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 |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
24,353
shares
|
$283,712
0.0% of portfolio
|
Q4 2024
Reduced 12.11%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
23,366
shares
|
$272,213
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
22,641
shares
|
$263,767
0.18% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
21,047
shares
|
$245,197
0.04% of portfolio
|
Q4 2023
Reduced 22.3%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
20,850
shares
|
$242,902
0.05% of portfolio
|
Q1 2020
Added 10.61%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
19,665
shares
|
$229,097
0.37% of portfolio
|
Q1 2022
Reduced 25.98%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
19,654
shares
|
$228,969
0.01% of portfolio
|
Q1 2025
Added 20.52%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
19,251
shares
|
$224,274
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
16,800
shares
|
$195,720
0.15% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
15,884
shares
|
$185,048
0.0% of portfolio
|
Q1 2025
Added 133.25%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
15,839
shares
|
$184,524
0.01% of portfolio
|
Q4 2024
Reduced 16.11%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
15,300
shares
|
$178,245
0.04% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
15,200
shares
|
$177,080
0.0% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
13,848
shares
|
$161,329
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
13,834
shares
|
$161,166
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Callahan Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
13,829
shares
|
$161,107
0.02% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
13,097
shares
|
$152,580
0.0% of portfolio
|
Q2 2020
Reduced 16.03%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
12,508
shares
|
$145,718
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,888
shares
|
$126,845
0.0% of portfolio
|
Q2 2025
Reduced 25.25%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
10,672
shares
|
$124,328
0.06% of portfolio
|
Q1 2025
Reduced 22.59%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
10,616
shares
|
$123,676
0.0% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
10,258
shares
|
$119,505
0.0% of portfolio
|
Q1 2025
Reduced 16.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
8,607
shares
|
$100,271
0.0% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
4,332
shares
|
$50,467
0.0% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,128
shares
|
$48,091
0.0% of portfolio
|
Q1 2025
Added 1.9%
|