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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
76.2K+ 33000.43% |
$862K - $923K
|
76.5K
$883K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.6K+ 15.98% |
$730K - $782K
|
469K
$5.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
58KNew |
$656K - $702K
|
58K
$670K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.2K+ 3.76% |
$274K - $293K
|
667K
$7.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.2KNew |
$262K - $280K
|
23.2K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
22.8K+ 3.91% |
$258K - $276K
|
605K
$6.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
21.3K+ 42.57% |
$241K - $258K
|
71.4K
$824K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19.3KNew |
$219K - $234K
|
19.3K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
14.5KNew |
$163K - $175K
|
14.5K
$167K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13.9KNew |
$157K - $168K
|
13.9K
$160K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
13K+ 354.48% |
$147K - $158K
|
16.7K
$193K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
12.5KNew |
$142K - $152K
|
12.5K
$145K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1K+ 8.31% |
$137K - $147K
|
158K
$1.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.5KNew |
$130K - $140K
|
11.5K
$133K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.5K+ 28.99% |
$130K - $140K
|
51.3K
$592K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.87K+ 11.89% |
$77.7K - $83.1K
|
64.6K
$746K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.44K+ 35.47% |
$50.2K - $53.7K
|
16.9K
$196K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.33KNew |
$49K - $52.5K
|
4.33K
$50K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
4.21KNew |
$47.6K - $51K
|
4.21K
$48.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
3.04K+ 132.65% |
$34.3K - $36.8K
|
5.32K
$61.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3K+ 19.74% |
$33.9K - $36.3K
|
18.2K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.87K+ 9.06% |
$32.4K - $34.7K
|
34.5K
$399K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2.3K+ 115000.0% |
$26K - $27.9K
|
2.3K
$26.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.06K+ 4.33% |
$23.3K - $25K
|
49.7K
$574K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.97K+ 1.39% |
$22.3K - $23.9K
|
144K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.72K+ 2.97% |
$19.5K - $20.8K
|
59.7K
$689K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.6K+ 1.73% |
$18.1K - $19.4K
|
93.9K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1K+ 0.13% |
$11.3K - $12.1K
|
788K
$9.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
794+ 1.99% |
$8.98K - $9.62K
|
40.6K
$469K
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
681+ 6.38% |
$7.7K - $8.25K
|
11.4K
$131K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
654+ 181.67% |
$7.4K - $7.92K
|
1.01K
$11.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
82+ 1.99% |
$927 - $993
|
4.21K
$48.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
14+ 1.3% |
$158 - $170
|
1.09K
$12.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 2.02% |
$79.2 - $84.8
|
354
$4.09K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 1.91% |
$45.2 - $48.4
|
213
$2.46K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
76.3K+ 86.5% |
$903K - $953K
|
165K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
19.3KNew |
$228K - $240K
|
19.3K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.8KNew |
$164K - $173K
|
13.8K
$160K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.35K+ 20.52% |
$39.6K - $41.8K
|
19.7K
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.73K+ 8.37% |
$32.3K - $34.1K
|
35.3K
$408K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.29KNew |
$27.1K - $28.6K
|
2.29K
$26.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.05K+ 9.17% |
$24.3K - $25.7K
|
24.5K
$282K
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
814+ 5.09% |
$9.64K - $10.2K
|
16.8K
$194K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
500New |
$5.92K - $6.25K
|
500
$5.78K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
332+ 8.3% |
$3.93K - $4.15K
|
4.33K
$50K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11New |
$130 - $137
|
11
$127
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
19.3KNew |
$227K - $250K
|
19.3K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
19.1KNew |
$224K - $248K
|
19.1K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
16.8KNew |
$197K - $218K
|
16.8K
$195K
|
|