Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
65.6KNew |
$660K - $720K
|
65.6K
$710K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.5KNew |
$216K - $236K
|
21.5K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
2.51K+ 3.19% |
$25.3K - $27.5K
|
81.3K
$880K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
417+ 1.31% |
$4.2K - $4.57K
|
32.3K
$350K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-4.25K- 15.26% |
$42.8K - $46.6K
|
23.6K
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-15.8K- 4.26% |
$159K - $174K
|
355K
$3.84M
|