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Invvlu Mu Incm (IIM) Institutional Ownership

Invvlu Mu Incm logo
$12.64 -0.06 (-0.43%)
As of 02:00 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)
42
Total
Institutional Inflows
(last 12 months)
$24.55M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$17.70M
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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
8/7/2026 Uniting Wealth Partners LLC13,926$177K0.0%N/A0.030%
8/6/2026 Maridea Wealth Management LLC12,160$155K0.0%N/A0.026%
7/9/2026 Hennion & Walsh Asset Management Inc.1,162,995$14.81M0.4%+63.2%2.469%
6/3/2026NewEdge Advisors LLC108,688$1.32M0.0%-11.4%0.231%
5/19/2026NewEdge Advisors LLC108,688$1.32M0.0%-11.4%0.231%
5/19/2026Bank of America Corp DE1,214,485$14.77M0.0%-28.1%2.580%
5/19/2026Arkadios Wealth Advisors234,328$2.85M0.0%N/A0.498%
5/16/2026Quantinno Capital Management LP12,359$150K0.0%N/A0.026%
5/13/2026Cetera Investment Advisers170,394$2.07M0.0%+8.3%0.362%
5/7/2026Hollencrest Capital Management18,180$221K0.0%+12.5%0.039%
5/4/2026 Retirement Planning Group LLC45,552$554K0.0%N/A0.097%
4/30/2026 Whipplewood Advisors LLC81,888$996K0.5%-1.3%0.174%
4/30/2026 Kestra Advisory Services LLC21,553$262K0.0%+223.1%0.046%
4/24/2026 Wagner Wealth Management LLC256,097$3.11M0.6%+9.8%0.544%
3/17/2026Rockefeller Capital Management L.P.91,154$1.12M0.0%-4.0%0.194%
2/23/2026Virtu Financial LLC13,751$169K0.0%N/A0.029%
2/18/2026NewEdge Advisors LLC122,661$1.51M0.0%+21.4%0.261%
2/18/2026Garton & Associates Financial Advisors LLC3,363$41K0.0%N/A0.007%
2/17/2026Guggenheim Capital LLC1,119,319$13.79M0.1%+23.0%2.378%
2/17/2026Cetera Investment Advisers157,366$1.94M0.0%+0.8%0.334%
2/17/2026Osaic Holdings Inc.96,256$1.19M0.0%+11.2%0.204%
2/17/2026&PARTNERS43,356$534K0.0%N/A0.092%
2/17/2026Royal Bank of Canada65,322$804K0.0%+9.1%0.139%
2/16/2026 Zinnia Wealth Advisory LLC14,015$173K0.2%N/A0.030%
2/13/2026 Kestra Advisory Services LLC6,671$82K0.0%-78.3%0.014%
2/13/2026Stifel Financial Corp108,117$1.33M0.0%+8.7%0.230%
2/13/2026Van ECK Associates Corp240,665$2.97M0.0%+2.0%0.511%
2/13/2026Wells Fargo & Company MN570,871$7.03M0.0%-3.3%1.213%
2/12/2026Advisors Asset Management Inc.130,650$1.61M0.0%-31.4%0.278%
2/12/2026Hollencrest Capital Management16,167$199K0.0%+33.3%0.034%
2/12/2026Jane Street Group LLC30,125$371K0.0%N/A0.064%
2/12/2026HRT Financial LP53,266$656K0.0%N/A0.113%
2/12/2026 Commonwealth Equity Services LLC153,548$1.89M0.0%+6.4%0.326%
2/12/2026CIBC Private Wealth Group LLC24,324$300K0.0%+264.0%0.052%
2/11/2026 LPL Financial LLC241,967$2.98M0.0%-17.9%0.514%
2/11/2026 Closed End Fund Advisors Inc.22,641$279K0.2%N/A0.048%
2/10/2026Goldman Sachs Group Inc.24,713$304K0.0%+4.7%0.053%
2/10/2026Savant Capital LLC23,317$287K0.0%+103.3%0.050%
2/6/2026 PNC Financial Services Group Inc.4,188$52K0.0%-65.2%0.009%
2/5/2026 Cornerstone Wealth Management LLC17,906$221K0.0%+11.0%0.038%
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1/30/2026 Wagner Wealth Management LLC233,176$2.87M0.6%+79.5%0.495%
1/30/2026 Citizens National Bank Trust Department12,100$149K0.0%-9.0%0.026%
1/29/2026 D.A. Davidson & CO.72,538$894K0.0%+4.3%0.154%
1/29/2026UBS Group AG588,281$7.25M0.0%+0.8%1.250%
1/27/2026 Legacy Advisors LLC12,080$149K0.0%N/A0.026%
1/14/2026 Hennion & Walsh Asset Management Inc.634,555$7.82M0.3%-23.3%1.348%
1/13/2026 Capital Investment Advisors LLC51,464$634K0.0%-11.6%0.109%
1/8/2026 Gridiron Partners LLC28,741$354K0.2%-80.9%0.061%
1/7/2026 Aventura Private Wealth LLC3,500$43K0.0%N/A0.007%
1/6/2026 Avior Wealth Management LLC12,600$155K0.0%N/A0.027%
12/2/2025Allworth Financial LP2,857$36K0.0%-46.3%0.006%
11/24/2025CIBC Private Wealth Group LLC6,682$84K0.0%-59.5%0.014%
11/17/2025NewEdge Advisors LLC101,027$1.27M0.0%+56.4%0.215%
11/17/2025Bank of America Corp DE1,599,064$20.07M0.0%-8.9%3.397%
11/17/2025Ameriprise Financial Inc.55,558$697K0.0%+8.4%0.118%
11/14/2025Raymond James Financial Inc.213,987$2.69M0.0%+8.9%0.455%
11/13/2025Family Management Corp17,526$220K0.0%-16.7%0.037%
11/13/2025UBS Group AG583,629$7.33M0.0%-3.6%1.240%
11/13/2025Van ECK Associates Corp235,910$2.96M0.0%+2.4%0.501%
11/13/2025 Private Advisor Group LLC48,469$608K0.0%-2.5%0.103%
11/7/2025 Maridea Wealth Management LLC12,160$153K0.0%N/A0.026%
11/7/2025 PNC Financial Services Group Inc.12,038$151K0.0%-45.5%0.026%
11/7/2025 Uniting Wealth Partners LLC13,686$172K0.0%+20.5%0.029%
11/6/2025 Wedbush Securities Inc.10,031$126K0.0%N/A0.021%
11/6/2025Advisors Asset Management Inc.190,547$2.39M0.0%-29.6%0.405%
11/6/2025 Oppenheimer & Co. Inc.10,083$127K0.0%-20.8%0.021%
11/6/2025 LexAurum Advisors LLC54,122$679K0.1%-42.3%0.115%
11/5/2025Smartleaf Asset Management LLC4,333$54K0.0%N/A0.009%
11/5/2025 Fortitude Advisory Group L.L.C.26,600$334K0.2%+8.8%0.057%
11/5/2025Savant Capital LLC11,469$144K0.0%N/A0.024%
11/4/2025 Cornerstone Wealth Management LLC16,137$203K0.0%+16.2%0.034%
11/3/2025Hollencrest Capital Management12,130$152K0.0%-23.4%0.026%
10/28/2025 Kennedy Investment Group111,076$1.39M0.6%-17.8%0.236%
10/27/2025 Plan Group Financial LLC12,865$161K0.0%N/A0.027%
10/27/2025 Concurrent Investment Advisors LLC14,931$187K0.0%-11.9%0.032%
10/22/2025 Hennion & Walsh Asset Management Inc.827,675$10.39M0.4%+13.5%1.758%
10/22/2025 D.A. Davidson & CO.69,538$873K0.0%+577.9%0.148%
10/21/2025 Wagner Wealth Management LLC129,938$1.63M0.4%+82.0%0.276%
10/20/2025 Davis Investment Partners LLC41,436$528K0.2%+2.0%0.088%
10/20/2025 Wealth Quarterback LLC54,348$682K0.3%-1.5%0.115%
10/14/2025 Gridiron Partners LLC150,650$1.89M0.1%+424.2%0.320%
9/4/2025Osaic Holdings Inc.86,366$1.01M0.0%+11.2%0.183%
8/15/2025Bank of America Corp DE1,754,424$20.42M0.0%-0.9%3.727%
8/15/2025Ameriprise Financial Inc.51,266$597K0.0%+29.0%0.109%
8/14/2025Jane Street Group LLC23,153$270K0.0%N/A0.049%
8/14/2025Raymond James Financial Inc.196,548$2.29M0.0%-3.8%0.418%
8/14/2025NewEdge Advisors LLC64,589$752K0.0%+11.9%0.137%
8/13/2025Guggenheim Capital LLC787,652$9.17M0.1%+0.1%1.673%
8/13/2025Beacon Pointe Advisors LLC14,101$164K0.0%-46.0%0.030%
8/13/2025Northwestern Mutual Wealth Management Co.6,995$81K0.0%-56.0%0.015%
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8/12/2025Advisors Asset Management Inc.270,722$3.15M0.1%-14.7%0.575%
8/12/2025XTX Topco Ltd11,536$134K0.0%N/A0.025%
8/8/2025Rockefeller Capital Management L.P.95,675$1.11M0.0%-10.6%0.203%
8/8/2025Cetera 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%
8/7/2025Allworth Financial LP5,323$62K0.0%+132.6%0.011%
8/6/2025Atlantic 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%


IIM Institutional Ownership - Frequently Asked Questions

During the previous two years, 102 institutional investors and hedge funds held shares of Invvlu Mu Incm. The most heavily invested institutionals were Hennion & Walsh Asset Management Inc. ($14.81M), Bank of America Corp DE ($14.77M), Guggenheim Capital LLC ($13.79M), Rivernorth Capital Management LLC ($9.71M), Robinson Capital Management LLC ($7.64M), UBS Group AG ($7.25M), and Wells Fargo & Company MN ($7.03M).Learn more on Invvlu Mu Incm's institutional investors.

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

Of the 84 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: Hennion & Walsh Asset Management Inc. ($549.21K), Raymond James Financial Inc. ($406.00K), Arkadios Wealth Advisors ($234.33K), Wagner Wealth Management LLC ($227.41K), Guggenheim Capital LLC ($209.99K), Whipplewood Advisors LLC ($151.85K), and LPL Financial LLC ($125.37K).

Institutional investors have bought a total of 1,970,651 shares in the last 24 months. This purchase volume represents approximately $24.55M in transactions.

Of the 27 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: Bank of America Corp DE ($644.23K), Hennion & Walsh Asset Management Inc. ($193.12K), Advisors Asset Management Inc. ($186.61K), Gridiron Partners LLC ($121.91K), LPL Financial LLC ($52.70K), LexAurum Advisors LLC ($39.74K), and NewEdge Advisors LLC ($27.95K).

Institutional investors have sold a total of 1,440,930 shares in the last 24 months. This volume of shares sold represents approximately $17.70M in transactions.


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Institutional ownership data for NYSE:IIM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
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