Purchases and Sales Made in Q4 2024 in Invesco Value Municipal Income Trust (IIM)
This table provides information about the institutional ownership of Invesco Value Municipal Income Trust (IIM) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.62K- 2.32% |
$19K - $21K
|
68.4K
$848K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.33K- 92.04% |
$27.2K - $30.1K
|
201
$2.49K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.76K- 9.72% |
$32.3K - $35.7K
|
25.6K
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-2.93K- 16.93% |
$34.3K - $37.8K
|
14.4K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.97K- 5.92% |
$34.7K - $38.4K
|
47.1K
$584K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-3.04K- 16.11% |
$35.6K - $39.3K
|
15.8K
$196K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.36K- 12.11% |
$39.3K - $43.4K
|
24.4K
$302K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-4.41K- 11.9% |
$51.6K - $57K
|
32.6K
$404K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.56K- 10.02% |
$65.1K - $71.9K
|
49.9K
$619K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.48K- 11.31% |
$99.3K - $110K
|
66.5K
$825K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.45K- 2.75% |
$111K - $122K
|
333K
$4.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-9.58K- 19.69% |
$112K - $124K
|
39.1K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-9.89K- 1.31% |
$116K - $128K
|
744K
$9.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.4K- 1.99% |
$133K - $147K
|
561K
$6.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.5K- 24.99% |
$158K - $174K
|
40.4K
$501K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-15K- 23.08% |
$176K - $194K
|
50K
$620K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-17.4K- 9.41% |
$204K - $225K
|
168K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-23.8K- 18.04% |
$279K - $308K
|
108K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-29.7K- 3.59% |
$348K - $384K
|
797K
$9.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-51.1K- 11.18% |
$599K - $661K
|
406K
$5.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-52.7K- 55.05% |
$617K - $681K
|
43K
$533K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-139K- 12.61% |
$1.63M - $1.8M
|
966K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-154K- 91.04% |
$1.8M - $1.99M
|
15.2K
$188K
|