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 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
600New |
$6.74K - $7.53K
|
600
$7.53K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
189+ 0.33% |
$2.12K - $2.37K
|
58.2K
$730K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
675+ 0.47% |
$7.58K - $8.47K
|
144K
$1.81M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
59.3K+ 577.89% |
$666K - $744K
|
69.5K
$873K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
98.8K+ 13.55% |
$1.11M - $1.24M
|
828K
$10.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
300+ 28.36% |
$3.37K - $3.77K
|
1.36K
$17K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
58.6K+ 82.04% |
$658K - $735K
|
130K
$1.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-300- 1.79% |
$3.37K - $3.77K
|
16.5K
$207K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-816- 1.48% |
$9.16K - $10.2K
|
54.3K
$682K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1KNew |
$11.2K - $12.6K
|
1K
$12.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
122K+ 424.16% |
$1.37M - $1.53M
|
151K
$1.89M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.72K+ 2.97% |
$19.5K - $20.8K
|
59.7K
$749K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
679New |
$7.68K - $8.22K
|
679
$8.52K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
14.5KNew |
$163K - $175K
|
14.5K
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3K+ 19.74% |
$33.9K - $36.3K
|
18.2K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-25K- 50.0% |
$283K - $303K
|
25K
$314K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.2KNew |
$262K - $280K
|
23.2K
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.5KNew |
$130K - $140K
|
11.5K
$145K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
13K+ 354.48% |
$147K - $158K
|
16.7K
$209K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-61.5K- 99.31% |
$696K - $745K
|
425
$5.33K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.33KNew |
$49K - $52.5K
|
4.33K
$54.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19.3KNew |
$219K - $234K
|
19.3K
$242K
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-290- 2.1% |
$3.28K - $3.51K
|
13.5K
$170K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
82+ 1.99% |
$927 - $993
|
4.21K
$52.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
654+ 181.67% |
$7.4K - $7.92K
|
1.01K
$12.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2K- 13.07% |
$22.6K - $24.2K
|
13.3K
$167K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
12.5KNew |
$142K - $152K
|
12.5K
$157K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
14+ 1.3% |
$158 - $170
|
1.09K
$13.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
4.21KNew |
$47.6K - $51K
|
4.21K
$52.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 2.02% |
$79.2 - $84.8
|
354
$4.44K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
500New |
$5.92K - $6.25K
|
500
$6.28K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1- -0.0% |
$11.8 - $12.5
|
49.5K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.8KNew |
$164K - $173K
|
13.8K
$174K
|
|
|
May 14, 2025
Q1 2025
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
76.3K+ 86.5% |
$903K - $953K
|
165K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
332+ 8.3% |
$3.93K - $4.15K
|
4.33K
$54.4K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.35K+ 20.52% |
$39.6K - $41.8K
|
19.7K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-32.5K- 48.85% |
$385K - $406K
|
34K
$427K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
19.3KNew |
$228K - $240K
|
19.3K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11New |
$130 - $137
|
11
$138
|
|
|
May 07, 2025
Q1 2025
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-4.39K- 2.91% |
$52K - $54.8K
|
146K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.73K+ 8.37% |
$32.3K - $34.1K
|
35.3K
$443K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.29KNew |
$27.1K - $28.6K
|
2.29K
$28.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.75K- 91.64% |
$32.6K - $34.4K
|
251
$3.15K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
2K+ 4.75% |
$23.4K - $25.9K
|
44.1K
$553K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.5KNew |
$123K - $136K
|
10.5K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.2KNew |
$131K - $145K
|
11.2K
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
12.4K+ 114.73% |
$146K - $161K
|
23.3K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-9.89K- 1.31% |
$116K - $128K
|
744K
$9.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-154K- 91.04% |
$1.8M - $1.99M
|
15.2K
$190K
|
|