Purchases and Sales Made in Q4 2021 in Invesco Value Municipal Income Trust (IIM)
This table provides information about the institutional ownership of Invesco Value Municipal Income Trust (IIM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
305K+ 38.31% |
$4.82M - $5.19M
|
1.1M
$13.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
84.1K+ 30.24% |
$1.33M - $1.43M
|
362K
$4.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
28.3K+ 8.78% |
$447K - $482K
|
351K
$4.35M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.2KNew |
$430K - $464K
|
27.2K
$337K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
22.6K+ 66.37% |
$357K - $385K
|
56.6K
$702K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
21.1K+ 7.71% |
$334K - $360K
|
295K
$3.66M
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
18.6K+ 8.46% |
$295K - $318K
|
239K
$2.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
17.2KNew |
$272K - $293K
|
17.2K
$213K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
16.3KNew |
$257K - $277K
|
16.3K
$202K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.9K+ 7.06% |
$235K - $253K
|
225K
$2.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.5K+ 3.67% |
$198K - $213K
|
353K
$4.38M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8KNew |
$186K - $201K
|
11.8K
$146K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.31KNew |
$131K - $142K
|
8.31K
$103K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.88K+ 1.31% |
$92.9K - $100K
|
454K
$5.63M
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
5.58KNew |
$88.3K - $95.1K
|
5.58K
$69.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
4K+ 16.81% |
$63.2K - $68.2K
|
27.8K
$345K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.75K+ 3.49% |
$43.5K - $46.8K
|
81.6K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.71K+ 6.92% |
$42.9K - $46.2K
|
41.9K
$520K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.19K+ 3.4% |
$34.6K - $37.3K
|
66.6K
$825K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.9KNew |
$30.1K - $32.4K
|
1.9K
$23.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.58K+ 10.07% |
$25K - $27K
|
17.3K
$214K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
877New |
$13.9K - $14.9K
|
877
$10.9K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
700+ 4.96% |
$11.1K - $11.9K
|
14.8K
$184K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
527+ 1.16% |
$8.33K - $8.98K
|
46.1K
$571K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
467New |
$7.38K - $7.96K
|
467
$5.79K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
340+ 105.92% |
$5.38K - $5.79K
|
661
$8.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
147+ 0.41% |
$2.32K - $2.5K
|
35.9K
$445K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
90+ 0.45% |
$1.42K - $1.53K
|
20.3K
$252K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
63+ 0.48% |
$996 - $1.07K
|
13.2K
$164K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63+ 0.49% |
$996 - $1.07K
|
13K
$161K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
28+ 0.65% |
$443 - $477
|
4.34K
$53.8K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 1.73% |
$47.4 - $51.1
|
176
$2.18K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$15.8 - $17
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-30- 0.29% |
$474 - $511
|
10.2K
$127K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-64- 0.53% |
$1.01K - $1.09K
|
12K
$148K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-88- 0.24% |
$1.39K - $1.5K
|
36.1K
$447K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-116Closed |
$1.83K - $1.98K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-150- 0.56% |
$2.37K - $2.56K
|
26.6K
$329K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-197- 61.56% |
$3.11K - $3.36K
|
123
$1.53K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-600- 0.71% |
$9.49K - $10.2K
|
83.6K
$1.04M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-662- 2.88% |
$10.5K - $11.3K
|
22.4K
$277K
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-800- 15.38% |
$12.6K - $13.6K
|
4.4K
$54.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-923Closed |
$14.6K - $15.7K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1K- 21.63% |
$15.8K - $17K
|
3.62K
$44.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.11K- 1.75% |
$17.6K - $18.9K
|
62.5K
$776K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.56K- 34.13% |
$24.7K - $26.7K
|
3.02K
$37.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.96K- 19.05% |
$30.9K - $33.3K
|
8.32K
$103K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.4K- 12.02% |
$53.7K - $57.9K
|
24.9K
$308K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.88K- 1.4% |
$61.4K - $66.2K
|
273K
$3.39M
|