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Get Institutions for : 
Invesco Insured Muni Inc (IIM)  
$11.43 0.01 (0.09%) as of 4:30 Tue 4/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 91    0
Total shares held : 
 9,689,819  
% of shares held : 
 46.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   12  
Amount of shares held : 
 766,216  
% of shares held change : 
   3.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $10.35  
Last Quarter's Ending Price : 
 $11.73  
Last Quarter's Average Price : 
 $10.95  
Change from last quarter's     
avg. price to the last closing  : 
0.48 (4.38%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 293,483
 3.03%
 
Increased Positions :
31
 1,854,331
 19.14%
 
Unchanged Positions :
25
 390,689
 4.03%
 
Decreased Positions :
19
-385,055
-3.97%
 
Closed Positions :
16
-996,543
-10.28%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 2202 - 2023-12-31 1,031,940 $12,105,000 1,124
   GUGGENHEIM CAPITAL LLC 242 - 2023-12-31 1,027,755 $12,056,000 -36,920
   Hennion & Walsh Asset Management Inc. 27 - 2023-12-31 774,183 $9,081,000 55,181
   RIVERNORTH CAPITAL MANAGEMENT, INC. 72 - 2023-12-31 568,595 $6,670,000 476,510
   UBS Group AG 1779 - 2023-12-31 540,264 $6,337,000 230,549
   MORGAN STANLEY 3717 - 2023-12-31 504,822 $5,922,000 -55,235
   ROBINSON CAPITAL MANAGEMENT LLC 17 - 2023-12-31 477,328 $5,590,000 331,269
   FIXED INCOME SECURITIES INC 226 - 2023-12-31 471,182 $5,527,000 -17,867
   Logan Stone Capital LLC 37 - 2023-12-31 391,526 $4,593,000 351,915
   VAN ECK ASSOCIATES CORP 592 - 2023-12-31 353,063 $4,141,000 47,938
   WELLS FARGO & CO/MN 2050 - 2023-12-31 346,479 $4,064,000 27,146
   CNH PARTNERS LLC 102 - 2023-12-31 328,193 $3,850,000 63,774
   KENNEDY INVESTMENT GROUP 18 - 2023-12-31 225,673 $2,647,000 -29,867
   Livelsberger Financial Advisory 8 - 2023-12-31 181,517 $2,129,000 0
   SIT INVESTMENT ASSOCIATES INC 300 - 2023-12-31 166,079 $1,948,000 -65,507
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 137 - 2023-12-31 150,654 $1,767,000 119,859
   Rockefeller Capital Management L.P. 959 - 2023-12-31 147,821 $1,734,000 27,757
   LPL FINANCIAL CORP 2546 - 2023-12-31 143,041 $1,678,000 -68,791
   Advisor Group Holdings Inc. 2052 - 2023-12-31 134,592 $1,579,000 -46,492
   FINANCIAL NETWORK 1108 - 2023-12-31 130,609 $1,532,000 708
   Leo Wealth LLC 102 - 2023-12-31 128,280 $1,507,000 0
   BFT FINANCIAL GROUP LLC 92 - 2023-06-30 121,143 $1,432,000 5,157
   INVESCO LTD 2685 - 2023-12-31 111,579 $1,309,000 13,177
   BLACKROCK INC. 3874 - 2023-12-31 103,429 $1,213,000 -30,478
   COMMONWEALTH EQUITY SERVICES LLC. 2004 - 2023-12-31 102,163 $1,198,000 8,681
   GOODWIN DANIEL L 23 - 2023-09-30 114,187 $1,188,000 0
   Capital Investment Advisors LLC 271 - 2023-12-31 79,018 $927,000 1,520
   WESTCHESTER CAPITAL MANAGEMENT, LLC 169 *New 2023-12-31 68,766 $807,000 68,766
   Private Advisor Group LLC 1229 - 2023-12-31 67,334 $790,000 -8,682
   ROYAL BANK OF CANADA 3423 - 2023-12-31 56,097 $658,000 -2,182
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1952 - 2023-12-31 55,503 $651,000 5,350
   STIFEL FINANCIAL CORP 2443 - 2023-12-31 52,672 $618,000 1,112
   Wealth Quarterback LLC 62 - 2023-12-31 52,480 $616,000 2,661
   COHEN & STEERS INC 265 *New 2023-12-31 50,000 $587,000 50,000
   Private Wealth Strategies L.L.C. 38 - 2023-12-31 49,522 $581,000 0
   Goss Wealth Management LLC 1201 - 2023-12-31 49,130 $569,000 7,987
   Fort Point Capital Partners LLC 156 *New 2023-12-31 47,403 $556,000 47,403
   AMERIPRISE FINANCIAL INC 3363 - 2023-12-31 44,117 $518,000 6,630
   GREAT VALLEY ADVISOR GROUP INC. 456 - 2023-12-31 43,592 $511,000 0
   Kestra Advisory Services LLC 1528 - 2023-12-31 41,655 $489,000 6,273
   Tyche Wealth Partners LLC 150 - 2023-12-31 40,325 $473,000 0
   Davis Investment Partners LLC 71 *New 2023-12-31 36,664 $431,000 36,664
   WOLVERINE ASSET MANAGEMENT LLC 458 - 2023-12-31 35,608 $418,000 34,095
   TriaGen Wealth Management LLC - 2023-12-31 33,734 $396,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 446 - 2023-12-31 33,784 $396,000 750
   HORIZON ASSET MANAGEMENT INC/NY 226 - 2023-12-31 32,702 $384,000 0
   Citizens National Bank Trust Department 134 - 2023-12-31 31,600 $371,000 -7,500
   PNC FINANCIAL SERVICES GROUP INC 1716 - 2023-12-31 30,603 $359,000 0
   WEISS CAPITAL LLC 207 *New 2023-12-31 29,674 $348,000 29,674
   Gridiron Partners LLC 51 - 2023-12-31 28,741 $337,000 0
   GOLDMAN SACHS GROUP INC/ 4091 - 2023-12-31 23,613 $277,000 23,613
   Fortitude Advisory Group L.L.C. 148 - 2023-12-31 22,402 $263,000 1,904
   Wagner Wealth Management LLC 110 - 2023-12-31 21,057 $247,000 260
   FAMILY MANAGEMENT CORP 119 - 2023-12-31 21,047 $247,000 -6,041
   MARINER WEALTH ADVISORS, LLC 2550 - 2023-12-31 20,045 $235,000 0
   Beacon Pointe Advisors LLC 1133 - 2023-12-31 19,794 $232,000 -3,893
   HOLLENCREST SECURITIES LLC 280 - 2023-12-31 18,880 $221,000 0
   WEDBUSH MORGAN SECURITIES INC 942 - 2023-12-31 17,737 $208,000 0
   Quarry LP 123 - 2023-12-31 16,800 $197,000 0
   CLOUGH CAPITAL PARTNERS L P 180 - 2023-12-31 16,800 $197,000 0
   Integrated Wealth Concepts LLC 1452 - 2023-12-31 16,700 $196,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2973 - 2023-12-31 16,410 $192,000 -2,363
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2082 - 2023-12-31 15,260 $179,000 4,000
   ELEQUIN CAPITAL LP 136 *New 2023-12-31 13,945 $164,000 13,945
   US BANCORP 2128 - 2023-12-31 13,097 $154,000 0
   Cetera Investment Advisers 2081 *New 2023-12-31 12,580 $148,000 12,580
   H D Vest Advisory Services 1493 - 2023-12-31 12,251 $144,000 227
   VIRTU FINANCIAL LLC 946 *New 2023-12-31 12,211 $143,000 12,211
   Alpine Partners VI LLC 147 *New 2023-12-31 11,200 $131,000 11,200
   Ackerman Capital Advisors LLC 101 *New 2023-12-31 10,546 $124,000 10,546
   Bramshill Investments LLC 142 - 2023-12-31 9,256 $109,000 -1,743
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1850 *New 2023-12-31 6,809 $80,000 6,809
   CoreFirst Bank & Trust 187 *New 2023-12-31 6,600 $77,000 6,600
   SANDY SPRING BANK - 2023-12-31 4,000 $47,000 0
   S.A. Mason LLC 244 *New 2023-12-31 3,929 $46,000 3,929
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 3,502 $41,000 0
   M&R CAPITAL MANAGEMENT INC 240 - 2024-03-31 3,300 $40,000 0
   Sugarloaf Wealth Management LLC 377 - 2023-12-31 1,949 $23,000 23
   AdvisorNet Financial Inc 1033 - 2024-03-31 1,885 $23,000 -5,480
   Steward Partners Investment Advisory LLC 2499 - 2023-12-31 1,372 $16,000 -334
   Global Retirement Partners LLC 1973 - 2023-12-31 1,000 $12,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC 292 - 2023-12-31 695 $8,000 0
   FTB Advisors Inc. 1700 - 2023-12-31 600 $7,000 0
   HANSON MCCLAIN, INC. *New 2023-12-31 550 $6,000 550
   BAYSTATE WEALTH MANAGEMENT LLC 850 *New 2023-12-31 503 $6,000 503
   CAMBRIDGE TRUST CO 620 *New 2023-12-31 450 $5,000 450
   J P MORGAN CHASE & CO 5210 - 2023-12-31 398 $5,000 0
   Planned Solutions Inc. 471 *New 2023-12-31 464 $5,000 464
   CWM LLC 3691 *New 2024-03-31 353 $4,000 353
   Beacon Capital Management LLC 693 - 2023-12-31 399 $4,000 -49
   Financial Perspectives Inc 544 - 2023-12-31 319 $4,000 0
   Investors Research Corp 891 - 2023-12-31 274 $3,000 0
   Kozak & Associates Inc. 324 - 2023-12-31 193 $2,000 3
   SIGNATUREFD, LLC 2798 - 2023-12-31 201 $2,000 0
   Summit Trail Advisors LLC 576 *Closed 2023-12-31 0 $0 -12,667
   JANNEY MONTGOMERY SCOTT LLC 2602 *Closed 2023-12-31 0 $0 -17,513
   HIGHTOWER ADVISORS, LLC 3329 *Closed 2023-12-31 0 $0 -15,375
   CAPTRUST FINANCIAL ADVISORS 2647 *Closed 2023-12-31 0 $0 -15,349
   BB&T CORP 2571 *Closed 2023-12-31 0 $0 -21,422
   Massey Quick & Co. LLC 348 *Closed 2023-12-31 0 $0 -16,507
  100 Records found
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