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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
132K+ 6.5% |
$1.27M - $1.44M
|
2.16M
$22.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.71K- 2.08% |
$35.9K - $40.6K
|
175K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
14.6K+ 5.69% |
$141K - $160K
|
272K
$2.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.1K+ 3.35% |
$175K - $198K
|
558K
$5.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-64.3K- 47.8% |
$622K - $704K
|
70.3K
$724K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.81K+ 7.01% |
$27.2K - $30.8K
|
42.9K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.45K- 9.94% |
$14K - $15.9K
|
13.1K
$135K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
26+ 0.07% |
$251 - $284
|
35.2K
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
429+ 0.79% |
$4.14K - $4.69K
|
54.4K
$560K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.8K- 25.09% |
$94.7K - $107K
|
29.3K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-62.9K- 7.62% |
$608K - $688K
|
763K
$7.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
59.2K+ 9.36% |
$572K - $648K
|
691K
$7.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
235K+ 166.81% |
$2.27M - $2.57M
|
376K
$3.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-82- 0.33% |
$792 - $897
|
24.8K
$255K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
35.4K+ 11.65% |
$342K - $388K
|
339K
$3.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.5K+ 2.6% |
$14.5K - $16.4K
|
59.1K
$609K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
264+ 1.21% |
$2.55K - $2.89K
|
22K
$227K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.54K- 1.31% |
$14.9K - $16.8K
|
116K
$1.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-14.4K- 17.8% |
$139K - $158K
|
66.7K
$687K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.07K+ 3.58% |
$10.4K - $11.7K
|
31.1K
$320K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.43K- 5.41% |
$23.4K - $26.6K
|
42.5K
$437K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
741+ 1.12% |
$7.16K - $8.11K
|
66.7K
$687K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
391+ 1.91% |
$3.78K - $4.28K
|
20.9K
$215K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.78KNew |
$46.2K - $52.3K
|
4.78K
$49.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.05K- 6.0% |
$19.8K - $22.5K
|
32.2K
$331K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
7.55K+ 33.39% |
$72.9K - $82.6K
|
30.1K
$311K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
229+ 1.92% |
$2.21K - $2.51K
|
12.1K
$125K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.5K- 29.2% |
$121K - $129K
|
27.8K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-51K- 74.3% |
$537K - $575K
|
17.6K
$182K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21K- 55.26% |
$222K - $237K
|
17K
$175K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.7KNew |
$113K - $121K
|
10.7K
$110K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.21KNew |
$12.7K - $13.6K
|
1.21K
$12.4K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
800New |
$8.43K - $9.02K
|
800
$8.24K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.8K+ 11.29% |
$304K - $325K
|
284K
$2.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.15% |
$10.5 - $11.3
|
684
$7.05K
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
SELL
|
- |
-1K- 5.88% |
$10.5K - $11.3K
|
16K
$165K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
10.7KNew |
$113K - $121K
|
10.7K
$110K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22+ 0.67% |
$232 - $248
|
3.3K
$34K
|
|
| Q4 2024 | |||||||
|
Aug 13, 2025
Q4 2024
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
21.4KNew |
$215K - $234K
|
21.4K
$220K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
49.1KNew |
$494K - $539K
|
49.1K
$506K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1K+ 5.1% |
$10.1K - $11K
|
20.6K
$212K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
8.85K+ 34.33% |
$89.1K - $97.1K
|
34.6K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-181K- 84.39% |
$1.82M - $1.98M
|
33.4K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-1.15K- 8.93% |
$11.6K - $12.6K
|
11.7K
$121K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.7KNew |
$107K - $117K
|
10.7K
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
26.6KNew |
$268K - $292K
|
26.6K
$274K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.63K- 13.51% |
$66.7K - $72.7K
|
42.4K
$437K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
874New |
$9.06K - $9.94K
|
874
$9K
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-443K- 21.04% |
$4.6M - $5.04M
|
1.66M
$17.1M
|
|