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 |
|---|---|---|---|---|---|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
3,673
shares
|
$42,790
0.01% of portfolio
|
Q1 2025
Reduced 56.64%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,502
shares
|
$40,798
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
3,260
shares
|
$37,979
0.01% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
3,004
shares
|
$34,996
0.0% of portfolio
|
Q1 2025
Reduced 91.64%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,288
shares
|
$26,655
0.0% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,885
shares
|
$21,960
0.0% of portfolio
|
Q1 2024
Reduced 74.41%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,473
shares
|
$17,160
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,074
shares
|
$12,512
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,058
shares
|
$12,325
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,000
shares
|
$11,650
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
800
shares
|
$9,320
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
600
shares
|
$6,990
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
503
shares
|
$5,859
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
500
shares
|
$5,825
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
422
shares
|
$4,916
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
374
shares
|
$4,357
0.0% of portfolio
|
Q1 2024
Added 12.83%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
360
shares
|
$4,194
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
347
shares
|
$4,042
0.0% of portfolio
|
Q1 2025
Reduced 15.57%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
319
shares
|
$3,716
0.0% of portfolio
|
Q2 2021
Reduced 93.62%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
274
shares
|
$3,192
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
231
shares
|
$2,691
0.54% of portfolio
|
Q1 2025
Reduced 99.69%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
213
shares
|
$2,481
0.0% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
201
shares
|
$2,341
0.0% of portfolio
|
Q4 2024
Reduced 92.04%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
11
shares
|
$128
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
4
shares
|
$46
0.0% of portfolio
|
Q2 2024
Added 100.0%
|