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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.3KNew |
$95.2K - $111K
|
11.3K
$116K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1KNew |
$84.9K - $99K
|
10.1K
$103K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.01KNew |
$33.8K - $39.5K
|
4.01K
$41.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
28+ 0.54% |
$236 - $276
|
5.17K
$52.9K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
36.9K+ 36.63% |
$339K - $378K
|
138K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
16.9KNew |
$155K - $173K
|
16.9K
$173K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
10.4KNew |
$96.1K - $107K
|
10.4K
$107K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.63KNew |
$14.9K - $16.6K
|
1.63K
$16.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
892+ 0.75% |
$8.21K - $9.13K
|
120K
$1.23M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
683New |
$6.28K - $6.99K
|
683
$6.99K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
29.2K+ 251.2% |
$275K - $306K
|
40.9K
$418K
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Matisse Capital
|
BUY
|
- |
26.1KNew |
$224K - $266K
|
26.1K
$267K
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
22.5KNew |
$193K - $230K
|
22.5K
$230K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
2.05KNew |
$17.6K - $21K
|
2.05K
$21K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
471New |
$4.05K - $4.81K
|
471
$4.82K
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
43.2KNew |
$387K - $471K
|
43.2K
$443K
|
|
|
Nov 09, 2022
Q3 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
30.9KNew |
$276K - $336K
|
30.9K
$316K
|
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
BUY
|
- |
16.1KNew |
$144K - $175K
|
16.1K
$164K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
8.45KNew |
$75.6K - $92K
|
8.45K
$86.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
126+ 1.26% |
$1.13K - $1.37K
|
10.1K
$104K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
24.7KNew |
$241K - $273K
|
24.7K
$252K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22.5K+ 16.64% |
$220K - $249K
|
158K
$1.61M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
800New |
$7.83K - $8.86K
|
800
$8.19K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
20KNew |
$218K - $277K
|
20K
$205K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.2K+ 7.76% |
$13.1K - $16.6K
|
16.7K
$171K
|
|
| Q4 2021 | |||||||
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.2KNew |
$199K - $218K
|
15.2K
$155K
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
11.7KNew |
$153K - $168K
|
11.7K
$120K
|
|
| Q3 2021 | |||||||
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
10.7K+ 14.67% |
$146K - $153K
|
83.4K
$854K
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Kercheville Advisors, LLC
|
BUY
|
- |
17KNew |
$207K - $225K
|
17K
$174K
|
|