VKI: Invesco Advantage Municipal Income Trust II insider trading, 5% holders and institutional ownership

From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.

Insider trading

1 open-market buys totaling $843 and 1 sales totaling $860 in the last 180 days.

Insider buys

ScoreTickerCompanyInsiderRoleTrade dateValueHolding +Cluster
12VKIInvesco Advantage Municipal Income Trust IIBank Of America Corp /De/ / Merrill Lynch, Pierce, Fenner & Smith Inc.10% Owner2026-10-20$843new

Insider sales

Trade dateInsiderRoleValue10b5-1 plan
2026-10-20Bank Of America Corp /De/ / Merrill Lynch, Pierce, Fenner & Smith Inc.10% Owner$860

Institutional ownership (Q2 2026)

65 institutions reported holding $73.62M of Invesco Advantage Municipal Income Trust II on Form 13F (65 the quarter before). 8 opened a new position and 9 sold out. Shares held by institutions: -4%.

Largest holdersSharesValue
Hennion & Walsh Asset Management, Inc.989,489$9.38M
GUGGENHEIM CAPITAL LLC945,837$8.97M
BANK OF AMERICA CORP /DE/909,361$8.62M
MORGAN STANLEY826,090$7.83M
UBS Group AG775,083$7.35M
WELLS FARGO & COMPANY/MN536,445$5.09M
LeConte Wealth Management, LLC520,321$4.93M
LPL Financial LLC257,935$2.45M
VAN ECK ASSOCIATES CORP251,179$2.38M
STIFEL FINANCIAL CORP188,010$1.78M

Get new insider and activist filings the morning after: daily alerts. Not investment advice.