Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Value Municipal Income Trust meliputi Balyasny Asset Management Llc, Cornerstone Wealth Management, LLC, River Street Advisors LLC, XTX Topco Ltd, dan Atlantic Union Bankshares Corp .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
