Institutional Ownership Invesco Value Municipal Income Trust (IIM)
This table provides information about the institutional ownership of Invesco Value Municipal Income Trust (IIM). We have compiled data on the 102 institutions that hold shares in the stock, with a total of 10 Million shares, which have been reported (via 13F filing form) to have a value of $116 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
77,637
shares
|
$904,471
0.0% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
65,588
shares
|
$764,100
0.02% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
61,925
shares
|
$721,426
0.05% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
57,959
shares
|
$675,222
0.0% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
57,723
shares
|
$672,472
0.0% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
55,168
shares
|
$642,707
0.38% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
50,066
shares
|
$583,268
0.19% of portfolio
|
Q1 2025
Added 28.11%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
50,000
shares
|
$582,500
0.0% of portfolio
|
Q4 2024
Reduced 23.08%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
49,522
shares
|
$576,931
0.12% of portfolio
|
Q2 2023
Added 0.95%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
49,521
shares
|
$576,919
0.0% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
47,667
shares
|
$555,320
0.0% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
44,081
shares
|
$513,543
0.0% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
43,592
shares
|
$507,846
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
43,162
shares
|
$502,837
0.0% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
43,000
shares
|
$500,950
0.0% of portfolio
|
Q4 2024
Reduced 55.05%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
40,634
shares
|
$473,386
0.17% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
39,744
shares
|
$463,017
0.0% of portfolio
|
Q1 2025
Reduced 20.91%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
35,335
shares
|
$411,652
0.09% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
34,023
shares
|
$396,367
0.0% of portfolio
|
Q1 2025
Reduced 48.85%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
31,656
shares
|
$368,792
0.0% of portfolio
|
Q1 2025
Reduced 21.66%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
30,944
shares
|
$360,497
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Apr 11, 2025 Q1 2025 |
28,741
shares
|
$334,832
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,183
shares
|
$328,331
0.0% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
26,108
shares
|
$304,158
0.0% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
24,456
shares
|
$284,912
0.2% of portfolio
|
Q1 2025
Added 9.17%
|