Invesco Value Municipal Income Trust (IIM) Institutional Ownership $11.79 -0.03 (-0.25%) As of 05/20/2025 03:59 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Invesco Value Municipal Income Trust (NYSE:IIM)CurrentInstitutional OwnershipPercentage20.73%Number ofInstitutional Buyers(last 12 months)58TotalInstitutional Inflows(last 12 months)$25.50MNumber ofInstitutional Sellers(last 12 months)35TotalInstitutional Outflows(last 12 months)$24.02M Get IIM Insider Trade Alerts Want to know when executives and insiders are buying or selling Invesco Value Municipal Income Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data IIM Institutional Buying and Selling by Quarter Invesco Value Municipal Income Trust Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/16/2025 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% Get the Latest News and Ratings for IIM and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Invesco Value Municipal Income Trust and its competitors with MarketBeat's FREE daily newsletter. 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% 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% Trump wipes out trillions overnight… (Ad)Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.Whether you take some of that wealth for yourself depends on if you watch this controversial exposé 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% 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% 1/31/2025 D.A. Davidson & CO.12,258$146K0.0%+13.9%0.000% 1/30/2025 Allworth Financial LP2,255$27K0.0%+310.0%0.000% 1/29/2025 Van ECK Associates Corp351,719$4.18M0.0%+28.3%0.000% 1/29/2025 Wagner Wealth Management LLC39,081$465K0.1%-19.7%0.000% 1/27/2025 Tyche Wealth Partners LLC32,605$388K0.1%-11.9%0.000% 1/24/2025 Catalina Capital Group LLC22,641$269K0.1%+8.9%0.000% 1/22/2025 Kennedy Investment Group167,737$1.99M0.9%-9.4%0.000% 1/17/2025 Avior Wealth Management LLC4,500$54K0.0%N/A0.000% 1/15/2025 Lauer Wealth LLC15,986$190K0.1%N/A0.000% 1/15/2025 Hennion & Walsh Asset Management Inc.965,643$11.48M0.5%-12.6%0.000% 1/13/2025 Capital Investment Advisors LLC68,376$813K0.0%-2.3%0.000% 12/3/2024 Rivernorth Capital Management LLC754,035$9.71M0.5%-29.0%0.000% 11/15/2024 Stifel Financial Corp70,539$909K0.0%+43.2%0.000% 11/15/2024 Rivernorth Capital Management LLC754,035$9.71M0.5%-29.0%0.000% 11/15/2024 Integrated Wealth Concepts LLC15,200$196K0.0%-9.0%0.000% 11/14/2024 Westchester Capital Management LLC59,966$772K0.0%-29.4%0.000% 11/14/2024 Rockefeller Capital Management L.P.132,159$1.70M0.0%+1.6%0.000% 11/12/2024 Larson Financial Group LLC2,000$26K0.0%+233.3%0.000% This Is The Moment You Betray Trump (Or Prove Them Wrong) (Ad)They said you wouldn’t last—that Bidenflation, Wall Street selloffs, and DEI funds would break your loyalty to Trump’s economic plan. But now there’s a way to protect your retirement without backing down. This free 2025 Wealth Protection Guide reveals how you can use a legal IRS loophole—nicknamed “Piggy Bank”—to shield your savings.Protect your savings without betraying Trump11/8/2024 Advisors Asset Management Inc.457,437$5.89M0.1%-4.9%0.000% 11/1/2024 Wealth Quarterback LLC54,030$696K0.4%+1.7%0.000% 10/29/2024 Citizens National Bank Trust Department15,600$201K0.0%-23.5%0.000% 10/29/2024 Van ECK Associates Corp274,206$3.43M0.0%-20.3%0.000% 10/25/2024 Tyche Wealth Partners LLC37,010$477K0.1%-8.2%0.000% 10/23/2024 Hennion & Walsh Asset Management Inc.1,104,947$14.23M0.7%-0.2%0.000% 10/22/2024 Private Advisor Group LLC55,508$715K0.0%-12.0%0.000% 10/22/2024 Signaturefd LLC2,526$33K0.0%+1,156.7%0.000% 10/21/2024 Kennedy Investment Group185,169$2.39M1.1%-11.0%0.000% 10/11/2024 Wagner Wealth Management LLC48,662$627K0.2%+27.2%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 Invesco Value Municipal Income Trust. 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 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 83 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: 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 Invesco Value Municipal Income Trust? Institutional investors have bought a total of 4,328,900 shares in the last 24 months. This purchase volume represents approximately $50.98M in transactions. Which Invesco Value Municipal Income Trust major shareholders have been selling company stock? Of the 46 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: Rivernorth Capital Management LLC ($615.37K), Hennion & Walsh Asset Management Inc. ($451.07K), Advisors Asset Management Inc. ($188.13K), Logan Stone Capital LLC ($155.79K), AQR Arbitrage LLC ($154.13K), Kennedy Investment Group ($116.45K), and Van ECK Associates Corp ($111.36K). How much institutional selling is happening at Invesco Value Municipal Income Trust? Institutional investors have sold a total of 2,313,224 shares in the last 24 months. This volume of shares sold represents approximately $28.08M in transactions. 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