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 | 02/13/2026 | 2.62 M | $29.20 M | 15.77% | 5.47% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 1.15 M | $12.80 M | 42.76% | 2.40% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 1.09 M | $12.08 M | 25.95% | 2.26% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 622.81 K | $6.93 M | 0.53% | 1.30% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 435.36 K | $4.85 M | 9.27% | 0.91% |
| LPL FINANCIAL LLC | 02/11/2026 | 326.05 K | $3.63 M | -17.11% | 0.68% |
| UBS GROUP AG | 01/29/2026 | 277.27 K | $3.09 M | 6.09% | 0.58% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 171.82 K | $1.91 M | -14.26% | 0.36% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 131.91 K | $1.47 M | 8.85% | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 99.13 K | $1.10 M | 28.87% | 0.21% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 71.32 K | $793.76 K | -5.26% | 0.15% |
| CYPRESS WEALTH SERVICES, LLC | 01/14/2026 | 69.20 K | $770.16 K | 1.76% | 0.14% |
| PACIFIC WEALTH STRATEGIES GROUP, INC. | 02/09/2026 | 66.68 K | $742.18 K | 0.00% | 0.14% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 65.79 K | $732.20 K | 5.85% | 0.14% |
| EVOKE WEALTH, LLC | 02/06/2026 | 60.12 K | $669.14 K | 12.36% | 0.13% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 55.68 K | $619.76 K | 3.48% | 0.12% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 47.96 K | $533.81 K | -11.78% | 0.10% |
| ARGYLE CAPITAL PARTNERS, LLC | 02/17/2026 | 46.36 K | $516.03 K | 12.09% | 0.10% |
| CORE WEALTH PARTNERS LLC | 02/17/2026 | 40.87 K | $454.84 K | 0.00% | 0.09% |
| 01/21/2026 | 36.57 K | $407.07 K | 100.00% | 0.08% | |
| VIVALDI CAPITAL MANAGEMENT LP | 02/13/2026 | 34.53 K | $384.36 K | -1.99% | 0.07% |
| VANGUARD CAPITAL WEALTH ADVISORS | 01/16/2026 | 30.00 K | $333.90 K | 50.00% | 0.06% |
| CLAY NORTHAM WEALTH MANAGEMENT, LLC | 02/17/2026 | 28.93 K | $321.96 K | 0.47% | 0.06% |
| ROYAL BANK OF CANADA | 02/17/2026 | 27.51 K | $306.00 K | -28.88% | 0.06% |
| JANE STREET GROUP, LLC | 02/12/2026 | 27.11 K | $301.77 K | 100.00% | 0.06% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 26.93 K | $299.75 K | -8.04% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 25.67 K | $285.70 K | 3.09% | 0.05% |
| CREATIVE PLANNING | 02/17/2026 | 23.41 K | $260.54 K | 8.03% | 0.05% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 22.02 K | $245.11 K | 1.13% | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 20.62 K | $229.92 K | 0.00% | 0.04% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 18.05 K | $201.00 K | 100.00% | 0.04% |
| SAVVY ADVISORS, INC. | 01/20/2026 | 17.03 K | $189.54 K | 0.00% | 0.04% |
| MISSION WEALTH MANAGEMENT, LP | 02/05/2026 | 16.43 K | $182.91 K | 100.00% | 0.03% |
| EVERETT HARRIS & CO /CA/ | 02/11/2026 | 16.06 K | $178.74 K | 0.00% | 0.03% |
| STEEL PEAK WEALTH MANAGEMENT LLC | 01/20/2026 | 15.80 K | $175.85 K | 100.00% | 0.03% |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 14.95 K | $166.39 K | 100.00% | 0.03% |
| CITADEL ADVISORS LLC | 02/17/2026 | 13.51 K | $150.37 K | 100.00% | 0.03% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 13.48 K | $150.08 K | 0.25% | 0.03% |
| TCFG WEALTH MANAGEMENT, LLC | 02/13/2026 | 13.46 K | $149.77 K | 0.00% | 0.03% |
| MARINER, LLC | 02/13/2026 | 13.16 K | $146.45 K | 0.00% | 0.03% |
| KERCHEVILLE ADVISORS, LLC | 01/29/2026 | 13.00 K | $143.65 K | -18.75% | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 12.54 K | $139.57 K | 100.00% | 0.03% |
| RB CAPITAL MANAGEMENT, LLC | 02/03/2026 | 12.49 K | $138.98 K | 0.98% | 0.03% |
| ECLECTIC ASSOCIATES INC /ADV | 02/03/2026 | 12.43 K | $138.39 K | 100.00% | 0.03% |
| WESTHILL FINANCIAL ADVISORS, INC. | 01/21/2026 | 11.93 K | $132.73 K | 0.00% | 0.02% |
| MIRADOR CAPITAL PARTNERS LP | 01/14/2026 | 11.78 K | $131.11 K | 0.00% | 0.02% |
| TRIAGEN WEALTH MANAGEMENT LLC | 01/27/2026 | 10.30 K | $114.64 K | 0.00% | 0.02% |
| US BANCORP \DE\ | 01/30/2026 | 9.59 K | $106.74 K | 0.00% | 0.02% |
| HOLLENCREST CAPITAL MANAGEMENT | 02/12/2026 | 5.17 K | $57.50 K | 0.00% | 0.01% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 3.47 K | $38.67 K | 100.00% | 0.01% |
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Invesco California Value Municipal Income Trust institutional Ownership - FAQ's
During the previous two years, 82 institutional investors and hedge funds held shares of Invesco California Value Municipal Income Trust. The most heavily invested institutionals were:
UBS Group AG: 254,257
COMMONWEALTH EQUITY SERVICES, LLC: 123,059
D.A. DAVIDSON & CO.: 71,357
Cypress Wealth Services, LLC: 70,418
Sanctuary Advisors, LLC: 55,954
WEDBUSH SECURITIES INC: 36,700
16.70% of Invesco California Value Municipal Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 8.67 M shares in the last 24 months. This purchase volume represents approximately $94.14 M in transactions.