Purchases and Sales Made in Q2 2025 in Invesco Value Municipal Income Trust (IIM)
This table provides information about the institutional ownership of Invesco Value Municipal Income Trust (IIM) during Q2 2025. The information is specifically focused on institutions that hold shares of Invesco Value Municipal Income Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
76.2K+ 33000.43% |
$862K - $923K
|
76.5K
$960K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.6K+ 15.98% |
$730K - $782K
|
469K
$5.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
58KNew |
$656K - $702K
|
58K
$728K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.2K+ 3.76% |
$274K - $293K
|
667K
$8.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.2KNew |
$262K - $280K
|
23.2K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
22.8K+ 3.91% |
$258K - $276K
|
605K
$7.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
21.3K+ 42.57% |
$241K - $258K
|
71.4K
$896K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19.3KNew |
$219K - $234K
|
19.3K
$242K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.6K+ 22.0% |
$176K - $189K
|
86.4K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
14.5KNew |
$163K - $175K
|
14.5K
$181K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13.9KNew |
$157K - $168K
|
13.9K
$174K
|
|
|
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 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1K+ 8.31% |
$137K - $147K
|
158K
$1.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.5KNew |
$130K - $140K
|
11.5K
$145K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.5K+ 28.99% |
$130K - $140K
|
51.3K
$643K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.87K+ 11.89% |
$77.7K - $83.1K
|
64.6K
$811K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.44K+ 35.47% |
$50.2K - $53.7K
|
16.9K
$213K
|
|
|
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 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
3.04K+ 132.65% |
$34.3K - $36.8K
|
5.32K
$66.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3K+ 19.74% |
$33.9K - $36.3K
|
18.2K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.87K+ 9.06% |
$32.4K - $34.7K
|
34.5K
$433K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2.3K+ 115000.0% |
$26K - $27.9K
|
2.3K
$28.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.06K+ 4.33% |
$23.3K - $25K
|
49.7K
$624K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.97K+ 1.39% |
$22.3K - $23.9K
|
144K
$1.8M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.72K+ 2.97% |
$19.5K - $20.8K
|
59.7K
$749K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.72K+ 2.97% |
$19.5K - $20.8K
|
59.7K
$749K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.6K+ 1.73% |
$18.1K - $19.4K
|
93.9K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1K+ 0.13% |
$11.3K - $12.1K
|
788K
$9.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
794+ 1.99% |
$8.98K - $9.62K
|
40.6K
$510K
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
681+ 6.38% |
$7.7K - $8.25K
|
11.4K
$142K
|
|
|
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
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 1.91% |
$45.2 - $48.4
|
213
$2.67K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-4- 0.01% |
$45.2 - $48.4
|
55.2K
$692K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-216- 2.51% |
$2.44K - $2.62K
|
8.39K
$105K
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-290- 2.1% |
$3.28K - $3.51K
|
13.5K
$170K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-823- 0.36% |
$9.31K - $9.97K
|
230K
$2.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.11K- 8.0% |
$12.5K - $13.4K
|
12.7K
$160K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.81K- 4.18% |
$20.4K - $21.9K
|
41.4K
$519K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2K- 13.07% |
$22.6K - $24.2K
|
13.3K
$167K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.25K- 9.23% |
$25.4K - $27.2K
|
22.1K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.6K- 3.18% |
$29.4K - $31.5K
|
79.1K
$993K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.68K- 25.25% |
$41.6K - $44.5K
|
10.9K
$137K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.23K- 3.9% |
$47.8K - $51.2K
|
104K
$1.31M
|
|