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Invesco Value Municipal Income Trust (IIM) Institutional Ownership

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-0.01 (-0.08%)
(As of 05/28/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco Value Municipal Income Trust (NYSE:IIM)

Current
Institutional Ownership
Percentage
20.73%
Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$27.56M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$4.09M
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IIM Institutional Buying and Selling by Quarter

Invesco Value Municipal Income Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Advisors LLC22,260$267K0.0%N/A0.000%
5/24/2024 Cetera Investment Advisers164,342$1.97M0.0%+1,206.4%0.000%
5/22/2024 Livelsberger Financial Advisory178,984$2.09M24.5%-1.4%0.000%
5/14/2024 Advisors Asset Management Inc.446,907$5.36M0.1%-5.2%0.000%
5/14/2024 Robinson Capital Management LLC590,665$6.74M2.4%+23.7%0.000%
5/9/2024 Leo Wealth LLC140,745$1.69M0.2%+9.7%0.000%
5/8/2024 Avantax Advisory Services Inc.10,251$123K0.0%-16.3%0.000%
4/30/2024 Private Advisor Group LLC64,460$774K0.0%-4.3%0.137%
4/30/2024 Van ECK Associates Corp375,211$4.50M0.0%+6.3%0.797%
4/30/2024Commonwealth Equity Services LLC103,070$1.24M0.0%+0.9%0.219%
4/17/2024 Hennion & Walsh Asset Management Inc.937,066$11.25M0.6%+21.0%1.991%
3/22/2024 Livelsberger Financial Advisory181,517$2.13M1.9%N/A0.386%
3/18/2024 CoreFirst Bank & Trust6,600$77K0.1%N/A0.014%
3/14/2024 Leo Wealth LLC128,280$1.51M0.2%N/A0.273%
2/14/2024 Wealth Quarterback LLC52,480$616K0.4%+5.3%0.111%
2/12/2024 Gridiron Partners LLC28,741$337K0.2%N/A0.061%
2/12/2024 Weiss Asset Management LP29,674$348K0.0%N/A0.063%
2/9/2024 UBS Group AG540,264$6.34M0.0%+74.4%1.148%
2/8/2024 Robinson Capital Management LLC477,328$5.59M2.0%+226.8%1.014%
2/8/2024 Beacon Pointe Advisors LLC19,794$232K0.0%-16.4%0.042%
2/6/2024 Private Advisor Group LLC67,334$790K0.0%-11.4%0.143%
2/6/2024 Fortitude Advisory Group L.L.C.22,402$263K0.2%+9.3%0.048%
2/5/2024 Van ECK Associates Corp353,063$4.14M0.0%+15.7%0.750%
2/1/2024 Wolverine Asset Management LLC35,608$418K0.0%+2,253.5%0.076%
1/30/2024 Tyche Wealth Partners LLC40,325$473K0.1%N/A0.086%
1/29/2024 Citizens National Bank Trust Department31,600$371K0.1%-19.2%0.067%
1/29/2024 Kennedy Investment Group225,673$2.65M1.5%-11.7%0.479%
1/19/2024 AdvisorNet Financial Inc7,365$86K0.0%+46.4%0.016%
1/19/2024 Ackerman Capital Advisors LLC10,546$124K0.0%N/A0.022%
1/17/2024 S.A. Mason LLC3,929$46K0.0%N/A0.008%
1/16/2024 Raymond James Financial Services Advisors Inc.16,410$192K0.0%-12.6%0.035%
1/12/2024 Davis Investment Partners LLC36,664$431K0.2%N/A0.078%
1/5/2024 Capital Investment Advisors LLC79,018$927K0.0%+2.0%0.168%
1/2/2024 M&R Capital Management Inc.3,300$39K0.0%-25.0%0.007%
11/15/2023 Advisors Asset Management Inc.489,049$5.09M0.1%+8.3%1.039%
11/14/2023 AQR Arbitrage LLC264,419$2.75M0.1%+123.3%0.562%
11/14/2023 Clough Capital Partners L P16,800$175K0.0%N/A0.036%
11/14/2023 Robinson Capital Management LLC146,059$1.52M0.7%+20.7%0.310%
11/13/2023 Hollencrest Capital Management18,880$196K0.0%-19.9%0.040%
11/13/2023 Bramshill Investments LLC10,999$114K0.0%-8.7%0.023%
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11/13/2023 Kestra Advisory Services LLC35,382$368K0.0%-20.2%0.075%
11/13/2023 PNC Financial Services Group Inc.30,603$318K0.0%-16.0%0.065%
11/9/2023 Fiera Capital Corp756,638$7.87M0.0%+2.5%1.607%
11/9/2023 UBS Group AG309,715$3.22M0.0%+78.2%0.658%
11/8/2023 Van ECK Associates Corp305,125$3.17M0.0%-3.3%0.648%
11/8/2023 Janney Montgomery Scott LLC17,513$182K0.0%+25.6%0.037%
11/8/2023 Landscape Capital Management L.L.C.30,795$320K0.0%+7.0%0.065%
11/3/2023 Private Advisor Group LLC76,016$791K0.0%+1.4%0.161%
10/30/2023 Summit Trail Advisors LLC12,667$132K0.0%-16.3%0.027%
10/27/2023 Hennion & Walsh Asset Management Inc.719,002$7.48M0.4%-14.2%1.528%
10/25/2023 Citizens National Bank Trust Department39,100$407K0.1%-20.4%0.083%
10/24/2023 Simon Quick Advisors LLC16,507$172K0.0%N/A0.035%
10/24/2023 Raymond James Financial Services Advisors Inc.18,773$195K0.0%-45.7%0.040%
10/23/2023Commonwealth Equity Services LLC93,482$972K0.0%-19.1%0.199%
10/18/2023 Wagner Wealth Management LLC20,797$216K0.1%-9.4%0.044%
10/16/2023 Capital Investment Advisors LLC77,498$806K0.0%+2.1%0.165%
10/12/2023 Moody National Bank Trust Division14,811$154K0.0%+47.7%0.031%
10/10/2023 FNY Investment Advisers LLC7,507$78K0.0%N/A0.016%
8/11/2023 Kestra Advisory Services LLC44,361$524K0.0%-20.4%0.094%
8/11/2023 Landscape Capital Management L.L.C.28,778$340K0.0%-4.6%0.061%
8/11/2023 Guggenheim Capital LLC1,003,277$11.86M0.1%+8.7%2.131%
8/10/2023 Hollencrest Capital Management23,580$279K0.0%-6.0%0.050%
8/10/2023 Wealth Quarterback LLC49,081$580K0.4%-3.3%0.104%
8/10/2023 Private Advisor Group LLC74,969$886K0.0%+4.0%0.159%
8/10/2023 Cetera Advisor Networks LLC129,926$1.54M0.0%-5.9%0.276%
8/10/2023 Sit Investment Associates Inc.315,910$3.73M0.1%-11.8%0.671%
8/9/2023 Fiera Capital Corp738,102$8.72M0.0%+17.0%1.568%
8/9/2023 Robinson Capital Management LLC121,059$1.44M0.6%+52.9%0.257%
8/7/2023 Wolverine Asset Management LLC16,019$189K0.0%+964.4%0.034%
8/3/2023 Van ECK Associates Corp315,480$3.73M0.0%+4.1%0.670%
8/2/2023 Bank of Montreal Can46,138$621K0.0%N/A0.098%
7/31/2023 LPL Financial LLC210,533$2.49M0.0%+4.7%0.447%
7/31/2023 Fortitude Advisory Group L.L.C.19,415$229K0.2%+6.4%0.041%
7/28/2023 Koshinski Asset Management Inc.11,978$142K0.0%N/A0.025%
7/26/2023 Janney Montgomery Scott LLC13,939$165K0.0%-10.0%0.030%
7/25/2023 Summit Trail Advisors LLC15,133$179K0.0%N/A0.032%
7/25/2023Leo Brokerage LLC121,143$1.43M0.2%+4.4%0.257%
7/19/2023 Kennedy Investment Group256,244$3.03M1.8%-2.8%0.544%
7/11/2023 Capital Investment Advisors LLC75,871$897K0.0%+5.6%0.161%
7/7/2023 Moody National Bank Trust Division10,025$118K0.0%N/A0.021%
6/1/2023 Kennedy Investment Group263,498$3.22M2.0%-2.5%0.560%
5/12/2023 Advisors Asset Management Inc.451,777$5.51M0.1%+11.5%0.960%
5/12/2023 Wealth Quarterback LLC50,740$619K0.5%-5.9%0.108%
5/11/2023 Bramshill Investments LLC6,315$77K0.0%-13.1%0.013%
5/11/2023 Guggenheim Capital LLC923,245$11.26M0.1%+24.2%1.961%
5/10/2023 Private Advisor Group LLC72,052$879K0.0%N/A0.153%
5/10/2023 Robinson Capital Management LLC79,173$940K0.4%-41.0%0.168%
5/9/2023 Wedbush Securities Inc.19,237$235K0.0%-4.9%0.041%
5/5/2023Delphi Financial Group Inc.39,012$476K0.2%-12.8%0.083%
5/3/2023 Van ECK Associates Corp303,123$3.70M0.0%+18.8%0.644%
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5/3/2023 Citizens National Bank Trust Department51,100$623K0.2%-9.7%0.109%
5/2/2023Leo Brokerage LLC115,986$1.42M0.2%N/A0.246%
4/28/2023 AdvisorNet Financial Inc5,830$71K0.0%-55.3%0.012%
4/28/2023 Janney Montgomery Scott LLC15,494$189K0.0%-16.0%0.033%
4/26/2023 Fiera Capital Corp630,872$7.70M0.0%-3.7%1.340%
4/24/2023 Creative Capital Management Investments LLC3,000$37K0.0%N/A0.006%
4/20/2023 Hennion & Walsh Asset Management Inc.817,319$9.97M0.6%-5.8%1.736%
4/20/2023Goodwin Daniel L114,187$1.39M0.7%+0.9%0.243%
4/10/2023 Chemistry Wealth Management LLC16,055$196K0.1%N/A0.034%
2/14/2023 Family Management Corp35,330$426K0.1%-32.7%0.075%
(Data available from 1/1/2016 forward)

IIM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IIM shares?

During the previous two years, 72 institutional investors and hedge funds held shares of Invesco Value Municipal Income Trust. The most heavily invested institutionals were Guggenheim Capital LLC ($11.86M), Hennion & Walsh Asset Management Inc. ($11.25M), Fiera Capital Corp ($7.87M), Robinson Capital Management LLC ($6.74M), UBS Group AG ($6.34M), Advisors Asset Management Inc. ($5.36M), and Van ECK Associates Corp ($4.50M).Learn more on IIM's institutional investors.

What percentage of Invesco Value Municipal Income Trust stock is owned by institutional investors?

20.73% of Invesco Value Municipal Income Trust stock is owned by institutional investors. Learn more on IIM's institutional investor holdings.

Which institutional investors have been buying Invesco Value Municipal Income Trust stock?

Of the 59 institutional investors that purchased Invesco Value Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fiera Capital Corp ($780.79K), Walker Asset Management LLC ($565.50K), Robinson Capital Management LLC ($536.75K), UBS Group AG ($366.49K), Guggenheim Capital LLC ($328.94K), Van ECK Associates Corp ($220.75K), and Livelsberger Financial Advisory ($181.52K).

How much institutional buying is happening at Invesco Value Municipal Income Trust?

Institutional investors have bought a total of 5,003,059 shares in the last 24 months. This purchase volume represents approximately $59.62M in transactions.

Which Invesco Value Municipal Income Trust major shareholders have been selling company stock?

Of the 37 institutional investors that sold Invesco Value Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hennion & Walsh Asset Management Inc. ($395.77K), Raymond James Financial Services Advisors Inc. ($279.19K), Sit Investment Associates Inc. ($77.65K), Robinson Capital Management LLC ($54.99K), Van ECK Associates Corp ($50.07K), Kennedy Investment Group ($43.91K), and Advisors Asset Management Inc. ($39.79K).

How much institutional selling is happening at Invesco Value Municipal Income Trust?

Institutional investors have sold a total of 1,233,916 shares in the last 24 months. This volume of shares sold represents approximately $14.54M in transactions.


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This page (NYSE:IIM) was last updated on 5/28/2024 by MarketBeat.com Staff

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