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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
126+ 1.26% |
$1.13K - $1.37K
|
10.1K
$112K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.96KClosed |
$38.8K - $43.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
24.7KNew |
$241K - $273K
|
24.7K
$272K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.2KClosed |
$100K - $113K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-30.1KClosed |
$294K - $333K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
800New |
$7.83K - $8.86K
|
800
$8.83K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22.5K+ 16.64% |
$220K - $249K
|
158K
$1.74M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-9.75KClosed |
$95.5K - $108K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-934Closed |
$9.14K - $10.3K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-9.81KClosed |
$96.1K - $109K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-9.1KClosed |
$89.1K - $101K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.14KClosed |
$20.9K - $23.7K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-28.9K- 97.93% |
$314K - $400K
|
611
$6.75K
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-17.1KClosed |
$186K - $237K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-21.6KClosed |
$235K - $300K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
20KNew |
$218K - $277K
|
20K
$221K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.7KClosed |
$116K - $148K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.2K+ 7.76% |
$13.1K - $16.6K
|
16.7K
$184K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-364Closed |
$3.96K - $5.05K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.2KNew |
$199K - $218K
|
15.2K
$167K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.2KClosed |
$15.7K - $17.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-10KClosed |
$131K - $144K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
11.7KNew |
$153K - $168K
|
11.7K
$129K
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-12.1KClosed |
$159K - $175K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.7KClosed |
$141K - $154K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-441Closed |
$5.78K - $6.35K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-211KClosed |
$2.89M - $3.03M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
10.7K+ 14.67% |
$146K - $153K
|
83.4K
$921K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-23.5KClosed |
$302K - $327K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-88Closed |
$1.13K - $1.22K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-584Closed |
$7.5K - $8.12K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.5KClosed |
$57.8K - $62.6K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-370Closed |
$4.75K - $5.15K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-260Closed |
$3.34K - $3.62K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-98.2KClosed |
$1.24M - $1.32M
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Cutler Group LP
|
SELL
|
- |
-1.5KClosed |
$18.9K - $20.2K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Kercheville Advisors, LLC
|
BUY
|
- |
17KNew |
$207K - $225K
|
17K
$188K
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2KClosed |
$24.4K - $26.5K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-1.04KClosed |
$12.6K - $13.7K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-8.5KClosed |
$104K - $112K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-16.2KClosed |
$188K - $208K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Diligent Investors, LLC
|
SELL
|
- |
-3.5K- 21.4% |
$40.9K - $45.1K
|
12.9K
$142K
|
|
|
Nov 04, 2020
Q3 2020
|
Dakota Wealth Management
|
SELL
|
- |
-19.1KClosed |
$223K - $246K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.51KClosed |
$29.3K - $32.3K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Manchester Financial Inc
|
SELL
|
- |
-11.1KClosed |
$129K - $143K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-400Closed |
$4.29K - $4.69K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-8.03KClosed |
$86.2K - $94.2K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-5KClosed |
$53.7K - $58.7K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.58KClosed |
$14.4K - $21.2K
|
0
$0
|
|