Purchases and Sales Made in Q1 2022 in Invesco Value Municipal Income Trust (IIM)
This table provides information about the institutional ownership of Invesco Value Municipal Income Trust (IIM) during Q1 2022. The information is specifically focused on institutions that hold shares of Invesco Value Municipal Income Trust.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
102KNew |
$1.36M - $1.73M
|
102K
$1.27M
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
86.5K+ 23.89% |
$1.15M - $1.47M
|
449K
$5.56M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
84.1K+ 30.78% |
$1.12M - $1.43M
|
357K
$4.43M
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
57.3K+ 19.42% |
$765K - $971K
|
352K
$4.37M
|
|
May 16, 2022
Q1 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
53.3KNew |
$711K - $903K
|
53.3K
$661K
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
38.4KNew |
$512K - $650K
|
38.4K
$476K
|
|
May 11, 2022
Q1 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
30.1KNew |
$401K - $510K
|
30.1K
$373K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
28.3K+ 8.08% |
$378K - $480K
|
379K
$4.7M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
25.2KNew |
$336K - $427K
|
25.2K
$313K
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.8KNew |
$331K - $421K
|
24.8K
$308K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
24KNew |
$321K - $407K
|
24K
$298K
|
|
May 16, 2022
Q1 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
24KNew |
$320K - $406K
|
24K
$297K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
23.4KNew |
$312K - $396K
|
23.4K
$290K
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
21.5K+ 84.31% |
$287K - $364K
|
47K
$583K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.4K+ 12.24% |
$166K - $211K
|
114K
$1.41M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.1K+ 51.06% |
$162K - $206K
|
35.9K
$445K
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
10.2K+ 22.54% |
$136K - $173K
|
55.6K
$689K
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$133K - $170K
|
10K
$124K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.64K+ 43.13% |
$129K - $163K
|
32K
$397K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.94K+ 32.88% |
$119K - $152K
|
36.1K
$448K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7.1K+ 19.8% |
$94.7K - $120K
|
43K
$533K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.87K+ 1.66% |
$78.3K - $99.4K
|
359K
$4.45M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.02K+ 6.68% |
$40.3K - $51.2K
|
48.2K
$598K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.9KNew |
$38.7K - $49.2K
|
2.9K
$36K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.69K+ 22.82% |
$35.9K - $45.6K
|
14.5K
$179K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.53K+ 6.03% |
$33.7K - $42.9K
|
44.5K
$551K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.15K+ 2.63% |
$28.7K - $36.4K
|
83.8K
$1.04M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.5K+ 8.98% |
$20K - $25.4K
|
18.2K
$226K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.43KNew |
$19.1K - $24.2K
|
1.43K
$17.7K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
789+ 3.17% |
$10.5K - $13.4K
|
25.7K
$318K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
760New |
$10.1K - $12.9K
|
760
$9.42K
|
|
Apr 29, 2022
Q1 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
609+ 1.32% |
$8.12K - $10.3K
|
46.7K
$579K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
600New |
$8K - $10.2K
|
600
$7.44K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
466New |
$6.22K - $7.9K
|
466
$5.78K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
250+ 1.9% |
$3.34K - $4.24K
|
13.4K
$167K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
185+ 2.62% |
$2.47K - $3.14K
|
7.25K
$89.9K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
94+ 0.46% |
$1.25K - $1.59K
|
20.4K
$253K
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
32+ 0.74% |
$427 - $542
|
4.37K
$54.2K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8+ 0.01% |
$107 - $136
|
62.6K
$776K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-123Closed |
$1.64K - $2.08K
|
0
$0
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-134- 1.12% |
$1.79K - $2.27K
|
11.8K
$147K
|
|
May 13, 2022
Q1 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-213- 0.59% |
$2.84K - $3.61K
|
35.9K
$445K
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-467Closed |
$6.23K - $7.92K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-520- 0.92% |
$6.94K - $8.81K
|
56.1K
$696K
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-877Closed |
$11.7K - $14.9K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.25K- 0.55% |
$16.6K - $21.1K
|
224K
$2.78M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.36K- 31.89% |
$18.1K - $23K
|
2.9K
$36K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.9KClosed |
$25.4K - $32.2K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2K- 13.5% |
$26.7K - $33.9K
|
12.8K
$159K
|