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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.48K- 74.41% |
$62.4K - $65.8K
|
1.89K
$23.2K
|
|
| Q4 2023 | |||||||
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
6.6KNew |
$65.9K - $77.7K
|
6.6K
$81.2K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.2KNew |
$122K - $144K
|
12.2K
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
13.9KNew |
$139K - $164K
|
13.9K
$172K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.04K- 22.3% |
$60.3K - $71.1K
|
21K
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-30.5K- 22.76% |
$304K - $359K
|
103K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
29.7KNew |
$296K - $349K
|
29.7K
$365K
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
28.7KNew |
$287K - $338K
|
28.7K
$354K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.9K+ 9.29% |
$19K - $22.4K
|
22.4K
$276K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
450New |
$4.49K - $5.3K
|
450
$5.54K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
503New |
$5.02K - $5.92K
|
503
$6.19K
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
10.5KNew |
$105K - $124K
|
10.5K
$130K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
422New |
$4.21K - $4.97K
|
422
$5.19K
|
|
| Q3 2023 | |||||||
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
757KNew |
$7.87M - $9.16M
|
757K
$9.31M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15KNew |
$156K - $182K
|
15K
$185K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
86+ 0.56% |
$894 - $1.04K
|
15.3K
$189K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
21.4KNew |
$223K - $259K
|
21.4K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-851- 5.34% |
$8.85K - $10.3K
|
15.1K
$186K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.6KNew |
$183K - $213K
|
17.6K
$217K
|
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
16.8KNew |
$175K - $203K
|
16.8K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
3.5KNew |
$36.4K - $42.4K
|
3.5K
$43.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-4.7K- 19.93% |
$48.9K - $56.9K
|
18.9K
$232K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.23K+ 26.58% |
$33.6K - $39.1K
|
15.4K
$189K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.57K+ 25.64% |
$37.2K - $43.2K
|
17.5K
$215K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.47K- 16.3% |
$25.6K - $29.8K
|
12.7K
$156K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
16.5KNew |
$172K - $200K
|
16.5K
$203K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1KNew |
$10.4K - $12.1K
|
1K
$12.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
4.79K+ 47.74% |
$49.8K - $57.9K
|
14.8K
$182K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
7.51KNew |
$78.1K - $90.8K
|
7.51K
$92.3K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
33.7KNew |
$381K - $414K
|
33.7K
$415K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
466+ 0.95% |
$5.26K - $5.71K
|
49.5K
$609K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12KNew |
$135K - $147K
|
12K
$147K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
5.16K+ 4.45% |
$58.2K - $63.2K
|
121K
$1.49M
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
43.1KNew |
$503K - $558K
|
43.1K
$531K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
3KNew |
$35K - $38.8K
|
3K
$36.9K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
17.2KNew |
$201K - $222K
|
17.2K
$212K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-779- 6.36% |
$9.08K - $10.1K
|
11.5K
$141K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
691New |
$8.06K - $8.93K
|
691
$8.5K
|
|
|
May 05, 2023
Q1 2023
|
Delphi Financial Group, Inc.
|
SELL
|
- |
-5.72K- 12.78% |
$66.6K - $73.9K
|
39K
$480K
|
|
|
Apr 20, 2023
Q1 2023
|
Goodwin Daniel L
|
BUY
|
- |
1K+ 0.88% |
$11.7K - $12.9K
|
114K
$1.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
16.1KNew |
$187K - $208K
|
16.1K
$197K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$119K - $137K
|
10.9K
$134K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
19.8KNew |
$217K - $249K
|
19.8K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.6K+ 10.28% |
$28.5K - $32.7K
|
27.9K
$343K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16K+ 9.86% |
$175K - $201K
|
178K
$2.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
541New |
$5.93K - $6.81K
|
541
$6.65K
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-14.3K- 35.0% |
$157K - $180K
|
26.6K
$327K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-3.16K- 8.81% |
$34.6K - $39.8K
|
32.7K
$402K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.34K+ 23.1% |
$58.5K - $67.2K
|
28.4K
$350K
|
|