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Invesco California Value Municipal Income Trust (VCV) Institutional Ownership

Invesco California Value Municipal Income Trust logo
$10.23 -0.01 (-0.10%)
(As of 12:45 PM ET)
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Institutional Ownership Changes (13F Filings) for Invesco California Value Municipal Income Trust (NYSE:VCV)

Current
Institutional Ownership
Percentage
18.80%
Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$8.39M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$5.91M
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VCV Institutional Buying and Selling by Quarter

Invesco California Value Municipal Income Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/13/2024 D.A. Davidson & CO.38,115$415K0.0%-9.8%0.000%
11/8/2024 Advisors Asset Management Inc.582,252$6.34M0.1%+6.3%0.000%
11/7/2024 Napa Wealth Management12,884$140K0.1%N/A0.000%
10/25/2024 SteelPeak Wealth LLC13,200$144K0.0%N/A0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.371,004$4.04M0.2%-3.5%0.000%
10/22/2024 International Assets Investment Management LLC22,869$249K0.0%+989.0%0.000%
9/5/2024Sanctuary Advisors LLC37,135$356K0.0%N/A0.000%
8/15/2024 Logan Stone Capital LLC527,235$5.49M1.4%-41.4%0.000%
8/14/2024 Evoke Wealth LLC45,000$469K0.6%-23.2%0.000%
8/12/2024 Mercer Global Advisors Inc. ADV36,220$377K0.0%+138.6%0.000%
8/8/2024 Vanguard Capital Wealth Advisors20,000$208K0.1%+42.9%0.000%
8/8/2024 NINE MASTS CAPITAL Ltd31,971$333K0.1%-65.9%0.000%
8/5/2024 Blue Bell Private Wealth Management LLC3,628$38K0.0%N/A0.000%
7/31/2024Commonwealth Equity Services LLC124,653$1.30M0.0%+40.8%0.000%
7/31/2024Rothschild Investment LLC3,232$34K0.0%N/A0.000%
7/22/2024 Pacific Wealth Strategies Group Inc.79,295$826K0.7%+17.8%0.000%
7/22/2024 Atria Wealth Solutions Inc.146,272$1.52M0.0%-2.5%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.384,479$4.01M0.2%+10.0%0.000%
5/24/2024Cetera Advisors LLC17,352$173K0.0%N/A0.000%
5/20/2024Virtu Financial LLC20,304$202K0.0%N/A0.000%
5/14/2024 Advisors Asset Management Inc.414,664$4.13M0.1%+16.0%0.000%
5/14/2024 Robinson Capital Management LLC302,776$2.91M1.0%-3.8%0.000%
5/14/2024 RB Capital Management LLC11,123$111K0.0%-10.5%0.000%
5/2/2024 Pacific Wealth Strategies Group Inc.67,320$671K0.6%+7.8%0.141%
4/30/2024Commonwealth Equity Services LLC88,524$882K0.0%+6.2%0.185%
4/17/2024 Hennion & Walsh Asset Management Inc.349,547$3.48M0.2%-6.9%0.730%
4/16/2024 Vanguard Capital Wealth Advisors14,000$139K0.1%+40.0%0.029%
2/22/2024 Napa Wealth Management53,615$525K0.3%N/A0.112%
2/14/2024 Vivaldi Capital Management LP43,217$419K0.1%-4.8%0.090%
2/13/2024 Aristides Capital LLC20,884$205K0.1%N/A0.044%
2/12/2024 Evoke Wealth LLC58,605$574K0.0%-45.8%0.122%
2/12/2024 Weiss Asset Management LP21,565$211K0.0%N/A0.045%
2/8/2024 Robinson Capital Management LLC314,661$3.09M1.1%+445.6%0.657%
2/5/2024 Alpha Cubed Investments LLC10,550$103K0.0%-34.3%0.022%
2/2/2024 Atria Wealth Solutions Inc.148,796$1.46M0.0%+37.9%0.311%
2/1/2024 Wolverine Asset Management LLC44,686$438K0.0%+197.6%0.093%
2/1/2024 Pacific Wealth Strategies Group Inc.62,470$612K0.6%+7.4%0.130%
1/31/2024 Western Wealth Management LLC37,638$369K0.0%-14.3%0.079%
1/31/2024WestHill Financial Advisors Inc.11,925$117K0.0%N/A0.025%
1/25/2024 International Assets Investment Management LLC20,580$2.10M0.0%N/A0.043%
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1/24/2024 International Assets Investment Management LLC20,580$2.10M0.0%N/A0.043%
1/23/2024TriaGen Wealth Management LLC10,300$101K0.0%N/A0.022%
11/16/2023 RB Capital Management LLC12,289$104K0.0%-37.1%0.026%
11/15/2023 Advisors Asset Management Inc.184,236$1.55M0.0%+19.1%0.385%
11/14/2023 AQR Arbitrage LLC317,422$2.68M0.1%+46.5%0.663%
11/14/2023 Saba Capital Management L.P.198,638$1.68M0.0%+25.9%0.415%
11/14/2023 Robinson Capital Management LLC57,672$480K0.2%N/A0.120%
11/13/2023 Wolverine Asset Management LLC15,015$127K0.0%N/A0.031%
11/9/2023 UBS Group AG471,460$3.97M0.0%-10.2%0.984%
11/8/2023 Fort Point Capital Partners LLC29,948$252K0.0%+104.9%0.063%
11/8/2023 D.A. Davidson & CO.48,081$405K0.0%+11.9%0.100%
11/8/2023 Janney Montgomery Scott LLC19,389$163K0.0%-23.6%0.040%
11/8/2023 Atria Wealth Solutions Inc.107,910$910K0.0%+5.6%0.225%
11/6/2023 Pacific Wealth Strategies Group Inc.58,190$491K0.5%-32.6%0.122%
10/30/2023Beach Point Capital Management LP372,599$3.14M1.9%+15.1%0.778%
10/27/2023 Hennion & Walsh Asset Management Inc.351,698$2.97M0.2%+22.3%0.734%
10/24/2023Raymond James & Associates43,416$366K0.0%+39.2%0.091%
10/24/2023 Kingswood Wealth Advisors LLC11,297$95K0.0%N/A0.024%
8/14/2023 Fort Point Capital Partners LLC14,614$140K0.0%N/A0.031%
8/14/2023 Mirador Capital Partners LP11,773$113K0.0%-44.8%0.025%
8/14/2023 First Foundation Advisors10,446$100K0.0%N/A0.022%
8/11/2023 Karpus Management Inc.26,822$257K0.0%-3.9%0.056%
8/11/2023 Landscape Capital Management L.L.C.29,401$282K0.0%+173.6%0.061%
8/11/2023 Guggenheim Capital LLC879,494$8.43M0.1%+11.2%1.836%
8/11/2023 D.A. Davidson & CO.42,956$412K0.0%+11.9%0.090%
8/10/2023 Osaic Holdings Inc.452,018$4.33M0.0%+21.5%0.944%
8/10/2023Beach Point Capital Management LP323,732$3.10M1.3%N/A0.676%
8/8/2023 RB Capital Management LLC19,552$187K0.0%-10.3%0.041%
8/3/2023 Atria Wealth Solutions Inc.102,150$979K0.0%-6.3%0.213%
7/26/2023 Janney Montgomery Scott LLC25,389$243K0.0%+21.1%0.053%
7/26/2023 Pacific Wealth Strategies Group Inc.86,350$827K0.8%-1.5%0.180%
7/25/2023Raymond James & Associates31,200$299K0.0%+31.6%0.065%
5/12/2023 Core Wealth Partners LLC40,866$416K0.4%+251.2%0.085%
5/11/2023 Guggenheim Capital LLC790,642$8.04M0.1%+16.9%1.651%
5/10/2023 Landscape Capital Management L.L.C.10,745$109K0.0%-72.8%0.022%
5/8/2023 Evoke Wealth LLC99,205$1.01M0.0%-1.7%0.207%
5/1/2023Virtu Financial LLC13,748$140K0.0%N/A0.029%
4/28/2023 Janney Montgomery Scott LLC20,972$213K0.0%+23.6%0.044%
4/25/2023 D.A. Davidson & CO.38,391$390K0.0%-10.9%0.080%
4/20/2023 Hennion & Walsh Asset Management Inc.226,457$2.30M0.1%+37.2%0.473%
4/20/2023Clay Northam Wealth Management LLC29,050$295K0.3%-9.4%0.061%
4/14/2023Raymond James & Associates23,700$241K0.0%+15.6%0.049%
2/16/2023Clay Northam Wealth Management LLC32,064$304K0.4%-8.2%0.067%
2/13/2023 Core Wealth Partners LLC11,636$181K0.2%N/A0.024%
2/13/2023 Atria Wealth Solutions Inc.109,032$1.03M0.0%+8.9%0.228%
2/10/2023 Evoke Wealth LLC100,940$957K0.0%-11.7%0.211%
2/10/2023 Advisor Group Holdings Inc.357,887$3.39M0.0%+35.3%0.747%
2/9/2023 Landscape Capital Management L.L.C.39,554$375K0.1%-28.8%0.083%
2/9/2023 Mercer Global Advisors Inc. ADV19,276$183K0.0%+10.8%0.040%
2/8/2023 UBS Group AG415,124$3.94M0.0%+0.7%0.867%
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2/7/2023Commonwealth Equity Services LLC88,799$841K0.0%+11.5%0.185%
2/7/2023 Hollencrest Capital Management5,081$48K0.0%-52.8%0.011%
2/1/2023 Janney Montgomery Scott LLC16,966$161K0.0%-15.0%0.035%
1/24/2023Matisse Capital26,088$247K0.2%N/A0.054%
1/20/2023Matisse Capital26,088$247K0.3%N/A0.054%
1/19/2023 Arlington Financial Advisors LLC22,500$213K0.1%N/A0.047%
1/12/2023 Hennion & Walsh Asset Management Inc.165,002$1.56M0.1%+51.4%0.345%
1/11/2023 Pacific Wealth Strategies Group Inc.87,970$834K1.1%N/A0.184%
1/11/2023 RB Capital Management LLC21,562$204K0.1%-48.0%0.045%
11/15/2022 KWB Wealth28,174$253K0.1%-47.7%0.059%
(Data available from 1/1/2016 forward)

VCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VCV shares?

During the previous two years, 49 institutional investors and hedge funds held shares of Invesco California Value Municipal Income Trust. The most heavily invested institutionals were Guggenheim Capital LLC ($8.43M), Advisors Asset Management Inc. ($6.34M), Logan Stone Capital LLC ($5.49M), Osaic Holdings Inc. ($4.33M), Hennion & Walsh Asset Management Inc. ($4.04M), UBS Group AG ($3.97M), and Advisor Group Holdings Inc. ($3.39M).Learn more on VCV's institutional investors.

What percentage of Invesco California Value Municipal Income Trust stock is owned by institutional investors?

18.80% of Invesco California Value Municipal Income Trust stock is owned by institutional investors. Learn more on VCV's institutional investor holdings.

Which institutional investors have been buying Invesco California Value Municipal Income Trust stock?

Of the 38 institutional investors that purchased Invesco California Value Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beach Point Capital Management LP ($372.60K), Robinson Capital Management LLC ($314.66K), Hennion & Walsh Asset Management Inc. ($216.54K), Guggenheim Capital LLC ($203.18K), Advisors Asset Management Inc. ($121.09K), Pacific Wealth Strategies Group Inc. ($109.08K), and AQR Arbitrage LLC ($100.80K).

How much institutional buying is happening at Invesco California Value Municipal Income Trust?

Institutional investors have bought a total of 2,367,296 shares in the last 24 months. This purchase volume represents approximately $22.69M in transactions.

Which Invesco California Value Municipal Income Trust major shareholders have been selling company stock?

Of the 19 institutional investors that sold Invesco California Value Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Logan Stone Capital LLC ($372.28K), Evoke Wealth LLC ($78.27K), NINE MASTS CAPITAL Ltd ($61.89K), UBS Group AG ($53.61K), Landscape Capital Management L.L.C. ($44.79K), Hennion & Walsh Asset Management Inc. ($39.49K), and RB Capital Management LLC ($30.66K).

How much institutional selling is happening at Invesco California Value Municipal Income Trust?

Institutional investors have sold a total of 786,992 shares in the last 24 months. This volume of shares sold represents approximately $7.88M in transactions.


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This page (NYSE:VCV) was last updated on 11/21/2024 by MarketBeat.com Staff
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