Purchases and Sales Made in Q3 2023 in Invesco Value Municipal Income Trust (IIM)

IIM Quotes by TradingView

This table provides information about the institutional ownership of Invesco Value Municipal Income Trust (IIM) during Q3 2023. 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
Aug 22, 2024 Q3 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
757K
New
$7.87M - $9.16M
757K $9.38M
Nov 14, 2023 Q3 2023
Aqr Arbitrage LLC

Greenwich, CT
BUY
 -
146K
+ 123.3%
$1.52M - $1.77M
264K $3.28M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
136K
+ 78.23%
$1.41M - $1.64M
310K $3.84M
Nov 14, 2023 Q3 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
61.4K
+ 6.12%
$639K - $743K
1.06M $13.2M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
48.8K
+ 18.04%
$508K - $590K
319K $3.96M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
38.3K
+ 7.35%
$399K - $464K
560K $6.94M
Nov 13, 2023 Q3 2023
Robinson Capital Management, LLC

BUY
 -
25K
+ 20.65%
$260K - $303K
146K $1.81M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
21.8K
+ 22.16%
$227K - $264K
120K $1.49M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
21.4K
New
$223K - $259K
21.4K $266K
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
19.2K
+ 11.88%
$200K - $233K
181K $2.25M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
17.6K
New
$183K - $213K
17.6K $218K
Nov 14, 2023 Q3 2023
Clough Capital Partners L P

Boston, MA
BUY
 -
16.8K
New
$175K - $203K
16.8K $208K
Nov 14, 2023 Q3 2023
Quarry LP

New York, NY
BUY
 -
16.8K
New
$175K - $203K
16.8K $208K
Oct 24, 2023 Q3 2023
Simon Quick Advisors, LLC

BUY
 -
16.5K
New
$172K - $200K
16.5K $205K
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
15K
New
$156K - $182K
15K $186K
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
11.3K
New
$117K - $136K
11.3K $140K
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
9K
+ 37.45%
$93.6K - $109K
33K $410K
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
7.51K
New
$78.1K - $90.8K
7.51K $93.1K
Oct 12, 2023 Q3 2023
Moody National Bank Trust Division

BUY
 -
4.79K
+ 47.74%
$49.8K - $57.9K
14.8K $184K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
3.57K
+ 25.64%
$37.2K - $43.2K
17.5K $217K
Nov 13, 2023 Q3 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
3.5K
New
$36.4K - $42.4K
3.5K $43.4K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.23K
+ 26.58%
$33.6K - $39.1K
15.4K $191K
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
2.58K
+ 5.6%
$26.9K - $31.3K
48.7K $604K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.24K
+ 10.45%
$23.3K - $27.1K
23.7K $294K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.13K
+ 3.8%
$22.2K - $25.8K
58.3K $723K
Nov 08, 2023 Q3 2023
Landscape Capital Management, L.L.C.

BUY
 -
2.02K
+ 7.01%
$21K - $24.4K
30.8K $382K
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
1.63K
+ 2.14%
$16.9K - $19.7K
77.5K $961K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.3K
+ 0.62%
$13.5K - $15.7K
212K $2.63M
Nov 14, 2023 Q3 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
1.08K
+ 5.58%
$11.3K - $13.1K
20.5K $254K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
1.05K
+ 1.4%
$10.9K - $12.7K
76K $943K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
1K
New
$10.4K - $12.1K
1K $12.4K
Nov 13, 2023 Q3 2023
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
738
+ 1.5%
$7.68K - $8.93K
49.8K $618K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
86
+ 0.56%
$894 - $1.04K
15.3K $190K
Nov 13, 2023 Q3 2023
Sugarloaf Wealth Management, LLC

BUY
 -
23
+ 1.21%
$239 - $278
1.93K $23.9K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
22
New
$229 - $266
22 $273
Oct 17, 2023 Q3 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
2
+ 1.06%
$20.8 - $24.2
190 $2.36K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-25
- 0.02%
$260 - $303
130K $1.61M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

SELL
 -
-500
- 9.04%
$5.2K - $6.05K
5.03K $62.4K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

SELL
 -
-587
- 4.65%
$6.1K - $7.1K
12K $149K
Oct 25, 2023 Q3 2023
Kennedy Investment Group

West Depford, NJ
SELL
 -
-704
- 0.27%
$7.32K - $8.52K
256K $3.17M
Nov 14, 2023 Q3 2023
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-851
- 5.34%
$8.85K - $10.3K
15.1K $187K
Nov 13, 2023 Q3 2023
Bramshill Investments, LLC

Naples, FL
SELL
 -
-1.05K
- 8.68%
$10.9K - $12.7K
11K $136K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

SELL
 -
-1.5K
- 8.24%
$15.6K - $18.2K
16.7K $207K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-1.6K
- 80.1%
$16.7K - $19.4K
398 $4.94K
Oct 18, 2023 Q3 2023
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-2.15K
- 9.36%
$22.3K - $26K
20.8K $258K
Oct 30, 2023 Q3 2023
Summit Trail Advisors, LLC

New York, NY
SELL
 -
-2.47K
- 16.3%
$25.6K - $29.8K
12.7K $157K
Nov 14, 2023 Q3 2023
Rivernorth Capital Management, LLC

West Palm Beach, FL
SELL
 -
-2.73K
- 2.88%
$28.4K - $33.1K
92.1K $1.14M

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