Latest Institutional Purchases of Invesco Value Municipal Income Trust (IIM)
This list provides information on the latest institutional transactions involving Invesco Value Municipal Income Trust (IIM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
123K+ 15.58% |
$1.38M - $1.54M
|
910K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
122K+ 70.84% |
$1.37M - $1.53M
|
295K
$3.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
122K+ 424.16% |
$1.37M - $1.53M
|
151K
$1.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
122K+ 25.93% |
$1.36M - $1.53M
|
590K
$7.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
98.8K+ 13.55% |
$1.11M - $1.24M
|
828K
$10.4M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
59.3K+ 577.89% |
$666K - $744K
|
69.5K
$873K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
58.6K+ 82.04% |
$658K - $735K
|
130K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.4K+ 56.42% |
$409K - $457K
|
101K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.4K+ 8.87% |
$196K - $219K
|
214K
$2.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
12.9KNew |
$144K - $161K
|
12.9K
$161K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
12.2KNew |
$137K - $153K
|
12.2K
$153K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
11.5KNew |
$129K - $144K
|
11.5K
$144K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
10KNew |
$113K - $126K
|
10K
$126K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7.35K+ 9.62% |
$82.6K - $92.3K
|
83.8K
$1.05M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.68KNew |
$75K - $83.9K
|
6.68K
$83.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
5.46K+ 2.37% |
$61.3K - $68.5K
|
236K
$2.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.33KNew |
$48.7K - $54.4K
|
4.33K
$54.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.29K+ 8.37% |
$48.2K - $53.9K
|
55.6K
$697K
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
2.33K+ 20.55% |
$26.2K - $29.3K
|
13.7K
$172K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.24K+ 16.15% |
$25.2K - $28.2K
|
16.1K
$203K
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.14K+ 8.77% |
$24.1K - $26.9K
|
26.6K
$334K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.85K+ 10.69% |
$20.7K - $23.2K
|
19.1K
$240K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.33KNew |
$15K - $16.7K
|
1.33K
$16.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1KNew |
$11.2K - $12.6K
|
1K
$12.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
860+ 2.08% |
$9.66K - $10.8K
|
42.2K
$530K
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
802+ 1.97% |
$9.01K - $10.1K
|
41.4K
$520K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
675+ 0.47% |
$7.58K - $8.47K
|
144K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
640+ 9.15% |
$7.19K - $8.03K
|
7.64K
$95.8K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
600New |
$6.74K - $7.53K
|
600
$7.53K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
300+ 28.36% |
$3.37K - $3.77K
|
1.36K
$17K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
278+ 1.97% |
$3.12K - $3.49K
|
14.4K
$180K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
196+ 0.23% |
$2.2K - $2.46K
|
86.6K
$1.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
189+ 0.33% |
$2.12K - $2.37K
|
58.2K
$730K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
45+ 1.95% |
$505 - $565
|
2.35K
$29.5K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 2.82% |
$67.4 - $75.3
|
219
$2.75K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.2KNew |
$262K - $280K
|
23.2K
$291K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19.3KNew |
$219K - $234K
|
19.3K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
14.5KNew |
$163K - $175K
|
14.5K
$181K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
13K+ 354.48% |
$147K - $158K
|
16.7K
$209K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
12.5KNew |
$142K - $152K
|
12.5K
$157K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.5KNew |
$130K - $140K
|
11.5K
$145K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.33KNew |
$49K - $52.5K
|
4.33K
$54.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
4.21KNew |
$47.6K - $51K
|
4.21K
$52.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3K+ 19.74% |
$33.9K - $36.3K
|
18.2K
$228K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.72K+ 2.97% |
$19.5K - $20.8K
|
59.7K
$749K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
679New |
$7.68K - $8.22K
|
679
$8.52K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
654+ 181.67% |
$7.4K - $7.92K
|
1.01K
$12.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
82+ 1.99% |
$927 - $993
|
4.21K
$52.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
14+ 1.3% |
$158 - $170
|
1.09K
$13.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 2.02% |
$79.2 - $84.8
|
354
$4.44K
|
|