Invesco Value Municipal Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 674.73 K | $8.31 M | 1.29% | 1.43% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 634.56 K | $7.82 M | -23.33% | 1.35% |
| UBS GROUP AG | 01/29/2026 | 588.28 K | $7.25 M | 0.80% | 1.25% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 570.87 K | $7.03 M | -3.28% | 1.21% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 245.87 K | $3.03 M | 14.90% | 0.52% |
| LPL FINANCIAL LLC | 02/11/2026 | 241.97 K | $2.98 M | -17.88% | 0.51% |
| WAGNER WEALTH MANAGEMENT, LLC | 01/30/2026 | 233.18 K | $2.87 M | 79.45% | 0.50% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 232.78 K | $2.87 M | -13.14% | 0.49% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 153.55 K | $1.89 M | 6.45% | 0.33% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 130.65 K | $1.61 M | -31.43% | 0.28% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 108.12 K | $1.33 M | 8.72% | 0.23% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 72.54 K | $893.67 K | 4.31% | 0.15% |
| ROYAL BANK OF CANADA | 02/17/2026 | 65.32 K | $804.00 K | 9.14% | 0.14% |
| WEALTH QUARTERBACK LLC | 01/15/2026 | 54.19 K | $667.63 K | -0.29% | 0.12% |
| HRT FINANCIAL LP | 02/12/2026 | 53.27 K | $656.00 K | 100.00% | 0.11% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 51.46 K | $634.03 K | -11.56% | 0.11% |
| LIDO ADVISORS, LLC | 02/10/2026 | 49.52 K | $621.50 K | 0.00% | 0.11% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 43.93 K | $541.00 K | 4.06% | 0.09% |
| DAVIS INVESTMENT PARTNERS, LLC | 01/06/2026 | 42.21 K | $521.33 K | 1.88% | 0.09% |
| TYCHE WEALTH PARTNERS LLC | 01/23/2026 | 34.84 K | $429.23 K | -1.40% | 0.07% |
| JANE STREET GROUP, LLC | 02/12/2026 | 30.13 K | $371.14 K | 100.00% | 0.06% |
| GRIDIRON PARTNERS, LLC | 01/08/2026 | 28.74 K | $354.09 K | -80.92% | 0.06% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 26.70 K | $328.91 K | -44.92% | 0.06% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 24.71 K | $304.47 K | 4.66% | 0.05% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 24.32 K | $299.67 K | 264.02% | 0.05% |
| SAVANT CAPITAL, LLC | 02/10/2026 | 23.32 K | $287.27 K | 103.30% | 0.05% |
| 02/11/2026 | 22.64 K | $278.94 M | 100.00% | 0.05% | |
| CATALINA CAPITAL GROUP, LLC | 01/16/2026 | 22.64 K | $278.94 K | 0.00% | 0.05% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 01/29/2026 | 19.32 K | $238.04 K | 0.00% | 0.04% |
| NUVEEN, LLC | 02/12/2026 | 19.25 K | $237.17 K | 0.00% | 0.04% |
| MARINER, LLC | 02/13/2026 | 19.22 K | $236.83 K | 0.57% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 17.95 K | $221.10 K | 100.00% | 0.04% |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 02/05/2026 | 17.91 K | $220.61 K | 10.96% | 0.04% |
| LAUER WEALTH, LLC | 01/12/2026 | 16.50 K | $206.91 K | 0.00% | 0.04% |
| HOLLENCREST CAPITAL MANAGEMENT | 02/12/2026 | 16.17 K | $199.18 K | 33.28% | 0.03% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 14.93 K | $183.95 K | 0.00% | 0.03% |
| US BANCORP \DE\ | 01/30/2026 | 13.10 K | $161.36 K | 0.00% | 0.03% |
| PLAN GROUP FINANCIAL, LLC | 02/03/2026 | 12.87 K | $158.50 K | 0.00% | 0.03% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 01/06/2026 | 12.60 K | $155.23 K | 100.00% | 0.03% |
| RIVER STREET ADVISORS LLC | 01/26/2026 | 12.51 K | $154.17 K | 0.00% | 0.03% |
| MARIDEA WEALTH MANAGEMENT LLC | 01/08/2026 | 12.16 K | $149.81 K | 0.00% | 0.03% |
| CITIZENS NATIONAL BANK TRUST DEPARTMENT | 01/30/2026 | 12.10 K | $149.07 K | -9.02% | 0.03% |
| LEGACY ADVISORS, LLC | 01/27/2026 | 12.08 K | $148.83 K | 100.00% | 0.03% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 10.89 K | $135.63 K | 0.00% | 0.02% |
| OPPENHEIMER & CO INC | 02/02/2026 | 10.12 K | $124.69 K | 0.38% | 0.02% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 10.03 K | $124.00 K | 0.00% | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 7.64 K | $94.06 K | 0.00% | 0.02% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 6.67 K | $82.19 K | -78.35% | 0.01% |
| HILLTOP NATIONAL BANK | 01/07/2026 | 4.21 K | $51.84 K | 0.00% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 4.19 K | $51.60 K | -65.21% | 0.01% |
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Invesco Value Municipal Income Trust institutional Ownership - FAQ's
During the previous two years, 128 institutional investors and hedge funds held shares of Invesco Value Municipal Income Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 674,730
Hennion & Walsh Asset Management, Inc.: 634,555
UBS Group AG: 588,281
WELLS FARGO & COMPANY/MN: 570,871
LPL Financial LLC: 241,967
Wagner Wealth Management, LLC: 233,176
9.43% of Invesco Value Municipal Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 6.59 M shares in the last 24 months. This purchase volume represents approximately $84.14 M in transactions.