Purchases and Sales Made in Q4 2022 in Invesco Value Municipal Income Trust (IIM)
This table provides information about the institutional ownership of Invesco Value Municipal Income Trust (IIM) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
77New |
$844 - $969
|
77
$947
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 1.1% |
$21.9 - $25.2
|
183
$2.25K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-254- 0.45% |
$2.78K - $3.2K
|
55.7K
$685K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-428- 3.4% |
$4.69K - $5.39K
|
12.1K
$149K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.04K- 28.66% |
$22.4K - $25.7K
|
5.09K
$62.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.5K- 9.57% |
$27.4K - $31.5K
|
23.6K
$290K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.5K- 9.57% |
$27.4K - $31.5K
|
23.6K
$290K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.58K- 58.16% |
$28.3K - $32.5K
|
1.86K
$22.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.14K- 5.5% |
$34.4K - $39.5K
|
53.9K
$663K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-3.16K- 8.81% |
$34.6K - $39.8K
|
32.7K
$402K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.51K- 22.28% |
$38.5K - $44.2K
|
12.3K
$151K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.56K- 26.21% |
$50K - $57.4K
|
12.8K
$158K
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-8.5K- 2.15% |
$93.1K - $107K
|
387K
$4.76M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.62K- 38.35% |
$94.5K - $109K
|
13.9K
$170K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-8.64K- 10.73% |
$94.7K - $109K
|
71.9K
$884K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13K- 68.24% |
$142K - $164K
|
6.05K
$74.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-14.3K- 35.0% |
$157K - $180K
|
26.6K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-15.5K- 3.69% |
$170K - $195K
|
405K
$4.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-17.2K- 32.74% |
$189K - $217K
|
35.3K
$435K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.6K- 14.48% |
$193K - $222K
|
104K
$1.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-41.5K- 25.3% |
$455K - $522K
|
122K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-63.5K- 21.43% |
$696K - $800K
|
233K
$2.87M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-158K- 15.43% |
$1.74M - $1.99M
|
868K
$10.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-261K- 88.28% |
$2.86M - $3.29M
|
34.6K
$426K
|