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Invesco Value Municipal Income Trust (IIM) Institutional Ownership

Invesco Value Municipal Income Trust logo
$11.98 -0.04 (-0.29%)
Closing price 01/17/2025 03:59 PM Eastern
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$11.94 -0.05 (-0.42%)
As of 08:46 AM Eastern
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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)
30
Total
Institutional Inflows
(last 12 months)
$24.71M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$15.70M
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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
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%
12/3/2024Rivernorth Capital Management LLC754,035$9.71M0.5%-29.0%0.000%
11/15/2024Stifel Financial Corp70,539$909K0.0%+43.2%0.000%
11/15/2024Rivernorth Capital Management LLC754,035$9.71M0.5%-29.0%0.000%
11/15/2024Integrated Wealth Concepts LLC15,200$196K0.0%-9.0%0.000%
11/14/2024Westchester Capital Management LLC59,966$772K0.0%-29.4%0.000%
11/14/2024Rockefeller Capital Management L.P.132,159$1.70M0.0%+1.6%0.000%
11/12/2024Larson Financial Group LLC2,000$26K0.0%+233.3%0.000%
11/8/2024Advisors Asset Management Inc.457,437$5.89M0.1%-4.9%0.000%
11/1/2024Wealth Quarterback LLC54,030$696K0.4%+1.7%0.000%
10/29/2024Citizens National Bank Trust Department15,600$201K0.0%-23.5%0.000%
10/29/2024Van ECK Associates Corp274,206$3.43M0.0%-20.3%0.000%
10/25/2024Tyche 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%
10/22/2024Private Advisor Group LLC55,508$715K0.0%-12.0%0.000%
10/22/2024Signaturefd LLC2,526$33K0.0%+1,156.7%0.000%
10/21/2024Kennedy Investment Group185,169$2.39M1.1%-11.0%0.000%
10/11/2024Wagner Wealth Management LLC48,662$627K0.2%+27.2%0.000%
8/22/2024Cetera Investment Advisers123,093$1.52M0.0%-25.1%0.000%
8/16/2024Quarry LP43,700$539K0.1%+160.1%0.000%
8/15/2024Logan Stone Capital LLC447,765$5.53M1.4%-25.8%0.000%
8/8/2024Wealthspire Advisors LLC95,653$1.18M0.0%N/A0.000%
8/8/2024NINE MASTS CAPITAL Ltd105,345$1.30M0.4%+43.1%0.000%
8/7/2024Wedbush Securities Inc.13,279$164K0.0%+17.7%0.000%
8/5/2024Private Advisor Group LLC63,086$778K0.0%-2.1%0.000%
8/1/2024TIAA Trust National Association12,318$152K0.0%N/A0.000%
7/31/2024Van ECK Associates Corp344,209$4.25M0.0%-8.3%0.000%
7/31/2024Commonwealth Equity Services LLC136,028$1.68M0.0%+32.0%0.000%
7/31/2024Rothschild Investment LLC65,925$814K0.1%N/A0.000%
7/24/2024Catalina 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%
7/18/2024Kennedy 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%
5/24/2024Cetera 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%
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5/14/2024Advisors Asset Management Inc.446,907$5.36M0.1%-5.2%0.000%
5/14/2024Robinson Capital Management LLC590,665$6.74M2.4%+23.7%0.000%
5/9/2024Leo Wealth LLC140,745$1.69M0.2%+9.7%0.000%
5/8/2024Avantax Advisory Services Inc.10,251$123K0.0%-16.3%0.000%
4/30/2024Private Advisor Group LLC64,460$774K0.0%-4.3%0.137%
4/30/2024Van ECK Associates Corp375,211$4.50M0.0%+6.3%0.797%
4/30/2024Commonwealth 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%
3/18/2024CoreFirst Bank & Trust6,600$77K0.1%N/A0.014%
3/14/2024Leo Wealth LLC128,280$1.51M0.2%N/A0.273%
2/14/2024Wealth Quarterback LLC52,480$616K0.4%+5.3%0.111%
2/12/2024 Gridiron Partners LLC28,741$337K0.2%N/A0.061%
2/12/2024Weiss Asset Management LP29,674$348K0.0%N/A0.063%
2/9/2024UBS Group AG540,264$6.34M0.0%+74.4%1.148%
2/8/2024Robinson Capital Management LLC477,328$5.59M2.0%+226.8%1.014%
2/8/2024Beacon Pointe Advisors LLC19,794$232K0.0%-16.4%0.042%
2/6/2024Private Advisor Group LLC67,334$790K0.0%-11.4%0.143%
2/6/2024Fortitude Advisory Group L.L.C.22,402$263K0.2%+9.3%0.048%
2/5/2024Van ECK Associates Corp353,063$4.14M0.0%+15.7%0.750%
2/1/2024Wolverine Asset Management LLC35,608$418K0.0%+2,253.5%0.076%
1/30/2024Tyche Wealth Partners LLC40,325$473K0.1%N/A0.086%
1/29/2024Citizens National Bank Trust Department31,600$371K0.1%-19.2%0.067%
1/29/2024Kennedy Investment Group225,673$2.65M1.5%-11.7%0.479%
1/19/2024 AdvisorNet Financial Inc7,365$86K0.0%+46.4%0.016%
1/19/2024Ackerman Capital Advisors LLC10,546$124K0.0%N/A0.022%
1/17/2024S.A. Mason LLC3,929$46K0.0%N/A0.008%
1/16/2024Raymond James Financial Services Advisors Inc.16,410$192K0.0%-12.6%0.035%
1/12/2024 Davis Investment Partners LLC36,664$431K0.2%N/A0.078%
1/5/2024 Capital Investment Advisors LLC79,018$927K0.0%+2.0%0.168%
1/2/2024M&R Capital Management Inc.3,300$39K0.0%-25.0%0.007%
11/15/2023Advisors Asset Management Inc.489,049$5.09M0.1%+8.3%1.039%
11/14/2023AQR Arbitrage LLC264,419$2.75M0.1%+123.3%0.562%
11/14/2023Clough Capital Partners L P16,800$175K0.0%N/A0.036%
11/14/2023Robinson Capital Management LLC146,059$1.52M0.7%+20.7%0.310%
11/13/2023Hollencrest Capital Management18,880$196K0.0%-19.9%0.040%
11/13/2023Bramshill Investments LLC10,999$114K0.0%-8.7%0.023%
11/13/2023Kestra Advisory Services LLC35,382$368K0.0%-20.2%0.075%
11/13/2023PNC Financial Services Group Inc.30,603$318K0.0%-16.0%0.065%
11/9/2023Fiera Capital Corp756,638$7.87M0.0%+2.5%1.607%
11/9/2023UBS Group AG309,715$3.22M0.0%+78.2%0.658%
11/8/2023Van ECK Associates Corp305,125$3.17M0.0%-3.3%0.648%
11/8/2023 Janney Montgomery Scott LLC17,513$182K0.0%+25.6%0.037%
11/8/2023Landscape Capital Management L.L.C.30,795$320K0.0%+7.0%0.065%
11/3/2023Private Advisor Group LLC76,016$791K0.0%+1.4%0.161%
10/30/2023Summit Trail Advisors LLC12,667$132K0.0%-16.3%0.027%
10/27/2023 Hennion & Walsh Asset Management Inc.719,002$7.48M0.4%-14.2%1.528%
10/25/2023Citizens National Bank Trust Department39,100$407K0.1%-20.4%0.083%
10/24/2023 Simon Quick Advisors LLC16,507$172K0.0%N/A0.035%
10/24/2023Raymond James Financial Services Advisors Inc.18,773$195K0.0%-45.7%0.040%
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I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
10/23/2023Commonwealth Equity Services LLC93,482$972K0.0%-19.1%0.199%
10/18/2023Wagner Wealth Management LLC20,797$216K0.1%-9.4%0.044%
10/16/2023 Capital Investment Advisors LLC77,498$806K0.0%+2.1%0.165%
10/12/2023 Moody National Bank Trust Division14,811$154K0.0%+47.7%0.031%
10/10/2023 FNY Investment Advisers LLC7,507$78K0.0%N/A0.016%
8/11/2023Kestra Advisory Services LLC44,361$524K0.0%-20.4%0.094%
8/11/2023Landscape Capital Management L.L.C.28,778$340K0.0%-4.6%0.061%
8/11/2023Guggenheim Capital LLC1,003,277$11.86M0.1%+8.7%2.131%
8/10/2023Hollencrest Capital Management23,580$279K0.0%-6.0%0.050%
8/10/2023Wealth Quarterback LLC49,081$580K0.4%-3.3%0.104%
(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, 79 institutional investors and hedge funds held shares of Invesco Value Municipal Income Trust. The most heavily invested institutionals were Guggenheim Capital LLC ($11.86M), Hennion & Walsh Asset Management Inc. ($11.48M), Rivernorth Capital Management LLC ($9.71M), Fiera Capital Corp ($7.87M), Robinson Capital Management LLC ($6.74M), UBS Group AG ($6.34M), and Advisors Asset Management Inc. ($5.89M).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 59 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: Fiera Capital Corp ($780.79K), Robinson Capital Management LLC ($511.49K), UBS Group AG ($366.49K), Hennion & Walsh Asset Management Inc. ($333.00K), Guggenheim Capital LLC ($259.75K), Van ECK Associates Corp ($210.55K), 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 4,267,907 shares in the last 24 months. This purchase volume represents approximately $50.51M in transactions.

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

Of the 41 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), Raymond James Financial Services Advisors Inc. ($279.19K), Logan Stone Capital LLC ($155.79K), Van ECK Associates Corp ($111.36K), Kennedy Investment Group ($79.70K), and Advisors Asset Management Inc. ($63.47K).

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

Institutional investors have sold a total of 2,033,249 shares in the last 24 months. This volume of shares sold represents approximately $24.81M in transactions.


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This page (NYSE:IIM) was last updated on 1/21/2025 by MarketBeat.com Staff
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