Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Invesco Value Municipal Income Trust includono Retirement Planning Group, CIBC Bancorp USA Inc., Quantinno Capital Management LP, RWM Asset Management, LLC, Abound Wealth Management, e Jones Financial Companies Lllp .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Raymond James Financial Inc | 259.776 | 5,66 | 3.159 | 4,26 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 516 | 6 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.290 | 29,00 | 16 | 25,00 | ||||
| 2026-04-20 | 13F | Davis Investment Partners, LLC | 43.006 | 1,88 | 523 | 0,19 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 681.888 | 1,06 | 8.292 | -0,25 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 13.873 | 169 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 65.637 | 0,48 | 798 | -0,75 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 169.996 | 0,29 | 2.067 | -1,01 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 261.993 | 8,86 | 3 | 50,00 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 712.545 | 12,29 | 8.665 | 10,84 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 1.156 | 0 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 58.358 | 32,85 | 1 | |||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 20.244 | 246 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 59.435 | 7,48 | 723 | 6,02 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 153.548 | 6,45 | 1.892 | 189.000,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 597.877 | 4,73 | 7.270 | 3,37 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 12.359 | 150 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 91.627 | 0,52 | 1.114 | -0,80 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 18.200 | 19,74 | 221 | 18,18 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 18.180 | 12,45 | 221 | 11,06 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2.785 | 34 | ||||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 14.277 | 1,87 | 174 | 0,58 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 24.324 | 264,02 | 300 | 260,24 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 170.394 | 8,28 | 2.072 | 6,86 | ||||
| 2026-05-13 | 13F | Marex Group plc | 10.200 | 124 | ||||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 612 | 0,99 | 7 | 0,00 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 27.953 | 56,11 | 340 | 54,09 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 21.553 | 223,08 | 262 | 219,51 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 500 | 6 | ||||||
| 2026-05-04 | 13F | Retirement Planning Group | 45.552 | 554 | ||||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 226 | 1,80 | 3 | 0,00 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 800 | 10 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 59 | 1 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 11.859 | 8,94 | 143 | 5,19 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 234.328 | 2.849 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 52.518 | 21,13 | 639 | 19,48 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 2.925 | 1,18 | 36 | 0,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 11.360 | 138 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 25.769 | 10,52 | 313 | 9,06 | ||||
| 2026-05-05 | 13F | UBS Group AG | 588.675 | 0,07 | 7.158 | -1,23 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 12 | -77,55 | ||||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1.138 | 0 | ||||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 256.097 | 9,83 | 3.114 | 8,43 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 37.704 | 25,16 | 458 | 23,45 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 24.324 | 296 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 11.477 | 140 |
