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 $9.51M
Nov 14, 2023 Q3 2023
Aqr Arbitrage LLC

Greenwich, CT
BUY
 -
146K
+ 123.3%
$1.52M - $1.77M
264K $3.32M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
136K
+ 78.23%
$1.41M - $1.64M
310K $3.89M
Nov 14, 2023 Q3 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
61.4K
+ 6.12%
$639K - $743K
1.06M $13.4M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
48.8K
+ 18.04%
$508K - $590K
319K $4.01M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
38.3K
+ 7.35%
$399K - $464K
560K $7.04M
Nov 13, 2023 Q3 2023
Robinson Capital Management, LLC

BUY
 -
25K
+ 20.65%
$260K - $303K
146K $1.84M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
21.8K
+ 22.16%
$227K - $264K
120K $1.51M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
21.4K
New
$223K - $259K
21.4K $269K
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
19.2K
+ 11.88%
$200K - $233K
181K $2.28M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
17.6K
New
$183K - $213K
17.6K $221K
Nov 14, 2023 Q3 2023
Clough Capital Partners L P

Boston, MA
BUY
 -
16.8K
New
$175K - $203K
16.8K $211K
Nov 14, 2023 Q3 2023
Quarry LP

New York, NY
BUY
 -
16.8K
New
$175K - $203K
16.8K $211K
Oct 24, 2023 Q3 2023
Simon Quick Advisors, LLC

BUY
 -
16.5K
New
$172K - $200K
16.5K $207K
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
15K
New
$156K - $182K
15K $189K
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
11.3K
New
$117K - $136K
11.3K $142K
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
9K
+ 37.45%
$93.6K - $109K
33K $415K
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
7.51K
New
$78.1K - $90.8K
7.51K $94.4K
Oct 12, 2023 Q3 2023
Moody National Bank Trust Division

BUY
 -
4.79K
+ 47.74%
$49.8K - $57.9K
14.8K $186K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
3.57K
+ 25.64%
$37.2K - $43.2K
17.5K $220K
Nov 13, 2023 Q3 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
3.5K
New
$36.4K - $42.4K
3.5K $44K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.23K
+ 26.58%
$33.6K - $39.1K
15.4K $193K
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
2.58K
+ 5.6%
$26.9K - $31.3K
48.7K $612K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.24K
+ 10.45%
$23.3K - $27.1K
23.7K $298K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.13K
+ 3.8%
$22.2K - $25.8K
58.3K $733K
Nov 08, 2023 Q3 2023
Landscape Capital Management, L.L.C.

BUY
 -
2.02K
+ 7.01%
$21K - $24.4K
30.8K $387K
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
1.63K
+ 2.14%
$16.9K - $19.7K
77.5K $974K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.3K
+ 0.62%
$13.5K - $15.7K
212K $2.66M
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 $258K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
1.05K
+ 1.4%
$10.9K - $12.7K
76K $956K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
1K
New
$10.4K - $12.1K
1K $12.6K
Nov 13, 2023 Q3 2023
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
738
+ 1.5%
$7.68K - $8.93K
49.8K $626K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
86
+ 0.56%
$894 - $1.04K
15.3K $193K
Nov 13, 2023 Q3 2023
Sugarloaf Wealth Management, LLC

BUY
 -
23
+ 1.21%
$239 - $278
1.93K $24.2K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
22
New
$229 - $266
22 $277
Oct 17, 2023 Q3 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
2
+ 1.06%
$20.8 - $24.2
190 $2.39K
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 $1.63M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

SELL
 -
-500
- 9.04%
$5.2K - $6.05K
5.03K $63.2K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

SELL
 -
-587
- 4.65%
$6.1K - $7.1K
12K $151K
Oct 25, 2023 Q3 2023
Kennedy Investment Group

West Depford, NJ
SELL
 -
-704
- 0.27%
$7.32K - $8.52K
256K $3.21M
Nov 14, 2023 Q3 2023
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-851
- 5.34%
$8.85K - $10.3K
15.1K $190K
Nov 13, 2023 Q3 2023
Bramshill Investments, LLC

Naples, FL
SELL
 -
-1.05K
- 8.68%
$10.9K - $12.7K
11K $138K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

SELL
 -
-1.5K
- 8.24%
$15.6K - $18.2K
16.7K $210K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-1.6K
- 80.1%
$16.7K - $19.4K
398 $5K
Oct 18, 2023 Q3 2023
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-2.15K
- 9.36%
$22.3K - $26K
20.8K $261K
Oct 30, 2023 Q3 2023
Summit Trail Advisors, LLC

New York, NY
SELL
 -
-2.47K
- 16.3%
$25.6K - $29.8K
12.7K $159K
Nov 14, 2023 Q3 2023
Rivernorth Capital Management, LLC

West Palm Beach, FL
SELL
 -
-2.73K
- 2.88%
$28.4K - $33.1K
92.1K $1.16M

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