Purchases and Sales Made in Q1 2024 in Invesco Value Municipal Income Trust (IIM)
This table provides information about the institutional ownership of Invesco Value Municipal Income Trust (IIM) during Q1 2024. 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 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
350K+ 61.52% |
$3.98M - $4.2M
|
918K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
212K+ 54.16% |
$2.41M - $2.54M
|
604K
$7.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
163K+ 21.04% |
$1.85M - $1.95M
|
937K
$11.6M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
153K+ 1334.3% |
$1.74M - $1.83M
|
164K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
124K+ 261.39% |
$1.41M - $1.49M
|
171K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
113K+ 23.74% |
$1.29M - $1.36M
|
591K
$7.32M
|
|
|
Nov 13, 2024
Q1 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
103KNew |
$1.18M - $1.24M
|
103K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
73.6KNew |
$838K - $884K
|
73.6K
$913K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.5K+ 10.53% |
$415K - $438K
|
383K
$4.75M
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
34.6KNew |
$394K - $415K
|
34.6K
$429K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
31.9K+ 89.69% |
$363K - $383K
|
67.5K
$838K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.3K+ 2.75% |
$322K - $340K
|
1.06M
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.8K+ 40.73% |
$260K - $274K
|
78.9K
$979K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.3KNew |
$253K - $267K
|
22.3K
$276K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
22.1K+ 6.27% |
$252K - $266K
|
375K
$4.65M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
20.4KNew |
$232K - $245K
|
20.4K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.2KNew |
$196K - $207K
|
17.2K
$214K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.9K+ 27.19% |
$192K - $203K
|
78.9K
$979K
|
|
|
Jan 31, 2025
Q1 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
16.8KNew |
$191K - $202K
|
16.8K
$208K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
16.6K+ 10.0% |
$189K - $199K
|
183K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
16.2K+ 23.56% |
$184K - $194K
|
85K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.6K+ 37.42% |
$177K - $187K
|
57.2K
$710K
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
15K+ 30.0% |
$171K - $180K
|
65K
$806K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
12.5K+ 9.72% |
$142K - $150K
|
141K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
12.2K+ 10.89% |
$138K - $146K
|
124K
$1.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.4KNew |
$130K - $137K
|
11.4K
$142K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 55.47% |
$127K - $133K
|
31.2K
$386K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.8KNew |
$122K - $129K
|
10.8K
$133K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.34K+ 1.85% |
$106K - $112K
|
514K
$6.38M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.34K+ 1.85% |
$106K - $112K
|
514K
$6.38M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
6.53KNew |
$74.3K - $78.3K
|
6.53K
$80.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.31K+ 7.76% |
$49K - $51.7K
|
59.8K
$742K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.68K+ 6.99% |
$41.9K - $44.2K
|
56.4K
$699K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.14K+ 2.57% |
$12.9K - $13.6K
|
45.3K
$561K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1K+ 3.27% |
$11.4K - $12K
|
31.6K
$392K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
923+ 67.27% |
$10.5K - $11.1K
|
2.3K
$28.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
907+ 0.89% |
$10.3K - $10.9K
|
103K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
500New |
$5.69K - $6K
|
500
$6.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
449+ 1.22% |
$5.11K - $5.39K
|
37.1K
$460K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
418+ 0.8% |
$4.76K - $5.02K
|
52.9K
$656K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
353New |
$4.02K - $4.24K
|
353
$4.38K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
336+ 1.6% |
$3.82K - $4.03K
|
21.4K
$265K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
283+ 0.21% |
$3.22K - $3.4K
|
135K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
213+ 1.08% |
$2.42K - $2.56K
|
20K
$248K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
48+ 12.83% |
$546 - $576
|
422
$5.23K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
24+ 1.23% |
$273 - $288
|
1.97K
$24.5K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24+ 6.03% |
$273 - $288
|
422
$5.23K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15+ 0.01% |
$171 - $180
|
131K
$1.62M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 1.55% |
$34.1 - $36
|
196
$2.43K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.5% |
$22.8 - $24
|
401
$4.97K
|