Invesco Pennsylvania Value Municipal Income Trust
Total Trades
17
Buys
9
Sells
8
Largest Trade
$1M+
Insiders
1
Institutional Funds
31
Inst. Value
$1M+
Activist Filings
15
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 10% Owner | SELL | $1M+ | 93K | $11.02 | Nov 18, 2024 |
| Saba Capital Management, L.P. | 10% Owner | SELL | $500K+ | 82K | $11.08 | Nov 14, 2024 |
| Saba Capital Management, L.P. | 10% Owner | SELL | $500K+ | 80K | $11.02 | Nov 12, 2024 |
| Saba Capital Management, L.P. | 10% Owner | SELL | $100K–$500K | 18K | $11.04 | Nov 5, 2024 |
| Saba Capital Management, L.P. | 10% Owner | SELL | $500K+ | 64K | $11.00 | Nov 4, 2024 |
| Saba Capital Management, L.P. | 10% Owner | SELL | $1M+ | 146K | $10.97 | Oct 31, 2024 |
| Saba Capital Management, L.P. | 10% Owner | SELL | $100K–$500K | 36K | $11.00 | Oct 29, 2024 |
| Saba Capital Management, L.P. | 10% Owner | SELL | $500K+ | 56K | $11.01 | Oct 28, 2024 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $100K–$500K | 31K | $9.96 | May 3, 2024 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $100K–$500K | 16K | $10.00 | Apr 15, 2024 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $100K–$500K | 11K | $10.21 | Mar 20, 2024 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $15K–$50K | 5K | $10.10 | Mar 4, 2024 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $15K–$50K | 3K | $10.11 | Feb 5, 2024 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $15K–$50K | 2K | $10.14 | Jan 16, 2024 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $100K–$500K | 23K | $10.02 | Jan 3, 2024 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $15K–$50K | 2K | $9.63 | Dec 1, 2023 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $500K+ | 97K | $9.48 | Nov 28, 2023 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 31 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC | 288K | $1M+ | SH |
| MORGAN STANLEY | 154K | $1M+ | SH |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 121K | $1M+ | SH |
| North Ground Capital | 93K | $500K+ | SH |
| LPL Financial LLC | 54K | $500K+ | SH |
| Confluence Wealth Services, Inc. | 49K | $500K+ | SH |
| Baird Financial Group, Inc. | 48K | $500K+ | SH |
| Cetera Investment Advisers | 47K | $100K–$500K | SH |
| Bank of New York Mellon Corp | 44K | $100K–$500K | SH |
| WealthTrust Axiom LLC | 35K | $100K–$500K | SH |
| RAYMOND JAMES FINANCIAL INC | 35K | $100K–$500K | SH |
| Janney Montgomery Scott LLC | 32K | $100K–$500K | SH |
| BLB&B Advisors, LLC | 22K | $100K–$500K | SH |
| SIT INVESTMENT ASSOCIATES INC | 20K | $100K–$500K | SH |
| JOURNEY STRATEGIC WEALTH LLC | 20K | $100K–$500K | SH |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 19K | $100K–$500K | SH |
| UBS Group AG | 17K | $100K–$500K | SH |
| Rodgers Brothers Inc. | 13K | $100K–$500K | SH |
| Ethos Financial Group, LLC | 13K | $100K–$500K | SH |
| Equitable Holdings, Inc. | 13K | $100K–$500K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Sit Investment Associates, Inc.
SC 13D/A · Dec 18, 2024
3.5%
630K shares
SC 13D/A · Dec 12, 2024
2.8%
505K shares
SC 13D/A · Nov 22, 2024
8.7%
2.1M shares
SC 13D/A · Nov 13, 2024
10.1%
2.4M shares
SC 13D/A · Oct 31, 2024
11.1%
2.6M shares
SC 13D/A · Jun 14, 2024
12.1%
2.9M shares
SC 13D/A · May 7, 2024
12.1%
2.9M shares
Sit Investment Associates, Inc.
SC 13D · Mar 28, 2024
9.9%
2.4M shares
SC 13D/A · Jan 4, 2024
11.2%
2.7M shares
SC 13D/A · Nov 24, 2023
10.1%
2.4M shares
SC 13D/A · Nov 6, 2023
9.1%
2.2M shares
SC 13D/A · Sep 15, 2023
8.1%
1.9M shares
SC 13D/A · Aug 3, 2023
6.1%
1.5M shares
SC 13D · May 15, 2023
5.0%
1.2M shares
Sit Investment Associates, Inc. 41-1404829
SC 13G · Feb 14, 2023
5.1%
1.2M shares