Invesco Financial Preferred
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 24 superinvestors own shares of Invesco Financial Preferred (PGF), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Financial Preferred (PGF), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Invesco Financial Preferred (PGF) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Invesco Financial Preferred (PGF) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Brandie Giffin@Sterneck Capital Management, Llc
| 0.93% | $1.705M 117,173 shares@ 14.55 avg price | Increased 27.03% |
David Harrison@Magnus Financial Group Llc
| 0.12% | $1.165M 80,035 shares@ 14.56 avg price | Increased 1.54% |
Helen Halloran@Capital Investment Advisors, Llc
| 0.01% | $469,393 32,261 shares@ 14.55 avg price | Increased 0.01% |
Erin E Antill@Janney Montgomery Scott Llc
| 0.01% | $403,000 27,694 shares@ 14.56 avg price | Increased 120.48% |
RAYMOND L. HOBSON@Hf Advisory Group, Llc
| 0.13% | $278,626 19,149 shares@ 14.56 avg price | Increased 2.29% |
Lorraine Wang@Gamma Investing Llc
| 0.01% | $31,719 2,180 shares@ 14.55 avg price | Increased 4.81% |