Invesco California Value Municipal Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 2.27 M | $24.00 M | 4.75% | 4.73% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 861.97 K | $9.13 M | 13.00% | 1.80% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 805.72 K | $8.53 M | 16.55% | 1.68% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 619.53 K | $6.56 M | 11.11% | 1.29% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 398.43 K | $4.22 M | 17.38% | 0.83% |
| LPL FINANCIAL LLC | 11/12/2025 | 393.34 K | $4.17 M | 4.62% | 0.82% |
| UBS GROUP AG | 11/13/2025 | 261.34 K | $2.77 M | -3.97% | 0.55% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 200.39 K | $2.12 M | 14.83% | 0.42% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 121.18 K | $1.28 M | 4.69% | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 76.92 K | $806.63 K | 91.04% | 0.16% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 75.28 K | $797.19 K | 77.27% | 0.16% |
| CYPRESS WEALTH SERVICES, LLC | 10/15/2025 | 68.00 K | $720.14 K | 1.89% | 0.14% |
| PACIFIC WEALTH STRATEGIES GROUP, INC. | 11/05/2025 | 66.68 K | $706.17 K | 0.00% | 0.14% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 62.15 K | $658.16 K | -11.56% | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 54.37 K | $575.75 K | -0.08% | 0.11% |
| SANCTUARY ADVISORS, LLC | 01/13/2026 | 53.81 K | $569.84 K | -8.14% | 0.11% |
| EVOKE WEALTH, LLC | 11/14/2025 | 53.51 K | $566.62 K | -9.47% | 0.11% |
| ARGYLE CAPITAL PARTNERS, LLC | 11/14/2025 | 41.36 K | $438.05 K | 93.62% | 0.09% |
| CORE WEALTH PARTNERS LLC | 11/04/2025 | 40.87 K | $432.77 K | 0.00% | 0.09% |
| ROYAL BANK OF CANADA | 11/14/2025 | 38.69 K | $410.00 K | -9.88% | 0.08% |
| VIVALDI CAPITAL MANAGEMENT LP | 11/17/2025 | 35.24 K | $373.15 K | 0.08% | 0.07% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 29.29 K | $310.16 K | 18.19% | 0.06% |
| CLAY NORTHAM WEALTH MANAGEMENT, LLC | 10/21/2025 | 28.79 K | $304.89 K | -4.50% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 24.90 K | $263.68 K | -19.90% | 0.05% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11/17/2025 | 21.78 K | $230.60 K | -1.05% | 0.05% |
| CREATIVE PLANNING | 11/14/2025 | 21.67 K | $229.46 K | 100.00% | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 20.62 K | $218.58 K | 0.00% | 0.04% |
| VANGUARD CAPITAL WEALTH ADVISORS | 10/30/2025 | 20.00 K | $211.80 K | 0.00% | 0.04% |
| SAVVY ADVISORS, INC. | 11/06/2025 | 17.03 K | $180.35 K | 100.00% | 0.04% |
| EVERETT HARRIS & CO /CA/ | 11/03/2025 | 16.06 K | $170.07 K | 0.00% | 0.03% |
| KERCHEVILLE ADVISORS, LLC | 10/22/2025 | 16.00 K | $169.44 K | 0.00% | 0.03% |
| TCFG WEALTH MANAGEMENT, LLC | 11/21/2025 | 13.46 K | $142.50 K | 0.00% | 0.03% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 13.45 K | $142.43 K | 100.00% | 0.03% |
| MARINER, LLC | 11/14/2025 | 13.16 K | $139.34 K | 0.09% | 0.03% |
| RB CAPITAL MANAGEMENT, LLC | 10/21/2025 | 12.37 K | $130.96 K | 1.91% | 0.03% |
| WESTHILL FINANCIAL ADVISORS, INC. | 10/14/2025 | 11.93 K | $126.29 K | 0.00% | 0.02% |
| MIRADOR CAPITAL PARTNERS LP | 10/07/2025 | 11.78 K | $124.75 K | 0.01% | 0.02% |
| TRIAGEN WEALTH MANAGEMENT LLC | 10/22/2025 | 10.30 K | $109.08 K | 0.00% | 0.02% |
| HCR WEALTH ADVISORS | 10/03/2025 | 10.00 K | $105.30 K | 100.00% | 0.02% |
| US BANCORP \DE\ | 11/12/2025 | 9.59 K | $101.56 K | 100.00% | 0.02% |
| HOLLENCREST CAPITAL MANAGEMENT | 11/03/2025 | 5.17 K | $54.71 K | 0.00% | 0.01% |
| CHERRY TREE WEALTH MANAGEMENT, LLC | 11/24/2025 | 1.63 K | $17.21 K | 0.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 1.51 K | $15.95 K | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 11/26/2025 | 1.45 K | $15.37 K | 0.00% | 0.00% |
| ORG PARTNERS LLC | 10/24/2025 | 1.00 K | $10.59 K | 0.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 879 | $9.31 K | 28.51% | 0.00% |
| NBT BANK N A /NY | 10/28/2025 | 874 | $9.26 K | 0.00% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 0 | $0 | -100.00% | 0.00% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2025 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Invesco California Value Municipal Income Trust institutional Ownership - FAQ's
During the previous two years, 60 institutional investors and hedge funds held shares of Invesco California Value Municipal Income Trust. The most heavily invested institutionals were:
Hennion & Walsh Asset Management, Inc.: 435,360
Cypress Wealth Services, LLC: 69,197
Vanguard Capital Wealth Advisors: 30,000
Savvy Advisors, Inc.: 17,030
Steel Peak Wealth Management LLC: 15,800
RB Capital Management, LLC: 12,487
14.47% of Invesco California Value Municipal Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 7.05 M shares in the last 24 months. This purchase volume represents approximately $78.78 M in transactions.