Purchases and Sales Made in Q1 2025 in Invesco California Value Municipal Income Trust (VCV)
This table provides information about the institutional ownership of Invesco California Value Municipal Income Trust (VCV) during Q1 2025. The information is specifically focused on institutions that hold shares of Invesco California Value Municipal Income Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
10.7KNew |
$113K - $121K
|
10.7K
$111K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.43K+ 5.72% |
$25.6K - $27.4K
|
44.9K
$467K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.91K+ 5.91% |
$20.1K - $21.5K
|
34.2K
$356K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
394+ 0.6% |
$4.15K - $4.44K
|
66K
$686K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22+ 0.67% |
$232 - $248
|
3.3K
$34.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.15% |
$10.5 - $11.3
|
684
$7.11K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-214- 0.26% |
$2.26K - $2.41K
|
81.1K
$844K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1K- 4.24% |
$10.5K - $11.3K
|
22.6K
$235K
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
SELL
|
- |
-1K- 5.88% |
$10.5K - $11.3K
|
16K
$166K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-44.4K- 59.65% |
$468K - $500K
|
30K
$312K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-51.2K- 14.41% |
$540K - $577K
|
304K
$3.16M
|