Purchases and Sales Made in Q4 2022 in Invesco Value Municipal Income Trust (IIM)
This table provides information about the institutional ownership of Invesco Value Municipal Income Trust (IIM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
655KNew |
$7.18M - $8.25M
|
655K
$7.74M
|
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
270KNew |
$2.96M - $3.4M
|
270K
$3.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
226K+ 51.13% |
$2.48M - $2.85M
|
669K
$7.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
148K+ 24.92% |
$1.63M - $1.87M
|
744K
$8.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
134KNew |
$1.47M - $1.69M
|
134K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
134KNew |
$1.47M - $1.69M
|
134K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
109K+ 431.12% |
$1.19M - $1.37M
|
134K
$1.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
80.2K+ 45.85% |
$879K - $1.01M
|
255K
$3.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
59.9KNew |
$657K - $755K
|
59.9K
$708K
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
53KNew |
$580K - $667K
|
53K
$625K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
45.9KNew |
$503K - $577K
|
45.9K
$542K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
34.7K+ 33.58% |
$381K - $437K
|
138K
$1.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
30.9KNew |
$338K - $389K
|
30.9K
$365K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
25.1KNew |
$275K - $316K
|
25.1K
$296K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
20.4KNew |
$224K - $257K
|
20.4K
$241K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
20.3K+ 64.19% |
$222K - $255K
|
51.8K
$612K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
19.8KNew |
$217K - $249K
|
19.8K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17K+ 51.99% |
$187K - $214K
|
49.8K
$588K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16K+ 9.86% |
$175K - $201K
|
178K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
14.9KNew |
$164K - $188K
|
14.9K
$176K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.8K+ 1.26% |
$129K - $149K
|
947K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$119K - $137K
|
10.9K
$128K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8KNew |
$87.7K - $101K
|
8K
$94.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.59K+ 72.47% |
$83.2K - $95.6K
|
18.1K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.82K+ 17.38% |
$74.7K - $85.8K
|
46K
$544K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.07K+ 14.69% |
$66.5K - $76.4K
|
47.4K
$559K
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
5.64K+ 198.28% |
$61.8K - $70.9K
|
8.48K
$100K
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
5.47K+ 303.78% |
$59.9K - $68.8K
|
7.27K
$85.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.34K+ 23.1% |
$58.5K - $67.2K
|
28.4K
$336K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.94KNew |
$54.2K - $62.2K
|
4.94K
$58.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.62K+ 7.09% |
$50.6K - $58.2K
|
69.8K
$824K
|
|
|
Jan 23, 2023
Q4 2022
|
Goodwin Daniel L
|
BUY
|
- |
3.5K+ 3.19% |
$38.4K - $44.1K
|
113K
$1.34M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
3.27KNew |
$35.8K - $41.1K
|
3.27K
$38.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.6K+ 10.28% |
$28.5K - $32.7K
|
27.9K
$329K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.26K+ 1.38% |
$24.7K - $28.4K
|
166K
$1.96M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2KNew |
$21.9K - $25.2K
|
2K
$23.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.85K+ 5.35% |
$20.3K - $23.3K
|
36.4K
$430K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.63K+ 9.8% |
$17.8K - $20.5K
|
18.2K
$215K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.59K+ 1.44% |
$17.4K - $20K
|
112K
$1.32M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.14KNew |
$12.5K - $14.3K
|
1.14K
$13.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
971+ 4.22% |
$10.6K - $12.2K
|
24K
$283K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
713+ 3.9% |
$7.81K - $8.98K
|
19K
$224K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
601+ 1.25% |
$6.59K - $7.57K
|
48.6K
$574K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
541New |
$5.93K - $6.81K
|
541
$6.39K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
475New |
$5.21K - $5.98K
|
475
$5.61K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
400+ 3.16% |
$4.38K - $5.04K
|
13.1K
$154K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
398New |
$4.36K - $5.01K
|
398
$4.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
312+ 232.84% |
$3.42K - $3.93K
|
446
$5.27K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
270+ 1.23% |
$2.96K - $3.4K
|
22.3K
$263K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
200+ 1.58% |
$2.19K - $2.52K
|
12.8K
$151K
|