Purchases and Sales Made in Q3 2021 in Invesco Value Municipal Income Trust (IIM)
This table provides information about the institutional ownership of Invesco Value Municipal Income Trust (IIM) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
343K+ 75.62% |
$5.59M - $5.88M
|
795K
$9.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
341KNew |
$5.56M - $5.85M
|
341K
$3.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
310KNew |
$5.06M - $5.33M
|
310K
$3.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
91.3K+ 48.94% |
$1.49M - $1.57M
|
278K
$3.21M
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
34KNew |
$555K - $585K
|
34K
$393K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.7K+ 16.47% |
$485K - $511K
|
210K
$2.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.9K+ 9.86% |
$405K - $427K
|
277K
$3.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.7KNew |
$272K - $287K
|
16.7K
$193K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.6KNew |
$271K - $285K
|
16.6K
$192K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
16.5KNew |
$269K - $283K
|
16.5K
$191K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
15.2K+ 5.87% |
$248K - $261K
|
274K
$3.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
14.6K+ 4.74% |
$238K - $250K
|
322K
$3.72M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14.1KNew |
$231K - $243K
|
14.1K
$163K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.3K+ 77.09% |
$201K - $211K
|
28.3K
$327K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.3K+ 23.84% |
$200K - $211K
|
63.7K
$735K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12KNew |
$196K - $207K
|
12K
$139K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.16K+ 3.09% |
$35.3K - $37.2K
|
72.2K
$834K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2K+ 18.35% |
$32.6K - $34.4K
|
12.9K
$149K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.36K+ 46.83% |
$22.1K - $23.3K
|
4.26K
$49.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
923New |
$15.1K - $15.9K
|
923
$10.7K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
856+ 6.46% |
$14K - $14.7K
|
14.1K
$163K
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
667New |
$10.9K - $11.5K
|
667
$7.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
517+ 1.15% |
$8.43K - $8.88K
|
45.6K
$526K
|
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
500+ 1.69% |
$8.15K - $8.59K
|
30.1K
$348K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
446+ 0.57% |
$7.27K - $7.66K
|
78.9K
$911K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
300+ 1.28% |
$4.89K - $5.15K
|
23.8K
$275K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
286+ 0.81% |
$4.66K - $4.91K
|
35.7K
$413K
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
173New |
$2.82K - $2.97K
|
173
$2K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
153+ 0.98% |
$2.5K - $2.63K
|
15.7K
$181K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
131+ 0.16% |
$2.14K - $2.25K
|
84.2K
$972K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
87+ 0.43% |
$1.42K - $1.49K
|
20.2K
$233K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
27+ 0.63% |
$440 - $464
|
4.31K
$49.8K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
18+ 0.39% |
$294 - $309
|
4.58K
$52.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
17+ 0.17% |
$277 - $292
|
10.3K
$119K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 1.27% |
$65.2 - $68.7
|
320
$3.7K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
3+ 0.01% |
$48.9 - $51.5
|
52.8K
$610K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$16.3 - $17.2
|
1
$11.6
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-36Closed |
$587 - $618
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-120Closed |
$1.96K - $2.06K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-209- 64.31% |
$3.41K - $3.59K
|
116
$1.34K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-761- 3.2% |
$12.4K - $13.1K
|
23K
$266K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.2K- 14.52% |
$19.6K - $20.6K
|
7.06K
$81.6K
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-1.3K- 20.0% |
$21.2K - $22.3K
|
5.2K
$60.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.55K- 2.35% |
$25.3K - $26.7K
|
64.4K
$744K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.49KClosed |
$40.6K - $42.7K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.96K- 5.18% |
$48.2K - $50.8K
|
54.1K
$625K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.16K- 7.45% |
$51.5K - $54.3K
|
39.2K
$453K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.03K- 9.63% |
$98.3K - $104K
|
56.6K
$653K
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-6.11KClosed |
$99.7K - $105K
|
0
$0
|