Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Invesco Value Municipal Income Trust inkluderer Balyasny Asset Management Llc, Cornerstone Wealth Management, LLC, River Street Advisors LLC, XTX Topco Ltd, og Atlantic Union Bankshares Corp .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 679 | 8 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 787 652 | 0,13 | 9 168 | −2,63 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 59 680 | 2,97 | 694 | 0,00 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 11 353 | 6,38 | 132 | 3,94 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 666 905 | 3,76 | 7 763 | 0,90 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 014 | 181,67 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 4 332 | 8,30 | 52 | 8,51 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 11 536 | 134 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4 332 | 50 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 86 366 | 11,24 | 1 005 | 8,18 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 71 377 | 42,57 | 831 | 38,56 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 76 462 | 33 000,43 | 890 | −2,63 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 93 857 | 1,73 | 1 092 | −1,09 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 49 731 | 4,33 | 579 | 1,40 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 323 | 132,65 | 62 | 134,62 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 16 693 | 354,48 | 194 | 351,16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 51 266 | 28,99 | 597 | 25,47 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 158 360 | 8,31 | 1 843 | 5,31 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 088 | 1,30 | 13 | 0,00 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 213 | 1,91 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 19 321 | 225 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4 210 | 1,99 | 49 | 0,00 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 14 454 | 168 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 64 589 | 11,89 | 752 | 8,84 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 4 208 | 49 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 2 302 | 115 000,00 | 27 | −18,75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 143 575 | 1,39 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 12 514 | 146 | ||||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 40 634 | 1,99 | 475 | 3,71 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 13 893 | 162 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 354 | 2,02 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 605 188 | 3,91 | 7 044 | 1,05 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 16 945 | 35,47 | 197 | 32,21 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 34 524 | 9,06 | 402 | 6,08 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18 200 | 19,74 | 212 | 16,57 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 16 508 | 192 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 468 692 | 15,98 | 5 456 | 12,78 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 23 153 | 270 |
