Purchases and Sales Made in Q2 2022 in Invesco California Value Municipal Income Trust (VCV)

VCV Quotes by TradingView

This table provides information about the institutional ownership of Invesco California Value Municipal Income Trust (VCV) during Q2 2022. 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
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
243K
+ 89.39%
$2.38M - $2.7M
516K $5.58M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
140K
+ 119.93%
$1.37M - $1.55M
257K $2.78M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
136K
+ 12.27%
$1.33M - $1.5M
1.24M $13.4M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
136K
+ 12.27%
$1.33M - $1.5M
1.24M $13.4M
Jul 22, 2022 Q2 2022
Clay Northam Wealth Management, LLC

BUY
 -
34.9K
New
$342K - $387K
34.9K $378K
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
24.7K
New
$241K - $273K
24.7K $267K
Aug 02, 2022 Q2 2022
Jfs Wealth Advisors, LLC

BUY
 -
22.5K
+ 16.64%
$220K - $249K
158K $1.71M
Aug 15, 2022 Q2 2022
Aqr Arbitrage LLC

Greenwich, CT
BUY
 -
21.2K
+ 84.79%
$208K - $235K
46.3K $501K
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
14.7K
+ 19.56%
$144K - $162K
89.6K $969K
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
14.6K
+ 6.65%
$143K - $162K
234K $2.53M
Jul 19, 2022 Q2 2022
Great Valley Advisor Group, Inc.

BUY
 -
11.7K
New
$115K - $130K
11.7K $127K
Jul 29, 2022 Q2 2022
Tria Gen Wealth Management LLC

BUY
 -
11.1K
New
$109K - $124K
11.1K $121K
Jul 18, 2022 Q2 2022
Western Wealth Management, LLC

BUY
 -
10.9K
+ 17.31%
$107K - $121K
74K $801K
Jul 11, 2022 Q2 2022
Cooper Financial Group

BUY
 -
10K
New
$98.1K - $111K
10K $108K
Aug 15, 2022 Q2 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
7.85K
+ 70.86%
$76.8K - $86.9K
18.9K $205K
Jul 22, 2022 Q2 2022
Alpha Cubed Investments, LLC

BUY
 -
5.05K
+ 45.91%
$49.4K - $56K
16.1K $174K
Aug 12, 2022 Q2 2022
First Foundation Advisors

Irvine, CA
BUY
 -
4.81K
+ 13.14%
$47.1K - $53.3K
41.4K $448K
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
3.35K
+ 4.65%
$32.8K - $37.1K
75.4K $816K
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
2.88K
+ 21.87%
$28.2K - $32K
16.1K $174K
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
2.11K
+ 8.68%
$20.6K - $23.4K
26.4K $286K
Aug 12, 2022 Q2 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.14K
+ 1.73%
$11.2K - $12.6K
67.1K $726K
Aug 11, 2022 Q2 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
800
New
$7.83K - $8.86K
800 $8.66K
Jul 14, 2022 Q2 2022
Rb Capital Management, LLC

BUY
 -
378
+ 0.89%
$3.7K - $4.19K
42.9K $465K
Aug 05, 2022 Q2 2022
Mirador Capital Partners LP

BUY
 -
80
+ 0.38%
$783 - $886
21.3K $231K
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

BUY
 -
61
+ 0.41%
$597 - $676
15K $162K
Jul 21, 2022 Q2 2022
Hollencrest Capital Management

BUY
 -
32
+ 0.04%
$313 - $355
85.1K $921K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 15, 2022 Q2 2022
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-471
- 3.5%
$4.61K - $5.22K
13K $141K
Aug 02, 2022 Q2 2022
Mufg Americas Holdings Corp

SELL
 -
-611
Closed
$5.98K - $6.77K
0 $0
Jul 22, 2022 Q2 2022
Gemmer Asset Management LLC

SELL
 -
-934
Closed
$9.14K - $10.3K
0 $0
Jul 07, 2022 Q2 2022
Massmutual Trust CO Fsb

SELL
 -
-2.14K
Closed
$20.9K - $23.7K
0 $0
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-3.8K
- 21.34%
$37.2K - $42.1K
14K $152K
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-3.96K
Closed
$38.8K - $43.9K
0 $0
Jul 08, 2022 Q2 2022
Covington Capital Management

SELL
 -
-9.1K
Closed
$89.1K - $101K
0 $0
Jul 28, 2022 Q2 2022
Whittier Trust CO

SELL
 -
-9.75K
Closed
$95.5K - $108K
0 $0
Jul 20, 2022 Q2 2022
Mc Carthy Asset Management, Inc.

SELL
 -
-9.81K
Closed
$96.1K - $109K
0 $0
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-10.2K
Closed
$100K - $113K
0 $0
Aug 04, 2022 Q2 2022
Evoke Wealth, LLC

SELL
 -
-10.8K
- 8.6%
$105K - $119K
114K $1.24M
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-10.8K
Closed
$106K - $120K
0 $0
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-12.1K
Closed
$118K - $134K
0 $0
Aug 10, 2022 Q2 2022
Kwb Wealth

Redlands, CA
SELL
 -
-13.7K
- 20.28%
$134K - $152K
53.9K $583K
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-16.1K
Closed
$157K - $178K
0 $0
Jul 22, 2022 Q2 2022
Ackerman Capital Advisors, LLC

SELL
 -
-21.1K
Closed
$207K - $234K
0 $0
Aug 05, 2022 Q2 2022
Landscape Capital Management, L.L.C.

SELL
 -
-27.5K
- 57.7%
$269K - $304K
20.1K $218K
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-30.1K
Closed
$294K - $333K
0 $0
Aug 02, 2022 Q2 2022
Comerica Bank

SELL
 -
-37.7K
Closed
$369K - $418K
0 $0
Jul 19, 2022 Q2 2022
Hennion & Walsh Asset Management, Inc.

SELL
 -
-39.9K
- 23.4%
$391K - $442K
131K $1.41M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
SELL
 -
-44.6K
Closed
$437K - $494K
0 $0
Jul 19, 2022 Q2 2022
Pacific Wealth Strategies Group, Inc.

SELL
 -
-44.8K
- 60.04%
$438K - $496K
29.8K $322K

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