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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-154K- 91.04% |
$1.8M - $1.99M
|
15.2K
$188K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-139K- 12.61% |
$1.63M - $1.8M
|
966K
$12M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-52.7K- 55.05% |
$617K - $681K
|
43K
$533K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-51.1K- 11.18% |
$599K - $661K
|
406K
$5.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-29.7K- 3.59% |
$348K - $384K
|
797K
$9.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-23.8K- 18.04% |
$279K - $308K
|
108K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-17.4K- 9.41% |
$204K - $225K
|
168K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-15K- 23.08% |
$176K - $194K
|
50K
$620K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.5K- 24.99% |
$158K - $174K
|
40.4K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.4K- 1.99% |
$133K - $147K
|
561K
$6.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-9.89K- 1.31% |
$116K - $128K
|
744K
$9.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-9.58K- 19.69% |
$112K - $124K
|
39.1K
$485K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.45K- 2.75% |
$111K - $122K
|
333K
$4.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.48K- 11.31% |
$99.3K - $110K
|
66.5K
$825K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.56K- 10.02% |
$65.1K - $71.9K
|
49.9K
$619K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-4.41K- 11.9% |
$51.6K - $57K
|
32.6K
$404K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.36K- 12.11% |
$39.3K - $43.4K
|
24.4K
$302K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-3.04K- 16.11% |
$35.6K - $39.3K
|
15.8K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.97K- 5.92% |
$34.7K - $38.4K
|
47.1K
$584K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-2.93K- 16.93% |
$34.3K - $37.8K
|
14.4K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.76K- 9.72% |
$32.3K - $35.7K
|
25.6K
$318K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.33K- 92.04% |
$27.2K - $30.1K
|
201
$2.49K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.62K- 2.32% |
$19K - $21K
|
68.4K
$848K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1K- 4.06% |
$11.7K - $12.9K
|
23.6K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-876- 1.35% |
$10.3K - $11.3K
|
64K
$793K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-534- 1.58% |
$6.25K - $6.9K
|
33.3K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-218- 0.34% |
$2.55K - $2.82K
|
63.1K
$782K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-200- 0.15% |
$2.34K - $2.59K
|
134K
$1.66M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-406K- 90.65% |
$4.95M - $5.27M
|
41.9K
$519K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-4.8K- 23.53% |
$58.5K - $62.4K
|
15.6K
$193K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.4K- 15.34% |
$41.4K - $44.2K
|
18.8K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.5K- 8.98% |
$18.3K - $19.5K
|
15.2K
$188K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.5K- 2.28% |
$18.3K - $19.5K
|
64.4K
$799K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-40- 1.21% |
$488 - $520
|
3.26K
$40.4K
|
|
| Q2 2024 | |||||||
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-3.57K- 54.71% |
$40.4K - $44.1K
|
2.96K
$36.6K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.48K- 74.41% |
$62.4K - $65.8K
|
1.89K
$23.4K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-3.18K- 81.01% |
$36.2K - $38.2K
|
746
$9.25K
|
|
|
May 21, 2024
Q1 2024
|
Livelsberger Financial Advisory
Ashland, OH |
SELL
|
- |
-2.53K- 1.4% |
$28.8K - $30.4K
|
179K
$2.22M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-30.5K- 22.76% |
$304K - $359K
|
103K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.04K- 22.3% |
$60.3K - $71.1K
|
21K
$261K
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.47K- 16.3% |
$25.6K - $29.8K
|
12.7K
$157K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-851- 5.34% |
$8.85K - $10.3K
|
15.1K
$187K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Delphi Financial Group, Inc.
|
SELL
|
- |
-5.72K- 12.78% |
$66.6K - $73.9K
|
39K
$484K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-779- 6.36% |
$9.08K - $10.1K
|
11.5K
$142K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-14.3K- 35.0% |
$157K - $180K
|
26.6K
$330K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-3.16K- 8.81% |
$34.6K - $39.8K
|
32.7K
$406K
|
|
| 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
|
|