Latest Institutional Transactions on Invesco California Value Municipal Income Trust (VCV)
This table provides information on the latest institutional transactions involving Invesco California Value Municipal Income Trust (VCV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.78KNew |
$46.2K - $52.3K
|
4.78K
$47.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.05K- 6.0% |
$19.8K - $22.5K
|
32.2K
$322K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
7.55K+ 33.39% |
$72.9K - $82.6K
|
30.1K
$302K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
229+ 1.92% |
$2.21K - $2.51K
|
12.1K
$122K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.1K+ 1.86% |
$391K - $418K
|
2.03M
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.5K- 29.2% |
$121K - $129K
|
27.8K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.18K- 3.87% |
$75.6K - $80.9K
|
178K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-51K- 74.3% |
$537K - $575K
|
17.6K
$177K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.55K- 8.13% |
$37.4K - $40K
|
40.1K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.6K+ 21.64% |
$27.4K - $29.3K
|
14.6K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
57K+ 9.91% |
$601K - $643K
|
632K
$6.33M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21K- 55.26% |
$222K - $237K
|
17K
$171K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.7KNew |
$113K - $121K
|
10.7K
$107K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15K+ 12.51% |
$158K - $169K
|
135K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-132K- 13.81% |
$1.4M - $1.49M
|
826K
$8.27M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
25+ 0.07% |
$264 - $282
|
35.2K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.2K+ 5.11% |
$276K - $296K
|
539K
$5.41M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.21KNew |
$12.7K - $13.6K
|
1.21K
$12.1K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.1K- 6.55% |
$190K - $204K
|
258K
$2.58M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.41K- 2.55% |
$14.9K - $15.9K
|
54K
$541K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
359+ 1.78% |
$3.78K - $4.05K
|
20.5K
$205K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
800New |
$8.43K - $9.02K
|
800
$8.02K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.8K+ 11.29% |
$304K - $325K
|
284K
$2.85M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.76K- 7.68% |
$103K - $110K
|
117K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.3K+ 16.82% |
$214K - $229K
|
141K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
82+ 0.33% |
$864 - $925
|
24.9K
$249K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
242+ 1.13% |
$2.55K - $2.73K
|
21.7K
$218K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.15% |
$10.5 - $11.3
|
684
$6.85K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-44.4K- 59.65% |
$468K - $500K
|
30K
$301K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.43K+ 5.72% |
$25.6K - $27.4K
|
44.9K
$450K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-214- 0.26% |
$2.26K - $2.41K
|
81.1K
$813K
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
SELL
|
- |
-1K- 5.88% |
$10.5K - $11.3K
|
16K
$160K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
394+ 0.6% |
$4.15K - $4.44K
|
66K
$661K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-51.2K- 14.41% |
$540K - $577K
|
304K
$3.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
10.7KNew |
$113K - $121K
|
10.7K
$107K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22+ 0.67% |
$232 - $248
|
3.3K
$33.1K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.8K- 27.61% |
$109K - $118K
|
28.3K
$283K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
49.1KNew |
$494K - $539K
|
49.1K
$492K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1K+ 5.1% |
$10.1K - $11K
|
20.6K
$207K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
8.85K+ 34.33% |
$89.1K - $97.1K
|
34.6K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-181K- 84.39% |
$1.82M - $1.98M
|
33.4K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-1.15K- 8.93% |
$11.6K - $12.6K
|
11.7K
$118K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.7KNew |
$107K - $117K
|
10.7K
$107K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
26.6KNew |
$268K - $292K
|
26.6K
$267K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.63K- 13.51% |
$66.7K - $72.7K
|
42.4K
$425K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-443K- 21.04% |
$4.6M - $5.04M
|
1.66M
$16.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
874New |
$9.06K - $9.94K
|
874
$8.76K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
12.6K+ 28.01% |
$131K - $143K
|
57.6K
$577K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
744+ 2.39% |
$7.72K - $8.46K
|
31.8K
$319K
|
|