Purchases and Sales Made in Q3 2022 in Invesco Value Municipal Income Trust (IIM)
This table provides information about the institutional ownership of Invesco Value Municipal Income Trust (IIM) during Q3 2022. 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 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
162KNew |
$1.87M - $2.28M
|
162K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
126K+ 15.52% |
$1.45M - $1.77M
|
935K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
69.2K+ 13.15% |
$796K - $975K
|
595K
$7.12M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
46.4K+ 18.64% |
$535K - $654K
|
296K
$3.54M
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
41.5K+ 10.95% |
$478K - $585K
|
421K
$5.04M
|
|
|
Oct 17, 2022
Q3 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
40.9KNew |
$471K - $577K
|
40.9K
$490K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
31.6KNew |
$363K - $445K
|
31.6K
$378K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.4K+ 31.55% |
$304K - $372K
|
110K
$1.32M
|
|
|
Nov 08, 2022
Q3 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
25.3KNew |
$291K - $356K
|
25.3K
$302K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
22.5KNew |
$259K - $317K
|
22.5K
$269K
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.1KNew |
$173K - $212K
|
15.1K
$180K
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
14.5K+ 134.17% |
$167K - $204K
|
25.3K
$303K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
12.8KNew |
$147K - $180K
|
12.8K
$153K
|
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
11.8KNew |
$136K - $166K
|
11.8K
$141K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.2KNew |
$129K - $158K
|
11.2K
$135K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.6KNew |
$122K - $149K
|
10.6K
$126K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$121K - $148K
|
10.5K
$126K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.5KNew |
$121K - $148K
|
10.5K
$125K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.63K+ 10.27% |
$111K - $136K
|
103K
$1.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.76K+ 28.93% |
$89.3K - $109K
|
34.6K
$414K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
7.4K+ 12.81% |
$85.2K - $104K
|
65.2K
$780K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.24K+ 10.33% |
$60.3K - $73.8K
|
55.9K
$670K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.28KNew |
$37.7K - $46.1K
|
3.28K
$39.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.16K+ 15.84% |
$36.4K - $44.5K
|
23.1K
$277K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.14K+ 20.79% |
$36.2K - $44.3K
|
18.3K
$219K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3K+ 19.43% |
$34.5K - $42.3K
|
18.4K
$221K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.5K+ 10.59% |
$28.8K - $35.2K
|
26.1K
$313K
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.5K+ 10.59% |
$28.8K - $35.2K
|
26.1K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.83K+ 1.53% |
$21.1K - $25.8K
|
122K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.73K+ 8.13% |
$19.9K - $24.4K
|
23K
$275K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
629+ 10.01% |
$7.24K - $8.86K
|
6.91K
$82.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
628+ 1.33% |
$7.23K - $8.85K
|
48K
$574K
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
597+ 26.59% |
$6.87K - $8.41K
|
2.84K
$34K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
588+ 1.44% |
$6.77K - $8.28K
|
41.3K
$494K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
288+ 0.51% |
$3.31K - $4.06K
|
57.1K
$683K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
263+ 1.21% |
$3.03K - $3.71K
|
22K
$264K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
33+ 0.75% |
$380 - $465
|
4.44K
$53.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12+ 0.1% |
$138 - $169
|
12.6K
$151K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$46 - $56.4
|
4
$47.9
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 1.69% |
$34.5 - $42.3
|
181
$2.17K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-116- 1.6% |
$1.34K - $1.63K
|
7.13K
$85.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-161- 24.36% |
$1.85K - $2.27K
|
500
$5.99K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-332- 71.24% |
$3.82K - $4.68K
|
134
$1.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-776- 4.46% |
$8.93K - $10.9K
|
16.6K
$199K
|
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1K- 1.74% |
$11.5K - $14.1K
|
56.6K
$678K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.25K- 9.01% |
$14.4K - $17.6K
|
12.7K
$151K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.8K- 8.62% |
$20.7K - $25.3K
|
19.1K
$228K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.6K- 12.98% |
$29.9K - $36.6K
|
17.4K
$208K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.23K- 16.99% |
$37.1K - $45.5K
|
15.8K
$189K
|