Institutional Ownership Invesco California Value Municipal Income Trust (VCV)
This table provides information about the institutional ownership of Invesco California Value Municipal Income Trust (VCV). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 6.44 Million shares, which have been reported (via 13F filing form) to have a value of $65.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,031,364
shares
|
$20.4 Million
0.0% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
825,710
shares
|
$8.27 Million
0.08% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
632,132
shares
|
$6.33 Million
0.13% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
539,493
shares
|
$5.41 Million
0.0% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
303,999
shares
|
$3.05 Million
0.15% of portfolio
|
Q1 2025
Reduced 14.41%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
284,258
shares
|
$2.85 Million
0.04% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
257,503
shares
|
$2.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
178,223
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
140,907
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Added 16.82%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
134,618
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Added 12.51%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
117,290
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Apr 25, 2025 Q1 2025 |
81,121
shares
|
$812,832
0.64% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
66,002
shares
|
$661,340
0.15% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
57,605
shares
|
$577,202
0.02% of portfolio
|
Q3 2024
Added 28.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
53,984
shares
|
$540,919
0.0% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
49,094
shares
|
$491,921
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
44,892
shares
|
$449,817
0.0% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
42,445
shares
|
$425,298
0.0% of portfolio
|
Q4 2024
Reduced 13.51%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
40,866
shares
|
$409,477
0.25% of portfolio
|
Q1 2023
Added 251.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
40,112
shares
|
$401,922
0.0% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
39,069
shares
|
$391,471
0.0% of portfolio
|
Q4 2024
Reduced 27.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,549
shares
|
$366,220
0.0% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
35,183
shares
|
$352,533
0.06% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
32,167
shares
|
$322,313
0.0% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
30,147
shares
|
$302,072
0.2% of portfolio
|
Q2 2025
Added 33.39%
|