Latest Institutional Purchases of Invesco California Value Municipal Income Trust (VCV)
This list provides information on the latest institutional transactions involving Invesco California Value Municipal Income Trust (VCV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
197K+ 10.33% |
$1.89M - $2.06M
|
2.11M
$22.9M
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
133K+ 32.13% |
$1.27M - $1.39M
|
548K
$5.97M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
88.4K+ 24.48% |
$846K - $922K
|
450K
$4.9M
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
61.2K+ 6.07% |
$585K - $638K
|
1.07M
$11.6M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.1K+ 40.81% |
$345K - $377K
|
125K
$1.36M
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
34.9K+ 9.99% |
$334K - $364K
|
384K
$4.19M
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
27.6K+ 37.42% |
$263K - $287K
|
101K
$1.1M
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
27.4KNew |
$262K - $286K
|
27.4K
$298K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.1KNew |
$240K - $261K
|
25.1K
$273K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.8K+ 134.58% |
$218K - $238K
|
39.7K
$432K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.3K+ 44.28% |
$204K - $222K
|
69.5K
$757K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21K+ 138.59% |
$201K - $219K
|
36.2K
$394K
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
12K+ 17.79% |
$114K - $125K
|
79.3K
$864K
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
6.77K+ 27.83% |
$64.7K - $70.6K
|
31.1K
$338K
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
6K+ 42.86% |
$57.4K - $62.6K
|
20K
$218K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4K+ 14.54% |
$38.2K - $41.7K
|
31.5K
$343K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.63KNew |
$34.7K - $37.8K
|
3.63K
$39.5K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.1KNew |
$20.1K - $21.9K
|
2.1K
$22.9K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.2KNew |
$11.5K - $12.5K
|
1.2K
$13.1K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
807New |
$7.71K - $8.42K
|
807
$8.79K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
708+ 2.24% |
$6.77K - $7.38K
|
32.3K
$352K
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
154+ 1.38% |
$1.47K - $1.61K
|
11.3K
$123K
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
13+ 0.03% |
$124 - $136
|
42.9K
$467K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
85.3K+ 5.46% |
$817K - $849K
|
1.65M
$17.9M
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
52.6KNew |
$504K - $524K
|
52.6K
$572K
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
40.3K+ 90.17% |
$386K - $401K
|
85K
$925K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.7KNew |
$256K - $266K
|
26.7K
$291K
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20.3KNew |
$195K - $202K
|
20.3K
$221K
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.7KNew |
$170K - $176K
|
17.7K
$193K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.4KNew |
$166K - $173K
|
17.4K
$189K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.6KNew |
$149K - $155K
|
15.6K
$170K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.02KNew |
$67.2K - $69.9K
|
7.02K
$76.4K
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1KNew |
$9.58K - $9.96K
|
1K
$10.9K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
194+ 1.77% |
$1.86K - $1.93K
|
11.1K
$121K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
127+ 1.07% |
$1.22K - $1.26K
|
11.9K
$130K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
21.6KNew |
$174K - $213K
|
21.6K
$235K
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
20.9KNew |
$169K - $207K
|
20.9K
$227K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17KNew |
$137K - $168K
|
17K
$185K
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
11.9KNew |
$96.4K - $118K
|
11.9K
$130K
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
10.3KNew |
$83.2K - $102K
|
10.3K
$112K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6.25KNew |
$50.5K - $61.9K
|
6.25K
$68.1K
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
6+ 0.05% |
$48.5 - $59.4
|
11.8K
$128K
|
|
Q3 2023 | |||||||
Oct 27, 2023
Q3 2023
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
- |
48.9K+ 15.09% |
$412K - $481K
|
373K
$4.06M
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
22.3KNew |
$188K - $219K
|
22.3K
$242K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.6KNew |
$165K - $193K
|
19.6K
$214K
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.3KNew |
$95.2K - $111K
|
11.3K
$123K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1KNew |
$84.9K - $99K
|
10.1K
$110K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.01KNew |
$33.8K - $39.5K
|
4.01K
$43.7K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
28+ 0.54% |
$236 - $276
|
5.17K
$56.3K
|