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 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.5KNew |
$150K - $161K
|
10.5K
$131K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Howard Marks
Oaktree Capital Management LP | Los Angeles, Ca
|
BUY
|
- |
365KNew |
$4.14M - $5.83M
|
365K
$4.58M
|
|
|
Apr 13, 2020
Q1 2020
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2K+ 10.61% |
$22.7K - $32K
|
20.9K
$262K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.76KNew |
$57.4K - $58.6K
|
3.76K
$47.1K
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
77.9KNew |
$1.11M - $1.19M
|
77.9K
$978K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
11.4KNew |
$156K - $169K
|
11.4K
$143K
|
|
|
Apr 23, 2019
Q1 2019
|
Investors Research Corp
|
BUY
|
- |
274New |
$3.76K - $4.06K
|
274
$3.44K
|
|
|
Nov 06, 2023
Q1 2019
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
100New |
$1.37K - $1.48K
|
100
$1.26K
|
|
| Q4 2018 | |||||||
|
Apr 11, 2019
Q4 2018
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
43.6KNew |
$573K - $602K
|
43.6K
$547K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
13.7KNew |
$189K - $198K
|
13.7K
$172K
|
|
| Q2 2018 | |||||||
|
Mar 24, 2023
Q2 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
150New |
$2.1K - $2.19K
|
150
$1.88K
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
15KNew |
$210K - $224K
|
15K
$188K
|
|