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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
40.3K+ 90.17% |
$386K - $401K
|
85K
$963K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20.3KNew |
$195K - $202K
|
20.3K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.7KNew |
$170K - $176K
|
17.7K
$201K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.4KNew |
$166K - $173K
|
17.4K
$197K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.02KNew |
$67.2K - $69.9K
|
7.02K
$79.5K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1KNew |
$9.58K - $9.96K
|
1K
$11.3K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
127+ 1.07% |
$1.22K - $1.26K
|
11.9K
$135K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
21.6KNew |
$174K - $213K
|
21.6K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
20.9KNew |
$169K - $207K
|
20.9K
$237K
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
11.9KNew |
$96.4K - $118K
|
11.9K
$135K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
10.3KNew |
$83.2K - $102K
|
10.3K
$117K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6.25KNew |
$50.5K - $61.9K
|
6.25K
$70.8K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
- |
48.9K+ 15.09% |
$412K - $481K
|
373K
$4.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
22.3KNew |
$188K - $219K
|
22.3K
$252K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.3KNew |
$95.2K - $111K
|
11.3K
$128K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1KNew |
$84.9K - $99K
|
10.1K
$114K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.01KNew |
$33.8K - $39.5K
|
4.01K
$45.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
28+ 0.54% |
$236 - $276
|
5.17K
$58.5K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
36.9K+ 36.63% |
$339K - $378K
|
138K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
16.9KNew |
$155K - $173K
|
16.9K
$191K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
10.4KNew |
$96.1K - $107K
|
10.4K
$118K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.63KNew |
$14.9K - $16.6K
|
1.63K
$18.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
892+ 0.75% |
$8.21K - $9.13K
|
120K
$1.36M
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
29.2K+ 251.2% |
$275K - $306K
|
40.9K
$463K
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Matisse Capital
|
BUY
|
- |
26.1KNew |
$224K - $266K
|
26.1K
$296K
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
22.5KNew |
$193K - $230K
|
22.5K
$255K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
2.05KNew |
$17.6K - $21K
|
2.05K
$23.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
471New |
$4.05K - $4.81K
|
471
$5.34K
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
43.2KNew |
$387K - $471K
|
43.2K
$490K
|
|
|
Nov 09, 2022
Q3 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
30.9KNew |
$276K - $336K
|
30.9K
$350K
|
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
BUY
|
- |
16.1KNew |
$144K - $175K
|
16.1K
$182K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
8.45KNew |
$75.6K - $92K
|
8.45K
$95.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
126+ 1.26% |
$1.13K - $1.37K
|
10.1K
$115K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
24.7KNew |
$241K - $273K
|
24.7K
$279K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22.5K+ 16.64% |
$220K - $249K
|
158K
$1.79M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
800New |
$7.83K - $8.86K
|
800
$9.06K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
20KNew |
$218K - $277K
|
20K
$227K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.2K+ 7.76% |
$13.1K - $16.6K
|
16.7K
$189K
|
|
| Q4 2021 | |||||||
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.2KNew |
$199K - $218K
|
15.2K
$172K
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
11.7KNew |
$153K - $168K
|
11.7K
$132K
|
|
| Q3 2021 | |||||||
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
10.7K+ 14.67% |
$146K - $153K
|
83.4K
$945K
|
|