Purchases and Sales Made in Q1 2025 in Invesco Value Municipal Income Trust (IIM)
This table provides information about the institutional ownership of Invesco Value Municipal Income Trust (IIM) during Q1 2025. 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, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
96.4K+ 5.76% |
$1.14M - $1.2M
|
1.77M
$20.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
92.3KNew |
$1.09M - $1.15M
|
92.3K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
82.2K+ 14.67% |
$973K - $1.03M
|
643K
$7.49M
|
|
|
May 14, 2025
Q1 2025
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
76.3K+ 86.5% |
$903K - $953K
|
165K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
70.7K+ 21.2% |
$837K - $883K
|
404K
$4.71M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
58.1K+ 246.19% |
$688K - $726K
|
81.7K
$952K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
46.3K+ 8.64% |
$548K - $578K
|
582K
$6.78M
|
|
|
May 13, 2025
Q1 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
42K+ 6.54% |
$497K - $525K
|
684K
$7.97M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
37.5K+ 52.8% |
$444K - $468K
|
108K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.9KNew |
$366K - $386K
|
30.9K
$360K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
19.3KNew |
$228K - $240K
|
19.3K
$224K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.8K+ 7.19% |
$211K - $222K
|
265K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.8KNew |
$164K - $173K
|
13.8K
$161K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.8KNew |
$164K - $173K
|
13.8K
$161K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.7K+ 21.35% |
$162K - $171K
|
77.6K
$904K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.5KNew |
$148K - $156K
|
12.5K
$146K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
11K+ 28.11% |
$130K - $137K
|
50.1K
$583K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.1K+ 5.18% |
$119K - $126K
|
204K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.07K+ 133.25% |
$107K - $113K
|
15.9K
$185K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.54K+ 5.63% |
$89.3K - $94.2K
|
142K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.35K+ 20.52% |
$39.6K - $41.8K
|
19.7K
$229K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.75K+ 1096.81% |
$32.6K - $34.4K
|
3K
$35K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.73K+ 8.37% |
$32.3K - $34.1K
|
35.3K
$412K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.29KNew |
$27.1K - $28.6K
|
2.29K
$26.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.05K+ 9.17% |
$24.3K - $25.7K
|
24.5K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.07KNew |
$12.7K - $13.4K
|
1.07K
$12.5K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
847+ 1.56% |
$10K - $10.6K
|
55.2K
$643K
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
814+ 5.09% |
$9.64K - $10.2K
|
16.8K
$196K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
750+ 1.92% |
$8.88K - $9.37K
|
39.8K
$464K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
491+ 1.92% |
$5.81K - $6.13K
|
26.1K
$304K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
332+ 8.3% |
$3.93K - $4.15K
|
4.33K
$50.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
132+ 0.96% |
$1.56K - $1.65K
|
13.8K
$161K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
77+ 1.9% |
$912 - $962
|
4.13K
$48.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
33+ 1.46% |
$391 - $412
|
2.29K
$26.7K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11New |
$130 - $137
|
11
$128
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 1.95% |
$47.4 - $50
|
209
$2.43K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1- -0.0% |
$11.8 - $12.5
|
49.5K
$577K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-64- 15.57% |
$758 - $799
|
347
$4.04K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-248- 2.8% |
$2.94K - $3.1K
|
8.61K
$100K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-300- 1.92% |
$3.55K - $3.75K
|
15.3K
$178K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-304- 2.04% |
$3.6K - $3.8K
|
14.6K
$170K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.32K- 1.22% |
$15.7K - $16.5K
|
107K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2K- 16.32% |
$23.7K - $25K
|
10.3K
$120K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.28K- 4.56% |
$27K - $28.5K
|
47.7K
$555K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.5K- 3.88% |
$29.6K - $31.2K
|
61.9K
$721K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.54K- 1.7% |
$30K - $31.7K
|
146K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-2.72K- 99.93% |
$32.2K - $34K
|
2
$23.3
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.75K- 91.64% |
$32.6K - $34.4K
|
251
$2.92K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.79K- 4.08% |
$33K - $34.8K
|
65.6K
$764K
|