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Invesco California Value Municipal Income Trust (VCV) Institutional Ownership

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+0.05 (+0.52%)
(As of 05/2/2024 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)
27
Total
Institutional Inflows
(last 12 months)
$15.14M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$2.19M
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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
5/2/2024Pacific 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%
2/5/2024 Alpha 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%
1/31/2024 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%
11/16/2023RB 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%
11/8/2023 Janney 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%
10/30/2023 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%
8/14/2023Fort 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%
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%
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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%
8/10/2023 Beach 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%
7/26/2023 Janney 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%
7/25/2023 Raymond James & Associates31,200$299K0.0%+31.6%0.065%
5/12/2023 Core Wealth Partners LLC40,866$416K0.4%+251.2%0.085%
5/11/2023Guggenheim 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%
4/28/2023 Janney Montgomery Scott LLC20,972$213K0.0%+23.6%0.044%
4/25/2023D.A. Davidson & CO.38,391$390K0.0%-10.9%0.080%
4/20/2023 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%
2/13/2023Atria 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%
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%
2/7/2023 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%
1/11/2023Pacific Wealth Strategies Group Inc.87,970$834K1.1%N/A0.184%
1/11/2023RB Capital Management LLC21,562$204K0.1%-48.0%0.045%
11/15/2022 KWB Wealth28,174$253K0.1%-47.7%0.059%
11/15/2022Karpus Management Inc.28,123$253K0.0%N/A0.059%
11/15/2022Logan Stone Capital LLC93,652$842K0.6%N/A0.196%
11/14/2022Guggenheim 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%
11/10/2022Wolverine Asset Management LLC45,831$412K0.0%+902.0%0.096%
11/10/2022UBS Group AG412,321$3.71M0.0%-4.0%0.861%
11/8/2022Advisors Asset Management Inc.110,801$996K0.0%-2.0%0.231%
11/7/2022D.A. Davidson & CO.43,111$387K0.0%+4.5%0.090%
11/7/2022Western Wealth Management LLC69,484$609K0.0%-6.1%0.145%
11/2/2022Landscape Capital Management L.L.C.55,530$499K0.1%+175.8%0.116%
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%
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10/24/2022RB Capital Management LLC41,426$372K0.1%-3.5%0.087%
10/21/2022Mine & 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%
8/12/2022First Foundation Advisors41,446$438K0.0%+13.1%0.087%
8/11/2022Cetera Investment Advisers16,074$170K0.0%+21.9%0.034%
8/11/2022UBS Group AG429,642$4.54M0.0%-10.2%0.897%
8/8/2022Advisors Asset Management Inc.113,078$1.19M0.0%-34.8%0.236%
8/5/2022Landscape Capital Management L.L.C.20,134$213K0.0%-57.7%0.042%
8/4/2022Evoke Wealth LLC114,267$1.21M0.0%-8.6%0.239%
(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, 53 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), UBS Group AG ($3.97M), Hennion & Walsh Asset Management Inc. ($3.48M), Advisor Group Holdings Inc. ($3.39M), Beach Point Capital Management LP ($3.14M), and Robinson Capital Management LLC ($3.09M).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 ($246.20K), Hennion & Walsh Asset Management Inc. ($181.61K), Wolverine Asset Management LLC ($171.35K), Landscape Capital Management L.L.C. ($101.65K), 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 2,710,237 shares in the last 24 months. This purchase volume represents approximately $26.00M 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 854,562 shares in the last 24 months. This volume of shares sold represents approximately $8.42M in transactions.


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This page (NYSE:VCV) was last updated on 5/3/2024 by MarketBeat.com Staff

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