Institutional Ownership Invesco Value Municipal Income Trust (IIM)
This table provides information about the institutional ownership of Invesco Value Municipal Income Trust (IIM). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 10.8 Million shares, which have been reported (via 13F filing form) to have a value of $129 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
68,376
shares
|
$820,512
0.02% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
66,512
shares
|
$798,144
0.0% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
64,425
shares
|
$773,100
0.05% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
63,978
shares
|
$767,736
0.0% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
63,050
shares
|
$756,600
0.0% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
62,281
shares
|
$747,372
0.0% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
54,321
shares
|
$651,852
0.3% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
50,253
shares
|
$603,036
0.0% of portfolio
|
Q4 2024
Added 70.12%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
50,000
shares
|
$600,000
0.0% of portfolio
|
Q4 2024
Reduced 23.08%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
49,945
shares
|
$599,340
0.0% of portfolio
|
Q4 2024
Reduced 10.02%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
49,522
shares
|
$594,264
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
49,522
shares
|
$594,264
0.12% of portfolio
|
Q2 2023
Added 0.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
47,134
shares
|
$565,608
0.0% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
44,081
shares
|
$528,972
0.0% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
43,592
shares
|
$523,104
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
43,000
shares
|
$516,000
0.01% of portfolio
|
Q4 2024
Reduced 55.05%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
40,406
shares
|
$484,872
0.0% of portfolio
|
Q4 2024
Reduced 24.99%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
39,090
shares
|
$469,080
0.2% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
39,081
shares
|
$468,972
0.16% of portfolio
|
Q4 2024
Reduced 19.69%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
33,250
shares
|
$399,000
0.03% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
32,605
shares
|
$391,260
0.08% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 15, 2025 Q4 2024 |
28,741
shares
|
$344,892
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,183
shares
|
$338,196
0.0% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
25,617
shares
|
$307,404
0.0% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
24,353
shares
|
$292,236
0.0% of portfolio
|
Q4 2024
Reduced 12.11%
|