Latest Institutional Purchases of Invesco Value Municipal Income Trust (IIM)
This list provides information on the latest institutional transactions involving Invesco Value Municipal Income Trust (IIM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
574K+ 56.81% |
$7M - $7.46M
|
1.59M
$18.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
152K+ 338.53% |
$1.85M - $1.97M
|
197K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.1K+ 5.35% |
$354K - $378K
|
572K
$6.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.1K+ 17.98% |
$270K - $287K
|
145K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.3K+ 43.17% |
$259K - $276K
|
70.5K
$833K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.9KNew |
$158K - $168K
|
12.9K
$153K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.5KNew |
$140K - $149K
|
11.5K
$135K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.6K+ 59.7% |
$129K - $138K
|
28.4K
$335K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10.4K+ 27.17% |
$127K - $135K
|
48.7K
$575K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.85K+ 6.76% |
$108K - $115K
|
140K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
7.37K+ 5.19% |
$89.9K - $95.8K
|
149K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.76K+ 12.22% |
$82.4K - $87.8K
|
62.1K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.56K+ 198.69% |
$55.6K - $59.2K
|
6.86K
$81K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.33K+ 1156.72% |
$28.3K - $30.2K
|
2.53K
$29.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.12K+ 1.63% |
$25.8K - $27.5K
|
132K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.47KNew |
$18K - $19.1K
|
1.47K
$17.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.4K+ 233.33% |
$17.1K - $18.2K
|
2K
$23.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.2K+ 1.93% |
$14.6K - $15.6K
|
63.3K
$747K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1K+ 4.23% |
$12.2K - $13K
|
24.6K
$291K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
894+ 1.68% |
$10.9K - $11.6K
|
54K
$638K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
800New |
$9.75K - $10.4K
|
800
$9.45K
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
693+ 1.84% |
$8.45K - $9K
|
38.4K
$453K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
635+ 3.81% |
$7.74K - $8.25K
|
17.3K
$204K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
464New |
$5.66K - $6.03K
|
464
$5.48K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
365+ 3.56% |
$4.45K - $4.74K
|
10.6K
$125K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
350+ 3.11% |
$4.27K - $4.55K
|
11.6K
$137K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
251New |
$3.06K - $3.26K
|
251
$2.96K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
57+ 3.32% |
$695 - $740
|
1.77K
$20.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31+ 0.11% |
$378 - $403
|
28.2K
$333K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 2.02% |
$48.8 - $52
|
202
$2.39K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.25% |
$12.2 - $13
|
403
$4.76K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
95.7KNew |
$1.08M - $1.18M
|
95.7K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
40KNew |
$452K - $494K
|
40K
$472K
|
|
|
Aug 07, 2024
Q2 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
31.7K+ 43.07% |
$359K - $391K
|
105K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
26.9K+ 160.12% |
$304K - $332K
|
43.7K
$516K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
25.9K+ 15.12% |
$293K - $320K
|
197K
$2.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.7K+ 106.37% |
$245K - $268K
|
42.1K
$497K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
12.3KNew |
$139K - $152K
|
12.3K
$145K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.7KNew |
$132K - $144K
|
11.7K
$138K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
4.52KNew |
$51.1K - $55.7K
|
4.52K
$53.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2K+ 17.73% |
$22.6K - $24.7K
|
13.3K
$157K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.97KNew |
$22.2K - $24.3K
|
1.97K
$23.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.06KNew |
$12K - $13.1K
|
1.06K
$12.5K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
975New |
$11K - $12K
|
975
$11.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
30+ 1.52% |
$339 - $370
|
2K
$23.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2+ 100.0% |
$22.6 - $24.7
|
4
$47.2
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
34.6KNew |
$394K - $415K
|
34.6K
$409K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
31.9K+ 89.69% |
$363K - $383K
|
67.5K
$798K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.3KNew |
$253K - $267K
|
22.3K
$263K
|
|