Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Invesco Value Municipal Income Trust termasuk 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 pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan 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 |
