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Invesco California Value Municipal Income Trust (VCV) Institutional Ownership

Invesco California Value Municipal Income Trust logo
$10.20 -0.25 (-2.34%)
Closing price 05/21/2025 03:58 PM Eastern
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$10.20 0.00 (0.00%)
As of 05/21/2025 04:04 PM Eastern
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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)
29
Total
Institutional Inflows
(last 12 months)
$10.34M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$10.10M
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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
5/16/2025 NewEdge Advisors LLC27,810$295K0.0%-29.2%0.058%
5/16/2025 Advisors Asset Management Inc.632,132$6.71M0.1%+9.9%1.320%
5/15/2025 Royal Bank of Canada40,112$426K0.0%-8.1%0.084%
5/15/2025 Baird Financial Group Inc.17,630$187K0.0%-74.3%0.037%
5/9/2025 Atria Wealth Solutions Inc.284,258$3.02M0.0%+11.3%0.594%
5/7/2025 LPL Financial LLC140,907$1.50M0.0%+16.8%0.294%
4/28/2025 D.A. Davidson & CO.44,892$476K0.0%+5.7%0.094%
4/17/2025 Janney 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%
2/18/2025 Western Wealth Management LLC34,636$379K0.1%+34.3%0.000%
2/17/2025 Napa Wealth Management11,734$128K0.1%-8.9%0.000%
2/17/2025 Cetera Investment Advisers24,779$271K0.0%-7.1%0.000%
2/17/2025 Bank of America Corp DE185,398$2.03M0.0%+8.2%0.000%
2/17/2025 Ameriprise Financial Inc.119,647$1.31M0.0%+212.3%0.000%
2/14/2025 AQR Arbitrage LLC33,398$365K0.0%-84.4%0.000%
2/14/2025 Stifel Financial Corp10,652$117K0.0%N/A0.000%
2/13/2025 NewEdge Advisors LLC39,280$430K0.0%N/A0.000%
2/13/2025 Guggenheim Capital LLC958,064$10.48M0.1%-12.8%0.000%
2/13/2025 Walleye Capital LLC26,609$291K0.0%N/A0.000%
2/13/2025 Raymond James Financial Inc.55,395$606K0.0%N/A0.000%
2/13/2025 Envestnet Asset Management Inc.74,374$814K0.0%+78.9%0.000%
2/13/2025 Wells Fargo & Company MN513,271$5.62M0.0%+15.9%0.000%
2/11/2025 LPL Financial LLC120,617$1.32M0.0%+1.1%0.000%
2/10/2025 Advisors Asset Management Inc.575,122$6.29M0.1%-1.2%0.000%
2/10/2025 Commonwealth Equity Services LLC127,051$1.39M0.0%-2.8%0.000%
2/6/2025 Raymond James Financial Inc.55,395$606K0.0%N/A0.000%
1/31/2025 Atria Wealth Solutions Inc.255,413$2.79M0.0%+67.7%0.000%
1/31/2025 D.A. Davidson & CO.42,465$465K0.0%+11.4%0.000%
1/31/2025Sanctuary Advisors LLC42,445$463K0.0%-13.5%0.000%
1/28/2025 Pacific Wealth Strategies Group Inc.81,335$890K0.6%+3.2%0.000%
1/24/2025 Clay 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%
11/13/2024 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%
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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%
7/31/2024 Commonwealth Equity Services LLC124,653$1.30M0.0%+40.8%0.000%
7/31/2024 Rothschild Investment LLC3,232$34K0.0%N/A0.000%
7/22/2024 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%
5/20/2024 Virtu 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%
4/30/2024 Commonwealth 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%
1/31/2024 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%
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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%
10/24/2023Raymond 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%
(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, 59 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. ($6.71M), 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 46 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), Atria Wealth Solutions Inc. ($178.62K), Advisors Asset Management Inc. ($178.10K), Raymond James Financial Inc. ($110.79K), AQR Arbitrage LLC ($100.80K), and Hennion & Walsh Asset Management Inc. ($99.07K).

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

Institutional investors have bought a total of 2,500,832 shares in the last 24 months. This purchase volume represents approximately $24.79M in transactions.

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

Of the 27 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 ($63.11K), 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 1,167,165 shares in the last 24 months. This volume of shares sold represents approximately $12.11M in transactions.


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This page (NYSE:VCV) was last updated on 5/22/2025 by MarketBeat.com Staff
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