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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
57K+ 9.91% |
$601K - $643K
|
632K
$6.37M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.1K+ 1.86% |
$391K - $418K
|
2.03M
$20.5M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.8K+ 11.29% |
$304K - $325K
|
284K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.2K+ 5.11% |
$276K - $296K
|
539K
$5.44M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.3K+ 16.82% |
$214K - $229K
|
141K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.2K+ 70.65% |
$170K - $182K
|
39.1K
$394K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15K+ 12.51% |
$158K - $169K
|
135K
$1.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
10.7KNew |
$113K - $121K
|
10.7K
$108K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.7KNew |
$113K - $121K
|
10.7K
$108K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.6K+ 21.64% |
$27.4K - $29.3K
|
14.6K
$147K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.43K+ 5.72% |
$25.6K - $27.4K
|
44.9K
$453K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.91K+ 5.91% |
$20.1K - $21.5K
|
34.2K
$345K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.21KNew |
$12.7K - $13.6K
|
1.21K
$12.2K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
800New |
$8.43K - $9.02K
|
800
$8.06K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
394+ 0.6% |
$4.15K - $4.44K
|
66K
$665K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
359+ 1.78% |
$3.78K - $4.05K
|
20.5K
$206K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
242+ 1.13% |
$2.55K - $2.73K
|
21.7K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
209+ 1.79% |
$2.2K - $2.36K
|
11.9K
$120K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
82+ 0.33% |
$864 - $925
|
24.9K
$251K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
25+ 0.07% |
$264 - $282
|
35.2K
$355K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22+ 0.67% |
$232 - $248
|
3.3K
$33.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.15% |
$10.5 - $11.3
|
684
$6.89K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-214- 0.26% |
$2.26K - $2.41K
|
81.1K
$818K
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
SELL
|
- |
-1K- 5.88% |
$10.5K - $11.3K
|
16K
$161K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1K- 4.24% |
$10.5K - $11.3K
|
22.6K
$228K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.41K- 2.55% |
$14.9K - $15.9K
|
54K
$544K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.55K- 8.13% |
$37.4K - $40K
|
40.1K
$404K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.18K- 3.87% |
$75.6K - $80.9K
|
178K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.76K- 7.68% |
$103K - $110K
|
117K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.5K- 29.2% |
$121K - $129K
|
27.8K
$280K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.1K- 6.55% |
$190K - $204K
|
258K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21K- 55.26% |
$222K - $237K
|
17K
$172K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-44.4K- 59.65% |
$468K - $500K
|
30K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-51K- 74.3% |
$537K - $575K
|
17.6K
$178K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-51.2K- 14.41% |
$540K - $577K
|
304K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-132K- 13.81% |
$1.4M - $1.49M
|
826K
$8.32M
|