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Invvlu Mu Incm (IIM) Institutional Ownership

Invvlu Mu Incm logo
$12.53 +0.07 (+0.56%)
Closing price 03:58 PM Eastern
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$12.52 -0.01 (-0.08%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invvlu Mu Incm (NYSE:IIM)

Current
Institutional Ownership
Percentage
20.73%
Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$21.06M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$22.42M
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IIM Institutional Buying and Selling by Quarter

Invvlu Mu Incm Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.86,366$1.01M0.0%+11.2%0.183%
8/15/2025 Bank of America Corp DE1,754,424$20.42M0.0%-0.9%3.727%
8/15/2025 Ameriprise Financial Inc.51,266$597K0.0%+29.0%0.109%
8/14/2025 Jane Street Group LLC23,153$270K0.0%N/A0.049%
8/14/2025 Raymond James Financial Inc.196,548$2.29M0.0%-3.8%0.418%
8/14/2025 NewEdge Advisors LLC64,589$752K0.0%+11.9%0.137%
8/13/2025 Guggenheim Capital LLC787,652$9.17M0.1%+0.1%1.673%
8/13/2025 Beacon Pointe Advisors LLC14,101$164K0.0%-46.0%0.030%
8/13/2025 Northwestern Mutual Wealth Management Co.6,995$81K0.0%-56.0%0.015%
8/12/2025 Advisors Asset Management Inc.270,722$3.15M0.1%-14.7%0.575%
8/12/2025 XTX Topco Ltd11,536$134K0.0%N/A0.025%
8/8/2025 Rockefeller Capital Management L.P.95,675$1.11M0.0%-10.6%0.203%
8/8/2025 Cetera Investment Advisers158,360$1.84M0.0%+8.3%0.336%
8/8/2025 PNC Financial Services Group Inc.22,105$257K0.0%-9.2%0.047%
8/7/2025 Allworth Financial LP5,323$62K0.0%+132.6%0.011%
8/6/2025 Atlantic Union Bankshares Corp4,332$50K0.0%N/A0.009%
8/1/2025 Ashton Thomas Private Wealth LLC19,321$225K0.0%N/A0.041%
7/31/2025 Whipplewood Advisors LLC76,462$890K0.5%+33,000.4%0.162%
7/31/2025 Curio Wealth LLC2,302$27K0.0%+115,000.0%0.005%
7/25/2025 Concurrent Investment Advisors LLC16,945$197K0.0%+35.5%0.036%
7/23/2025 Citizens National Bank Trust Department13,300$155K0.0%-13.1%0.028%
7/21/2025 River Street Advisors LLC12,514$146K0.1%N/A0.027%
7/21/2025 Hilltop National Bank4,208$49K0.0%N/A0.009%
7/17/2025 Capital Investment Advisors LLC58,001$675K0.0%-11.6%0.123%
7/17/2025 LexAurum Advisors LLC93,857$1.09M0.2%+1.7%0.199%
7/17/2025 Wagner Wealth Management LLC71,377$831K0.2%+42.6%0.152%
7/16/2025 Kennedy Investment Group135,072$1.57M0.7%-9.0%0.287%
7/10/2025 Wealth Enhancement Advisory Services LLC10,888$127K0.0%-25.3%0.023%
6/27/2025 Goldman 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%
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%
(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, 106 institutional investors and hedge funds held shares of Invvlu Mu Incm. The most heavily invested institutionals were Bank of America Corp DE ($20.42M), Rivernorth Capital Management LLC ($9.71M), Hennion & Walsh Asset Management Inc. ($9.28M), Guggenheim Capital LLC ($9.17M), 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 87 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 ($573.90K), Raymond James Financial Inc. ($388.56K), UBS Group AG ($366.49K), Hennion & Walsh Asset Management Inc. ($333.00K), Livelsberger Financial Advisory ($181.52K), Cetera Investment Advisers ($167.44K), and Whipplewood Advisors LLC ($151.85K).

How much institutional buying is happening at Invvlu Mu Incm?

Institutional investors have bought a total of 1,769,184 shares in the last 24 months. This purchase volume represents approximately $21.06M in transactions.

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

Of the 36 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. ($210.40K), AQR Arbitrage LLC ($154.13K), Kennedy Investment Group ($72.89K), Van ECK Associates Corp ($70.00K), and Wealthspire Advisors LLC ($52.65K).

How much institutional selling is happening at Invvlu Mu Incm?

Institutional investors have sold a total of 1,823,261 shares in the last 24 months. This volume of shares sold represents approximately $22.42M in transactions.


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This page (NYSE:IIM) was last updated on 9/23/2025 by MarketBeat.com Staff
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