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Invvlu Mu Incm (IIM) Institutional Ownership

Invvlu Mu Incm logo
$10.86 +0.10 (+0.88%)
Closing price 10/9/2026 03:59 PM Eastern
Extended Trading
$10.90 +0.04 (+0.41%)
As of 10/9/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
48
Total
Institutional Inflows
(last 12 months)
$35.22M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$16.65M
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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
9/9/2026NewEdge Advisors LLC117,649$1.50M0.0%+8.2%0.250%
8/23/2026Fortitude Advisory Group L.L.C.28,520$363K0.1%+7.2%0.061%
8/22/2026Concurrent Investment Advisors LLC30,431$387K0.0%+24.6%0.065%
8/20/2026Susquehanna International Group LLP11,457$146K0.0%N/A0.024%
8/20/2026Northwestern Mutual Wealth Management Co.18,044$230K0.0%+136.3%0.038%
8/19/2026Van ECK Associates Corp269,300$3.43M0.0%+2.8%0.572%
8/18/2026Beacon Pointe Advisors LLC12,686$161K0.0%N/A0.027%
8/18/2026Equitable Holdings Inc.13,128$149K0.0%N/A0.028%
8/17/2026Bank of America Corp DE83,806$949K0.0%N/A0.178%
8/17/2026Bank of America Corp DE712,866$9.08M0.0%N/A1.514%
8/12/2026Northwestern Mutual Wealth Management Co.18,044$230K0.0%N/A0.038%
8/11/2026Allworth Financial LP2,685$34K0.0%N/A0.006%
8/7/2026Uniting Wealth Partners LLC13,926$177K0.0%N/A0.030%
8/6/2026Maridea Wealth Management LLC12,160$155K0.0%N/A0.026%
7/9/2026Hennion & 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%
5/4/2026Retirement Planning Group LLC45,552$554K0.0%N/A0.097%
4/30/2026Whipplewood Advisors LLC81,888$996K0.5%-1.3%0.174%
4/30/2026Kestra Advisory Services LLC21,553$262K0.0%+223.1%0.046%
4/24/2026Wagner 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%
2/16/2026Zinnia Wealth Advisory LLC14,015$173K0.2%N/A0.030%
2/13/2026Kestra 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%
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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%
2/12/2026Commonwealth 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%
2/11/2026LPL Financial LLC241,967$2.98M0.0%-17.9%0.514%
2/11/2026Closed 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%
2/6/2026PNC Financial Services Group Inc.4,188$52K0.0%-65.2%0.009%
2/5/2026Cornerstone Wealth Management LLC17,906$221K0.0%+11.0%0.038%
1/30/2026Wagner Wealth Management LLC233,176$2.87M0.6%+79.5%0.495%
1/30/2026Citizens National Bank Trust Department12,100$149K0.0%-9.0%0.026%
1/29/2026D.A. Davidson & CO.72,538$894K0.0%+4.3%0.154%
1/29/2026UBS Group AG588,281$7.25M0.0%+0.8%1.250%
1/27/2026Legacy Advisors LLC12,080$149K0.0%N/A0.026%
1/14/2026Hennion & Walsh Asset Management Inc.634,555$7.82M0.3%-23.3%1.348%
1/13/2026Capital Investment Advisors LLC51,464$634K0.0%-11.6%0.109%
1/8/2026Gridiron Partners LLC28,741$354K0.2%-80.9%0.061%
1/7/2026Aventura Private Wealth LLC3,500$43K0.0%N/A0.007%
1/6/2026Avior 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%
11/13/2025Private Advisor Group LLC48,469$608K0.0%-2.5%0.103%
11/7/2025Maridea Wealth Management LLC12,160$153K0.0%N/A0.026%
11/7/2025PNC Financial Services Group Inc.12,038$151K0.0%-45.5%0.026%
11/7/2025Uniting Wealth Partners LLC13,686$172K0.0%+20.5%0.029%
11/6/2025Wedbush Securities Inc.10,031$126K0.0%N/A0.021%
11/6/2025Advisors Asset Management Inc.190,547$2.39M0.0%-29.6%0.405%
11/6/2025Oppenheimer & Co. Inc.10,083$127K0.0%-20.8%0.021%
11/6/2025LexAurum Advisors LLC54,122$679K0.1%-42.3%0.115%
11/5/2025Smartleaf Asset Management LLC4,333$54K0.0%N/A0.009%
11/5/2025Fortitude Advisory Group L.L.C.26,600$334K0.2%+8.8%0.057%
11/5/2025Savant Capital LLC11,469$144K0.0%N/A0.024%
11/4/2025Cornerstone Wealth Management LLC16,137$203K0.0%+16.2%0.034%
11/3/2025Hollencrest Capital Management12,130$152K0.0%-23.4%0.026%
10/28/2025Kennedy Investment Group111,076$1.39M0.6%-17.8%0.236%
10/27/2025Plan Group Financial LLC12,865$161K0.0%N/A0.027%
10/27/2025Concurrent Investment Advisors LLC14,931$187K0.0%-11.9%0.032%
10/22/2025Hennion & Walsh Asset Management Inc.827,675$10.39M0.4%+13.5%1.758%
10/22/2025D.A. Davidson & CO.69,538$873K0.0%+577.9%0.148%
10/21/2025Wagner Wealth Management LLC129,938$1.63M0.4%+82.0%0.276%
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10/20/2025Davis Investment Partners LLC41,436$528K0.2%+2.0%0.088%
10/20/2025Wealth Quarterback LLC54,348$682K0.3%-1.5%0.115%
10/14/2025Gridiron 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%


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), Guggenheim Capital LLC ($13.79M), Rivernorth Capital Management LLC ($9.71M), Bank of America Corp DE ($9.08M), 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 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: Bank of America Corp DE ($884.45K), 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), and Whipplewood Advisors LLC ($151.85K).

Institutional investors have bought a total of 2,797,113 shares in the last 24 months. This purchase volume represents approximately $35.22M in transactions.

Of the 24 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 ($628.97K), Hennion & Walsh Asset Management Inc. ($193.12K), Advisors Asset Management Inc. ($140.07K), 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 1,350,440 shares in the last 24 months. This volume of shares sold represents approximately $16.65M 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 9/9/2026. New 13F filings are added each quarter as they're published.
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