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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.77K- 1.3% |
$21.5K - $23K
|
134K
$1.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.5K- 2.28% |
$18.3K - $19.5K
|
64.4K
$766K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31+ 0.11% |
$378 - $403
|
28.2K
$335K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
152K+ 338.53% |
$1.85M - $1.97M
|
197K
$2.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 2.02% |
$48.8 - $52
|
202
$2.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10.4K+ 27.17% |
$127K - $135K
|
48.7K
$579K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
464New |
$5.66K - $6.03K
|
464
$5.52K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
57+ 3.32% |
$695 - $740
|
1.77K
$21.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
693+ 1.84% |
$8.45K - $9K
|
38.4K
$456K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
251New |
$3.06K - $3.26K
|
251
$2.98K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-40- 1.21% |
$488 - $520
|
3.26K
$38.8K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.97KNew |
$22.2K - $24.3K
|
1.97K
$23.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.7KNew |
$132K - $144K
|
11.7K
$139K
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
40KNew |
$452K - $494K
|
40K
$476K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
25.9K+ 15.12% |
$293K - $320K
|
197K
$2.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
26.9K+ 160.12% |
$304K - $332K
|
43.7K
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
4.52KNew |
$51.1K - $55.7K
|
4.52K
$53.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2+ 100.0% |
$22.6 - $24.7
|
4
$47.6
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-84.6K- 76.47% |
$957K - $1.04M
|
26K
$309K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.7K+ 106.37% |
$245K - $268K
|
42.1K
$500K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
95.7KNew |
$1.08M - $1.18M
|
95.7K
$1.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.06KNew |
$12K - $13.1K
|
1.06K
$12.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
31.7K+ 43.07% |
$359K - $391K
|
105K
$1.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2K+ 17.73% |
$22.6K - $24.7K
|
13.3K
$158K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
12.3KNew |
$139K - $152K
|
12.3K
$146K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
975New |
$11K - $12K
|
975
$11.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.89K- 6.53% |
$55.3K - $60.3K
|
70K
$832K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-3.57K- 54.71% |
$40.4K - $44.1K
|
2.96K
$35.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
30+ 1.52% |
$339 - $370
|
2K
$23.8K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
48+ 12.83% |
$546 - $576
|
422
$5.02K
|
|
|
May 21, 2024
Q1 2024
|
Livelsberger Financial Advisory
Ashland, OH |
SELL
|
- |
-2.53K- 1.4% |
$28.8K - $30.4K
|
179K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
15K+ 30.0% |
$171K - $180K
|
65K
$773K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15+ 0.01% |
$171 - $180
|
131K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.3KNew |
$253K - $267K
|
22.3K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
500New |
$5.69K - $6K
|
500
$5.95K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.8KNew |
$122K - $129K
|
10.8K
$128K
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
34.6KNew |
$394K - $415K
|
34.6K
$412K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
31.9K+ 89.69% |
$363K - $383K
|
67.5K
$803K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
12.5K+ 9.72% |
$142K - $150K
|
141K
$1.67M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-3.18K- 81.01% |
$36.2K - $38.2K
|
746
$8.87K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.48K- 74.41% |
$62.4K - $65.8K
|
1.89K
$22.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
353New |
$4.02K - $4.24K
|
353
$4.2K
|
|
| Q4 2023 | |||||||
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
6.6KNew |
$65.9K - $77.7K
|
6.6K
$78.5K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.2KNew |
$122K - $144K
|
12.2K
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
13.9KNew |
$139K - $164K
|
13.9K
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.04K- 22.3% |
$60.3K - $71.1K
|
21K
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-30.5K- 22.76% |
$304K - $359K
|
103K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
28.7KNew |
$287K - $338K
|
28.7K
$342K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
29.7KNew |
$296K - $349K
|
29.7K
$353K
|
|