Latest Institutional Transactions on Invesco Value Municipal Income Trust (IIM)
This table provides information on the latest institutional transactions involving Invesco Value Municipal Income Trust (IIM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.68K- 25.25% |
$41.6K - $44.5K
|
10.9K
$127K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 1.91% |
$45.2 - $48.4
|
213
$2.48K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
794+ 1.99% |
$8.98K - $9.62K
|
40.6K
$473K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.8KNew |
$164K - $173K
|
13.8K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-120K- 34.24% |
$1.43M - $1.5M
|
231K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.56K- 7.32% |
$54K - $56.9K
|
57.7K
$672K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
96.4K+ 5.76% |
$1.14M - $1.2M
|
1.77M
$20.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
82.2K+ 14.67% |
$973K - $1.03M
|
643K
$7.49M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1- -0.0% |
$11.8 - $12.5
|
49.5K
$577K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.09K- 8.07% |
$60.3K - $63.6K
|
58K
$675K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.9KNew |
$366K - $386K
|
30.9K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-89.1K- 21.92% |
$1.05M - $1.11M
|
317K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.07KNew |
$12.7K - $13.4K
|
1.07K
$12.5K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.32K- 1.22% |
$15.7K - $16.5K
|
107K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.75K- 21.66% |
$104K - $109K
|
31.7K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.5K- 20.91% |
$124K - $131K
|
39.7K
$463K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.07K+ 133.25% |
$107K - $113K
|
15.9K
$185K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
76.3K+ 86.5% |
$903K - $953K
|
165K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-10.5K- 1.31% |
$124K - $131K
|
787K
$9.16M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-6.3K- 4.24% |
$74.6K - $78.7K
|
142K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
491+ 1.92% |
$5.81K - $6.13K
|
26.1K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
70.7K+ 21.2% |
$837K - $883K
|
404K
$4.71M
|
|
|
May 13, 2025
Q1 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
42K+ 6.54% |
$497K - $525K
|
684K
$7.97M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-248- 2.8% |
$2.94K - $3.1K
|
8.61K
$100K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.1K+ 5.18% |
$119K - $126K
|
204K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
46.3K+ 8.64% |
$548K - $578K
|
582K
$6.78M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-4.8K- 56.64% |
$56.8K - $59.9K
|
3.67K
$42.8K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
37.5K+ 52.8% |
$444K - $468K
|
108K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
332+ 8.3% |
$3.93K - $4.15K
|
4.33K
$50.5K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.35K+ 20.52% |
$39.6K - $41.8K
|
19.7K
$229K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-32.5K- 48.85% |
$385K - $406K
|
34K
$396K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
19.3KNew |
$228K - $240K
|
19.3K
$224K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.54K+ 5.63% |
$89.3K - $94.2K
|
142K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
58.1K+ 246.19% |
$688K - $726K
|
81.7K
$952K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-2.72K- 99.93% |
$32.2K - $34K
|
2
$23.3
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11New |
$130 - $137
|
11
$128
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
77+ 1.9% |
$912 - $962
|
4.13K
$48.1K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.8K+ 7.19% |
$211K - $222K
|
265K
$3.09M
|
|
|
May 07, 2025
Q1 2025
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-4.39K- 2.91% |
$52K - $54.8K
|
146K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.54K- 1.7% |
$30K - $31.7K
|
146K
$1.7M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.28K- 4.56% |
$27K - $28.5K
|
47.7K
$555K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
847+ 1.56% |
$10K - $10.6K
|
55.2K
$643K
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
814+ 5.09% |
$9.64K - $10.2K
|
16.8K
$196K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
132+ 0.96% |
$1.56K - $1.65K
|
13.8K
$161K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
33+ 1.46% |
$391 - $412
|
2.29K
$26.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.5KNew |
$148K - $156K
|
12.5K
$146K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2K- 16.32% |
$23.7K - $25K
|
10.3K
$120K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-300- 1.92% |
$3.55K - $3.75K
|
15.3K
$178K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-3.12K- 22.59% |
$36.9K - $38.9K
|
10.7K
$124K
|
|