Invesco Value Municipal Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 1.16 M | $14.80 M | 63.22% | 2.47% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 986.93 K | $12.56 M | -5.50% | 2.10% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 712.87 K | $9.07 M | -41.30% | 1.51% |
| MORGAN STANLEY | 08/13/2026 | 691.70 K | $8.81 M | 1.44% | 1.47% |
| UBS GROUP AG | 08/13/2026 | 589.93 K | $7.51 M | 0.21% | 1.25% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 571.99 K | $7.28 M | -4.33% | 1.21% |
| WAGNER WEALTH MANAGEMENT, LLC | 07/24/2026 | 341.85 K | $4.35 M | 33.49% | 0.73% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 318.46 K | $4.05 M | 22.59% | 0.68% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 269.30 K | $3.43 M | 2.79% | 0.57% |
| LPL FINANCIAL LLC | 08/07/2026 | 219.42 K | $2.79 M | 17.74% | 0.47% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 200.09 K | $2.55 M | 17.43% | 0.43% |
| TCG ADVISORY SERVICES, LLC | 07/31/2026 | 170.00 K | $2.16 M | 0.00% | 0.36% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 163.90 K | $2.09 M | 78.88% | 0.35% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 155.84 K | $1.98 M | -5.74% | 0.33% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 117.65 K | $1.50 M | 8.24% | 0.25% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 108.39 K | $1.38 M | 2.05% | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 100.28 K | $1.28 M | 5.05% | 0.21% |
| WHIPPLEWOOD ADVISORS, LLC | 07/27/2026 | 80.63 K | $1.03 M | -1.54% | 0.17% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 71.56 K | $929.05 K | 20.40% | 0.15% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 70.54 K | $897.95 K | -2.76% | 0.15% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 62.12 K | $791.00 K | 6.45% | 0.13% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 55.26 K | $703.48 K | 5.22% | 0.12% |
| ROYAL BANK OF CANADA | 08/14/2026 | 54.02 K | $687.00 K | -17.70% | 0.11% |
| LEXAURUM ADVISORS, LLC | 07/15/2026 | 44.52 K | $566.74 K | 1.87% | 0.09% |
| DAVIS INVESTMENT PARTNERS, LLC | 08/07/2026 | 43.82 K | $557.78 K | 1.88% | 0.09% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 40.40 K | $514.29 K | -8.99% | 0.09% |
| RETIREMENT PLANNING GROUP | 08/05/2026 | 38.86 K | $494.71 K | -14.69% | 0.08% |
| TYCHE WEALTH PARTNERS LLC | 08/06/2026 | 34.84 K | $443.52 K | 0.00% | 0.07% |
| WEALTH QUARTERBACK LLC | 07/27/2026 | 31.07 K | $395.48 K | 0.62% | 0.07% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 30.43 K | $387.39 K | 24.56% | 0.06% |
| FORTITUDE ADVISORY GROUP L.L.C. | 07/22/2026 | 28.52 K | $363.06 K | 7.22% | 0.06% |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 07/22/2026 | 28.21 K | $359.15 K | 0.93% | 0.06% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 23.61 K | $300.60 K | 0.00% | 0.05% |
| CIBC BANCORP USA INC. | 08/13/2026 | 23.33 K | $297.00 K | -4.08% | 0.05% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 20.70 K | $263.53 K | -20.48% | 0.04% |
| WESCAP MANAGEMENT GROUP, INC. | 08/11/2026 | 20.24 K | $257.71 K | 0.00% | 0.04% |
| NUVEEN, LLC | 08/11/2026 | 19.25 K | $245.07 K | 0.00% | 0.04% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 18.20 K | $231.69 K | 0.00% | 0.04% |
| HOLLENCREST CAPITAL MANAGEMENT | 08/13/2026 | 18.18 K | $231.43 K | 0.00% | 0.04% |
| XTX TOPCO LTD | 08/14/2026 | 18.14 K | $230.88 K | 100.00% | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 18.04 K | $229.70 K | 136.33% | 0.04% |
| FAMILY MANAGEMENT CORP | 08/14/2026 | 17.53 K | $223.11 K | 0.00% | 0.04% |
| LAUER WEALTH, LLC | 07/15/2026 | 16.50 K | $212.03 K | 0.00% | 0.04% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 16.10 K | $204.93 K | 30.25% | 0.03% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 15.11 K | $192.32 K | -29.90% | 0.03% |
| ZINNIA WEALTH ADVISORY, LLC | 07/30/2026 | 14.55 K | $185.17 K | 1.88% | 0.03% |
| UNITING WEALTH PARTNERS, LLC | 08/06/2026 | 13.93 K | $177.27 K | 0.38% | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 13.50 K | $171.89 K | 18.86% | 0.03% |
| GRIDIRON PARTNERS, LLC | 08/05/2026 | 13.46 K | $171.30 K | -46.67% | 0.03% |
| US BANCORP \DE\ | 08/12/2026 | 13.10 K | $166.73 K | 0.00% | 0.03% |
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Invesco Value Municipal Income Trust institutional Ownership - FAQ's
During the previous two years, 149 institutional investors and hedge funds held shares of Invesco Value Municipal Income Trust. The most heavily invested institutionals were:
Hennion & Walsh Asset Management, Inc.: 1.16 M
GUGGENHEIM CAPITAL LLC: 986,932
BANK OF AMERICA CORP /DE/: 712,866
MORGAN STANLEY: 691,698
UBS Group AG: 589,926
WELLS FARGO & COMPANY/MN: 571,987
17.10% of Invesco Value Municipal Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 9.77 M shares in the last 24 months. This purchase volume represents approximately $127.16 M in transactions.