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Invesco Value Municipal Income Trust (IIM) Institutional Ownership

Invesco Value Municipal Income Trust logo
$11.56 +0.02 (+0.13%)
Closing price 04/17/2025 03:57 PM Eastern
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$11.56 0.00 (-0.04%)
As of 04/17/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
53
Total
Institutional Inflows
(last 12 months)
$24.72M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$22.14M
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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
4/18/2025Wagner Wealth Management LLC50,066$599K0.1%+28.1%0.000%
4/17/2025Fortitude Advisory Group L.L.C.24,456$282K0.2%+9.2%0.000%
4/14/2025 Farther Finance Advisors LLC2,290$28K0.0%N/A0.000%
4/14/2025 Capital Investment Advisors LLC65,588$785K0.0%-4.1%0.000%
4/14/2025 LexAurum Advisors LLC92,258$1.10M0.2%N/A0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.775,390$9.28M0.4%-19.7%0.000%
4/8/2025 Rothschild Investment LLC61,925$741K0.0%-3.9%0.000%
4/7/2025 GAMMA Investing LLC3,004$360K0.0%+1,096.8%0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC14,870$177K0.0%+28.1%0.000%
2/18/2025Elequin Capital LP8,471$101K0.0%N/A0.000%
2/17/2025Nomura Holdings Inc.23,270$277K0.0%+114.7%0.000%
2/17/2025Nuveen Asset Management LLC44,081$524K0.0%+4.8%0.000%
2/17/2025Cetera Investment Advisers148,748$1.77M0.0%+2.4%0.000%
2/17/2025Baird Financial Group Inc.11,179$133K0.0%N/A0.000%
2/17/2025Bank of America Corp DE1,673,318$19.90M0.0%+5.5%0.000%
2/17/2025Ameriprise Financial Inc.50,253$586K0.0%+70.1%0.000%
2/14/2025AQR Arbitrage LLC15,171$180K0.0%-91.0%0.000%
2/14/2025Lido Advisors LLC49,522$589K0.0%N/A0.000%
2/14/2025Beacon Pointe Advisors LLC25,617$305K0.0%-9.7%0.000%
2/14/2025Westchester Capital Management LLC88,220$1.05M0.1%+47.1%0.000%
2/13/2025Guggenheim Capital LLC797,116$9.48M0.1%-3.6%0.000%
2/13/2025Walleye Capital LLC16,846$200K0.0%N/A0.000%
2/13/2025Cohen & Steers Inc.50,000$595K0.0%-23.1%0.000%
2/13/2025Rockefeller Capital Management L.P.108,315$1.29M0.0%-18.0%0.000%
2/13/2025Raymond James Financial Inc.194,282$2.31M0.0%N/A0.000%
2/13/2025Invesco Ltd.66,512$791K0.0%-11.3%0.000%
2/13/2025Aristides Capital LLC10,460$124K0.0%N/A0.000%
2/13/2025Sit Investment Associates Inc.148,579$1.77M0.0%+7.2%0.000%
2/13/2025Wells Fargo & Company MN333,439$3.97M0.0%-2.8%0.000%
2/12/2025Landscape Capital Management L.L.C.19,147$228K0.0%N/A0.000%
2/12/2025Uniting Wealth Partners LLC13,787$164K0.1%N/A0.000%
2/12/2025Tradewinds LLC.14,361$176K0.0%-16.9%0.000%
2/11/2025CoreFirst Bank & Trust6,600$78K0.0%N/A0.000%
2/11/2025LPL Financial LLC247,303$2.94M0.0%+77.0%0.000%
2/11/2025Virtu Financial LLC16,308$194K0.0%N/A0.000%
2/10/2025Advisors Asset Management Inc.406,316$4.83M0.1%-11.2%0.000%
2/10/2025Curio Wealth LLC2,721$32K0.0%N/A0.000%
2/10/2025Harbour Investments Inc.4,051$48K0.0%N/A0.000%
2/10/2025Corient Private Wealth LLC12,450$148K0.0%+8.7%0.000%
2/10/2025Rareview Capital LLC150,852$1.94M1.4%+0.9%0.000%
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2/10/2025Hollencrest Capital Management15,839$188K0.0%-16.1%0.000%
2/7/2025PNC Financial Services Group Inc.24,353$290K0.0%-12.1%0.000%
2/6/2025Raymond James Financial Inc.194,282$2.31M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC8,855$105K0.0%+29.2%0.000%
2/5/2025 Whipplewood Advisors LLC75,622$899K0.5%N/A0.000%
2/4/2025Wealthspire Advisors LLC43,000$511K0.0%-55.0%0.000%
2/3/2025Private Advisor Group LLC49,945$594K0.0%-10.0%0.000%
1/31/2025Callahan Advisors LLC13,697$163K0.0%N/A0.000%
1/31/2025Robinson Capital Management LLC642,440$7.64M3.1%+19.4%0.000%
1/31/2025D.A. Davidson & CO.12,258$146K0.0%+13.9%0.000%
1/30/2025Allworth Financial LP2,255$27K0.0%+310.0%0.000%
1/29/2025Van ECK Associates Corp351,719$4.18M0.0%+28.3%0.000%
1/29/2025Wagner Wealth Management LLC39,081$465K0.1%-19.7%0.000%
1/27/2025Tyche Wealth Partners LLC32,605$388K0.1%-11.9%0.000%
1/24/2025Catalina Capital Group LLC22,641$269K0.1%+8.9%0.000%
1/22/2025Kennedy Investment Group167,737$1.99M0.9%-9.4%0.000%
1/17/2025Avior Wealth Management LLC4,500$54K0.0%N/A0.000%
1/15/2025Lauer 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%
7/31/2024 Rothschild 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%
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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%
7/10/2024Hilltop 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%
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%
(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, 100 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), Rivernorth Capital Management LLC ($9.71M), Guggenheim Capital LLC ($9.48M), Hennion & Walsh Asset Management Inc. ($9.28M), 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 80 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 4,581,243 shares in the last 24 months. This purchase volume represents approximately $54.10M in transactions.

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

Of the 45 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. ($501.63K), 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 2,283,057 shares in the last 24 months. This volume of shares sold represents approximately $27.75M in transactions.


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This page (NYSE:IIM) was last updated on 4/18/2025 by MarketBeat.com Staff
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