Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Invesco Value Municipal Income Trust, to m.in Retirement Planning Group, CIBC Bancorp USA Inc., Quantinno Capital Management LP, RWM Asset Management, LLC, Abound Wealth Management, i Jones Financial Companies Lllp .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
