Free Trial
Claim MarketBeat All Access New Year Sale New Year's Sale Claim Sale

Invesco California Value Municipal Income Trust (VCV) Institutional Ownership

Invesco California Value Municipal Income Trust logo
$10.76 +0.06 (+0.56%)
(As of 05:17 PM ET)
Compare

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)
$8.52M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$5.91M
Get VCV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco California Value Municipal Income Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

VCV Institutional Buying and Selling by Quarter

Invesco California Value Municipal Income Trust Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024Sanctuary Advisors LLC49,073$507K0.0%+32.1%0.000%
11/13/2024D.A. Davidson & CO.38,115$415K0.0%-9.8%0.000%
11/8/2024Advisors Asset Management Inc.582,252$6.34M0.1%+6.3%0.000%
11/7/2024Napa Wealth Management12,884$140K0.1%N/A0.000%
10/25/2024SteelPeak Wealth LLC13,200$144K0.0%N/A0.000%
10/23/2024Hennion & Walsh Asset Management Inc.371,004$4.04M0.2%-3.5%0.000%
10/22/2024International Assets Investment Management LLC22,869$249K0.0%+989.0%0.000%
9/5/2024Sanctuary Advisors LLC37,135$356K0.0%N/A0.000%
8/15/2024Logan Stone Capital LLC527,235$5.49M1.4%-41.4%0.000%
8/14/2024Evoke Wealth LLC45,000$469K0.6%-23.2%0.000%
8/12/2024Mercer Global Advisors Inc. ADV36,220$377K0.0%+138.6%0.000%
8/8/2024Vanguard Capital Wealth Advisors20,000$208K0.1%+42.9%0.000%
8/8/2024NINE MASTS CAPITAL Ltd31,971$333K0.1%-65.9%0.000%
8/5/2024Blue 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%
7/22/2024Pacific Wealth Strategies Group Inc.79,295$826K0.7%+17.8%0.000%
7/22/2024Atria Wealth Solutions Inc.146,272$1.52M0.0%-2.5%0.000%
7/20/2024Hennion & 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%
5/14/2024Advisors Asset Management Inc.414,664$4.13M0.1%+16.0%0.000%
5/14/2024Robinson Capital Management LLC302,776$2.91M1.0%-3.8%0.000%
5/14/2024RB Capital Management LLC11,123$111K0.0%-10.5%0.000%
5/2/2024Pacific 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%
4/17/2024Hennion & Walsh Asset Management Inc.349,547$3.48M0.2%-6.9%0.730%
4/16/2024Vanguard Capital Wealth Advisors14,000$139K0.1%+40.0%0.029%
2/22/2024Napa Wealth Management53,615$525K0.3%N/A0.112%
2/14/2024Vivaldi Capital Management LP43,217$419K0.1%-4.8%0.090%
2/13/2024Aristides Capital LLC20,884$205K0.1%N/A0.044%
2/12/2024Evoke Wealth LLC58,605$574K0.0%-45.8%0.122%
2/12/2024Weiss Asset Management LP21,565$211K0.0%N/A0.045%
2/8/2024Robinson Capital Management LLC314,661$3.09M1.1%+445.6%0.657%
2/5/2024Alpha Cubed Investments LLC10,550$103K0.0%-34.3%0.022%
2/2/2024Atria Wealth Solutions Inc.148,796$1.46M0.0%+37.9%0.311%
2/1/2024Wolverine Asset Management LLC44,686$438K0.0%+197.6%0.093%
2/1/2024Pacific Wealth Strategies Group Inc.62,470$612K0.6%+7.4%0.130%
1/31/2024Western Wealth Management LLC37,638$369K0.0%-14.3%0.079%
1/31/2024WestHill Financial Advisors Inc.11,925$117K0.0%N/A0.025%
⭕ [URGENT] Buy Alert just triggered (Ad)

My absolute favorite stock just hit a critical "buy now" trigger price.

Click here for the ticker >>>
1/25/2024International Assets Investment Management LLC20,580$2.10M0.0%N/A0.043%
1/24/2024International Assets Investment Management LLC20,580$2.10M0.0%N/A0.043%
1/23/2024TriaGen Wealth Management LLC10,300$101K0.0%N/A0.022%
11/16/2023RB Capital Management LLC12,289$104K0.0%-37.1%0.026%
11/15/2023Advisors Asset Management Inc.184,236$1.55M0.0%+19.1%0.385%
11/14/2023AQR Arbitrage LLC317,422$2.68M0.1%+46.5%0.663%
11/14/2023Saba Capital Management L.P.198,638$1.68M0.0%+25.9%0.415%
11/14/2023Robinson Capital Management LLC57,672$480K0.2%N/A0.120%
11/13/2023Wolverine Asset Management LLC15,015$127K0.0%N/A0.031%
11/9/2023UBS Group AG471,460$3.97M0.0%-10.2%0.984%
11/8/2023Fort Point Capital Partners LLC29,948$252K0.0%+104.9%0.063%
11/8/2023D.A. Davidson & CO.48,081$405K0.0%+11.9%0.100%
11/8/2023Janney Montgomery Scott LLC19,389$163K0.0%-23.6%0.040%
11/8/2023Atria Wealth Solutions Inc.107,910$910K0.0%+5.6%0.225%
11/6/2023Pacific 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%
10/27/2023Hennion & 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%
10/24/2023Kingswood Wealth Advisors LLC11,297$95K0.0%N/A0.024%
8/14/2023Fort Point Capital Partners LLC14,614$140K0.0%N/A0.031%
8/14/2023Mirador Capital Partners LP11,773$113K0.0%-44.8%0.025%
8/14/2023First Foundation Advisors10,446$100K0.0%N/A0.022%
8/11/2023Karpus Management Inc.26,822$257K0.0%-3.9%0.056%
8/11/2023Landscape Capital Management L.L.C.29,401$282K0.0%+173.6%0.061%
8/11/2023Guggenheim Capital LLC879,494$8.43M0.1%+11.2%1.836%
8/11/2023D.A. Davidson & CO.42,956$412K0.0%+11.9%0.090%
8/10/2023Osaic 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%
8/8/2023RB Capital Management LLC19,552$187K0.0%-10.3%0.041%
8/3/2023Atria Wealth Solutions Inc.102,150$979K0.0%-6.3%0.213%
7/26/2023Janney Montgomery Scott LLC25,389$243K0.0%+21.1%0.053%
7/26/2023Pacific Wealth Strategies Group Inc.86,350$827K0.8%-1.5%0.180%
7/25/2023Raymond James & Associates31,200$299K0.0%+31.6%0.065%
5/12/2023Core Wealth Partners LLC40,866$416K0.4%+251.2%0.085%
5/11/2023Guggenheim Capital LLC790,642$8.04M0.1%+16.9%1.651%
5/10/2023Landscape Capital Management L.L.C.10,745$109K0.0%-72.8%0.022%
5/8/2023Evoke Wealth LLC99,205$1.01M0.0%-1.7%0.207%
5/1/2023Virtu Financial LLC13,748$140K0.0%N/A0.029%
4/28/2023Janney Montgomery Scott LLC20,972$213K0.0%+23.6%0.044%
4/25/2023D.A. Davidson & CO.38,391$390K0.0%-10.9%0.080%
4/20/2023Hennion & 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%
2/13/2023Core Wealth Partners LLC11,636$181K0.2%N/A0.024%
2/13/2023Atria Wealth Solutions Inc.109,032$1.03M0.0%+8.9%0.228%
2/10/2023Evoke Wealth LLC100,940$957K0.0%-11.7%0.211%
2/10/2023Advisor Group Holdings Inc.357,887$3.39M0.0%+35.3%0.747%
2/9/2023Landscape Capital Management L.L.C.39,554$375K0.1%-28.8%0.083%
2/9/2023Mercer Global Advisors Inc. ADV19,276$183K0.0%+10.8%0.040%
⭕ [URGENT] Buy Alert just triggered (Ad)

My absolute favorite stock just hit a critical "buy now" trigger price.

Click here for the ticker >>>
2/8/2023UBS Group AG415,124$3.94M0.0%+0.7%0.867%
2/7/2023Commonwealth Equity Services LLC88,799$841K0.0%+11.5%0.185%
2/7/2023Hollencrest Capital Management5,081$48K0.0%-52.8%0.011%
2/1/2023Janney 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%
1/19/2023Arlington Financial Advisors LLC22,500$213K0.1%N/A0.047%
1/12/2023Hennion & Walsh Asset Management Inc.165,002$1.56M0.1%+51.4%0.345%
1/11/2023Pacific Wealth Strategies Group Inc.87,970$834K1.1%N/A0.184%
1/11/2023RB Capital Management LLC21,562$204K0.1%-48.0%0.045%
(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 2,379,234 shares in the last 24 months. This purchase volume represents approximately $22.82M 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.


Related Companies

This page (NYSE:VCV) was last updated on 12/30/2024 by MarketBeat.com Staff
From Our Partners
liberals FOOLED by Elon’s shocking surprise
Elon Musk and Donald Trump fooled everyone. They said it was to “save free speech”... Or “fix what the l...
StocksToTrade | Sponsored
>>>RE: Buy this Stock before Trump Takes Office!
To make sure everyone has the opportunity to get in, closes for good at midnight on January 1st, we're lowerin...
Behind the Markets | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
It’s here. This is the moment we’ve been waiting for. The next 3-6 months in crypto will be absolutely life...
Crypto Swap Profits | Sponsored
Could This Tiny Device Help You Make an Extra $30k a Year?
I believe it’s going to power Elon Musk’s next AI revolution… A revolution he believes will be worth more t...
Brownstone Research | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
The #1 Crypto for AI
We’ve issued an urgent landmark trade alert for a new crypto wonder. So, I decided to give you this heads-u...
Weiss Ratings | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Is Jeff Bezos Crowning the Next Nvidia?
It doesn't matter what you think about AI... Because Jeff Bezos's massive load-up on one tiny tech company ...
InvestorPlace | Sponsored