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Invesco Value Municipal Income Trust (IIM) Institutional Ownership

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(As of 05/3/2024 08:52 PM ET)
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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)
35
Total
Institutional Inflows
(last 12 months)
$27.60M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$4.47M
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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
4/30/2024 Private Advisor Group LLC64,460$774K0.0%-4.3%0.137%
4/30/2024 Van ECK Associates Corp375,211$4.50M0.0%+6.3%0.797%
4/30/2024Commonwealth Equity Services LLC103,070$1.24M0.0%+0.9%0.219%
4/17/2024 Hennion & 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%
2/14/2024Wealth Quarterback LLC52,480$616K0.4%+5.3%0.111%
2/12/2024Gridiron Partners LLC28,741$337K0.2%N/A0.061%
2/12/2024Weiss Asset Management LP29,674$348K0.0%N/A0.063%
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%
2/6/2024 Private 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%
2/5/2024 Van 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%
1/30/2024 Tyche Wealth Partners LLC40,325$473K0.1%N/A0.086%
1/29/2024Citizens National Bank Trust Department31,600$371K0.1%-19.2%0.067%
1/29/2024 Kennedy Investment Group225,673$2.65M1.5%-11.7%0.479%
1/19/2024 AdvisorNet Financial Inc7,365$86K0.0%+46.4%0.016%
1/19/2024 Ackerman Capital Advisors LLC10,546$124K0.0%N/A0.022%
1/17/2024 S.A. Mason LLC3,929$46K0.0%N/A0.008%
1/16/2024 Raymond James Financial Services Advisors Inc.16,410$192K0.0%-12.6%0.035%
1/12/2024 Davis Investment Partners LLC36,664$431K0.2%N/A0.078%
1/5/2024 Capital 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%
11/15/2023Advisors 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%
11/13/2023 Hollencrest Capital Management18,880$196K0.0%-19.9%0.040%
11/13/2023Bramshill Investments LLC10,999$114K0.0%-8.7%0.023%
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%
11/9/2023 Fiera Capital Corp756,638$7.87M0.0%+2.5%1.607%
11/9/2023UBS Group AG309,715$3.22M0.0%+78.2%0.658%
11/8/2023 Van ECK Associates Corp305,125$3.17M0.0%-3.3%0.648%
11/8/2023 Janney 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%
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11/3/2023 Private Advisor Group LLC76,016$791K0.0%+1.4%0.161%
10/30/2023 Summit Trail Advisors LLC12,667$132K0.0%-16.3%0.027%
10/27/2023 Hennion & 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%
10/24/2023 Simon Quick Advisors LLC16,507$172K0.0%N/A0.035%
10/24/2023 Raymond 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%
10/18/2023 Wagner Wealth Management LLC20,797$216K0.1%-9.4%0.044%
10/16/2023 Capital 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%
8/11/2023Kestra 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%
8/10/2023 Hollencrest Capital Management23,580$279K0.0%-6.0%0.050%
8/10/2023Wealth Quarterback LLC49,081$580K0.4%-3.3%0.104%
8/10/2023 Private 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%
8/9/2023 Fiera 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%
8/3/2023 Van 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%
7/26/2023 Janney Montgomery Scott LLC13,939$165K0.0%-10.0%0.030%
7/25/2023 Summit Trail Advisors LLC15,133$179K0.0%N/A0.032%
7/25/2023Leo Brokerage LLC121,143$1.43M0.2%+4.4%0.257%
7/19/2023 Kennedy Investment Group256,244$3.03M1.8%-2.8%0.544%
7/11/2023 Capital Investment Advisors LLC75,871$897K0.0%+5.6%0.161%
7/7/2023 Moody National Bank Trust Division10,025$118K0.0%N/A0.021%
6/1/2023 Kennedy Investment Group263,498$3.22M2.0%-2.5%0.560%
5/12/2023Advisors Asset Management Inc.451,777$5.51M0.1%+11.5%0.960%
5/12/2023Wealth Quarterback LLC50,740$619K0.5%-5.9%0.108%
5/11/2023Bramshill Investments LLC6,315$77K0.0%-13.1%0.013%
5/11/2023Guggenheim Capital LLC923,245$11.26M0.1%+24.2%1.961%
5/10/2023 Private Advisor Group LLC72,052$879K0.0%N/A0.153%
5/10/2023Robinson Capital Management LLC79,173$940K0.4%-41.0%0.168%
5/9/2023Wedbush Securities Inc.19,237$235K0.0%-4.9%0.041%
5/5/2023Delphi Financial Group Inc.39,012$476K0.2%-12.8%0.083%
5/3/2023 Van ECK Associates Corp303,123$3.70M0.0%+18.8%0.644%
5/3/2023Citizens National Bank Trust Department51,100$623K0.2%-9.7%0.109%
5/2/2023Leo Brokerage LLC115,986$1.42M0.2%N/A0.246%
4/28/2023 AdvisorNet Financial Inc5,830$71K0.0%-55.3%0.012%
4/28/2023 Janney Montgomery Scott LLC15,494$189K0.0%-16.0%0.033%
4/26/2023 Fiera Capital Corp630,872$7.70M0.0%-3.7%1.340%
4/24/2023 Creative Capital Management Investments LLC3,000$37K0.0%N/A0.006%
4/20/2023 Hennion & Walsh Asset Management Inc.817,319$9.97M0.6%-5.8%1.736%
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4/20/2023Goodwin Daniel L114,187$1.39M0.7%+0.9%0.243%
4/10/2023 Chemistry Wealth Management LLC16,055$196K0.1%N/A0.034%
2/14/2023Family Management Corp35,330$426K0.1%-32.7%0.075%
2/14/2023Penserra Capital Management LLC178,073$2.15M0.0%+9.9%0.378%
2/13/2023Advisors Asset Management Inc.405,237$4.88M0.1%-3.7%0.861%
2/10/2023Wealth Quarterback LLC53,935$650K0.5%-5.5%0.115%
2/10/2023CoreCap Advisors LLC4,941$60K0.0%N/A0.010%
2/10/2023PNC Financial Services Group Inc.36,424$439K0.0%+5.4%0.077%
2/10/2023Sit Investment Associates Inc.387,287$4.67M0.1%-2.1%0.823%
2/9/2023Landscape Capital Management L.L.C.30,870$372K0.1%N/A0.066%
(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, 74 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), Fiera Capital Corp ($7.87M), UBS Group AG ($6.34M), Robinson Capital Management LLC ($5.59M), Advisors Asset Management Inc. ($5.09M), and Van ECK Associates Corp ($4.50M).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 61 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), Robinson Capital Management LLC ($423.42K), UBS Group AG ($366.49K), Guggenheim Capital LLC ($328.94K), Van ECK Associates Corp ($220.75K), and Livelsberger Financial Advisory ($181.52K).

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

Institutional investors have bought a total of 4,829,814 shares in the last 24 months. This purchase volume represents approximately $57.78M in transactions.

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

Of the 37 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. ($395.77K), Raymond James Financial Services Advisors Inc. ($279.19K), Sit Investment Associates Inc. ($168.06K), Van ECK Associates Corp ($84.45K), Robinson Capital Management LLC ($54.99K), Kennedy Investment Group ($43.91K), and Fiera Capital Corp ($24.15K).

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

Institutional investors have sold a total of 1,349,595 shares in the last 24 months. This volume of shares sold represents approximately $16.20M in transactions.


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This page (NYSE:IIM) was last updated on 5/6/2024 by MarketBeat.com Staff

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