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 100 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $131 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
2,955
shares
|
$36,730
0.01% of portfolio
|
Q2 2024
Reduced 54.71%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,526
shares
|
$31,398
0.0% of portfolio
|
Q3 2024
Added 1156.72%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$24,860
0.0% of portfolio
|
Q3 2024
Added 233.33%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,967
shares
|
$24,449
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,885
shares
|
$23,430
0.0% of portfolio
|
Q1 2024
Reduced 74.41%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,772
shares
|
$22,025
0.0% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,473
shares
|
$18,309
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,058
shares
|
$13,150
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,000
shares
|
$12,430
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
800
shares
|
$9,944
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
695
shares
|
$8,638
0.01% of portfolio
|
Q3 2020
Reduced 37.1%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
600
shares
|
$7,458
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
550
shares
|
$6,836
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
503
shares
|
$6,252
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
500
shares
|
$6,215
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
464
shares
|
$5,767
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
422
shares
|
$5,245
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
403
shares
|
$5,009
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
374
shares
|
$4,648
0.0% of portfolio
|
Q2 2024
Reduced 11.37%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
319
shares
|
$3,965
0.0% of portfolio
|
Q2 2021
Reduced 93.62%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
274
shares
|
$3,405
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
251
shares
|
$3,119
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
202
shares
|
$2,510
0.0% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
4
shares
|
$49
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|