InsiderTrades.com logo
Elon’s New Device is About to Shock the World
From InvestorPlace   |   Ad
Using this device you see above… Elon Musk just tested a new type of A.I. that according to Wired Magazine will usher in… “The next step in human evolution.”
Click here to see the details because there’s a lot of money at stake.

VCV Insider Trading

Insider Ownership Percentage: 6.08%
Insider Buying (Last 12 Months): $8,622.00
Insider Selling (Last 12 Months): $8,748.00

Invesco California Value Municipal Income Trust Insider Trading History Chart

This chart shows the insider buying and selling history at Invesco California Value Municipal Income Trust by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Invesco California Value Municipal Income Trust Share Price & Price History

Current Price: $9.66
Price Change: ▲ Price Increase of +0.04 (0.42%)
As of 05/3/2024 01:00 AM ET

This chart shows the closing price history over time for VCV up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365
Elon’s New Device is About to Shock the World
From InvestorPlace   |   Ad
Using this device you see above… Elon Musk just tested a new type of A.I. that according to Wired Magazine will usher in… “The next step in human evolution.”
Click here to see the details because there’s a lot of money at stake.

Invesco California Value Municipal Income Trust Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
12/15/2023Of America Corp /De/ BankMajor ShareholderSell900$9.72$8,748.00View SEC Filing Icon  
12/13/2023Of America Corp /De/ BankMajor ShareholderBuy900$9.58$8,622.00900View SEC Filing Icon  
See Full Table
Could Your Accounts Be Frozen?
From Allegiance Gold   |   Ad
The US Dollar Is "Finished" A deteriorating economy, global instability, and a weakened banking system have pushed the U.S. financial system to the brink, imperiling the value of your savings and investments.
Get your Free Wealth Protection Kit

SEC Filings (Institutional Ownership Changes) for Invesco California Value Municipal Income Trust (NYSE:VCV)

18.80% of Invesco California Value Municipal Income Trust stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at VCV by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Invesco California Value Municipal Income Trust Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024Pacific Wealth Strategies Group Inc.67,320$0.67M0.6%+7.8%0.141%Search for SEC Filing on Google Icon
4/30/2024Commonwealth Equity Services LLC88,524$0.88M0.0%+6.2%0.185%Search for SEC Filing on Google Icon
4/17/2024Hennion & Walsh Asset Management Inc.349,547$3.48M0.2%-6.9%0.730%Search for SEC Filing on Google Icon
4/16/2024Vanguard Capital Wealth Advisors14,000$0.14M0.1%+40.0%0.029%Search for SEC Filing on Google Icon
2/22/2024Napa Wealth Management53,615$0.53M0.3%N/A0.112%Search for SEC Filing on Google Icon
2/14/2024Vivaldi Capital Management LP43,217$0.42M0.1%-4.8%0.090%Search for SEC Filing on Google Icon
2/13/2024Aristides Capital LLC20,884$0.21M0.1%N/A0.044%Search for SEC Filing on Google Icon
2/12/2024Evoke Wealth LLC58,605$0.57M0.0%-45.8%0.122%Search for SEC Filing on Google Icon
2/12/2024Weiss Asset Management LP21,565$0.21M0.0%N/A0.045%Search for SEC Filing on Google Icon
2/8/2024Robinson Capital Management LLC314,661$3.09M1.1%+445.6%0.657%Search for SEC Filing on Google Icon
2/5/2024Alpha Cubed Investments LLC10,550$0.10M0.0%-34.3%0.022%Search for SEC Filing on Google Icon
2/2/2024Atria Wealth Solutions Inc.148,796$1.46M0.0%+37.9%0.311%Search for SEC Filing on Google Icon
2/1/2024Wolverine Asset Management LLC44,686$0.44M0.0%+197.6%0.093%Search for SEC Filing on Google Icon
2/1/2024Pacific Wealth Strategies Group Inc.62,470$0.61M0.6%+7.4%0.130%Search for SEC Filing on Google Icon
1/31/2024Western Wealth Management LLC37,638$0.37M0.0%-14.3%0.079%Search for SEC Filing on Google Icon
1/31/2024WestHill Financial Advisors Inc.11,925$0.12M0.0%N/A0.025%Search for SEC Filing on Google Icon
1/25/2024International Assets Investment Management LLC20,580$2.10M0.0%N/A0.043%Search for SEC Filing on Google Icon
1/24/2024International Assets Investment Management LLC20,580$2.10M0.0%N/A0.043%Search for SEC Filing on Google Icon
1/23/2024TriaGen Wealth Management LLC10,300$0.10M0.0%N/A0.022%Search for SEC Filing on Google Icon
11/16/2023RB Capital Management LLC12,289$0.10M0.0%-37.1%0.026%Search for SEC Filing on Google Icon
11/15/2023Advisors Asset Management Inc.184,236$1.55M0.0%+19.1%0.385%Search for SEC Filing on Google Icon
11/14/2023AQR Arbitrage LLC317,422$2.68M0.1%+46.5%0.663%Search for SEC Filing on Google Icon
11/14/2023Saba Capital Management L.P.198,638$1.68M0.0%+25.9%0.415%Search for SEC Filing on Google Icon
11/14/2023Robinson Capital Management LLC57,672$0.48M0.2%N/A0.120%Search for SEC Filing on Google Icon
11/13/2023Wolverine Asset Management LLC15,015$0.13M0.0%N/A0.031%Search for SEC Filing on Google Icon
11/9/2023UBS Group AG471,460$3.97M0.0%-10.2%0.984%Search for SEC Filing on Google Icon
11/8/2023Fort Point Capital Partners LLC29,948$0.25M0.0%+104.9%0.063%Search for SEC Filing on Google Icon
11/8/2023D.A. Davidson & CO.48,081$0.41M0.0%+11.9%0.100%Search for SEC Filing on Google Icon
11/8/2023Janney Montgomery Scott LLC19,389$0.16M0.0%-23.6%0.040%Search for SEC Filing on Google Icon
11/8/2023Atria Wealth Solutions Inc.107,910$0.91M0.0%+5.6%0.225%Search for SEC Filing on Google Icon
11/6/2023Pacific Wealth Strategies Group Inc.58,190$0.49M0.5%-32.6%0.122%Search for SEC Filing on Google Icon
10/30/2023Beach Point Capital Management LP372,599$3.14M1.9%+15.1%0.778%Search for SEC Filing on Google Icon
10/27/2023Hennion & Walsh Asset Management Inc.351,698$2.97M0.2%+22.3%0.734%Search for SEC Filing on Google Icon
10/24/2023Raymond James & Associates43,416$0.37M0.0%+39.2%0.091%Search for SEC Filing on Google Icon
10/24/2023Kingswood Wealth Advisors LLC11,297$95K0.0%N/A0.024%Search for SEC Filing on Google Icon
8/14/2023Fort Point Capital Partners LLC14,614$0.14M0.0%N/A0.031%Search for SEC Filing on Google Icon
8/14/2023Mirador Capital Partners LP11,773$0.11M0.0%-44.8%0.025%Search for SEC Filing on Google Icon
8/14/2023First Foundation Advisors10,446$100K0.0%N/A0.022%Search for SEC Filing on Google Icon
8/11/2023Karpus Management Inc.26,822$0.26M0.0%-3.9%0.056%Search for SEC Filing on Google Icon
8/11/2023Landscape Capital Management L.L.C.29,401$0.28M0.0%+173.6%0.061%Search for SEC Filing on Google Icon
8/11/2023Guggenheim Capital LLC879,494$8.43M0.1%+11.2%1.836%Search for SEC Filing on Google Icon
8/11/2023D.A. Davidson & CO.42,956$0.41M0.0%+11.9%0.090%Search for SEC Filing on Google Icon
8/10/2023Osaic Holdings Inc.452,018$4.33M0.0%+21.5%0.944%Search for SEC Filing on Google Icon
8/10/2023Beach Point Capital Management LP323,732$3.10M1.3%N/A0.676%Search for SEC Filing on Google Icon
8/8/2023RB Capital Management LLC19,552$0.19M0.0%-10.3%0.041%Search for SEC Filing on Google Icon
8/3/2023Atria Wealth Solutions Inc.102,150$0.98M0.0%-6.3%0.213%Search for SEC Filing on Google Icon
7/26/2023Janney Montgomery Scott LLC25,389$0.24M0.0%+21.1%0.053%Search for SEC Filing on Google Icon
7/26/2023Pacific Wealth Strategies Group Inc.86,350$0.83M0.8%-1.5%0.180%Search for SEC Filing on Google Icon
7/25/2023Raymond James & Associates31,200$0.30M0.0%+31.6%0.065%Search for SEC Filing on Google Icon
5/12/2023Core Wealth Partners LLC40,866$0.42M0.4%+251.2%0.085%Search for SEC Filing on Google Icon
5/11/2023Guggenheim Capital LLC790,642$8.04M0.1%+16.9%1.651%Search for SEC Filing on Google Icon
5/10/2023Landscape Capital Management L.L.C.10,745$0.11M0.0%-72.8%0.022%Search for SEC Filing on Google Icon
5/8/2023Evoke Wealth LLC99,205$1.01M0.0%-1.7%0.207%Search for SEC Filing on Google Icon
5/1/2023Virtu Financial LLC13,748$0.14M0.0%N/A0.029%Search for SEC Filing on Google Icon
4/28/2023Janney Montgomery Scott LLC20,972$0.21M0.0%+23.6%0.044%Search for SEC Filing on Google Icon
4/25/2023D.A. Davidson & CO.38,391$0.39M0.0%-10.9%0.080%Search for SEC Filing on Google Icon
4/20/2023Hennion & Walsh Asset Management Inc.226,457$2.30M0.1%+37.2%0.473%Search for SEC Filing on Google Icon
4/20/2023Clay Northam Wealth Management LLC29,050$0.30M0.3%-9.4%0.061%Search for SEC Filing on Google Icon
4/14/2023Raymond James & Associates23,700$0.24M0.0%+15.6%0.049%Search for SEC Filing on Google Icon
2/16/2023Clay Northam Wealth Management LLC32,064$0.30M0.4%-8.2%0.067%Search for SEC Filing on Google Icon
2/13/2023Core Wealth Partners LLC11,636$0.18M0.2%N/A0.024%Search for SEC Filing on Google Icon
2/13/2023Atria Wealth Solutions Inc.109,032$1.03M0.0%+8.9%0.228%Search for SEC Filing on Google Icon
2/10/2023Evoke Wealth LLC100,940$0.96M0.0%-11.7%0.211%Search for SEC Filing on Google Icon
2/10/2023Advisor Group Holdings Inc.357,887$3.39M0.0%+35.3%0.747%Search for SEC Filing on Google Icon
2/9/2023Landscape Capital Management L.L.C.39,554$0.38M0.1%-28.8%0.083%Search for SEC Filing on Google Icon
2/9/2023Mercer Global Advisors Inc. ADV19,276$0.18M0.0%+10.8%0.040%Search for SEC Filing on Google Icon
2/8/2023UBS Group AG415,124$3.94M0.0%+0.7%0.867%Search for SEC Filing on Google Icon
2/7/2023Commonwealth Equity Services LLC88,799$0.84M0.0%+11.5%0.185%Search for SEC Filing on Google Icon
2/7/2023Hollencrest Capital Management5,081$48K0.0%-52.8%0.011%Search for SEC Filing on Google Icon
2/1/2023Janney Montgomery Scott LLC16,966$0.16M0.0%-15.0%0.035%Search for SEC Filing on Google Icon
1/24/2023Matisse Capital26,088$0.25M0.2%N/A0.054%Search for SEC Filing on Google Icon
1/20/2023Matisse Capital26,088$0.25M0.3%N/A0.054%Search for SEC Filing on Google Icon
1/19/2023Arlington Financial Advisors LLC22,500$0.21M0.1%N/A0.047%Search for SEC Filing on Google Icon
1/12/2023Hennion & Walsh Asset Management Inc.165,002$1.56M0.1%+51.4%0.345%Search for SEC Filing on Google Icon
1/11/2023Pacific Wealth Strategies Group Inc.87,970$0.83M1.1%N/A0.184%Search for SEC Filing on Google Icon
1/11/2023RB Capital Management LLC21,562$0.20M0.1%-48.0%0.045%Search for SEC Filing on Google Icon
11/15/2022KWB Wealth28,174$0.25M0.1%-47.7%0.059%Search for SEC Filing on Google Icon
11/15/2022Karpus Management Inc.28,123$0.25M0.0%N/A0.059%Search for SEC Filing on Google Icon
11/15/2022Logan Stone Capital LLC93,652$0.84M0.6%N/A0.196%Search for SEC Filing on Google Icon
11/14/2022Guggenheim Capital LLC584,510$5.26M0.0%+7.9%1.221%Search for SEC Filing on Google Icon
11/14/2022Hennion & Walsh Asset Management Inc.108,985$0.98M0.1%-16.6%0.228%Search for SEC Filing on Google Icon
11/10/2022Wolverine Asset Management LLC45,831$0.41M0.0%+902.0%0.096%Search for SEC Filing on Google Icon
11/10/2022UBS Group AG412,321$3.71M0.0%-4.0%0.861%Search for SEC Filing on Google Icon
11/8/2022Advisors Asset Management Inc.110,801$1M0.0%-2.0%0.231%Search for SEC Filing on Google Icon
11/7/2022D.A. Davidson & CO.43,111$0.39M0.0%+4.5%0.090%Search for SEC Filing on Google Icon
11/7/2022Western Wealth Management LLC69,484$0.61M0.0%-6.1%0.145%Search for SEC Filing on Google Icon
11/2/2022Landscape Capital Management L.L.C.55,530$0.50M0.1%+175.8%0.116%Search for SEC Filing on Google Icon
10/28/2022Hollencrest Capital Management10,768$97K0.0%-87.4%0.022%Search for SEC Filing on Google Icon
10/25/2022Janney Montgomery Scott LLC19,959$0.18M0.0%+33.5%0.042%Search for SEC Filing on Google Icon
10/25/2022Raymond James Financial Services Advisors Inc.10,007$90K0.0%-28.6%0.021%Search for SEC Filing on Google Icon
10/24/2022RB Capital Management LLC41,426$0.37M0.1%-3.5%0.087%Search for SEC Filing on Google Icon
10/21/2022Mine & Arao Wealth Creation & Management LLC.8,450$76K0.1%N/A0.018%Search for SEC Filing on Google Icon
10/21/2022Everett Harris & Co. CA16,059$0.14M0.0%N/A0.034%Search for SEC Filing on Google Icon
10/17/2022OTA Financial Group L.P.43,245$0.39M0.3%N/A0.090%Search for SEC Filing on Google Icon
8/12/2022First Foundation Advisors41,446$0.44M0.0%+13.1%0.087%Search for SEC Filing on Google Icon
8/11/2022Cetera Investment Advisers16,074$0.17M0.0%+21.9%0.034%Search for SEC Filing on Google Icon
8/11/2022UBS Group AG429,642$4.54M0.0%-10.2%0.897%Search for SEC Filing on Google Icon
8/8/2022Advisors Asset Management Inc.113,078$1.19M0.0%-34.8%0.236%Search for SEC Filing on Google Icon
8/5/2022Landscape Capital Management L.L.C.20,134$0.21M0.0%-57.7%0.042%Search for SEC Filing on Google Icon
8/4/2022Evoke Wealth LLC114,267$1.21M0.0%-8.6%0.239%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Invesco California Value Municipal Income Trust logo
Invesco California Value Municipal Income Trust is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., Invesco Asset Management (Japan) Limited, Invesco Asset Management Deutschland GmbH, Invesco Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and Invesco Senior Secured Management, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade California municipal securities which include municipal bonds, municipal notes, municipal commercial paper, and lease obligations. It employs fundamental analysis with bottom-up security selection approach to create its portfolio. The fund was formerly known as Invesco Van Kampen California Value Municipal Income Trust. Invesco California Value Municipal Income Trust was formed on April 30, 1993 and is domiciled in the United States.
Read More on Invesco California Value Municipal Income Trust

Today's Range

Now: $9.66
Low: $9.65
High: $9.71

50 Day Range

MA: $9.75
Low: $9.56
High: $9.96

52 Week Range

Now: $9.66
Low: $8.05
High: $9.99

Volume

94,389 shs

Average Volume

83,599 shs

Market Capitalization

$462.62 million

P/E Ratio

N/A

Dividend Yield

4.21%

Beta

0.62

Who are the company insiders with the largest holdings of Invesco California Value Municipal Income Trust?

Invesco California Value Municipal Income Trust's top insider shareholders include:
  1. Of America Corp /De/ Bank (Major Shareholder)
Learn More about top insider investors at Invesco California Value Municipal Income Trust.

Who are the major institutional investors of Invesco California Value Municipal Income Trust?

Invesco California Value Municipal Income Trust's top institutional shareholders include:
  1. Hennion & Walsh Asset Management Inc. — 0.73%
  2. Commonwealth Equity Services LLC — 0.18%
  3. Pacific Wealth Strategies Group Inc. — 0.14%
  4. Vanguard Capital Wealth Advisors — 0.03%
Learn More about top institutional investors of Invesco California Value Municipal Income Trust stock.

Which institutional investors are selling Invesco California Value Municipal Income Trust stock?

During the last quarter, VCV stock was sold by these institutional investors:
  1. Hennion & Walsh Asset Management Inc.

Which institutional investors are buying Invesco California Value Municipal Income Trust stock?

In the previous quarter, VCV stock was acquired by institutional investors including:
  1. Commonwealth Equity Services LLC
  2. Pacific Wealth Strategies Group Inc.
  3. Vanguard Capital Wealth Advisors
Elon’s New Device is About to Shock the World
From InvestorPlace   |   Ad
Using this device you see above… Elon Musk just tested a new type of A.I. that according to Wired Magazine will usher in… “The next step in human evolution.”
Click here to see the details because there’s a lot of money at stake.