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Invesco Value Municipal Income Trust (IIM) Institutional Ownership

Invesco Value Municipal Income Trust logo
$12.40 +0.03 (+0.20%)
As of 02/21/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco Value Municipal Income Trust (NYSE:IIM)

Current
Institutional Ownership
Percentage
20.73%
Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$29.03M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$19.79M
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IIM Institutional Buying and Selling by Quarter

Invesco Value Municipal Income Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Elequin Capital LP8,471$101K0.0%N/A0.000%
2/17/2025 Nomura Holdings Inc.23,270$277K0.0%+114.7%0.000%
2/17/2025 Nuveen Asset Management LLC44,081$524K0.0%+4.8%0.000%
2/17/2025 Cetera Investment Advisers148,748$1.77M0.0%+2.4%0.000%
2/17/2025 Baird Financial Group Inc.11,179$133K0.0%N/A0.000%
2/17/2025 Bank of America Corp DE1,673,318$19.90M0.0%+5.5%0.000%
2/17/2025 Ameriprise Financial Inc.50,253$586K0.0%+70.1%0.000%
2/14/2025 AQR Arbitrage LLC15,171$180K0.0%-91.0%0.000%
2/14/2025 Lido Advisors LLC49,522$589K0.0%N/A0.000%
2/14/2025 Beacon Pointe Advisors LLC25,617$305K0.0%-9.7%0.000%
2/14/2025 Westchester Capital Management LLC88,220$1.05M0.1%+47.1%0.000%
2/13/2025 Guggenheim Capital LLC797,116$9.48M0.1%-3.6%0.000%
2/13/2025 Walleye Capital LLC16,846$200K0.0%N/A0.000%
2/13/2025 Cohen & Steers Inc.50,000$595K0.0%-23.1%0.000%
2/13/2025 Rockefeller Capital Management L.P.108,315$1.29M0.0%-18.0%0.000%
2/13/2025 Raymond James Financial Inc.194,282$2.31M0.0%N/A0.000%
2/13/2025 Invesco Ltd.66,512$791K0.0%-11.3%0.000%
2/13/2025 Aristides Capital LLC10,460$124K0.0%N/A0.000%
2/13/2025 Sit Investment Associates Inc.148,579$1.77M0.0%+7.2%0.000%
2/13/2025 Wells Fargo & Company MN333,439$3.97M0.0%-2.8%0.000%
2/12/2025 Landscape Capital Management L.L.C.19,147$228K0.0%N/A0.000%
2/12/2025 Uniting Wealth Partners LLC13,787$164K0.1%N/A0.000%
2/12/2025 Tradewinds LLC.14,361$176K0.0%-16.9%0.000%
2/11/2025 CoreFirst Bank & Trust6,600$78K0.0%N/A0.000%
2/11/2025 LPL Financial LLC247,303$2.94M0.0%+77.0%0.000%
2/11/2025 Virtu Financial LLC16,308$194K0.0%N/A0.000%
2/10/2025 Advisors Asset Management Inc.406,316$4.83M0.1%-11.2%0.000%
2/10/2025 Curio Wealth LLC2,721$32K0.0%N/A0.000%
2/10/2025 Harbour Investments Inc.4,051$48K0.0%N/A0.000%
2/10/2025 Corient Private Wealth LLC12,450$148K0.0%+8.7%0.000%
2/10/2025 Rareview Capital LLC150,852$1.94M1.4%+0.9%0.000%
2/10/2025 Hollencrest Capital Management15,839$188K0.0%-16.1%0.000%
2/7/2025 PNC Financial Services Group Inc.24,353$290K0.0%-12.1%0.000%
2/6/2025 Raymond James Financial Inc.194,282$2.31M0.0%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC8,855$105K0.0%+29.2%0.000%
2/5/2025 Whipplewood Advisors LLC75,622$899K0.5%N/A0.000%
2/4/2025 Wealthspire Advisors LLC43,000$511K0.0%-55.0%0.000%
2/3/2025 Private Advisor Group LLC49,945$594K0.0%-10.0%0.000%
1/31/2025 Callahan Advisors LLC13,697$163K0.0%N/A0.000%
1/31/2025 Robinson Capital Management LLC642,440$7.64M3.1%+19.4%0.000%
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1/31/2025 D.A. Davidson & CO.12,258$146K0.0%+13.9%0.000%
1/30/2025 Allworth Financial LP2,255$27K0.0%+310.0%0.000%
1/29/2025 Van ECK Associates Corp351,719$4.18M0.0%+28.3%0.000%
1/29/2025 Wagner Wealth Management LLC39,081$465K0.1%-19.7%0.000%
1/27/2025 Tyche Wealth Partners LLC32,605$388K0.1%-11.9%0.000%
1/24/2025 Catalina Capital Group LLC22,641$269K0.1%+8.9%0.000%
1/22/2025 Kennedy Investment Group167,737$1.99M0.9%-9.4%0.000%
1/17/2025 Avior Wealth Management LLC4,500$54K0.0%N/A0.000%
1/15/2025 Lauer Wealth LLC15,986$190K0.1%N/A0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.965,643$11.48M0.5%-12.6%0.000%
1/13/2025 Capital Investment Advisors LLC68,376$813K0.0%-2.3%0.000%
12/3/2024 Rivernorth Capital Management LLC754,035$9.71M0.5%-29.0%0.000%
11/15/2024 Stifel Financial Corp70,539$909K0.0%+43.2%0.000%
11/15/2024 Rivernorth Capital Management LLC754,035$9.71M0.5%-29.0%0.000%
11/15/2024 Integrated Wealth Concepts LLC15,200$196K0.0%-9.0%0.000%
11/14/2024 Westchester Capital Management LLC59,966$772K0.0%-29.4%0.000%
11/14/2024 Rockefeller Capital Management L.P.132,159$1.70M0.0%+1.6%0.000%
11/12/2024 Larson Financial Group LLC2,000$26K0.0%+233.3%0.000%
11/8/2024 Advisors Asset Management Inc.457,437$5.89M0.1%-4.9%0.000%
11/1/2024 Wealth Quarterback LLC54,030$696K0.4%+1.7%0.000%
10/29/2024 Citizens National Bank Trust Department15,600$201K0.0%-23.5%0.000%
10/29/2024 Van ECK Associates Corp274,206$3.43M0.0%-20.3%0.000%
10/25/2024 Tyche Wealth Partners LLC37,010$477K0.1%-8.2%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.1,104,947$14.23M0.7%-0.2%0.000%
10/22/2024 Private Advisor Group LLC55,508$715K0.0%-12.0%0.000%
10/22/2024 Signaturefd LLC2,526$33K0.0%+1,156.7%0.000%
10/21/2024 Kennedy Investment Group185,169$2.39M1.1%-11.0%0.000%
10/11/2024 Wagner Wealth Management LLC48,662$627K0.2%+27.2%0.000%
8/22/2024 Cetera Investment Advisers123,093$1.52M0.0%-25.1%0.000%
8/16/2024 Quarry LP43,700$539K0.1%+160.1%0.000%
8/15/2024 Logan Stone Capital LLC447,765$5.53M1.4%-25.8%0.000%
8/8/2024 Wealthspire Advisors LLC95,653$1.18M0.0%N/A0.000%
8/8/2024 NINE MASTS CAPITAL Ltd105,345$1.30M0.4%+43.1%0.000%
8/7/2024 Wedbush Securities Inc.13,279$164K0.0%+17.7%0.000%
8/5/2024 Private Advisor Group LLC63,086$778K0.0%-2.1%0.000%
8/1/2024 TIAA Trust National Association12,318$152K0.0%N/A0.000%
7/31/2024 Van ECK Associates Corp344,209$4.25M0.0%-8.3%0.000%
7/31/2024 Commonwealth Equity Services LLC136,028$1.68M0.0%+32.0%0.000%
7/31/2024 Rothschild Investment LLC65,925$814K0.1%N/A0.000%
7/24/2024 Catalina Capital Group LLC21,491$265K0.1%N/A0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.1,107,182$13.66M0.7%+18.2%0.000%
7/18/2024 Kennedy Investment Group207,963$2.57M1.3%-5.9%0.000%
7/12/2024 Capital Investment Advisors LLC69,998$864K0.0%-6.5%0.000%
7/10/2024 Hilltop National Bank2,955$36K0.0%-54.7%0.000%
5/24/2024Cetera Advisors LLC22,260$267K0.0%N/A0.000%
5/24/2024 Cetera Investment Advisers164,342$1.97M0.0%+1,206.4%0.000%
5/22/2024 Livelsberger Financial Advisory178,984$2.09M24.5%-1.4%0.000%
5/14/2024 Advisors Asset Management Inc.446,907$5.36M0.1%-5.2%0.000%
5/14/2024 Robinson Capital Management LLC590,665$6.74M2.4%+23.7%0.000%
5/9/2024 Leo Wealth LLC140,745$1.69M0.2%+9.7%0.000%
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5/8/2024 Avantax Advisory Services Inc.10,251$123K0.0%-16.3%0.000%
4/30/2024 Private Advisor Group LLC64,460$774K0.0%-4.3%0.137%
4/30/2024 Van ECK Associates Corp375,211$4.50M0.0%+6.3%0.797%
4/30/2024 Commonwealth Equity Services LLC103,070$1.24M0.0%+0.9%0.219%
4/17/2024 Hennion & Walsh Asset Management Inc.937,066$11.25M0.6%+21.0%1.991%
3/22/2024 Livelsberger Financial Advisory181,517$2.13M1.9%N/A0.386%
3/18/2024 CoreFirst Bank & Trust6,600$77K0.1%N/A0.014%
3/14/2024 Leo Wealth LLC128,280$1.51M0.2%N/A0.273%
2/14/2024 Wealth Quarterback LLC52,480$616K0.4%+5.3%0.111%
2/12/2024 Gridiron Partners LLC28,741$337K0.2%N/A0.061%
(Data available from 1/1/2016 forward)

IIM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IIM shares?

During the previous two years, 97 institutional investors and hedge funds held shares of Invesco Value Municipal Income Trust. The most heavily invested institutionals were Bank of America Corp DE ($19.90M), Hennion & Walsh Asset Management Inc. ($11.48M), Rivernorth Capital Management LLC ($9.71M), Guggenheim Capital LLC ($9.48M), Fiera Capital Corp ($7.87M), Robinson Capital Management LLC ($7.64M), and UBS Group AG ($6.34M).Learn more on IIM's institutional investors.

What percentage of Invesco Value Municipal Income Trust stock is owned by institutional investors?

20.73% of Invesco Value Municipal Income Trust stock is owned by institutional investors. Learn more on IIM's institutional investor holdings.

Which institutional investors have been buying Invesco Value Municipal Income Trust stock?

Of the 77 institutional investors that purchased Invesco Value Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Robinson Capital Management LLC ($615.79K), Raymond James Financial Inc. ($388.56K), UBS Group AG ($366.49K), Hennion & Walsh Asset Management Inc. ($333.00K), Guggenheim Capital LLC ($259.75K), Van ECK Associates Corp ($207.82K), and Livelsberger Financial Advisory ($181.52K).

How much institutional buying is happening at Invesco Value Municipal Income Trust?

Institutional investors have bought a total of 4,483,698 shares in the last 24 months. This purchase volume represents approximately $52.93M in transactions.

Which Invesco Value Municipal Income Trust major shareholders have been selling company stock?

Of the 44 institutional investors that sold Invesco Value Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rivernorth Capital Management LLC ($615.37K), Hennion & Walsh Asset Management Inc. ($311.38K), Logan Stone Capital LLC ($155.79K), AQR Arbitrage LLC ($154.13K), Van ECK Associates Corp ($111.36K), Advisors Asset Management Inc. ($99.08K), and Kennedy Investment Group ($97.13K).

How much institutional selling is happening at Invesco Value Municipal Income Trust?

Institutional investors have sold a total of 2,087,516 shares in the last 24 months. This volume of shares sold represents approximately $25.40M in transactions.


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This page (NYSE:IIM) was last updated on 2/22/2025 by MarketBeat.com Staff
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