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Invesco California Value Municipal Income Trust (VCV)

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Sector: Financial Services

Insider Roster

J. Edward Perkin, 2025-01-10
Bofa Securities, Inc., 2024-12-13
Banc Of America Preferred Funding Corp, 2024-12-13

J. Edward Perkin, 2025-01-10
Bofa Securities, Inc., 2024-12-13
Banc Of America Preferred Funding Corp, 2024-12-13
Merrill Lynch, Pierce, Fenner & Smith Inc., 2024-12-13
Bank Of America Corp /De/, 2024-12-13
Elizabeth Mossow, 2024-04-10
Josh Cooney, 2024-04-09
P James Liddy, Other, 2024-01-29
Carol Deckbar, Other, 2024-01-26
J Douglas Sharp, Other, 2024-01-24
Eugene Glenn Brightman, President & Peo, 2023-10-10
Tony Wong, Senior Vice President, 2023-03-31
Stephanie Butcher, Senior Vice President, 2023-03-31
Melanie Ringold, Svp, Clo and Secretary, 2023-01-10
Terry Vacheron, Chief Financial Officer, 2022-03-24
William Mark Gregson, Chief Accounting Officer, 2022-03-23
Jr R James Bordewick, Senior Officer & Svp, 2022-03-09
Scott Cottier, Other, 2021-03-22
Michael Camarella, Other, 2021-03-22
Mark Demitry, Other, 2021-03-22
Adrien Deberghes, Vice President,Pfo & Treasurer, 2020-11-24
Allison Laura Dukes, Smd and Cfo, 2020-08-05
M Loren Starr, Director, 2020-05-15
Colin Meadows, Director, 2020-05-15
Annette Lege, Cfo & Cao, 2020-05-15
M Kevin Carome, Director, 2020-05-15
F Todd Kuehl, Chief Compliance Officer, 2020-05-13
Citigroup Inc, Large Shareholder, 2019-11-20
Krentzman Elizabeth, Other, 2019-09-26
S Daniel Vandivort, Other, 2019-09-26
D Vaughn James, Other, 2019-09-26
W Motley Joel, Other, 2019-09-25
Ann Beth Brown, Other, 2019-09-25
Andrew Schlossberg, Senior Vice President, 2019-05-03
Anthony Lacava, Other, 2019-03-08
D James Phillips, Other, 2019-01-03
John Schorle, Other, 2018-07-09
H Jeffrey Kupor, Svp, Chief Legal Officer, 2018-04-05
Gregory Mcgreevey, Senior Vice President, 2017-12-14
L. Christopher Wilson, Other, 2017-04-06
Teresa Ressel, Other, 2017-04-06
Ann Margaret Stern Barnett, Other, 2017-04-06
Lynn Cynthia Hostetler, Other, 2017-04-06
Suzanne Woolsey, Other, 2017-01-10
R Albert Dowden, Other, 2017-01-10
K Kelli Gallegos, Principal Financial Officer, 2016-06-09
M Timothy O'reilly, Other, 2016-06-08
Jack Connelly, Other, 2016-06-08
Raymond Robert Leveille, Cco, 2016-06-03
C Robert Troccoli, Other, 2016-02-08
Eli Jones, Other, 2016-02-08
F Rodney Dammeyer, Other, 2016-02-03
Hugo Sonnenschein, Other, 2016-02-03
W Wayne Whalen, Other, 2015-02-25
S Frank Bayley, Other, 2015-02-25
Russell Burk, Senior Vp, Senior Officer, 2014-09-08
Sheri Morris, Pfo, Treasurer and Vp, 2014-09-08
Dunn Karen Kelley, Vice President, 2014-09-08
John Zerr, Secretary, Chief Legal Officer, 2014-09-08
Crissie Wisdom, Aml Officer, 2014-09-08
Spillane Todd, Chief Compliance Officer, 2014-09-08
Larmour Bruce Crockett, Chairperson, 2014-09-08
Philip Taylor, Peo, President, 2014-09-08
M Jack Fields, Other, 2014-09-08
L Martin Flanagan, Other, 2014-09-08
Prema Mathal-Davis, Other, 2014-09-08
D Julius Williams, Other, 2014-09-08
Jr Raymond Stickel, Other, 2014-09-08
Larry Soll, Other, 2014-09-08
Thomas Byron, Other, 2014-09-08
T James Bunch, Other, 2014-09-08
C David Arch, Other, 2014-09-08
D Jerry Choate, Director, 2014-09-03
Craig R Kennedy, Director, 2014-09-03
Linda Heagy Hutton, Director, 2014-09-03
Blue Ridge Investments, L.l.c., Large Shareholder, 2012-06-13
Na America Of Bank, Large Shareholder, 2012-06-13
Ag Ubs, Other, 2012-06-08
John Robert Stryker, Other, 2010-01-25

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Hedge Fund Holdings

Filing Period:

Last updated on September 04, 2025, 11:18am based on SEC 13F filings Last update: September 04, 2025, 11:18am

No.	Hedge Fund	Shares	Value	Activity	% Port
1.	Citadel Investment Group Ken Griffin	0	$0		0%

Insider Trading: Purchases See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
Bank	$12.67	6,000	$75,996.60	6,000	2020-08-14	Filing
Bank	$11.65	251	$2,924.15	1,276	2020-06-10	Filing
Bank	$11.65	200	$2,330.00	1,025	2020-06-10	Filing
Bank	$11.65	48	$559.20	825	2020-06-10	Filing
Bank	$11.65	261	$3,040.65	777	2020-06-10	Filing

Insider Trading: Sales See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
Bank	$12.06	99	$1,193.94	3,869	2020-08-27	Filing
Bank	$12.05	200	$2,410.00	3,968	2020-08-27	Filing
Bank	$12.05	200	$2,410.00	4,168	2020-08-27	Filing
Bank	$12.05	200	$2,410.00	4,368	2020-08-27	Filing
Bank	$12.05	200	$2,410.00	4,568	2020-08-27	Filing

Institutional Investors' Holdings

Filing Period: Filing is Ongoing

No.	Name	Shares	Value	% Port
1.	Advisors Asset Management, Inc.	805,715	$8,532,522	0.14%
2.	Hennion & Walsh Asset Management, Inc.	398,429	$4,219,363	0.15%
3.	D.a. Davidson & Co.	75,277	$797,188	0.01%
4.	Cypress Wealth Services, Llc	68,002	$720,141	0.12%
5.	Pacific Wealth Strategies Group, Inc.	66,683	$706,173	0.43%