Invesco California Value Municipal Income Trust

Institutional Ownership & Holdings Analysis

About
CIK: 0000895531
Type: CompanyHolders: 57Top 10: 82.1%Value: $68.9B

invesco-california-value-municipal-income-trust is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.

Top Institutional Holders
#1MORGAN STANLEY
As of 2025-03-31
Value:$21.6M
#2GUGGENHEIM CAPITAL LLC
As of 2025-03-31
Value:$8.8M
#3Advisors Asset Management, Inc.
As of 2025-03-31
Value:$6.7M
#4WELLS FARGO & COMPANY/MN
As of 2025-03-31
Value:$5.7M
#5Hennion & Walsh Asset Management, Inc.
As of 2025-03-31
Value:$3.2M
#6Atria Wealth Solutions, Inc.
As of 2025-03-31
Value:$3.0M
#7UBS Group AG
As of 2025-03-31
Value:$2.7M
#8BANK OF AMERICA CORP /DE/
As of 2025-03-31
Value:$1.9M
#9LPL Financial LLC
As of 2025-03-31
Value:$1.5M
#10AMERIPRISE FINANCIAL INC
As of 2025-03-31
Value:$1.4M
#11COMMONWEALTH EQUITY SERVICES, LLC
As of 2025-03-31
Value:$1.2M
#12Pacific Wealth Strategies Group, Inc.
As of 2025-03-31
Value:$860.7K
#13Cypress Wealth Services, LLC
As of 2025-03-31
Value:$700.3K
#14EVOKE WEALTH, LLC
As of 2025-03-31
Value:$611.2K
#15RAYMOND JAMES FINANCIAL INC
As of 2025-03-31
Value:$572.8K
#16NWF Advisory Services Inc.
As of 2024-12-31
Value:$537.1K
#17D.A. DAVIDSON & CO.
As of 2025-03-31
Value:$476.3K
#18Sanctuary Advisors, LLC
As of 2024-12-31
Value:$462.6K
#19Core Wealth Partners LLC
As of 2025-03-31
Value:$433.6K
#20ROYAL BANK OF CANADA
As of 2025-03-31
Value:$426.0K
Total Institutional Holders:57
Top 10 Holders Own:82.1%