Purchases and Sales Made in Q1 2023 in Invesco Value Municipal Income Trust (IIM)

IIM Quotes by TradingView

This table provides information about the institutional ownership of Invesco Value Municipal Income Trust (IIM) during Q1 2023. 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 10, 2023 Q1 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
180K
+ 24.17%
$2.1M - $2.32M
923K $11.4M
May 02, 2023 Q1 2023
Leo Brokerage, LLC

BUY
 -
116K
New
$1.35M - $1.5M
116K $1.44M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
69.5K
+ 1149.17%
$811K - $899K
75.6K $937K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
60.6K
+ 49.52%
$707K - $784K
183K $2.27M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
55.7K
New
$650K - $721K
55.7K $691K
May 03, 2023 Q1 2023
Van Eck Associates Corp

BUY
 -
47.9K
+ 18.75%
$558K - $619K
303K $3.76M
May 12, 2023 Q1 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
46.5K
+ 11.48%
$543K - $602K
452K $5.6M
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
43.1K
New
$503K - $558K
43.1K $535K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
42.2K
+ 40.61%
$492K - $546K
146K $1.81M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
35K
+ 21.1%
$409K - $453K
201K $2.49M
May 12, 2023 Q1 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
27.1K
+ 52.35%
$316K - $351K
79K $979K
May 15, 2023 Q1 2023
Walleye Capital LLC

Plymouth, MN
BUY
 -
17.2K
New
$201K - $222K
17.2K $213K
Apr 10, 2023 Q1 2023
Chemistry Wealth Management LLC

New York, NY
BUY
 -
16.1K
New
$187K - $208K
16.1K $199K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
15.2K
New
$178K - $197K
15.2K $189K
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
13.9K
+ 58.08%
$162K - $180K
37.9K $470K
May 15, 2023 Q1 2023
Nomura Holdings Inc

Tokyo, M0
BUY
 -
10K
New
$117K - $129K
10K $124K
May 15, 2023 Q1 2023
Aqr Arbitrage LLC

Greenwich, CT
BUY
 -
8.12K
+ 15.33%
$94.7K - $105K
61.1K $757K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
8.05K
+ 16.99%
$93.8K - $104K
55.4K $687K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
5.34K
+ 4.78%
$62.2K - $69K
117K $1.45M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
4.53K
+ 9.85%
$52.9K - $58.6K
50.6K $627K
Apr 24, 2023 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
3K
New
$35K - $38.8K
3K $37.2K
Apr 22, 2024 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
3K
New
$35K - $38.8K
3K $37.2K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
2.25K
+ 3.22%
$26.2K - $29.1K
72.1K $893K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.25K
+ 2.52%
$14.6K - $16.2K
51K $632K
Apr 20, 2023 Q1 2023
Goodwin Daniel L

BUY
 -
1K
+ 0.88%
$11.7K - $12.9K
114K $1.42M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
986
+ 247.74%
$11.5K - $12.7K
1.38K $17.2K
May 09, 2023 Q1 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
691
New
$8.06K - $8.93K
691 $8.57K
May 08, 2023 Q1 2023
Private Wealth Strategies, L.L.C.

BUY
 -
473
+ 0.97%
$5.52K - $6.12K
49.1K $608K
May 17, 2023 Q1 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
419
+ 1.88%
$4.89K - $5.42K
22.7K $282K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
83
+ 0.24%
$968 - $1.07K
34.7K $431K
Apr 26, 2023 Q1 2023
Sugarloaf Wealth Management, LLC

BUY
 -
23
+ 1.24%
$268 - $297
1.88K $23.3K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
15
+ 0.08%
$175 - $194
18.1K $224K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
5
+ 0.0%
$58.3 - $64.7
138K $1.71M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
3
+ 0.02%
$35 - $38.8
12.8K $159K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
3
New
$35 - $38.8
3 $37.2
Apr 03, 2023 Q1 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
2
+ 1.09%
$23.3 - $25.9
185 $2.29K
Apr 20, 2023 Q1 2023
Beacon Capital Management, LLC

BUY
 -
1
+ 0.22%
$11.7 - $12.9
447 $5.54K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 17, 2023 Q1 2023
Advisory Services Network, LLC

SELL
 -
-2
- 0.42%
$23.3 - $25.9
473 $5.87K
May 12, 2023 Q1 2023
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-15
- 0.1%
$175 - $194
14.9K $185K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-66
- 1.3%
$770 - $853
5.02K $62.3K
May 10, 2023 Q1 2023
Landscape Capital Management, L.L.C.

SELL
 -
-698
- 2.26%
$8.14K - $9.03K
30.2K $374K
May 15, 2023 Q1 2023
First Trust Advisors LP

Wheaton, IL
SELL
 -
-779
- 6.36%
$9.08K - $10.1K
11.5K $142K
May 11, 2023 Q1 2023
Bramshill Investments, LLC

Naples, FL
SELL
 -
-953
- 13.11%
$11.1K - $12.3K
6.32K $78.3K
May 09, 2023 Q1 2023
Wedbush Securities Inc

SELL
 -
-1K
- 4.94%
$11.7K - $12.9K
19.2K $239K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

SELL
 -
-2.95K
- 15.98%
$34.4K - $38.1K
15.5K $192K
May 12, 2023 Q1 2023
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-3.2K
- 5.92%
$37.3K - $41.3K
50.7K $629K
May 03, 2023 Q1 2023
Citizens National Bank Trust Department

SELL
 -
-5.5K
- 9.72%
$64.1K - $71.1K
51.1K $634K
May 05, 2023 Q1 2023
Delphi Financial Group, Inc.

SELL
 -
-5.72K
- 12.78%
$66.6K - $73.9K
39K $484K

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