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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
10,616
shares
|
$127,392
0.0% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
10,524
shares
|
$126,288
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Feb 13, 2025 Q4 2024 |
10,460
shares
|
$125,520
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
8,855
shares
|
$106,260
0.0% of portfolio
|
Q4 2024
Added 29.18%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
8,471
shares
|
$101,652
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
6,810
shares
|
$81,720
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
6,600
shares
|
$79,200
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
5,000
shares
|
$60,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
4,500
shares
|
$54,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,051
shares
|
$48,612
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
4,000
shares
|
$48,000
0.0% of portfolio
|
Q1 2020
Reduced 23.08%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,502
shares
|
$42,024
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
3,260
shares
|
$39,120
0.01% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
2,721
shares
|
$32,652
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,255
shares
|
$27,060
0.0% of portfolio
|
Q4 2024
Added 310.0%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,000
shares
|
$24,000
0.0% of portfolio
|
Q3 2024
Added 233.33%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,885
shares
|
$22,620
0.0% of portfolio
|
Q1 2024
Reduced 74.41%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,806
shares
|
$21,672
0.0% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,473
shares
|
$17,676
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,058
shares
|
$12,696
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,000
shares
|
$12,000
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
800
shares
|
$9,600
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
600
shares
|
$7,200
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
503
shares
|
$6,036
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
500
shares
|
$6,000
0.0% of portfolio
|
Q1 2024
New holding
|