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 9.47 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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
19,115
shares
|
$239,893
0.0% of portfolio
|
Q3 2025
Added 10.69%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
18,200
shares
|
$228,410
0.0% of portfolio
|
Q2 2025
Added 19.74%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
17,526
shares
|
$219,951
0.03% of portfolio
|
Q3 2025
Reduced 16.73%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Oct 20, 2025 Q3 2025 |
16,500
shares
|
$207,075
0.15% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
16,137
shares
|
$202,519
0.01% of portfolio
|
Q3 2025
Added 16.15%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
14,931
shares
|
$187,384
0.0% of portfolio
|
Q3 2025
Reduced 11.89%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
14,379
shares
|
$180,456
0.0% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
13,686
shares
|
$171,759
0.04% of portfolio
|
Q3 2025
Added 20.55%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
13,300
shares
|
$166,915
0.03% of portfolio
|
Q2 2025
Reduced 13.07%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
13,097
shares
|
$164,367
0.0% of portfolio
|
Q2 2020
Reduced 16.03%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
12,865
shares
|
$161,455
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
12,514
shares
|
$157,050
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
12,160
shares
|
$152,608
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
12,130
shares
|
$152,231
0.01% of portfolio
|
Q3 2025
Reduced 23.42%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
12,038
shares
|
$151,076
0.0% of portfolio
|
Q3 2025
Reduced 45.54%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
11,469
shares
|
$143,935
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
10,886
shares
|
$136,619
0.0% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
10,083
shares
|
$126,541
0.0% of portfolio
|
Q3 2025
Reduced 20.77%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
10,031
shares
|
$125,889
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
7,635
shares
|
$95,819
0.0% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
6,682
shares
|
$83,859
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
4,333
shares
|
$54,379
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
4,332
shares
|
$54,366
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
4,332
shares
|
$54,366
0.0% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
4,208
shares
|
$52,810
0.01% of portfolio
|
Q2 2025
New holding
|
|