Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-406K- 90.65% |
$4.95M - $5.27M
|
41.9K
$494K
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-308K- 28.98% |
$3.75M - $4M
|
754K
$8.91M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-117K- 40.8% |
$1.42M - $1.52M
|
169K
$2M
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-70K- 20.34% |
$853K - $909K
|
274K
$3.24M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-66.5K- 7.44% |
$810K - $864K
|
827K
$9.76M
|
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-58.5K- 9.8% |
$713K - $759K
|
538K
$6.36M
|
|
Nov 14, 2024
Q3 2024
|
Westchester Capital Management, LLC
Valhalla, NY |
SELL
|
- |
-25K- 29.42% |
$305K - $325K
|
60K
$708K
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-24.7K- 24.75% |
$301K - $320K
|
75K
$886K
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-23.7K- 4.92% |
$289K - $308K
|
457K
$5.4M
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-22.8K- 10.96% |
$278K - $296K
|
185K
$2.19M
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-16.6K- 10.7% |
$202K - $216K
|
139K
$1.64M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.1K- 22.96% |
$196K - $209K
|
53.9K
$636K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15K- 4.18% |
$182K - $194K
|
343K
$4.05M
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-11.4K- 51.24% |
$139K - $148K
|
10.8K
$128K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.58K- 12.01% |
$92.4K - $98.4K
|
55.5K
$656K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.37K- 19.97% |
$89.8K - $95.7K
|
29.5K
$349K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.25K- 20.74% |
$88.4K - $94.2K
|
27.7K
$327K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.1K- 9.87% |
$86.6K - $92.3K
|
64.9K
$766K
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-4.8K- 23.53% |
$58.5K - $62.4K
|
15.6K
$184K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.4K- 15.34% |
$41.4K - $44.2K
|
18.8K
$222K
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-3.32K- 8.22% |
$40.4K - $43.1K
|
37K
$437K
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.24K- 0.2% |
$27.2K - $29K
|
1.1M
$13M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.77K- 1.3% |
$21.5K - $23K
|
134K
$1.59M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.5K- 8.98% |
$18.3K - $19.5K
|
15.2K
$180K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.5K- 2.28% |
$18.3K - $19.5K
|
64.4K
$761K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-889- 1.74% |
$10.8K - $11.5K
|
50.1K
$592K
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-707- 3.29% |
$8.62K - $9.18K
|
20.8K
$245K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-624- 8.39% |
$7.61K - $8.11K
|
6.81K
$80.4K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-588- 0.12% |
$7.17K - $7.64K
|
506K
$5.98M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-40- 1.21% |
$488 - $520
|
3.26K
$38.5K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-84.6K- 76.47% |
$957K - $1.04M
|
26K
$307K
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.89K- 6.53% |
$55.3K - $60.3K
|
70K
$827K
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-3.57K- 54.71% |
$40.4K - $44.1K
|
2.96K
$34.9K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-48- 11.37% |
$543 - $592
|
374
$4.42K
|
|
Q1 2024 | |||||||
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.48K- 74.41% |
$62.4K - $65.8K
|
1.89K
$22.3K
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-3.18K- 81.01% |
$36.2K - $38.2K
|
746
$8.81K
|
|
May 21, 2024
Q1 2024
|
Livelsberger Financial Advisory
Ashland, OH |
SELL
|
- |
-2.53K- 1.4% |
$28.8K - $30.4K
|
179K
$2.11M
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-30.5K- 22.76% |
$304K - $359K
|
103K
$1.22M
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.04K- 22.3% |
$60.3K - $71.1K
|
21K
$249K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-4.7K- 19.93% |
$48.9K - $56.9K
|
18.9K
$223K
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.47K- 16.3% |
$25.6K - $29.8K
|
12.7K
$150K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-851- 5.34% |
$8.85K - $10.3K
|
15.1K
$178K
|
|
Q1 2023 | |||||||
May 05, 2023
Q1 2023
|
Delphi Financial Group, Inc.
|
SELL
|
- |
-5.72K- 12.78% |
$66.6K - $73.9K
|
39K
$461K
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-779- 6.36% |
$9.08K - $10.1K
|
11.5K
$136K
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-14.3K- 35.0% |
$157K - $180K
|
26.6K
$314K
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-3.16K- 8.81% |
$34.6K - $39.8K
|
32.7K
$386K
|
|
Q2 2022 | |||||||
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-70.1KClosed |
$842K - $988K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-25.2KClosed |
$303K - $356K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-16.6KClosed |
$200K - $234K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.8KClosed |
$142K - $167K
|
0
$0
|