Latest Institutional Transactions on Invesco Value Municipal Income Trust (IIM)
This table provides information on the latest institutional transactions involving Invesco Value Municipal Income Trust (IIM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
104K+ 19.38% |
$1.22M - $1.35M
|
642K
$7.78M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.5K+ 13.94% |
$17.6K - $19.4K
|
12.3K
$148K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
291+ 0.54% |
$3.41K - $3.76K
|
54.3K
$658K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
13.7KNew |
$160K - $177K
|
13.7K
$166K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
8+ 1.99% |
$93.7 - $103
|
411
$4.98K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.71K+ 310.0% |
$20K - $22K
|
2.26K
$27.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-534- 1.58% |
$6.25K - $6.9K
|
33.3K
$403K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
77.5K+ 28.27% |
$908K - $1M
|
352K
$4.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-9.58K- 19.69% |
$112K - $124K
|
39.1K
$473K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-4.41K- 11.9% |
$51.6K - $57K
|
32.6K
$395K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
34+ 1.92% |
$398 - $440
|
1.81K
$21.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.86K+ 8.93% |
$21.7K - $24K
|
22.6K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-17.4K- 9.41% |
$204K - $225K
|
168K
$2.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.5KNew |
$52.7K - $58.2K
|
4.5K
$54.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
16KNew |
$187K - $207K
|
16K
$194K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-139K- 12.61% |
$1.63M - $1.8M
|
966K
$11.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
732+ 1.91% |
$8.57K - $9.46K
|
39.1K
$473K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.62K- 2.32% |
$19K - $21K
|
68.4K
$828K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 1.49% |
$35.1 - $38.8
|
205
$2.48K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-588- 0.12% |
$7.17K - $7.64K
|
506K
$6.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.12K+ 1.63% |
$25.8K - $27.5K
|
132K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1K+ 4.23% |
$12.2K - $13K
|
24.6K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.56K+ 198.69% |
$55.6K - $59.2K
|
6.86K
$83K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.5K- 8.98% |
$18.3K - $19.5K
|
15.2K
$184K
|
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-11.4K- 51.24% |
$139K - $148K
|
10.8K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.37K- 19.97% |
$89.8K - $95.7K
|
29.5K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.3K+ 43.17% |
$259K - $276K
|
70.5K
$854K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.76K+ 12.22% |
$82.4K - $87.8K
|
62.1K
$752K
|
|
|
Nov 14, 2024
Q3 2024
|
Westchester Capital Management, LLC
Valhalla, NY |
SELL
|
- |
-25K- 29.42% |
$305K - $325K
|
60K
$726K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
574K+ 56.81% |
$7M - $7.46M
|
1.59M
$19.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.9KNew |
$158K - $168K
|
12.9K
$157K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-406K- 90.65% |
$4.95M - $5.27M
|
41.9K
$507K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-117K- 40.8% |
$1.42M - $1.52M
|
169K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-308K- 28.98% |
$3.75M - $4M
|
754K
$9.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.2K+ 1.93% |
$14.6K - $15.6K
|
63.3K
$766K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.6K+ 59.7% |
$129K - $138K
|
28.4K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.1K+ 5.35% |
$354K - $378K
|
572K
$6.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-16.6K- 10.7% |
$202K - $216K
|
139K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
7.37K+ 5.19% |
$89.9K - $95.8K
|
149K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.1K- 22.96% |
$196K - $209K
|
53.9K
$652K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15K- 4.18% |
$182K - $194K
|
343K
$4.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.1K- 9.87% |
$86.6K - $92.3K
|
64.9K
$785K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.4K- 15.34% |
$41.4K - $44.2K
|
18.8K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-66.5K- 7.44% |
$810K - $864K
|
827K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.1K+ 17.98% |
$270K - $287K
|
145K
$1.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
365+ 3.56% |
$4.45K - $4.74K
|
10.6K
$129K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
800New |
$9.75K - $10.4K
|
800
$9.69K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-624- 8.39% |
$7.61K - $8.11K
|
6.81K
$82.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-24.7K- 24.75% |
$301K - $320K
|
75K
$908K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.4K+ 233.33% |
$17.1K - $18.2K
|
2K
$24.2K
|
|