Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.1K+ 26.02% |
$111K - $119K
|
53.8K
$610K
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-45- 0.08% |
$450 - $482
|
54.4K
$616K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-231- 1.05% |
$2.31K - $2.48K
|
21.8K
$247K
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.36K- 4.5% |
$13.5K - $14.5K
|
28.8K
$326K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.24K- 9.88% |
$42.3K - $45.4K
|
38.7K
$438K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-5.6K- 9.47% |
$55.9K - $60K
|
53.5K
$606K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.18K- 19.9% |
$61.8K - $66.3K
|
24.9K
$282K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.13K- 11.56% |
$81.2K - $87.1K
|
62.1K
$704K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-10.8K- 3.97% |
$108K - $116K
|
261K
$2.96M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-15.9K- 27.11% |
$159K - $170K
|
42.7K
$484K
|
|