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Invesco Value Municipal Income Trust (IIM) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Invesco Value Municipal Income Trust (NYSE:IIM)

Current
Institutional Ownership
Percentage
20.73%
Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$35.41M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$6.89M
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IIM Institutional Buying and Selling by Quarter

Invesco Value Municipal Income Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2024Hennion & Walsh Asset Management Inc.937,066$11.25M0.6%+21.0%1.991%
3/22/2024Livelsberger Financial Advisory181,517$2.13M1.9%N/A0.386%
3/18/2024CoreFirst Bank & Trust6,600$77K0.1%N/A0.014%
3/14/2024Leo Wealth LLC128,280$1.51M0.2%N/A0.273%
3/1/2024Goldman Sachs Group Inc.23,613$277K0.0%N/A0.050%
2/26/2024Virtu Financial LLC12,211$143K0.0%N/A0.026%
2/15/2024Westchester Capital Management LLC68,766$807K0.0%N/A0.146%
2/15/2024Cohen & Steers Inc.50,000$587K0.0%N/A0.106%
2/14/2024Royal Bank of Canada56,097$658K0.0%-3.7%0.119%
2/14/2024Kestra Advisory Services LLC41,655$489K0.0%+17.7%0.088%
2/14/2024Wealth Quarterback LLC52,480$616K0.4%+5.3%0.111%
2/13/2024Goldman Sachs Group Inc.23,613$277K0.0%N/A0.050%
2/12/2024Gridiron Partners LLC28,741$337K0.2%N/A0.061%
2/12/2024Weiss Asset Management LP29,674$348K0.0%N/A0.063%
2/12/2024Stifel Financial Corp52,672$618K0.0%+2.2%0.112%
2/9/2024UBS Group AG540,264$6.34M0.0%+74.4%1.148%
2/8/2024Robinson Capital Management LLC477,328$5.59M2.0%+226.8%1.014%
2/8/2024Beacon Pointe Advisors LLC19,794$232K0.0%-16.4%0.042%
2/6/2024Private Advisor Group LLC67,334$790K0.0%-11.4%0.143%
2/6/2024Fortitude Advisory Group L.L.C.22,402$263K0.2%+9.3%0.048%
2/5/2024Van ECK Associates Corp353,063$4.14M0.0%+15.7%0.750%
2/1/2024Wolverine Asset Management LLC35,608$418K0.0%+2,253.5%0.076%
1/30/2024Tyche Wealth Partners LLC40,325$473K0.1%N/A0.086%
1/29/2024Citizens National Bank Trust Department31,600$371K0.1%-19.2%0.067%
1/29/2024Kennedy Investment Group225,673$2.65M1.5%-11.7%0.479%
1/19/2024 AdvisorNet Financial Inc7,365$86K0.0%+46.4%0.016%
1/19/2024Ackerman Capital Advisors LLC10,546$124K0.0%N/A0.022%
1/17/2024S.A. Mason LLC3,929$46K0.0%N/A0.008%
1/16/2024Raymond James Financial Services Advisors Inc.16,410$192K0.0%-12.6%0.035%
1/12/2024Davis Investment Partners LLC36,664$431K0.2%N/A0.078%
1/5/2024Capital Investment Advisors LLC79,018$927K0.0%+2.0%0.168%
1/2/2024 M&R Capital Management Inc.3,300$39K0.0%-25.0%0.007%
11/15/2023Integrated Wealth Concepts LLC16,700$174K0.0%-8.2%0.035%
11/15/2023Royal Bank of Canada58,279$606K0.0%+3.8%0.124%
11/15/2023Ameriprise Financial Inc.37,487$390K0.0%-17.6%0.080%
11/15/2023Advisors Asset Management Inc.489,049$5.09M0.1%+8.3%1.039%
11/14/2023AQR Arbitrage LLC264,419$2.75M0.1%+123.3%0.562%
11/14/2023Clough Capital Partners L P16,800$175K0.0%N/A0.036%
11/14/2023Robinson Capital Management LLC146,059$1.52M0.7%+20.7%0.310%
11/13/2023Hollencrest Capital Management18,880$196K0.0%-19.9%0.040%
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11/13/2023Stifel Financial Corp51,560$536K0.0%-11.5%0.110%
11/13/2023LPL Financial LLC211,832$2.20M0.0%+0.6%0.450%
11/13/2023Bramshill Investments LLC10,999$114K0.0%-8.7%0.023%
11/13/2023Invesco Ltd.98,402$1.02M0.0%-7.1%0.209%
11/13/2023Kestra Advisory Services LLC35,382$368K0.0%-20.2%0.075%
11/13/2023PNC Financial Services Group Inc.30,603$318K0.0%-16.0%0.065%
11/9/2023Fiera Capital Corp756,638$7.87M0.0%+2.5%1.607%
11/9/2023UBS Group AG309,715$3.22M0.0%+78.2%0.658%
11/8/2023HighTower Advisors LLC15,375$160K0.0%+26.6%0.033%
11/8/2023Van ECK Associates Corp305,125$3.17M0.0%-3.3%0.648%
11/8/2023Janney Montgomery Scott LLC17,513$182K0.0%+25.6%0.037%
11/8/2023Landscape Capital Management L.L.C.30,795$320K0.0%+7.0%0.065%
11/3/2023Private Advisor Group LLC76,016$791K0.0%+1.4%0.161%
10/30/2023Summit Trail Advisors LLC12,667$132K0.0%-16.3%0.027%
10/27/2023Hennion & Walsh Asset Management Inc.719,002$7.48M0.4%-14.2%1.528%
10/25/2023Citizens National Bank Trust Department39,100$407K0.1%-20.4%0.083%
10/24/2023Simon Quick Advisors LLC16,507$172K0.0%N/A0.035%
10/24/2023Raymond James Financial Services Advisors Inc.18,773$195K0.0%-45.7%0.040%
10/23/2023Commonwealth Equity Services LLC93,482$972K0.0%-19.1%0.199%
10/18/2023Wagner Wealth Management LLC20,797$216K0.1%-9.4%0.044%
10/16/2023Capital Investment Advisors LLC77,498$806K0.0%+2.1%0.165%
10/12/2023 Moody National Bank Trust Division14,811$154K0.0%+47.7%0.031%
10/10/2023FNY Investment Advisers LLC7,507$78K0.0%N/A0.016%
8/21/2023Osaic Holdings Inc.161,860$1.91M0.0%+10.7%0.344%
8/15/2023Wells Fargo & Company MN270,532$3.20M0.0%+1.2%0.575%
8/15/2023Goldman Sachs Group Inc.23,613$279K0.0%N/A0.050%
8/15/2023Captrust Financial Advisors15,263$180K0.0%-15.6%0.032%
8/15/2023Rivernorth Capital Management LLC94,817$1.12M0.1%+17.9%0.201%
8/15/2023Royal Bank of Canada56,147$664K0.0%+11.0%0.119%
8/15/2023Rockefeller Capital Management L.P.98,282$1.16M0.0%+30.0%0.209%
8/15/2023Stifel Financial Corp58,243$688K0.0%+5.1%0.124%
8/15/2023Beacon Pointe Advisors LLC21,445$253K0.0%+40.9%0.046%
8/11/2023Kestra Advisory Services LLC44,361$524K0.0%-20.4%0.094%
8/11/2023Landscape Capital Management L.L.C.28,778$340K0.0%-4.6%0.061%
8/11/2023Guggenheim Capital LLC1,003,277$11.86M0.1%+8.7%2.131%
8/10/2023Osaic Holdings Inc.161,860$1.91M0.0%+10.7%0.344%
8/10/2023Hollencrest Capital Management23,580$279K0.0%-6.0%0.050%
8/10/2023Commonwealth Equity Services LLC115,563$1.37M0.0%-1.2%0.246%
8/10/2023Wealth Quarterback LLC49,081$580K0.4%-3.3%0.104%
8/10/2023Private Advisor Group LLC74,969$886K0.0%+4.0%0.159%
8/10/2023Cetera Advisor Networks LLC129,926$1.54M0.0%-5.9%0.276%
8/10/2023Sit Investment Associates Inc.315,910$3.73M0.1%-11.8%0.671%
8/9/2023Fiera Capital Corp738,102$8.72M0.0%+17.0%1.568%
8/9/2023Robinson Capital Management LLC121,059$1.44M0.6%+52.9%0.257%
8/7/2023Wolverine Asset Management LLC16,019$189K0.0%+964.4%0.034%
8/3/2023Van ECK Associates Corp315,480$3.73M0.0%+4.1%0.670%
8/2/2023Bank of Montreal Can46,138$621K0.0%N/A0.098%
7/31/2023LPL Financial LLC210,533$2.49M0.0%+4.7%0.447%
7/31/2023Fortitude Advisory Group L.L.C.19,415$229K0.2%+6.4%0.041%
7/28/2023Koshinski Asset Management Inc.11,978$142K0.0%N/A0.025%
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7/26/2023Janney Montgomery Scott LLC13,939$165K0.0%-10.0%0.030%
7/25/2023Summit Trail Advisors LLC15,133$179K0.0%N/A0.032%
7/25/2023Leo Brokerage LLC121,143$1.43M0.2%+4.4%0.257%
7/19/2023Kennedy Investment Group256,244$3.03M1.8%-2.8%0.544%
7/11/2023Capital Investment Advisors LLC75,871$897K0.0%+5.6%0.161%
7/7/2023 Moody National Bank Trust Division10,025$118K0.0%N/A0.021%
6/1/2023Kennedy Investment Group263,498$3.22M2.0%-2.5%0.560%
5/22/2023Ameriprise Financial Inc.37,897$462K0.0%+58.1%0.081%
5/17/2023Rockefeller Capital Management L.P.75,575$922K0.0%+1,149.2%0.161%
5/15/2023Nomura Holdings Inc.10,000$122K0.0%N/A0.021%
(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 Invesco Value Municipal Income Trust. The most heavily invested institutionals were Guggenheim Capital LLC ($11.86M), Hennion & Walsh Asset Management Inc. ($11.25M), Bank of America Corp DE ($10.59M), Morgan Stanley ($8.07M), Fiera Capital Corp ($7.87M), UBS Group AG ($6.34M), and Robinson Capital Management LLC ($5.59M).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 90 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: Fiera Capital Corp ($780.79K), Walker Asset Management LLC ($565.50K), UBS Group AG ($455.45K), Robinson Capital Management LLC ($423.42K), Guggenheim Capital LLC ($415.43K), Morgan Stanley ($226.48K), and Advisors Asset Management Inc. ($209.62K).

How much institutional buying is happening at Invesco Value Municipal Income Trust?

Institutional investors have bought a total of 6,434,924 shares in the last 24 months. This purchase volume represents approximately $78.14M in transactions.

Which Invesco Value Municipal Income Trust major shareholders have been selling company stock?

Of the 53 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: Hennion & Walsh Asset Management Inc. ($402.21K), Raymond James Financial Services Advisors Inc. ($281.72K), UBS Group AG ($256.42K), Sit Investment Associates Inc. ($168.06K), Wells Fargo & Company MN ($147.42K), Van ECK Associates Corp ($84.45K), and Bank of America Corp DE ($78.70K).

How much institutional selling is happening at Invesco Value Municipal Income Trust?

Institutional investors have sold a total of 1,953,067 shares in the last 24 months. This volume of shares sold represents approximately $23.79M in transactions.


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This page (NYSE:IIM) was last updated on 4/19/2024 by MarketBeat.com Staff

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