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 | 05/15/2026 | 2.76 M | $28.78 M | 5.08% | 5.74% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 1.23 M | $12.87 M | 7.18% | 2.57% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.17 M | $12.22 M | 7.78% | 2.44% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 545.24 K | $5.69 M | -12.45% | 1.14% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 471.30 K | $4.92 M | 8.25% | 0.98% |
| LPL FINANCIAL LLC | 05/06/2026 | 345.21 K | $3.60 M | 5.88% | 0.72% |
| UBS GROUP AG | 05/05/2026 | 254.26 K | $2.65 M | -8.30% | 0.53% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 168.10 K | $1.75 M | -2.17% | 0.35% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 124.09 K | $1.30 M | 25.17% | 0.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 123.06 K | $1.28 M | -6.71% | 0.26% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 71.36 K | $744.97 K | 0.06% | 0.15% |
| CYPRESS WEALTH SERVICES, LLC | 04/15/2026 | 70.42 K | $735.16 K | 1.76% | 0.15% |
| PACIFIC WEALTH STRATEGIES GROUP, INC. | 05/07/2026 | 66.68 K | $696.17 K | 0.00% | 0.14% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 59.46 K | $620.77 K | -9.61% | 0.12% |
| EVOKE WEALTH, LLC | 05/15/2026 | 58.16 K | $607.22 K | -3.26% | 0.12% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 55.95 K | $584.16 K | 0.48% | 0.12% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 48.15 K | $502.67 K | 0.39% | 0.10% |
| ARGYLE CAPITAL PARTNERS, LLC | 05/07/2026 | 46.16 K | $481.95 K | -0.43% | 0.10% |
| WESTERN WEALTH MANAGEMENT, LLC | 06/18/2026 | 44.52 K | $464.78 K | 100.00% | 0.09% |
| CORE WEALTH PARTNERS LLC | 05/08/2026 | 40.87 K | $426.64 K | 0.00% | 0.09% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 36.70 K | $383.00 K | 103.31% | 0.08% |
| 04/24/2026 | 36.57 K | $381.83 K | 0.00% | 0.08% | |
| VIVALDI CAPITAL MANAGEMENT LP | 05/14/2026 | 34.56 K | $360.81 K | 0.08% | 0.07% |
| ROYAL BANK OF CANADA | 05/15/2026 | 34.34 K | $359.00 K | 24.80% | 0.07% |
| CLAY NORTHAM WEALTH MANAGEMENT, LLC | 04/28/2026 | 29.07 K | $303.45 K | 0.48% | 0.06% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 26.98 K | $281.65 K | 0.17% | 0.06% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 25.70 K | $268.35 K | 639.90% | 0.05% |
| CREATIVE PLANNING | 05/12/2026 | 22.70 K | $237.03 K | -3.01% | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 20.62 K | $214.66 K | 0.00% | 0.04% |
| VANGUARD CAPITAL WEALTH ADVISORS | 04/21/2026 | 20.00 K | $208.80 K | -33.33% | 0.04% |
| MAREX GROUP PLC | 05/13/2026 | 18.54 K | $193.55 K | 100.00% | 0.04% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 17.30 K | $180.61 K | 15.72% | 0.04% |
| SAVVY ADVISORS, INC. | 05/11/2026 | 17.03 K | $177.79 K | 0.00% | 0.04% |
| EVERETT HARRIS & CO /CA/ | 05/11/2026 | 16.06 K | $167.66 K | 0.00% | 0.03% |
| MARINER, LLC | 05/13/2026 | 15.91 K | $166.14 K | 20.95% | 0.03% |
| STEEL PEAK WEALTH MANAGEMENT LLC | 05/05/2026 | 15.80 K | $164.95 K | 0.00% | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 15.69 K | $163.76 K | -38.89% | 0.03% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 13.59 K | $141.84 K | 0.76% | 0.03% |
| TCFG WEALTH MANAGEMENT, LLC | 04/24/2026 | 13.46 K | $140.48 K | 0.00% | 0.03% |
| 05/06/2026 | 13.46 K | $140.48 K | 100.00% | 0.03% | |
| ECLECTIC ASSOCIATES INC /ADV | 04/08/2026 | 13.20 K | $137.78 K | 6.14% | 0.03% |
| KERCHEVILLE ADVISORS, LLC | 04/20/2026 | 13.00 K | $135.72 K | 0.00% | 0.03% |
| RB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 12.71 K | $132.70 K | 1.79% | 0.03% |
| WESTHILL FINANCIAL ADVISORS, INC. | 04/09/2026 | 11.93 K | $124.50 K | 0.00% | 0.02% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 11.78 K | $123.03 K | 100.00% | 0.02% |
| MIRADOR CAPITAL PARTNERS LP | 04/08/2026 | 11.78 K | $122.98 K | 0.00% | 0.02% |
| TRIAGEN WEALTH MANAGEMENT LLC | 04/29/2026 | 10.30 K | $107.53 K | 0.00% | 0.02% |
| MATHER GROUP, LLC. | 04/13/2026 | 8.74 K | $91.24 K | 100.00% | 0.02% |
| US BANCORP \DE\ | 05/15/2026 | 8.70 K | $90.83 K | -9.28% | 0.02% |
| HOLLENCREST CAPITAL MANAGEMENT | 05/07/2026 | 5.17 K | $53.93 K | 0.00% | 0.01% |
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, 80 institutional investors and hedge funds held shares of Invesco California Value Municipal Income Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 2.76 M
Advisors Asset Management, Inc.: 1.23 M
GUGGENHEIM CAPITAL LLC: 1.17 M
WELLS FARGO & COMPANY/MN: 545,236
Hennion & Walsh Asset Management, Inc.: 471,296
LPL Financial LLC: 345,208
17.31% of Invesco California Value Municipal Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 8.82 M shares in the last 24 months. This purchase volume represents approximately $95.75 M in transactions.