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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
466+ 0.95% |
$5.26K - $5.71K
|
49.5K
$590K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
43.1KNew |
$503K - $558K
|
43.1K
$514K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
16.1KNew |
$187K - $208K
|
16.1K
$191K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
3KNew |
$35K - $38.8K
|
3K
$35.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Goodwin Daniel L
|
BUY
|
- |
1K+ 0.88% |
$11.7K - $12.9K
|
114K
$1.36M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
691New |
$8.06K - $8.93K
|
691
$8.24K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16K+ 9.86% |
$175K - $201K
|
178K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$119K - $137K
|
10.9K
$129K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.34K+ 23.1% |
$58.5K - $67.2K
|
28.4K
$339K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
3.27KNew |
$35.8K - $41.1K
|
3.27K
$38.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.6K+ 10.28% |
$28.5K - $32.7K
|
27.9K
$332K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2KNew |
$21.9K - $25.2K
|
2K
$23.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.14KNew |
$12.5K - $14.3K
|
1.14K
$13.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
713+ 3.9% |
$7.81K - $8.98K
|
19K
$226K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
541New |
$5.93K - $6.81K
|
541
$6.45K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
77New |
$844 - $969
|
77
$918
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
12.8KNew |
$147K - $180K
|
12.8K
$152K
|
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
11.8KNew |
$136K - $166K
|
11.8K
$141K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.2KNew |
$129K - $158K
|
11.2K
$134K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$121K - $148K
|
10.5K
$126K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.28KNew |
$37.7K - $46.1K
|
3.28K
$39K
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
283KNew |
$3.4M - $3.99M
|
283K
$3.37M
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
38.4KNew |
$461K - $541K
|
38.4K
$457K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
10.1KNew |
$121K - $142K
|
10.1K
$120K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.5KNew |
$42.1K - $49.4K
|
3.5K
$41.7K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
760New |
$9.14K - $10.7K
|
760
$9.06K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
23.4KNew |
$312K - $396K
|
23.4K
$279K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$133K - $170K
|
10K
$119K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
600New |
$8K - $10.2K
|
600
$7.15K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
5.58KNew |
$88.3K - $95.1K
|
5.58K
$66.5K
|
|
| Q3 2021 | |||||||
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
667New |
$10.9K - $11.5K
|
667
$7.95K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.5KNew |
$150K - $161K
|
10.5K
$125K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Howard Marks
Oaktree Capital Management LP | Los Angeles, Ca
|
BUY
|
- |
365KNew |
$4.14M - $5.83M
|
365K
$4.35M
|
|
|
Apr 13, 2020
Q1 2020
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2K+ 10.61% |
$22.7K - $32K
|
20.9K
$249K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.76KNew |
$57.4K - $58.6K
|
3.76K
$44.8K
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
77.9KNew |
$1.11M - $1.19M
|
77.9K
$929K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
11.4KNew |
$156K - $169K
|
11.4K
$136K
|
|
|
Apr 23, 2019
Q1 2019
|
Investors Research Corp
|
BUY
|
- |
274New |
$3.76K - $4.06K
|
274
$3.27K
|
|
|
Nov 06, 2023
Q1 2019
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
100New |
$1.37K - $1.48K
|
100
$1.19K
|
|
| Q4 2018 | |||||||
|
Apr 11, 2019
Q4 2018
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
43.6KNew |
$573K - $602K
|
43.6K
$520K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
13.7KNew |
$189K - $198K
|
13.7K
$164K
|
|
| Q2 2018 | |||||||
|
Mar 24, 2023
Q2 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
150New |
$2.1K - $2.19K
|
150
$1.79K
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
15KNew |
$210K - $224K
|
15K
$179K
|
|