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 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-274Closed |
$4.01K - $4.3K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-10.5KClosed |
$153K - $164K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-554Closed |
$8.11K - $8.7K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-400Closed |
$5.86K - $6.28K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.67KClosed |
$24K - $25.7K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.5KNew |
$150K - $161K
|
10.5K
$131K
|
|
|
Nov 13, 2020
Q3 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.44KClosed |
$20.7K - $22.2K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-200Closed |
$2.88K - $3.08K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Macroview Investment Management LLC
|
SELL
|
- |
-410- 37.1% |
$5.9K - $6.32K
|
695
$8.72K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-14.2KClosed |
$189K - $206K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-4.18KClosed |
$55.7K - $60.9K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11.8KClosed |
$157K - $172K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
SELL
|
- |
-2.5K- 16.03% |
$33.3K - $36.4K
|
13.1K
$164K
|
|
|
Aug 07, 2020
Q2 2020
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.63KClosed |
$48.3K - $52.8K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10.5KClosed |
$139K - $152K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-14.2KClosed |
$189K - $206K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.3KClosed |
$140K - $197K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Howard Marks
Oaktree Capital Management LP | Los Angeles, Ca
|
BUY
|
- |
365KNew |
$4.14M - $5.83M
|
365K
$4.58M
|
|
|
May 05, 2020
Q1 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-578Closed |
$6.56K - $9.24K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-90.9KClosed |
$1.03M - $1.45M
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2K+ 10.61% |
$22.7K - $32K
|
20.9K
$262K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.76KNew |
$57.4K - $58.6K
|
3.76K
$47.1K
|
|
|
Feb 13, 2020
Q4 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-22.7KClosed |
$347K - $354K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Prospera Financial Services Inc
|
SELL
|
- |
-25.4KClosed |
$389K - $397K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.89KClosed |
$28.9K - $29.5K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-985Closed |
$15.1K - $15.4K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-800Closed |
$12.2K - $12.5K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-88Closed |
$1.31K - $1.38K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-1.89KClosed |
$28.2K - $29.7K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-521Closed |
$7.44K - $7.94K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
77.9KNew |
$1.11M - $1.19M
|
77.9K
$978K
|
|
|
Jul 24, 2019
Q2 2019
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-10KClosed |
$143K - $152K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-1.83KClosed |
$26.1K - $27.9K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Nov 06, 2023
Q1 2019
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
100New |
$1.37K - $1.48K
|
100
$1.26K
|
|
|
May 15, 2019
Q1 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
11.4KNew |
$156K - $169K
|
11.4K
$143K
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3KClosed |
$41.2K - $44.4K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-4.16KClosed |
$57.2K - $61.6K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21KClosed |
$289K - $312K
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Whittier Trust CO
|
SELL
|
- |
-2.69KClosed |
$36.9K - $39.7K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Investors Research Corp
|
BUY
|
- |
274New |
$3.76K - $4.06K
|
274
$3.44K
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-2KClosed |
$27.5K - $29.6K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Apr 11, 2019
Q4 2018
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
43.6KNew |
$573K - $602K
|
43.6K
$547K
|
|
|
Feb 13, 2019
Q4 2018
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-247Closed |
$3.25K - $3.41K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.97KClosed |
$52.2K - $54.8K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Staley Capital Advisers Inc
|
SELL
|
- |
-29KClosed |
$381K - $400K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Sfmg, LLC
|
SELL
|
- |
-16.9KClosed |
$233K - $244K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
13.7KNew |
$189K - $198K
|
13.7K
$172K
|
|