Latest Institutional Purchases of Invesco California Value Municipal Income Trust (VCV)
This list provides information on the latest institutional transactions involving Invesco California Value Municipal Income Trust (VCV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
114K+ 16.55% |
$1.14M - $1.23M
|
806K
$9.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
103K+ 4.75% |
$1.03M - $1.1M
|
2.27M
$25.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
99.2K+ 13.0% |
$991K - $1.06M
|
862K
$9.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
62K+ 11.11% |
$619K - $664K
|
620K
$7.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
59K+ 17.38% |
$589K - $633K
|
398K
$4.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.7K+ 91.04% |
$366K - $393K
|
76.9K
$872K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
32.8K+ 77.27% |
$328K - $352K
|
75.3K
$853K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.9K+ 14.83% |
$259K - $277K
|
200K
$2.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.7KNew |
$216K - $232K
|
21.7K
$245K
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
20K+ 93.62% |
$200K - $214K
|
41.4K
$469K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.4K+ 4.62% |
$174K - $186K
|
393K
$4.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
17KNew |
$170K - $183K
|
17K
$193K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.5KNew |
$134K - $144K
|
13.5K
$152K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
10KNew |
$99.9K - $107K
|
10K
$113K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
9.59KNew |
$95.8K - $103K
|
9.59K
$109K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.43K+ 4.69% |
$54.2K - $58.2K
|
121K
$1.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.51K+ 18.19% |
$45K - $48.3K
|
29.3K
$332K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.51KNew |
$15K - $16.1K
|
1.51K
$17.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.26K+ 1.89% |
$12.6K - $13.5K
|
68K
$770K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
650+ 81.25% |
$6.49K - $6.97K
|
1.45K
$16.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
232+ 1.91% |
$2.32K - $2.49K
|
12.4K
$140K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
195+ 28.51% |
$1.95K - $2.09K
|
879
$9.96K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
27+ 0.08% |
$270 - $289
|
35.2K
$399K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12+ 0.09% |
$120 - $129
|
13.2K
$149K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.01% |
$9.99 - $10.7
|
11.8K
$133K
|
|
| Q2 2025 | |||||||
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
12.8KNew |
$124K - $140K
|
12.8K
$145K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.78KNew |
$46.2K - $52.3K
|
4.78K
$54.2K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.81K+ 7.01% |
$27.2K - $30.8K
|
42.9K
$486K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
391+ 1.91% |
$3.78K - $4.28K
|
20.9K
$236K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.8K+ 11.29% |
$304K - $325K
|
284K
$3.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
10.7KNew |
$113K - $121K
|
10.7K
$121K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.7KNew |
$113K - $121K
|
10.7K
$121K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.21KNew |
$12.7K - $13.6K
|
1.21K
$13.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22+ 0.67% |
$232 - $248
|
3.3K
$37.4K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
26.6KNew |
$268K - $292K
|
26.6K
$301K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
8.85K+ 34.33% |
$89.1K - $97.1K
|
34.6K
$392K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1K+ 5.1% |
$10.1K - $11K
|
20.6K
$234K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20.8K+ 989.0% |
$215K - $236K
|
22.9K
$259K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
13.5KNew |
$140K - $153K
|
13.5K
$152K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13.2KNew |
$137K - $150K
|
13.2K
$150K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
874New |
$9.06K - $9.94K
|
874
$9.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
744+ 2.39% |
$7.72K - $8.46K
|
31.8K
$361K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
27.6K+ 37.42% |
$263K - $287K
|
101K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
27.4KNew |
$262K - $286K
|
27.4K
$310K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
6K+ 42.86% |
$57.4K - $62.6K
|
20K
$227K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.63KNew |
$34.7K - $37.8K
|
3.63K
$41.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.2KNew |
$11.5K - $12.5K
|
1.2K
$13.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
807New |
$7.71K - $8.42K
|
807
$9.14K
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
52.6KNew |
$504K - $524K
|
52.6K
$596K
|
|