Invesco Value Municipal Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.21 M | $14.77 M | -28.06% | 2.58% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.04 M | $12.70 M | -6.70% | 2.22% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 712.55 K | $8.66 M | 12.29% | 1.51% |
| MORGAN STANLEY | 05/15/2026 | 681.89 K | $8.29 M | 1.06% | 1.45% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 597.88 K | $7.27 M | 4.73% | 1.27% |
| UBS GROUP AG | 05/05/2026 | 588.68 K | $7.16 M | 0.07% | 1.25% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 261.99 K | $3.19 M | 8.86% | 0.56% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 259.78 K | $3.16 M | 5.66% | 0.55% |
| WAGNER WEALTH MANAGEMENT, LLC | 04/24/2026 | 256.10 K | $3.11 M | 9.83% | 0.54% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 234.33 K | $2.85 M | 100.00% | 0.50% |
| LPL FINANCIAL LLC | 05/06/2026 | 186.35 K | $2.27 M | -22.98% | 0.40% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 170.39 K | $2.07 M | 8.28% | 0.36% |
| TCG ADVISORY SERVICES, LLC | 05/15/2026 | 170.00 K | $2.07 M | 0.30% | 0.36% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 165.33 K | $2.01 M | 7.67% | 0.35% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 108.69 K | $1.32 M | -11.39% | 0.23% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 106.22 K | $1.29 M | -1.76% | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 95.46 K | $1.16 M | -0.83% | 0.20% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 91.63 K | $1.11 M | 0.52% | 0.19% |
| WHIPPLEWOOD ADVISORS, LLC | 04/30/2026 | 81.89 K | $995.76 K | -1.29% | 0.17% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 72.54 K | $882.06 K | 0.00% | 0.15% |
| ROYAL BANK OF CANADA | 05/15/2026 | 65.64 K | $798.00 K | 0.48% | 0.14% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 59.44 K | $722.73 K | 7.48% | 0.13% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 58.36 K | $710.00 K | 32.85% | 0.12% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 52.52 K | $638.62 K | 21.13% | 0.11% |
| RETIREMENT PLANNING GROUP | 05/04/2026 | 45.55 K | $553.91 K | 100.00% | 0.10% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 44.39 K | $539.77 K | -13.75% | 0.09% |
| LEXAURUM ADVISORS, LLC | 04/13/2026 | 43.70 K | $531.44 K | 100.00% | 0.09% |
| DAVIS INVESTMENT PARTNERS, LLC | 04/20/2026 | 43.01 K | $522.95 K | 1.88% | 0.09% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 41.74 K | $507.53 K | -68.05% | 0.09% |
| JANE STREET GROUP, LLC | 05/12/2026 | 37.70 K | $458.48 K | 25.16% | 0.08% |
| TYCHE WEALTH PARTNERS LLC | 05/06/2026 | 34.84 K | $423.66 K | 0.00% | 0.07% |
| WEALTH QUARTERBACK LLC | 04/09/2026 | 30.88 K | $375.46 K | -43.02% | 0.07% |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 04/24/2026 | 27.95 K | $339.91 K | 56.11% | 0.06% |
| FORTITUDE ADVISORY GROUP L.L.C. | 04/28/2026 | 26.60 K | $323.46 K | 0.00% | 0.06% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 26.04 K | $316.59 K | -2.48% | 0.06% |
| SAVANT CAPITAL, LLC | 05/04/2026 | 25.77 K | $313.35 K | 10.52% | 0.05% |
| GRIDIRON PARTNERS, LLC | 04/13/2026 | 25.23 K | $306.83 K | -12.21% | 0.05% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 24.43 K | $297.08 K | 63.63% | 0.05% |
| 05/12/2026 | 24.32 K | $295.78 K | 100.00% | 0.05% | |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 23.61 K | $287.14 K | -4.45% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 21.55 K | $262.09 K | 223.09% | 0.05% |
| WESCAP MANAGEMENT GROUP, INC. | 05/12/2026 | 20.24 K | $246.17 K | 100.00% | 0.04% |
| NUVEEN, LLC | 04/30/2026 | 19.25 K | $234.09 K | 0.00% | 0.04% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 18.20 K | $221.31 K | 19.74% | 0.04% |
| HOLLENCREST CAPITAL MANAGEMENT | 05/07/2026 | 18.18 K | $221.07 K | 12.45% | 0.04% |
| FAMILY MANAGEMENT CORP | 05/15/2026 | 17.53 K | $213.12 K | 0.00% | 0.04% |
| LAUER WEALTH, LLC | 04/13/2026 | 16.50 K | $203.12 K | 0.00% | 0.04% |
| 05/08/2026 | 14.28 K | $173.61 K | 1.87% | 0.03% | |
| UNITING WEALTH PARTNERS, LLC | 04/22/2026 | 13.87 K | $168.70 K | 100.00% | 0.03% |
| US BANCORP \DE\ | 05/15/2026 | 13.10 K | $159.26 K | 0.00% | 0.03% |
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Invesco Value Municipal Income Trust institutional Ownership - FAQ's
During the previous two years, 150 institutional investors and hedge funds held shares of Invesco Value Municipal Income Trust. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 1.21 M
GUGGENHEIM CAPITAL LLC: 1.04 M
Hennion & Walsh Asset Management, Inc.: 712,545
MORGAN STANLEY: 681,888
WELLS FARGO & COMPANY/MN: 597,877
UBS Group AG: 588,675
17.47% of Invesco Value Municipal Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 9.89 M shares in the last 24 months. This purchase volume represents approximately $128.82 M in transactions.