Free Trial
→ The Trump Dump is starting; Get out of stocks now? (From Paradigm Press) (Ad) Free IIM Stock Alerts

Invvlu Mu Incm (IIM) Institutional Ownership

Invvlu Mu Incm logo
$11.70 +0.01 (+0.09%)
As of 01:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invvlu Mu Incm (NYSE:IIM)

Current
Institutional Ownership
Percentage
20.73%
Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$24.11M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$23.99M
Get IIM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invvlu Mu Incm stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IIM Institutional Buying and Selling by Quarter

Invvlu Mu Incm Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman Sachs Group Inc.81,747$979K0.0%+246.2%0.174%
5/16/2025Goldman Sachs Group Inc.81,747$979K0.0%+246.2%0.174%
5/16/2025NewEdge Advisors LLC57,723$691K0.0%-7.3%0.123%
5/16/2025Advisors Asset Management Inc.317,258$3.80M0.1%-21.9%0.674%
5/15/2025Royal Bank of Canada57,959$694K0.0%-8.1%0.123%
5/14/2025Guggenheim Capital LLC786,651$9.42M0.1%-1.3%1.671%
5/14/2025Westchester Capital Management LLC164,527$1.97M0.1%+86.5%0.350%
5/14/2025Northwestern Mutual Wealth Management Co.15,884$190K0.0%+133.2%0.034%
5/13/2025Elequin Capital LP3,673$44K0.0%-56.6%0.008%
5/13/2025Sit Investment Associates Inc.142,279$1.70M0.0%-4.2%0.302%
5/12/2025Nuveen LLC19,251$230K0.0%N/A0.041%
5/12/2025Virtu Financial LLC19,654$235K0.0%+20.5%0.042%
5/12/2025Invesco Ltd.34,023$407K0.0%-48.8%0.072%
5/7/2025LPL Financial LLC265,089$3.17M0.0%+7.2%0.563%
5/7/2025Rareview Capital LLC146,461$1.75M1.1%-2.9%0.311%
5/6/2025Cetera Investment Advisers146,213$1.75M0.0%-1.7%0.311%
5/5/2025Wealth Quarterback LLC55,168$660K0.4%+1.6%0.117%
5/5/2025Private Advisor Group LLC47,667$571K0.0%-4.6%0.101%
4/29/2025Concurrent Investment Advisors LLC12,508$150K0.0%N/A0.027%
4/28/2025D.A. Davidson & CO.10,258$123K0.0%-16.3%0.022%
4/25/2025Uniting Wealth Partners LLC10,672$128K0.1%-22.6%0.000%
4/23/2025Tyche Wealth Partners LLC35,335$423K0.1%+8.4%0.000%
4/23/2025Oppenheimer & Co. Inc.13,834$166K0.0%N/A0.000%
4/22/2025Kennedy Investment Group148,425$1.78M0.8%-11.5%0.000%
4/18/2025Wagner Wealth Management LLC50,066$599K0.1%+28.1%0.000%
4/17/2025Fortitude Advisory Group L.L.C.24,456$282K0.2%+9.2%0.000%
4/14/2025Farther Finance Advisors LLC2,290$28K0.0%N/A0.000%
4/14/2025Capital Investment Advisors LLC65,588$785K0.0%-4.1%0.000%
4/14/2025LexAurum Advisors LLC92,258$1.10M0.2%N/A0.000%
4/10/2025Hennion & Walsh Asset Management Inc.775,390$9.28M0.4%-19.7%0.000%
4/8/2025Rothschild Investment LLC61,925$741K0.0%-3.9%0.000%
4/7/2025GAMMA Investing LLC3,004$360K0.0%+1,096.8%0.000%
3/17/2025Wealth Enhancement Advisory Services LLC14,870$177K0.0%+28.1%0.000%
2/18/2025Elequin Capital LP8,471$101K0.0%N/A0.000%
2/17/2025Nomura Holdings Inc.23,270$277K0.0%+114.7%0.000%
2/17/2025Nuveen Asset Management LLC44,081$524K0.0%+4.8%0.000%
2/17/2025Cetera Investment Advisers148,748$1.77M0.0%+2.4%0.000%
2/17/2025Baird Financial Group Inc.11,179$133K0.0%N/A0.000%
2/17/2025Bank of America Corp DE1,673,318$19.90M0.0%+5.5%0.000%
2/17/2025Ameriprise Financial Inc.50,253$586K0.0%+70.1%0.000%
Banks aren’t ready for this altcoin—are you? (Ad)

I've never been more confident about a DeFi opportunity. This isn't about complex trading or risky bets. This is about being in the right place at the right time – and I believe that time is now.

Discover our #1 crypto for the red-hot crypto market right now!
2/14/2025AQR Arbitrage LLC15,171$180K0.0%-91.0%0.000%
2/14/2025Lido Advisors LLC49,522$589K0.0%N/A0.000%
2/14/2025Beacon Pointe Advisors LLC25,617$305K0.0%-9.7%0.000%
2/14/2025Westchester Capital Management LLC88,220$1.05M0.1%+47.1%0.000%
2/13/2025Guggenheim Capital LLC797,116$9.48M0.1%-3.6%0.000%
2/13/2025Walleye Capital LLC16,846$200K0.0%N/A0.000%
2/13/2025Cohen & Steers Inc.50,000$595K0.0%-23.1%0.000%
2/13/2025Rockefeller Capital Management L.P.108,315$1.29M0.0%-18.0%0.000%
2/13/2025Raymond James Financial Inc.194,282$2.31M0.0%N/A0.000%
2/13/2025Invesco Ltd.66,512$791K0.0%-11.3%0.000%
2/13/2025Aristides Capital LLC10,460$124K0.0%N/A0.000%
2/13/2025Sit Investment Associates Inc.148,579$1.77M0.0%+7.2%0.000%
2/13/2025Wells Fargo & Company MN333,439$3.97M0.0%-2.8%0.000%
2/12/2025Landscape Capital Management L.L.C.19,147$228K0.0%N/A0.000%
2/12/2025Uniting Wealth Partners LLC13,787$164K0.1%N/A0.000%
2/12/2025Tradewinds LLC.14,361$176K0.0%-16.9%0.000%
2/11/2025CoreFirst Bank & Trust6,600$78K0.0%N/A0.000%
2/11/2025LPL Financial LLC247,303$2.94M0.0%+77.0%0.000%
2/11/2025Virtu Financial LLC16,308$194K0.0%N/A0.000%
2/10/2025Advisors Asset Management Inc.406,316$4.83M0.1%-11.2%0.000%
2/10/2025Curio Wealth LLC2,721$32K0.0%N/A0.000%
2/10/2025Harbour Investments Inc.4,051$48K0.0%N/A0.000%
2/10/2025Corient Private Wealth LLC12,450$148K0.0%+8.7%0.000%
2/10/2025Rareview Capital LLC150,852$1.94M1.4%+0.9%0.000%
2/10/2025Hollencrest Capital Management15,839$188K0.0%-16.1%0.000%
2/7/2025PNC Financial Services Group Inc.24,353$290K0.0%-12.1%0.000%
2/6/2025Raymond James Financial Inc.194,282$2.31M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC8,855$105K0.0%+29.2%0.000%
2/5/2025Whipplewood Advisors LLC75,622$899K0.5%N/A0.000%
2/4/2025Wealthspire Advisors LLC43,000$511K0.0%-55.0%0.000%
2/3/2025Private Advisor Group LLC49,945$594K0.0%-10.0%0.000%
1/31/2025Callahan Advisors LLC13,697$163K0.0%N/A0.000%
1/31/2025Robinson Capital Management LLC642,440$7.64M3.1%+19.4%0.000%
1/31/2025D.A. Davidson & CO.12,258$146K0.0%+13.9%0.000%
1/30/2025Allworth Financial LP2,255$27K0.0%+310.0%0.000%
1/29/2025Van ECK Associates Corp351,719$4.18M0.0%+28.3%0.000%
1/29/2025Wagner Wealth Management LLC39,081$465K0.1%-19.7%0.000%
1/27/2025Tyche Wealth Partners LLC32,605$388K0.1%-11.9%0.000%
1/24/2025Catalina Capital Group LLC22,641$269K0.1%+8.9%0.000%
1/22/2025Kennedy Investment Group167,737$1.99M0.9%-9.4%0.000%
1/17/2025Avior Wealth Management LLC4,500$54K0.0%N/A0.000%
1/15/2025Lauer Wealth LLC15,986$190K0.1%N/A0.000%
1/15/2025Hennion & Walsh Asset Management Inc.965,643$11.48M0.5%-12.6%0.000%
1/13/2025Capital Investment Advisors LLC68,376$813K0.0%-2.3%0.000%
12/3/2024Rivernorth Capital Management LLC754,035$9.71M0.5%-29.0%0.000%
11/15/2024Stifel Financial Corp70,539$909K0.0%+43.2%0.000%
11/15/2024Rivernorth Capital Management LLC754,035$9.71M0.5%-29.0%0.000%
11/15/2024Integrated Wealth Concepts LLC15,200$196K0.0%-9.0%0.000%
11/14/2024Westchester Capital Management LLC59,966$772K0.0%-29.4%0.000%
11/14/2024Rockefeller Capital Management L.P.132,159$1.70M0.0%+1.6%0.000%
Trump Makes Major Crypto Announcement (Ad)

Pay close attention to what I'm about to share… Most investors think Trump's pro-crypto policies will lift all boats equally. They're wrong. One project stands to benefit more than any other – not by accident, but seemingly by design.

Click Here to Discover our #1 crypto for the Trump Presidency Bull Run now!
11/12/2024Larson Financial Group LLC2,000$26K0.0%+233.3%0.000%
11/8/2024Advisors Asset Management Inc.457,437$5.89M0.1%-4.9%0.000%
11/1/2024Wealth Quarterback LLC54,030$696K0.4%+1.7%0.000%
10/29/2024Citizens National Bank Trust Department15,600$201K0.0%-23.5%0.000%
10/29/2024Van ECK Associates Corp274,206$3.43M0.0%-20.3%0.000%
10/25/2024Tyche Wealth Partners LLC37,010$477K0.1%-8.2%0.000%
10/23/2024Hennion & Walsh Asset Management Inc.1,104,947$14.23M0.7%-0.2%0.000%
10/22/2024Private Advisor Group LLC55,508$715K0.0%-12.0%0.000%
10/22/2024Signaturefd LLC2,526$33K0.0%+1,156.7%0.000%
10/21/2024Kennedy Investment Group185,169$2.39M1.1%-11.0%0.000%
(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, 104 institutional investors and hedge funds held shares of Invvlu Mu Incm. The most heavily invested institutionals were Bank of America Corp DE ($19.90M), Rivernorth Capital Management LLC ($9.71M), Guggenheim Capital LLC ($9.42M), Hennion & Walsh Asset Management Inc. ($9.28M), Fiera Capital Corp ($7.87M), Robinson Capital Management LLC ($7.64M), and UBS Group AG ($6.34M).Learn more on Invvlu Mu Incm's institutional investors.

What percentage of Invvlu Mu Incm's stock is owned by institutional investors?

20.73% of Invvlu Mu Incm's stock is owned by institutional investors. Learn more on IIM's institutional investor holdings.

Which institutional investors have been buying Invvlu Mu Incm's stock?

Of the 83 institutional investors that purchased Invvlu Mu Incm's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Robinson Capital Management LLC ($615.79K), Raymond James Financial Inc. ($388.56K), UBS Group AG ($366.49K), Hennion & Walsh Asset Management Inc. ($333.00K), Livelsberger Financial Advisory ($181.52K), Van ECK Associates Corp ($159.96K), and Cetera Investment Advisers ($155.29K).

How much institutional buying is happening at Invvlu Mu Incm?

Institutional investors have bought a total of 2,004,018 shares in the last 24 months. This purchase volume represents approximately $24.11M in transactions.

Which of Invvlu Mu Incm's major shareholders have been selling company stock?

Of the 34 institutional investors that sold Invvlu Mu Incm's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rivernorth Capital Management LLC ($615.37K), Hennion & Walsh Asset Management Inc. ($331.79K), Advisors Asset Management Inc. ($163.86K), Logan Stone Capital LLC ($155.79K), AQR Arbitrage LLC ($154.13K), Van ECK Associates Corp ($101.01K), and Kennedy Investment Group ($72.54K).

How much institutional selling is happening at Invvlu Mu Incm?

Institutional investors have sold a total of 1,943,465 shares in the last 24 months. This volume of shares sold represents approximately $23.99M in transactions.


Related Companies

This page (NYSE:IIM) was last updated on 7/3/2025 by MarketBeat.com Staff
From Our Partners
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
Trump’s New Order Could Boost Social Security Benefits by 400%
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored
This Crypto Is Set to Explode in January
Free summit: How to profit from the Coinbase-Deribit deal Our hedge fund experts know exactly what this mea...
Crypto 101 Media | Sponsored
A grave, grave error.
Famed financial analyst, Porter Stansberry, calls this technology “The Final Frontier” because it holds the ke...
Porter & Company | Sponsored
The $15 Gold Fund That Pays Up to $1,152/Month
Gold prices are breaking records. But while everyone else is fixated on headlines… They're missing somet...
Investors Alley | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Robots aren't coming to America in 2025. They are already here. Oxford Economics says, "The Robotics Rev...
Weiss Ratings | Sponsored
Trump’s Exec Order #14154 could be a “Millionaire-Maker”
Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...
Paradigm Press | Sponsored