed 2024-11-14

B. Riley Wealth Advisors, Inc.

DECREASED

Shares11,836 from 12,147

Change-311 (-3%)

Value$90.0K (+$916)

Filed 2024-12-13

Edge Wealth Management LLC

UNCHANGED

Shares11,160 from 11,160

Change0 (0%)

Value$84.8K (+$3.0K)

Filed 2024-10-15

Wells Fargo & Company

DECREASED

Shares8,952 from 9,702

Change-750 (-8%)

Value$68.0K (-$3.1K)

Filed 2024-11-13

UBS Group AG

INCREASED

Shares8,636 from 2,204

Change+6,432 (+292%)

Value$65.6K (+$49.5K)

Filed 2024-11-14

Osaic Holdings, Inc.

INCREASED

Shares1,127 from 1,116

Change+11 (+1%)

Value$8.6K (+$381)

Filed 2024-11-13

Private Management Group Inc

CLOSED

Shares0 from 820,328

Change-820,328 (-100%)

Value$0 (-$6.0M)

Filed 2025-11-07

Cetera Investment Advisers

CLOSED

Shares0 from 100,287

Change-100,287 (-100%)

Value$0 (-$735.1K)

Filed 2024-11-13

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 14,811

Change-14,811 (-100%)

Value$0 (-$109)

Filed 2024-10-28

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2024-10-10

	Status
Morgan Stanley	DECREASED	683,668	713,657	-29,989	-4%	$5.2M	$5.2M	-$35.2K	2025-05-14
Jane Street Group, LLC	INCREASED	432,489	256,205	+176,284	+69%	$1.9M	$3.3M	+$1.4M	2024-11-15
Raymond James Financial Services Advisors, Inc.	DECREASED	346,027	419,665	-73,638	-18%	$3.1M	$2.6M	-$446.3K	2024-10-18
Bulldog Investors, LLPA	INCREASED	303,393	294,693	+8,700	+3%	$2.2M	$2.3M	+$147.4K	2024-11-14
Chicago Partners Investment Group LLC	INCREASED	169,424	168,907	+517	+0%	$1.2M	$1.3M	+$53.8K	2024-10-29
Beverly Hills Private Wealth, LLC	NEW	104,839	—	+104,839	—	—	$796.8K	—	2024-11-12
Logan Stone Capital, LLC	DECREASED	73,474	74,274	-800	-1%	$544.4K	$558.4K	+$14.0K	2024-11-14
CSS LLC	INCREASED	68,287	44,117	+24,170	+55%	$323.4K	$519.0K	+$195.6K	2024-11-14
Baird Financial Group, Inc.	INCREASED	66,016	26,054	+39,962	+153%	$191.0K	$501.7K	+$310.7K	2024-11-14
Absolute Investment Advisers, LLC	NEW	63,178	—	+63,178	—	—	$480.2K	—	2025-01-30
Integrated Wealth Concepts LLC	DECREASED	48,657	52,758	-4,101	-8%	$386.7K	$369.8K	-$16.9K	2024-11-14
Susquehanna International Group, LLP	INCREASED	44,697	18,772	+25,925	+138%	$137.6K	$339.7K	+$202.1K	2024-11-14
Whittier Trust Co	NEW	32,000	—	+32,000	—	—	$243.2K	—	2024-10-21
Quarry LP	NEW	30,797	—	+30,797	—	—	$234.1K	—	2024-11-14
Raymond James & Associates	DECREASED	25,068	26,692	-1,624	-6%	$195.7K	$190.5K	-$5.1K	2024-10-18
Hara Capital LLC	NEW	19,873	—	+19,873	—	—	$151.0K	—	2025-04-29
Wetzel Investment Advisors, Inc.	INCREASED	17,850	11,450	+6,400	+56%	$86.0K	$135.7K	+$49.6K	2024-10-29
HRT Financial LP	NEW	17,254	—	+17,254	—	—	$131	—	2024-11-12
Royal Fund Management, LLC	NEW	15,140	—	+15,140	—	—	$115.1K	—	2024-10-08
Citadel Advisors LLC	INCREASED	11,995	11,295	+700	+6%	$82.8K	$91.2K	+$8.4K	2024-11-14
B. Riley Wealth Advisors, Inc.	DECREASED	11,836	12,147	-311	-3%	$89.0K	$90.0K	+$916	2024-12-13
Edge Wealth Management LLC	UNCHANGED	11,160	11,160	0	0%	$81.8K	$84.8K	+$3.0K	2024-10-15
Wells Fargo & Company	DECREASED	8,952	9,702	-750	-8%	$71.1K	$68.0K	-$3.1K	2024-11-13
UBS Group AG	INCREASED	8,636	2,204	+6,432	+292%	$16.2K	$65.6K	+$49.5K	2024-11-14
Osaic Holdings, Inc.	INCREASED	1,127	1,116	+11	+1%	$8.2K	$8.6K	+$381	2024-11-13
Private Management Group Inc	CLOSED	0	820,328	-820,328	-100%	$6.0M	$0	-$6.0M	2025-11-07
Cetera Investment Advisers	CLOSED	0	100,287	-100,287	-100%	$735.1K	$0	-$735.1K	2024-11-13
Cambridge Investment Research Advisors, Inc.	CLOSED	0	14,811	-14,811	-100%	$109	$0	-$109	2024-10-28
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2024-10-10

Showing 29 of 29 institutions