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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2020
Q1 2020
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2K+ 10.61% |
$22.7K - $32K
|
20.9K
$250K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.76KNew |
$57.4K - $58.6K
|
3.76K
$45K
|
|
|
Feb 13, 2020
Q4 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-22.7KClosed |
$347K - $354K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Prospera Financial Services Inc
|
SELL
|
- |
-25.4KClosed |
$389K - $397K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.89KClosed |
$28.9K - $29.5K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-800Closed |
$12.2K - $12.5K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-985Closed |
$15.1K - $15.4K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-88Closed |
$1.31K - $1.38K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-1.89KClosed |
$28.2K - $29.7K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
77.9KNew |
$1.11M - $1.19M
|
77.9K
$934K
|
|
|
Aug 09, 2019
Q2 2019
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-521Closed |
$7.44K - $7.94K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-10KClosed |
$143K - $152K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-1.83KClosed |
$26.1K - $27.9K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Nov 06, 2023
Q1 2019
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
100New |
$1.37K - $1.48K
|
100
$1.2K
|
|
|
May 15, 2019
Q1 2019
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
11.4KNew |
$156K - $169K
|
11.4K
$136K
|
|
|
May 15, 2019
Q1 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3KClosed |
$41.2K - $44.4K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-4.16KClosed |
$57.2K - $61.6K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21KClosed |
$289K - $312K
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Whittier Trust CO
|
SELL
|
- |
-2.69KClosed |
$36.9K - $39.7K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Investors Research Corp
|
BUY
|
- |
274New |
$3.76K - $4.06K
|
274
$3.28K
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-2KClosed |
$27.5K - $29.6K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Apr 11, 2019
Q4 2018
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
43.6KNew |
$573K - $602K
|
43.6K
$522K
|
|
|
Feb 13, 2019
Q4 2018
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-247Closed |
$3.25K - $3.41K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.97KClosed |
$52.2K - $54.8K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Staley Capital Advisers Inc
|
SELL
|
- |
-29KClosed |
$381K - $400K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Sfmg, LLC
|
SELL
|
- |
-16.9KClosed |
$233K - $244K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
13.7KNew |
$189K - $198K
|
13.7K
$164K
|
|
|
Nov 13, 2018
Q3 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-511KClosed |
$7.04M - $7.38M
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-67.6KClosed |
$931K - $976K
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-32.2KClosed |
$444K - $465K
|
0
$0
|
|
|
Oct 12, 2018
Q3 2018
|
Webster Bank, N. A.
|
SELL
|
- |
-500Closed |
$6.89K - $7.22K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Mar 24, 2023
Q2 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
150New |
$2.1K - $2.19K
|
150
$1.8K
|
|
|
Aug 13, 2018
Q2 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-100Closed |
$1.4K - $1.46K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-400Closed |
$5.6K - $5.83K
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-4Closed |
$56 - $58.3
|
0
$0
|
|
|
Jul 23, 2018
Q2 2018
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100Closed |
$1.4K - $1.46K
|
0
$0
|
|
|
Jul 17, 2018
Q2 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-189Closed |
$2.64K - $2.75K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-86.9KClosed |
$1.21M - $1.3M
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-29.6KClosed |
$413K - $442K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
15KNew |
$210K - $224K
|
15K
$180K
|
|
|
May 02, 2018
Q1 2018
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.4KClosed |
$33.5K - $35.9K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.03KClosed |
$15K - $15.4K
|
0
$0
|
|
|
Feb 06, 2018
Q4 2017
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-947Closed |
$13.9K - $14.2K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-36.4KClosed |
$543K - $562K
|
0
$0
|
|
|
Nov 13, 2017
Q3 2017
|
Citizens Financial Group Inc
|
SELL
|
- |
-400Closed |
$5.97K - $6.18K
|
0
$0
|
|