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 111 institutions that hold shares in the stock, with a total of 10.8 Million shares, which have been reported (via 13F filing form) to have a value of $133 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
422
shares
|
$5,232
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
411
shares
|
$5,096
0.0% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
374
shares
|
$4,637
0.0% of portfolio
|
Q1 2024
Added 12.83%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
360
shares
|
$4,464
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
319
shares
|
$3,955
0.0% of portfolio
|
Q2 2021
Reduced 93.62%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
274
shares
|
$3,397
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
251
shares
|
$3,112
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
205
shares
|
$2,542
0.0% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
201
shares
|
$2,492
0.0% of portfolio
|
Q4 2024
Reduced 92.04%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
4
shares
|
$49
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|