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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-3.12K- 22.59% |
$36.9K - $38.9K
|
10.7K
$124K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.97K- 8.43% |
$47K - $49.6K
|
43.2K
$503K
|
|
|
May 07, 2025
Q1 2025
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-4.39K- 2.91% |
$52K - $54.8K
|
146K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.56K- 7.32% |
$54K - $56.9K
|
57.7K
$672K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-4.8K- 56.64% |
$56.8K - $59.9K
|
3.67K
$42.8K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.09K- 8.07% |
$60.3K - $63.6K
|
58K
$675K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-6.3K- 4.24% |
$74.6K - $78.7K
|
142K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.75K- 21.66% |
$104K - $109K
|
31.7K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-10.5K- 1.31% |
$124K - $131K
|
787K
$9.16M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.5K- 20.91% |
$124K - $131K
|
39.7K
$463K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-19.3K- 11.51% |
$229K - $241K
|
148K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-32.5K- 48.85% |
$385K - $406K
|
34K
$396K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-75.4K- 99.69% |
$893K - $942K
|
231
$2.69K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-89.1K- 21.92% |
$1.05M - $1.11M
|
317K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-120K- 34.24% |
$1.43M - $1.5M
|
231K
$2.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-190K- 19.7% |
$2.25M - $2.38M
|
775K
$9.03M
|