Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Value Municipal Income Trust comprennent Balyasny Asset Management Llc, Cornerstone Wealth Management, LLC, River Street Advisors LLC, XTX Topco Ltd, et Atlantic Union Bankshares Corp .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
