Invesco California Value Municipal Income Trust (VCV) Institutional Ownership

$10.56

+0.04 (+0.38%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 18.80%
Number of Institutional Buyers (last 12 months): 28
Total Institutional Inflows (last 12 months): $15.04M

Number of Institutional Sellers (last 12 months): 13
Total Institutional Outflows (last 12 months): $2.05M

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VCV Institutional Buying and Selling by Quarter

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Invesco California Value Municipal Income Trust Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/22/2024	Pacific Wealth Strategies Group Inc.	79,295	$826K	0.7%	+17.8%	0.000%
7/22/2024	Atria Wealth Solutions Inc.	146,272	$1.52M	0.0%	-2.5%	0.000%
7/20/2024	Hennion & Walsh Asset Management Inc.	384,479	$4.01M	0.2%	+10.0%	0.000%
5/24/2024	Cetera Advisors LLC	17,352	$173K	0.0%	N/A	0.000%
5/20/2024	Virtu Financial LLC	20,304	$202K	0.0%	N/A	0.000%
5/14/2024	Advisors Asset Management Inc.	414,664	$4.13M	0.1%	+16.0%	0.000%
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5/14/2024	Robinson Capital Management LLC	302,776	$2.91M	1.0%	-3.8%	0.000%
5/14/2024	RB Capital Management LLC	11,123	$111K	0.0%	-10.5%	0.000%
5/2/2024	Pacific Wealth Strategies Group Inc.	67,320	$671K	0.6%	+7.8%	0.141%
4/30/2024	Commonwealth Equity Services LLC	88,524	$882K	0.0%	+6.2%	0.185%
4/17/2024	Hennion & Walsh Asset Management Inc.	349,547	$3.48M	0.2%	-6.9%	0.730%
4/16/2024	Vanguard Capital Wealth Advisors	14,000	$139K	0.1%	+40.0%	0.029%
2/22/2024	Napa Wealth Management	53,615	$525K	0.3%	N/A	0.112%
2/14/2024	Vivaldi Capital Management LP	43,217	$419K	0.1%	-4.8%	0.090%
2/13/2024	Aristides Capital LLC	20,884	$205K	0.1%	N/A	0.044%
2/12/2024	Evoke Wealth LLC	58,605	$574K	0.0%	-45.8%	0.122%
2/12/2024	Weiss Asset Management LP	21,565	$211K	0.0%	N/A	0.045%
2/8/2024	Robinson Capital Management LLC	314,661	$3.09M	1.1%	+445.6%	0.657%
2/5/2024	Alpha Cubed Investments LLC	10,550	$103K	0.0%	-34.3%	0.022%
2/2/2024	Atria Wealth Solutions Inc.	148,796	$1.46M	0.0%	+37.9%	0.311%
2/1/2024	Wolverine Asset Management LLC	44,686	$438K	0.0%	+197.6%	0.093%
2/1/2024	Pacific Wealth Strategies Group Inc.	62,470	$612K	0.6%	+7.4%	0.130%
1/31/2024	Western Wealth Management LLC	37,638	$369K	0.0%	-14.3%	0.079%
1/31/2024	WestHill Financial Advisors Inc.	11,925	$117K	0.0%	N/A	0.025%
1/25/2024	International Assets Investment Management LLC	20,580	$2.10M	0.0%	N/A	0.043%
1/24/2024	International Assets Investment Management LLC	20,580	$2.10M	0.0%	N/A	0.043%
1/23/2024	TriaGen Wealth Management LLC	10,300	$101K	0.0%	N/A	0.022%
11/16/2023	RB Capital Management LLC	12,289	$104K	0.0%	-37.1%	0.026%
11/15/2023	Advisors Asset Management Inc.	184,236	$1.55M	0.0%	+19.1%	0.385%
11/14/2023	AQR Arbitrage LLC	317,422	$2.68M	0.1%	+46.5%	0.663%
11/14/2023	Saba Capital Management L.P.	198,638	$1.68M	0.0%	+25.9%	0.415%
11/14/2023	Robinson Capital Management LLC	57,672	$480K	0.2%	N/A	0.120%
11/13/2023	Wolverine Asset Management LLC	15,015	$127K	0.0%	N/A	0.031%
11/9/2023	UBS Group AG	471,460	$3.97M	0.0%	-10.2%	0.984%
11/8/2023	Fort Point Capital Partners LLC	29,948	$252K	0.0%	+104.9%	0.063%
11/8/2023	D.A. Davidson & CO.	48,081	$405K	0.0%	+11.9%	0.100%
11/8/2023	Janney Montgomery Scott LLC	19,389	$163K	0.0%	-23.6%	0.040%
11/8/2023	Atria Wealth Solutions Inc.	107,910	$910K	0.0%	+5.6%	0.225%
11/6/2023	Pacific Wealth Strategies Group Inc.	58,190	$491K	0.5%	-32.6%	0.122%
10/30/2023	Beach Point Capital Management LP	372,599	$3.14M	1.9%	+15.1%	0.778%
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10/27/2023	Hennion & Walsh Asset Management Inc.	351,698	$2.97M	0.2%	+22.3%	0.734%
10/24/2023	Raymond James & Associates	43,416	$366K	0.0%	+39.2%	0.091%
10/24/2023	Kingswood Wealth Advisors LLC	11,297	$95K	0.0%	N/A	0.024%
8/14/2023	Fort Point Capital Partners LLC	14,614	$140K	0.0%	N/A	0.031%
8/14/2023	Mirador Capital Partners LP	11,773	$113K	0.0%	-44.8%	0.025%
8/14/2023	First Foundation Advisors	10,446	$100K	0.0%	N/A	0.022%
8/11/2023	Karpus Management Inc.	26,822	$257K	0.0%	-3.9%	0.056%
8/11/2023	Landscape Capital Management L.L.C.	29,401	$282K	0.0%	+173.6%	0.061%
8/11/2023	Guggenheim Capital LLC	879,494	$8.43M	0.1%	+11.2%	1.836%
8/11/2023	D.A. Davidson & CO.	42,956	$412K	0.0%	+11.9%	0.090%
8/10/2023	Osaic Holdings Inc.	452,018	$4.33M	0.0%	+21.5%	0.944%
8/10/2023	Beach Point Capital Management LP	323,732	$3.10M	1.3%	N/A	0.676%
8/8/2023	RB Capital Management LLC	19,552	$187K	0.0%	-10.3%	0.041%
8/3/2023	Atria Wealth Solutions Inc.	102,150	$979K	0.0%	-6.3%	0.213%
7/26/2023	Janney Montgomery Scott LLC	25,389	$243K	0.0%	+21.1%	0.053%
7/26/2023	Pacific Wealth Strategies Group Inc.	86,350	$827K	0.8%	-1.5%	0.180%
7/25/2023	Raymond James & Associates	31,200	$299K	0.0%	+31.6%	0.065%
5/12/2023	Core Wealth Partners LLC	40,866	$416K	0.4%	+251.2%	0.085%
5/11/2023	Guggenheim Capital LLC	790,642	$8.04M	0.1%	+16.9%	1.651%
5/10/2023	Landscape Capital Management L.L.C.	10,745	$109K	0.0%	-72.8%	0.022%
5/8/2023	Evoke Wealth LLC	99,205	$1.01M	0.0%	-1.7%	0.207%
5/1/2023	Virtu Financial LLC	13,748	$140K	0.0%	N/A	0.029%
4/28/2023	Janney Montgomery Scott LLC	20,972	$213K	0.0%	+23.6%	0.044%
4/25/2023	D.A. Davidson & CO.	38,391	$390K	0.0%	-10.9%	0.080%
4/20/2023	Hennion & Walsh Asset Management Inc.	226,457	$2.30M	0.1%	+37.2%	0.473%
4/20/2023	Clay Northam Wealth Management LLC	29,050	$295K	0.3%	-9.4%	0.061%
4/14/2023	Raymond James & Associates	23,700	$241K	0.0%	+15.6%	0.049%
2/16/2023	Clay Northam Wealth Management LLC	32,064	$304K	0.4%	-8.2%	0.067%
2/13/2023	Core Wealth Partners LLC	11,636	$181K	0.2%	N/A	0.024%
2/13/2023	Atria Wealth Solutions Inc.	109,032	$1.03M	0.0%	+8.9%	0.228%
2/10/2023	Evoke Wealth LLC	100,940	$957K	0.0%	-11.7%	0.211%
2/10/2023	Advisor Group Holdings Inc.	357,887	$3.39M	0.0%	+35.3%	0.747%
2/9/2023	Landscape Capital Management L.L.C.	39,554	$375K	0.1%	-28.8%	0.083%
2/9/2023	Mercer Global Advisors Inc. ADV	19,276	$183K	0.0%	+10.8%	0.040%
2/8/2023	UBS Group AG	415,124	$3.94M	0.0%	+0.7%	0.867%
2/7/2023	Commonwealth Equity Services LLC	88,799	$841K	0.0%	+11.5%	0.185%
2/7/2023	Hollencrest Capital Management	5,081	$48K	0.0%	-52.8%	0.011%
2/1/2023	Janney Montgomery Scott LLC	16,966	$161K	0.0%	-15.0%	0.035%
1/24/2023	Matisse Capital	26,088	$247K	0.2%	N/A	0.054%
1/20/2023	Matisse Capital	26,088	$247K	0.3%	N/A	0.054%
1/19/2023	Arlington Financial Advisors LLC	22,500	$213K	0.1%	N/A	0.047%
1/12/2023	Hennion & Walsh Asset Management Inc.	165,002	$1.56M	0.1%	+51.4%	0.345%
1/11/2023	Pacific Wealth Strategies Group Inc.	87,970	$834K	1.1%	N/A	0.184%
1/11/2023	RB Capital Management LLC	21,562	$204K	0.1%	-48.0%	0.045%
11/15/2022	KWB Wealth	28,174	$253K	0.1%	-47.7%	0.059%
11/15/2022	Karpus Management Inc.	28,123	$253K	0.0%	N/A	0.059%
11/15/2022	Logan Stone Capital LLC	93,652	$842K	0.6%	N/A	0.196%
11/14/2022	Guggenheim Capital LLC	584,510	$5.26M	0.0%	+7.9%	1.221%
11/14/2022	Hennion & Walsh Asset Management Inc.	108,985	$980K	0.1%	-16.6%	0.228%
11/10/2022	Wolverine Asset Management LLC	45,831	$412K	0.0%	+902.0%	0.096%
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11/10/2022	UBS Group AG	412,321	$3.71M	0.0%	-4.0%	0.861%
11/8/2022	Advisors Asset Management Inc.	110,801	$996K	0.0%	-2.0%	0.231%
11/7/2022	D.A. Davidson & CO.	43,111	$387K	0.0%	+4.5%	0.090%
11/7/2022	Western Wealth Management LLC	69,484	$609K	0.0%	-6.1%	0.145%
11/2/2022	Landscape Capital Management L.L.C.	55,530	$499K	0.1%	+175.8%	0.116%
10/28/2022	Hollencrest Capital Management	10,768	$97K	0.0%	-87.4%	0.022%
10/25/2022	Janney Montgomery Scott LLC	19,959	$179K	0.0%	+33.5%	0.042%
10/25/2022	Raymond James Financial Services Advisors Inc.	10,007	$90K	0.0%	-28.6%	0.021%
10/24/2022	RB Capital Management LLC	41,426	$372K	0.1%	-3.5%	0.087%
10/21/2022	Mine & Arao Wealth Creation & Management LLC.	8,450	$76K	0.1%	N/A	0.018%

(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, 51 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), Hennion & Walsh Asset Management Inc. ($4.01M), UBS Group AG ($3.97M), 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 41 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. ($216.54K), Pacific Wealth Strategies Group Inc. ($109.08K), AQR Arbitrage LLC ($100.80K), 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 2,536,302 shares in the last 24 months. This purchase volume represents approximately $23.97M 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), D.A. Davidson & CO. ($87.09K), Wolverine Asset Management LLC ($80.83K), Hollencrest Capital Management ($80.06K), Evoke Wealth LLC ($75.42K), Landscape Capital Management L.L.C. ($72.25K), and Advisors Asset Management Inc. ($62.52K).
How much institutional selling is happening at Invesco California Value Municipal Income Trust?: Institutional investors have sold a total of 783,382 shares in the last 24 months. This volume of shares sold represents approximately $7.66M in transactions.