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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
65.6KNew |
$660K - $720K
|
65.6K
$713K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
417+ 1.31% |
$4.2K - $4.57K
|
32.3K
$351K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.5K+ 3.06% |
$555K - $609K
|
1.8M
$19.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
49.1KNew |
$509K - $558K
|
49.1K
$533K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
34.4K+ 6.27% |
$356K - $391K
|
582K
$6.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
29.5K+ 2.76% |
$306K - $335K
|
1.1M
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
25.8KNew |
$267K - $293K
|
25.8K
$280K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20.8K+ 989.0% |
$215K - $236K
|
22.9K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.3K+ 62.92% |
$211K - $231K
|
52.6K
$571K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
13.5KNew |
$140K - $153K
|
13.5K
$146K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13.2KNew |
$137K - $150K
|
13.2K
$143K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
12.9KNew |
$134K - $146K
|
12.9K
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
12.8K+ 5.05% |
$133K - $146K
|
266K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
12.6K+ 28.01% |
$131K - $143K
|
57.6K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.79K+ 21.55% |
$70.4K - $77.2K
|
38.3K
$416K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.1K+ 4.89% |
$63.3K - $69.4K
|
131K
$1.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.02K+ 4.11% |
$62.4K - $68.4K
|
152K
$1.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.87K+ 4.7% |
$19.4K - $21.2K
|
41.6K
$451K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.85K+ 5.11% |
$19.2K - $21K
|
38.1K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
874New |
$9.06K - $9.94K
|
874
$9.49K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
744+ 2.39% |
$7.72K - $8.46K
|
31.8K
$346K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
204+ 1.81% |
$2.12K - $2.32K
|
11.5K
$125K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22+ 0.68% |
$228 - $250
|
3.25K
$35.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
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
$297K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.1KNew |
$240K - $261K
|
25.1K
$272K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
6K+ 42.86% |
$57.4K - $62.6K
|
20K
$217K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.63KNew |
$34.7K - $37.8K
|
3.63K
$39.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.2KNew |
$11.5K - $12.5K
|
1.2K
$13K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
807New |
$7.71K - $8.42K
|
807
$8.76K
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
52.6KNew |
$504K - $524K
|
52.6K
$571K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
40.3K+ 90.17% |
$386K - $401K
|
85K
$923K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.7KNew |
$256K - $266K
|
26.7K
$290K
|
|
|
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
$192K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.4KNew |
$166K - $173K
|
17.4K
$188K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.6KNew |
$149K - $155K
|
15.6K
$169K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.02KNew |
$67.2K - $69.9K
|
7.02K
$76.2K
|
|
|
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
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
20.9KNew |
$169K - $207K
|
20.9K
$227K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17KNew |
$137K - $168K
|
17K
$184K
|
|
|
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
$67.9K
|
|
|
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
$4.05M
|
|