Invvlu Mu Incm (IIM) Institutional Ownership $11.76 +0.01 (+0.09%) As of 11:31 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendHeadlinesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Invvlu Mu Incm (NYSE:IIM)CurrentInstitutional OwnershipPercentage20.73%Number ofInstitutional Buyers(last 12 months)57TotalInstitutional Inflows(last 12 months)$20.96MNumber ofInstitutional Sellers(last 12 months)36TotalInstitutional Outflows(last 12 months)$22.42M 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. 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Skip Chart & View Institutional Buying and Selling Data IIM Institutional Buying and Selling by Quarter Invvlu Mu Incm Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/15/2025 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% Get the Latest News and Ratings for IIM and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Invvlu Mu Incm and its competitors with MarketBeat's FREE daily newsletter. 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% 5/16/2025 Goldman Sachs Group Inc.81,747$979K0.0%+246.2%0.174% 5/16/2025 NewEdge Advisors LLC57,723$691K0.0%-7.3%0.123% 5/16/2025 Advisors Asset Management Inc.317,258$3.80M0.1%-21.9%0.674% 5/15/2025 Royal Bank of Canada57,959$694K0.0%-8.1%0.123% 5/14/2025 Guggenheim Capital LLC786,651$9.42M0.1%-1.3%1.671% 5/14/2025 Westchester Capital Management LLC164,527$1.97M0.1%+86.5%0.350% 5/14/2025 Northwestern Mutual Wealth Management Co.15,884$190K0.0%+133.2%0.034% 5/13/2025 Elequin Capital LP3,673$44K0.0%-56.6%0.008% 5/13/2025 Sit Investment Associates Inc.142,279$1.70M0.0%-4.2%0.302% 5/12/2025 Nuveen LLC19,251$230K0.0%N/A0.041% 5/12/2025 Virtu Financial LLC19,654$235K0.0%+20.5%0.042% 5/12/2025 Invesco Ltd.34,023$407K0.0%-48.8%0.072% What's the Best Way to Lower RMD Taxes? (Ad)Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain retirement accounts. Without the right strategy, these withdrawals can significantly increase your tax bill and shrink your nest egg. SmartAsset outlines six strategies that could help reduce your RMDs and potentially lower your tax burden. Their free tool can match you with vetted fiduciary financial advisors in your area—professionals legally bound to act in your best interest.Click here to see the six strategies and get your free advisor matches today.5/7/2025 LPL Financial LLC265,089$3.17M0.0%+7.2%0.563% 5/7/2025 Rareview Capital LLC146,461$1.75M1.1%-2.9%0.311% 5/6/2025 Cetera Investment Advisers146,213$1.75M0.0%-1.7%0.311% 5/5/2025 Wealth Quarterback LLC55,168$660K0.4%+1.6%0.117% 5/5/2025 Private Advisor Group LLC47,667$571K0.0%-4.6%0.101% 4/29/2025 Concurrent Investment Advisors LLC12,508$150K0.0%N/A0.027% 4/28/2025 D.A. Davidson & CO.10,258$123K0.0%-16.3%0.022% 4/25/2025 Uniting Wealth Partners LLC10,672$128K0.1%-22.6%0.000% 4/23/2025 Tyche Wealth Partners LLC35,335$423K0.1%+8.4%0.000% 4/23/2025 Oppenheimer & Co. Inc.13,834$166K0.0%N/A0.000% 4/22/2025 Kennedy Investment Group148,425$1.78M0.8%-11.5%0.000% 4/18/2025 Wagner Wealth Management LLC50,066$599K0.1%+28.1%0.000% 4/17/2025 Fortitude Advisory Group L.L.C.24,456$282K0.2%+9.2%0.000% 4/14/2025 Farther Finance Advisors LLC2,290$28K0.0%N/A0.000% 4/14/2025 Capital Investment Advisors LLC65,588$785K0.0%-4.1%0.000% 4/14/2025 LexAurum Advisors LLC92,258$1.10M0.2%N/A0.000% 4/10/2025 Hennion & Walsh Asset Management Inc.775,390$9.28M0.4%-19.7%0.000% 4/8/2025 Rothschild Investment LLC61,925$741K0.0%-3.9%0.000% 4/7/2025 GAMMA Investing LLC3,004$360K0.0%+1,096.8%0.000% 3/17/2025 Wealth Enhancement Advisory Services LLC14,870$177K0.0%+28.1%0.000% 2/18/2025 Elequin Capital LP8,471$101K0.0%N/A0.000% 2/17/2025 Nomura Holdings Inc.23,270$277K0.0%+114.7%0.000% 2/17/2025Nuveen Asset Management LLC44,081$524K0.0%+4.8%0.000% 2/17/2025 Cetera Investment Advisers148,748$1.77M0.0%+2.4%0.000% 2/17/2025 Baird Financial Group Inc.11,179$133K0.0%N/A0.000% 2/17/2025 Bank of America Corp DE1,673,318$19.90M0.0%+5.5%0.000% 2/17/2025 Ameriprise Financial Inc.50,253$586K0.0%+70.1%0.000% 2/14/2025 AQR Arbitrage LLC15,171$180K0.0%-91.0%0.000% 2/14/2025 Lido Advisors LLC49,522$589K0.0%N/A0.000% 2/14/2025 Beacon Pointe Advisors LLC25,617$305K0.0%-9.7%0.000% 2/14/2025 Westchester Capital Management LLC88,220$1.05M0.1%+47.1%0.000% 2/13/2025 Guggenheim Capital LLC797,116$9.48M0.1%-3.6%0.000% 2/13/2025 Walleye Capital LLC16,846$200K0.0%N/A0.000% 2/13/2025 Cohen & Steers Inc.50,000$595K0.0%-23.1%0.000% 2/13/2025 Rockefeller Capital Management L.P.108,315$1.29M0.0%-18.0%0.000% 2/13/2025 Raymond James Financial Inc.194,282$2.31M0.0%N/A0.000% 2/13/2025 Invesco Ltd.66,512$791K0.0%-11.3%0.000% 2/13/2025 Aristides Capital LLC10,460$124K0.0%N/A0.000% 2/13/2025 Sit Investment Associates Inc.148,579$1.77M0.0%+7.2%0.000% 2/13/2025 Wells Fargo & Company MN333,439$3.97M0.0%-2.8%0.000% 2/12/2025 Landscape Capital Management L.L.C.19,147$228K0.0%N/A0.000% 2/12/2025 Uniting Wealth Partners LLC13,787$164K0.1%N/A0.000% 2/12/2025 Tradewinds LLC.14,361$176K0.0%-16.9%0.000% 2/11/2025 CoreFirst Bank & Trust6,600$78K0.0%N/A0.000% 2/11/2025 LPL Financial LLC247,303$2.94M0.0%+77.0%0.000% 2/11/2025 Virtu Financial LLC16,308$194K0.0%N/A0.000% 2/10/2025 Advisors Asset Management Inc.406,316$4.83M0.1%-11.2%0.000% 2/10/2025 Curio Wealth LLC2,721$32K0.0%N/A0.000% 2/10/2025 Harbour Investments Inc.4,051$48K0.0%N/A0.000% 2/10/2025 Corient Private Wealth LLC12,450$148K0.0%+8.7%0.000% BREAKING: The House just passed 3 pro-crypto bills! (Ad)THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here. Discover the under-the-radar project I believe will skyrocket as a result.2/10/2025 Rareview Capital LLC150,852$1.94M1.4%+0.9%0.000% 2/10/2025 Hollencrest Capital Management15,839$188K0.0%-16.1%0.000% 2/7/2025 PNC Financial Services Group Inc.24,353$290K0.0%-12.1%0.000% 2/6/2025 Raymond James Financial Inc.194,282$2.31M0.0%N/A0.000% 2/6/2025 Steward Partners Investment Advisory LLC8,855$105K0.0%+29.2%0.000% 2/5/2025 Whipplewood Advisors LLC75,622$899K0.5%N/A0.000% 2/4/2025 Wealthspire Advisors LLC43,000$511K0.0%-55.0%0.000% 2/3/2025 Private Advisor Group LLC49,945$594K0.0%-10.0%0.000% 1/31/2025 Callahan Advisors LLC13,697$163K0.0%N/A0.000% 1/31/2025 Robinson Capital Management LLC642,440$7.64M3.1%+19.4%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, 105 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 86 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 1,760,455 shares in the last 24 months. This purchase volume represents approximately $20.96M 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. Related Companies TY Institutional Ownership GAM Institutional Ownership VMO Institutional Ownership MMU Institutional Ownership VGM Institutional Ownership VKQ Institutional Ownership IQI Institutional Ownership VCV Institutional Ownership NQP Institutional Ownership PPT Institutional Ownership This page (NYSE:IIM) was last updated on 9/3/2025 by MarketBeat.com Staff From Our PartnersHow “Trump’s New Dollar” Could Impact Your WealthPresident Trump just signed a game-changing law… That could soon upgrade the U.S. dollar in your checking a...Brownstone Research | SponsoredForget Tesla — This Tiny AI Stock Is Musk’s Real PlayWhile Wall Street focused on Tesla’s earnings, Elon Musk was quietly building a supercomputer so powerful it c...Behind the Markets | SponsoredWhat's the Best Way to Lower RMD Taxes?Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain r...SmartAsset | SponsoredMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredWhat Steve Bannon revealed about Trump’s gold playA Trump advisor just said 3 words that could reset the dollar. 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