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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2K+ 29.18% |
$23.4K - $25.9K
|
8.86K
$107K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
75.6KNew |
$886K - $978K
|
75.6K
$912K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
360New |
$4.22K - $4.65K
|
360
$4.34K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-52.7K- 55.05% |
$617K - $681K
|
43K
$519K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
291+ 0.54% |
$3.41K - $3.76K
|
54.3K
$655K
|
|
|
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
|
Robinson Capital Management, LLC
|
BUY
|
- |
104K+ 19.38% |
$1.22M - $1.35M
|
642K
$7.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
13.7KNew |
$160K - $177K
|
13.7K
$165K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.56K- 10.02% |
$65.1K - $71.9K
|
49.9K
$602K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.71K+ 310.0% |
$20K - $22K
|
2.26K
$27.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
8+ 1.99% |
$93.7 - $103
|
411
$4.96K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-534- 1.58% |
$6.25K - $6.9K
|
33.3K
$401K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
77.5K+ 28.27% |
$908K - $1M
|
352K
$4.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-9.58K- 19.69% |
$112K - $124K
|
39.1K
$471K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-4.41K- 11.9% |
$51.6K - $57K
|
32.6K
$393K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
34+ 1.92% |
$398 - $440
|
1.81K
$21.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.86K+ 8.93% |
$21.7K - $24K
|
22.6K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-17.4K- 9.41% |
$204K - $225K
|
168K
$2.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.5KNew |
$52.7K - $58.2K
|
4.5K
$54.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-139K- 12.61% |
$1.63M - $1.8M
|
966K
$11.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
16KNew |
$187K - $207K
|
16K
$193K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
732+ 1.91% |
$8.57K - $9.46K
|
39.1K
$471K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.62K- 2.32% |
$19K - $21K
|
68.4K
$825K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 1.49% |
$35.1 - $38.8
|
205
$2.47K
|
|
| Q3 2024 | |||||||
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
6.6KNew |
$80.5K - $85.7K
|
6.6K
$79.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.9KNew |
$158K - $168K
|
12.9K
$156K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-406K- 90.65% |
$4.95M - $5.27M
|
41.9K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.5K- 8.98% |
$18.3K - $19.5K
|
15.2K
$183K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
365+ 3.56% |
$4.45K - $4.74K
|
10.6K
$128K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.4K- 15.34% |
$41.4K - $44.2K
|
18.8K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
800New |
$9.75K - $10.4K
|
800
$9.65K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.4K+ 233.33% |
$17.1K - $18.2K
|
2K
$24.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.47KNew |
$18K - $19.1K
|
1.47K
$17.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-4.8K- 23.53% |
$58.5K - $62.4K
|
15.6K
$188K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
152K+ 338.53% |
$1.85M - $1.97M
|
197K
$2.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31+ 0.11% |
$378 - $403
|
28.2K
$340K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.5K- 2.28% |
$18.3K - $19.5K
|
64.4K
$777K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
464New |
$5.66K - $6.03K
|
464
$5.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
251New |
$3.06K - $3.26K
|
251
$3.03K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-40- 1.21% |
$488 - $520
|
3.26K
$39.3K
|
|
| Q2 2024 | |||||||
|
Jan 31, 2025
Q2 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
48.6K+ 289.29% |
$550K - $600K
|
65.4K
$789K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.97KNew |
$22.2K - $24.3K
|
1.97K
$23.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.7KNew |
$132K - $144K
|
11.7K
$141K
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
40KNew |
$452K - $494K
|
40K
$482K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
25.9K+ 15.12% |
$293K - $320K
|
197K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
4.52KNew |
$51.1K - $55.7K
|
4.52K
$54.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
26.9K+ 160.12% |
$304K - $332K
|
43.7K
$527K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2+ 100.0% |
$22.6 - $24.7
|
4
$48.2
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.06KNew |
$12K - $13.1K
|
1.06K
$12.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
31.7K+ 43.07% |
$359K - $391K
|
105K
$1.27M
|
|