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 | 08/13/2026 | 2.85 M | $30.71 M | 3.25% | 5.87% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 1.39 M | $14.98 M | 12.60% | 2.86% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.00 M | $10.80 M | -14.44% | 2.06% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 570.39 K | $6.15 M | 21.02% | 1.18% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 556.46 K | $6.00 M | 2.06% | 1.15% |
| LPL FINANCIAL LLC | 08/07/2026 | 386.99 K | $4.18 M | 12.10% | 0.80% |
| UBS GROUP AG | 08/13/2026 | 249.07 K | $2.69 M | -2.04% | 0.51% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 177.62 K | $1.92 M | 5.66% | 0.37% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 149.16 K | $1.61 M | 20.20% | 0.31% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 125.11 K | $1.35 M | 1.66% | 0.26% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 77.55 K | $836.78 K | 30.42% | 0.16% |
| CYPRESS WEALTH SERVICES, LLC | 07/13/2026 | 71.69 K | $773.50 K | 1.80% | 0.15% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 70.80 K | $764.00 K | 92.92% | 0.15% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 67.40 K | $727.24 K | -5.55% | 0.14% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 60.65 K | $654.41 K | 8.39% | 0.13% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 58.25 K | $628.49 K | 100.00% | 0.12% |
| PACIFIC WEALTH STRATEGIES GROUP, INC. | 07/17/2026 | 46.42 K | $500.87 K | -30.39% | 0.10% |
| WESTERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 44.91 K | $484.56 K | 0.87% | 0.09% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 44.72 K | $482.55 K | -7.12% | 0.09% |
| CORE WEALTH PARTNERS LLC | 07/17/2026 | 40.87 K | $440.94 K | 0.00% | 0.08% |
| ARGYLE CAPITAL PARTNERS, LLC | 08/07/2026 | 40.36 K | $435.53 K | -12.56% | 0.08% |
| PROCORE ADVISORS, LLC | 07/28/2026 | 36.57 K | $394.63 K | 0.00% | 0.08% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 36.21 K | $390.75 K | 40.89% | 0.07% |
| ROYAL BANK OF CANADA | 08/14/2026 | 34.04 K | $367.00 K | -0.86% | 0.07% |
| MIRADOR CAPITAL PARTNERS LP | 07/07/2026 | 29.28 K | $315.93 K | 148.56% | 0.06% |
| CLAY NORTHAM WEALTH MANAGEMENT, LLC | 08/11/2026 | 29.21 K | $315.19 K | 0.50% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 27.05 K | $291.87 K | 1,696.08% | 0.06% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 27.03 K | $291.61 K | 0.18% | 0.06% |
| JANE STREET GROUP, LLC | 08/14/2026 | 26.64 K | $287.46 K | 100.00% | 0.05% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 24.70 K | $266.51 K | 100.00% | 0.05% |
| CREATIVE PLANNING | 08/13/2026 | 22.70 K | $244.97 K | 0.00% | 0.05% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 20.96 K | $226.13 K | 54.26% | 0.04% |
| VANGUARD CAPITAL WEALTH ADVISORS | 07/23/2026 | 20.00 K | $215.80 K | 0.00% | 0.04% |
| XTX TOPCO LTD | 08/14/2026 | 19.07 K | $205.76 K | 100.00% | 0.04% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 18.30 K | $197.46 K | 5.78% | 0.04% |
| SAVVY ADVISORS, INC. | 08/03/2026 | 17.03 K | $183.75 K | 0.00% | 0.04% |
| EVERETT HARRIS & CO /CA/ | 08/03/2026 | 16.06 K | $173.28 K | 0.00% | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 15.97 K | $172.34 K | 1.82% | 0.03% |
| STEEL PEAK WEALTH MANAGEMENT LLC | 07/13/2026 | 15.80 K | $170.48 K | 0.00% | 0.03% |
| TCFG INVESTMENT ADVISORS, LLC | 07/17/2026 | 13.46 K | $145.19 K | 0.00% | 0.03% |
| KERCHEVILLE ADVISORS, LLC | 07/30/2026 | 13.00 K | $140.27 K | 0.00% | 0.03% |
| RB CAPITAL MANAGEMENT, LLC | 08/18/2026 | 12.94 K | $139.65 K | 1.83% | 0.03% |
| WESTHILL FINANCIAL ADVISORS, INC. | 07/21/2026 | 11.93 K | $128.67 K | 0.00% | 0.02% |
| YOUNGS ADVISORY GROUP, INC. | 07/24/2026 | 11.89 K | $128.34 K | 100.00% | 0.02% |
| TRIAGEN WEALTH MANAGEMENT LLC | 07/21/2026 | 10.30 K | $111.14 K | 0.00% | 0.02% |
| ECLECTIC ASSOCIATES INC /ADV | 07/07/2026 | 10.25 K | $110.64 K | -22.30% | 0.02% |
| MATHER GROUP, LLC. | 07/27/2026 | 8.74 K | $94.29 K | 0.00% | 0.02% |
| US BANCORP \DE\ | 08/12/2026 | 8.70 K | $93.87 K | 0.00% | 0.02% |
| HOLLENCREST CAPITAL MANAGEMENT | 08/13/2026 | 5.17 K | $55.74 K | 0.00% | 0.01% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 3.79 K | $40.84 K | 100.00% | 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, 82 institutional investors and hedge funds held shares of Invesco California Value Municipal Income Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 2.85 M
Advisors Asset Management, Inc.: 1.39 M
GUGGENHEIM CAPITAL LLC: 1 M
Hennion & Walsh Asset Management, Inc.: 570,385
WELLS FARGO & COMPANY/MN: 556,462
LPL Financial LLC: 386,994
17.78% of Invesco California Value Municipal Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 9.23 M shares in the last 24 months. This purchase volume represents approximately $100.21 M in transactions.