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Invesco California Value Municipal Income Trust (VCV) Institutional Ownership

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$9.75
-0.03 (-0.31%)
(As of 05/17/2024 08:54 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)
26
Total
Institutional Inflows
(last 12 months)
$14.25M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$2.02M
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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
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%
2/22/2024Napa 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%
1/31/2024 WestHill 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%
1/24/2024 International Assets Investment Management LLC20,580$2.10M0.0%N/A0.043%
1/23/2024 TriaGen 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%
10/30/2023 Beach 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%
10/24/2023 Raymond 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%
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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%
8/10/2023 Beach 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%
7/25/2023 Raymond 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%
4/20/2023 Clay Northam Wealth Management LLC29,050$295K0.3%-9.4%0.061%
4/14/2023 Raymond James & Associates23,700$241K0.0%+15.6%0.049%
2/16/2023 Clay 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%
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%
1/24/2023 Matisse Capital26,088$247K0.2%N/A0.054%
1/20/2023 Matisse 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%
11/15/2022 Karpus Management Inc.28,123$253K0.0%N/A0.059%
11/15/2022 Logan Stone Capital LLC93,652$842K0.6%N/A0.196%
11/14/2022 Guggenheim Capital LLC584,510$5.26M0.0%+7.9%1.221%
11/14/2022 Hennion & Walsh Asset Management Inc.108,985$980K0.1%-16.6%0.228%
11/10/2022 Wolverine Asset Management LLC45,831$412K0.0%+902.0%0.096%
11/10/2022 UBS Group AG412,321$3.71M0.0%-4.0%0.861%
11/8/2022 Advisors Asset Management Inc.110,801$996K0.0%-2.0%0.231%
11/7/2022 D.A. Davidson & CO.43,111$387K0.0%+4.5%0.090%
11/7/2022 Western Wealth Management LLC69,484$609K0.0%-6.1%0.145%
11/2/2022 Landscape Capital Management L.L.C.55,530$499K0.1%+175.8%0.116%
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10/28/2022 Hollencrest Capital Management10,768$97K0.0%-87.4%0.022%
10/25/2022 Janney Montgomery Scott LLC19,959$179K0.0%+33.5%0.042%
10/25/2022 Raymond James Financial Services Advisors Inc.10,007$90K0.0%-28.6%0.021%
10/24/2022 RB Capital Management LLC41,426$372K0.1%-3.5%0.087%
10/21/2022 Mine & Arao Wealth Creation & Management LLC.8,450$76K0.1%N/A0.018%
10/21/2022 Everett Harris & Co. CA16,059$144K0.0%N/A0.034%
10/17/2022OTA Financial Group L.P.43,245$388K0.3%N/A0.090%
8/12/2022 First Foundation Advisors41,446$438K0.0%+13.1%0.087%
8/11/2022 Cetera Investment Advisers16,074$170K0.0%+21.9%0.034%
8/11/2022 UBS Group AG429,642$4.54M0.0%-10.2%0.897%
(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, 52 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), Osaic Holdings Inc. ($4.33M), Advisors Asset Management Inc. ($4.13M), UBS Group AG ($3.97M), Hennion & Walsh Asset Management Inc. ($3.48M), Advisor Group Holdings Inc. ($3.39M), and Beach Point Capital Management LP ($3.14M).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 45 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 ($246.20K), Hennion & Walsh Asset Management Inc. ($181.61K), AQR Arbitrage LLC ($100.80K), Pacific Wealth Strategies Group Inc. ($97.10K), and Logan Stone Capital LLC ($93.65K).

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

Institutional investors have bought a total of 2,527,724 shares in the last 24 months. This purchase volume represents approximately $23.91M in transactions.

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

Of the 21 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: UBS Group AG ($119.70K), Hennion & Walsh Asset Management Inc. ($87.59K), D.A. Davidson & CO. ($87.09K), Wolverine Asset Management LLC ($80.83K), Hollencrest Capital Management ($80.06K), Evoke Wealth LLC ($75.42K), and Pacific Wealth Strategies Group Inc. ($74.24K).

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

Institutional investors have sold a total of 864,313 shares in the last 24 months. This volume of shares sold represents approximately $8.51M in transactions.


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This page (NYSE:VCV) was last updated on 5/20/2024 by MarketBeat.com Staff

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