Invesco California Value Municipal Income Trust (VCV) Institutional Ownership
Track institutional investors, ownership changes, and 13F filings.
Ownership Summary
Total Institutions
52
Total Shares Held
6.59M
Total Value
$72.14M
Institutional Holding %
13.77%
Ownership Distribution
Top 5 Holders
Top Institutional Holders (as of Dec 31, 2024)
| Institution | Shares | Ownership % | Value |
|---|---|---|---|
| MORGAN STANLEY | 1.99M | 4.16% | $21.82M |
| GUGGENHEIM | 958.06K | 2.00% | $10.48M |
| ADVISORS ASSET | 575.12K | 1.20% | $6.29M |
| WELLS FARGOMPANY | 513.27K | 1.07% | $5.62M |
| HENNION & WALSH ASSET | 355.19K | 0.74% | $3.89M |
| UBS | 275.56K | 0.58% | $3.01M |
| ATRIA WEALTH SOLUTIONS | 255.41K | 0.53% | $2.79M |
| BANK OF AMERICA | 185.40K | 0.39% | $2.03M |
| COMMONWEALTH EQUITYRVICES | 127.05K | 0.27% | $1.39M |
| LPL FINANCIAL | 120.62K | 0.25% | $1.32M |
Recent Insider Trading
| Insider | Title | Transaction | Shares | Value | Date |
|---|---|---|---|---|---|
| Perkin Edward J. | Other: Trustee | - | $- | Jan 02, 2025 | |
| Bank Of America Corp /De/ | 10 Percent Owner | P-Purchase | 6.00K | $76.00K | Aug 14, 2020 |
| Bank Of America Corp /De/ | 10 Percent Owner | S-Sale | 35 | $422 | Aug 27, 2020 |
| Bank Of America Corp /De/ | 10 Percent Owner | S-Sale | 99 | $1.19K | Aug 27, 2020 |
| Bank Of America Corp /De/ | 10 Percent Owner | S-Sale | 99 | $1.19K | Aug 27, 2020 |
| Bank Of America Corp /De/ | 10 Percent Owner | S-Sale | 100 | $1.21K | Aug 27, 2020 |
| Bank Of America Corp /De/ | 10 Percent Owner | S-Sale | 100 | $1.21K | Aug 27, 2020 |
| Bank Of America Corp /De/ | 10 Percent Owner | S-Sale | 99 | $1.19K | Aug 27, 2020 |
| Bank Of America Corp /De/ | 10 Percent Owner | S-Sale | 99 | $1.19K | Aug 27, 2020 |
| Bank Of America Corp /De/ | 10 Percent Owner | S-Sale | 100 | $1.21K | Aug 27, 2020 |
Recent Position Changes
| Institution | Shares Changed | % Change | Date |
|---|---|---|---|
| MORGAN STANLEY | +189.48K | +10.50% | Feb 14, 2025 |
| AQR ARBITRAGE | -180.52K | -84.39% | Feb 14, 2025 |
| GUGGENHEIM | -140.97K | -12.83% | Feb 13, 2025 |
| ATRIA WEALTH SOLUTIONS | +103.13K | +67.72% | Jan 31, 2025 |
| AMERIPRISE FINANCIAL | +81.34K | +212.34% | Feb 14, 2025 |
| WELLS FARGOMPANY | +70.56K | +15.94% | Feb 13, 2025 |
| CYPRESS WEALTHRVICES | +65.61K | +100.00% | Jan 15, 2025 |
| RAYMOND JAMES FINANCIAL | +55.40K | +100.00% | Feb 13, 2025 |
| NEWEDGE | +39.28K | +100.00% | Feb 13, 2025 |
| ENVESTNET ASSET | +32.80K | +78.91% | Feb 13, 2025 |
Related Metrics
Explore detailed financial metrics and analysis for VCV.