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 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
800New |
$9.75K - $10.4K
|
800
$9.86K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
464New |
$5.66K - $6.03K
|
464
$5.72K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
365+ 3.56% |
$4.45K - $4.74K
|
10.6K
$131K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
350+ 3.11% |
$4.27K - $4.55K
|
11.6K
$143K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
251New |
$3.06K - $3.26K
|
251
$3.09K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31+ 0.11% |
$378 - $403
|
28.2K
$347K
|
|
Q2 2024 | |||||||
Jan 31, 2025
Q2 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
48.6K+ 289.29% |
$550K - $600K
|
65.4K
$806K
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
40KNew |
$452K - $494K
|
40K
$493K
|
|
Aug 07, 2024
Q2 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
31.7K+ 43.07% |
$359K - $391K
|
105K
$1.3M
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
26.9K+ 160.12% |
$304K - $332K
|
43.7K
$538K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
25.9K+ 15.12% |
$293K - $320K
|
197K
$2.43M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
12.3KNew |
$139K - $152K
|
12.3K
$152K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.7KNew |
$132K - $144K
|
11.7K
$144K
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
4.52KNew |
$51.1K - $55.7K
|
4.52K
$55.6K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2K+ 17.73% |
$22.6K - $24.7K
|
13.3K
$164K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.97KNew |
$22.2K - $24.3K
|
1.97K
$24.2K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.06KNew |
$12K - $13.1K
|
1.06K
$13K
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
975New |
$11K - $12K
|
975
$12K
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
30+ 1.52% |
$339 - $370
|
2K
$24.7K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2+ 100.0% |
$22.6 - $24.7
|
4
$49.3
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
34.6KNew |
$394K - $415K
|
34.6K
$426K
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
31.9K+ 89.69% |
$363K - $383K
|
67.5K
$832K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.3KNew |
$253K - $267K
|
22.3K
$274K
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
12.5K+ 9.72% |
$142K - $150K
|
141K
$1.73M
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
500New |
$5.69K - $6K
|
500
$6.16K
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
48+ 12.83% |
$546 - $576
|
422
$5.2K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15+ 0.01% |
$171 - $180
|
131K
$1.61M
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
29.7KNew |
$296K - $349K
|
29.7K
$366K
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
28.7KNew |
$287K - $338K
|
28.7K
$354K
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
10.5KNew |
$105K - $124K
|
10.5K
$130K
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.9K+ 9.29% |
$19K - $22.4K
|
22.4K
$276K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
503New |
$5.02K - $5.92K
|
503
$6.2K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
450New |
$4.49K - $5.3K
|
450
$5.54K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
422New |
$4.21K - $4.97K
|
422
$5.2K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2023 | |||||||
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
757KNew |
$7.87M - $9.16M
|
757K
$9.32M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
21.4KNew |
$223K - $259K
|
21.4K
$264K
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
16.8KNew |
$175K - $203K
|
16.8K
$207K
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
16.5KNew |
$172K - $200K
|
16.5K
$203K
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15KNew |
$156K - $182K
|
15K
$185K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
7.51KNew |
$78.1K - $90.8K
|
7.51K
$92.5K
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
4.79K+ 47.74% |
$49.8K - $57.9K
|
14.8K
$182K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.57K+ 25.64% |
$37.2K - $43.2K
|
17.5K
$216K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
3.5KNew |
$36.4K - $42.4K
|
3.5K
$43.1K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.23K+ 26.58% |
$33.6K - $39.1K
|
15.4K
$189K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1KNew |
$10.4K - $12.1K
|
1K
$12.3K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
86+ 0.56% |
$894 - $1.04K
|
15.3K
$189K
|
|
Q2 2023 | |||||||
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
33.7KNew |
$381K - $414K
|
33.7K
$416K
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12KNew |
$135K - $147K
|
12K
$148K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
5.16K+ 4.45% |
$58.2K - $63.2K
|
121K
$1.49M
|