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 103 institutions that hold shares in the stock, with a total of 9.48 Million shares, which have been reported (via 13F filing form) to have a value of $119 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
83,814
shares
|
$1.05 Million
0.69% of portfolio
|
Q3 2025
Added 9.62%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
69,538
shares
|
$872,701
0.01% of portfolio
|
Q3 2025
Added 577.89%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
59,854
shares
|
$751,167
0.0% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
58,190
shares
|
$730,284
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
55,558
shares
|
$697,252
0.0% of portfolio
|
Q3 2025
Added 8.37%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
54,348
shares
|
$682,067
0.28% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
54,122
shares
|
$679,231
0.11% of portfolio
|
Q3 2025
Reduced 42.34%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
49,522
shares
|
$621,501
0.12% of portfolio
|
Q2 2023
Added 0.95%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
49,521
shares
|
$621,488
0.0% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
48,469
shares
|
$608,285
0.0% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
44,081
shares
|
$553,216
0.0% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
43,592
shares
|
$547,079
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
42,216
shares
|
$529,810
0.0% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 06, 2026 Q4 2025 |
42,213
shares
|
$529,773
0.18% of portfolio
|
Q4 2025
Added 1.88%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
35,335
shares
|
$443,454
0.08% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
30,807
shares
|
$386,627
0.0% of portfolio
|
Q3 2025
Reduced 10.77%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,183
shares
|
$353,696
0.0% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
26,600
shares
|
$333,830
0.19% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
23,613
shares
|
$296,343
0.0% of portfolio
|
Q3 2025
Reduced 70.17%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
23,366
shares
|
$293,243
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
22,641
shares
|
$284,144
0.17% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
20,850
shares
|
$261,667
0.05% of portfolio
|
Q1 2020
Added 10.61%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
19,665
shares
|
$246,795
0.37% of portfolio
|
Q1 2022
Reduced 25.98%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
19,321
shares
|
$242,478
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
19,251
shares
|
$241,600
0.0% of portfolio
|
Q1 2025
New holding
|
|