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Invesco California Value Municipal Income Trust (VCV) Institutional Ownership

Invesco California Value Municipal Income Trust logo
$9.78 -0.02 (-0.15%)
Closing price 04/17/2025 03:58 PM Eastern
Extended Trading
$9.82 +0.04 (+0.46%)
As of 04/17/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
30
Total
Institutional Inflows
(last 12 months)
$10.06M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$9.53M
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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
4/17/2025Janney Montgomery Scott LLC34,220$363K0.0%+5.9%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.303,999$3.23M0.1%-14.4%0.000%
4/8/2025 Myecfo LLC10,700$114K0.1%N/A0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC20,620$226K0.0%+5.1%0.000%
2/18/2025Western Wealth Management LLC34,636$379K0.1%+34.3%0.000%
2/17/2025Napa Wealth Management11,734$128K0.1%-8.9%0.000%
2/17/2025Cetera Investment Advisers24,779$271K0.0%-7.1%0.000%
2/17/2025Bank of America Corp DE185,398$2.03M0.0%+8.2%0.000%
2/17/2025Ameriprise Financial Inc.119,647$1.31M0.0%+212.3%0.000%
2/14/2025AQR Arbitrage LLC33,398$365K0.0%-84.4%0.000%
2/14/2025Stifel Financial Corp10,652$117K0.0%N/A0.000%
2/13/2025NewEdge Advisors LLC39,280$430K0.0%N/A0.000%
2/13/2025Guggenheim Capital LLC958,064$10.48M0.1%-12.8%0.000%
2/13/2025Walleye Capital LLC26,609$291K0.0%N/A0.000%
2/13/2025Raymond James Financial Inc.55,395$606K0.0%N/A0.000%
2/13/2025Envestnet Asset Management Inc.74,374$814K0.0%+78.9%0.000%
2/13/2025Wells Fargo & Company MN513,271$5.62M0.0%+15.9%0.000%
2/11/2025LPL Financial LLC120,617$1.32M0.0%+1.1%0.000%
2/10/2025Advisors Asset Management Inc.575,122$6.29M0.1%-1.2%0.000%
2/10/2025Commonwealth Equity Services LLC127,051$1.39M0.0%-2.8%0.000%
2/6/2025Raymond James Financial Inc.55,395$606K0.0%N/A0.000%
1/31/2025Atria Wealth Solutions Inc.255,413$2.79M0.0%+67.7%0.000%
1/31/2025D.A. Davidson & CO.42,465$465K0.0%+11.4%0.000%
1/31/2025Sanctuary Advisors LLC42,445$463K0.0%-13.5%0.000%
1/28/2025Pacific Wealth Strategies Group Inc.81,335$890K0.6%+3.2%0.000%
1/24/2025Clay Northam Wealth Management LLC23,600$258K0.2%-15.3%0.000%
1/15/2025 Cypress Wealth Services LLC65,608$718K0.1%N/A0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.355,188$3.89M0.2%-4.3%0.000%
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%
10/23/2024 Hennion & 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%
8/8/2024 Vanguard Capital Wealth Advisors20,000$208K0.1%+42.9%0.000%
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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%
7/31/2024 Rothschild 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%
7/20/2024 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%
5/14/2024Advisors 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%
4/17/2024 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%
2/22/2024Napa 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%
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%
10/27/2023 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%
10/24/2023Kingswood Wealth Advisors LLC11,297$95K0.0%N/A0.024%
8/14/2023Fort Point Capital Partners LLC14,614$140K0.0%N/A0.031%
8/14/2023 Mirador Capital Partners LP11,773$113K0.0%-44.8%0.025%
8/14/2023First Foundation Advisors10,446$100K0.0%N/A0.022%
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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%
(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, 58 institutional investors and hedge funds held shares of Invesco California Value Municipal Income Trust. The most heavily invested institutionals were Guggenheim Capital LLC ($10.48M), Advisors Asset Management Inc. ($6.29M), Wells Fargo & Company MN ($5.62M), Logan Stone Capital LLC ($5.49M), Osaic Holdings Inc. ($4.33M), UBS Group AG ($3.97M), and Hennion & Walsh Asset Management Inc. ($3.23M).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 47 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), Guggenheim Capital LLC ($203.18K), Hennion & Walsh Asset Management Inc. ($160.52K), Atria Wealth Solutions Inc. ($149.77K), Advisors Asset Management Inc. ($121.09K), and Raymond James Financial Inc. ($110.79K).

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

Institutional investors have bought a total of 2,615,030 shares in the last 24 months. This purchase volume represents approximately $25.91M in transactions.

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

Of the 25 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), AQR Arbitrage LLC ($180.52K), Guggenheim Capital LLC ($140.97K), Hennion & Walsh Asset Management Inc. ($106.49K), Evoke Wealth LLC ($64.84K), NINE MASTS CAPITAL Ltd ($61.89K), and UBS Group AG ($53.61K).

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

Institutional investors have sold a total of 1,139,453 shares in the last 24 months. This volume of shares sold represents approximately $11.80M in transactions.


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This page (NYSE:VCV) was last updated on 4/18/2025 by MarketBeat.com Staff
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