Who owns Invesco Van Kampen Cal Val Mun Inc Trust?
- Ticker: VCV
- CUSIP Number: 46132H106
Tip: Access positions for across all investors
Analyze quarterly positions in Invesco Van Kampen Cal Val Mun Inc Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Invesco Van Kampen Cal Val Mun Inc Trust stock
Who bought or sold Invesco Van Kampen Cal Val Mun Inc Trust this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Saba Capital Management | 1.9M | $19M | 28% | Mar 2024 |
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| Morgan Stanley | 1.6M | $26M | 19% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 958k | $9.4M | 3% | Dec 2023 |
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| Logan Stone Capital | 900k | $9.0M | 14% | Mar 2024 |
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| Advisor Group Holdings | 524k | $5.2M | -2% | Mar 2024 |
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| CNH Partners | 362k | $3.6M | -1% | Mar 2024 |
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| Wells Fargo & Company | 361k | $3.6M | -10% | Mar 2024 |
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| Advisors Asset Management | 358k | $3.5M | 94% | Dec 2023 |
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| Hennion & Walsh Asset Management | 350k | $3.5M | -7% | Mar 2024 |
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| Robinson Capital Management | 315k | $3.1M | 446% | Dec 2023 |
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| Bank of America Corporation | 295k | $2.9M | 7% | Mar 2024 |
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| UBS Group | 259k | $2.6M | 2% | Mar 2024 |
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| Atria Wealth Solutions | 150k | $1.5M | 1% | Mar 2024 |
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| LPL Financial | 127k | $1.3M | 261% | Mar 2024 |
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| Landscape Capital Management | 109k | $1.1M | -11% | Mar 2024 |
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| Nine Masts Capital | 94k | $935k | 100% | Mar 2024 |
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| Commonwealth Equity Services | 89k | $882k | 6% | Mar 2024 |
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| Wolverine Asset Management | 85k | $846k | 90% | Mar 2024 |
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| Pacific Wealth Strategies Group | 67k | $671k | 8% | Mar 2024 |
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| Evoke Wealth | 59k | $584k | 0% | Mar 2024 |
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| Napa Wealth Management | 54k | $525k | 100% | Dec 2023 |
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| Empower Advisory Group | 53k | $524k | 100% | Mar 2024 |
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| D.A. Davidson & Co. | 45k | $452k | -8% | Mar 2024 |
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| Baird Financial | 44k | $427k | 11% | Dec 2023 |
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| Vivaldi Capital Management | 43k | $420k | -1% | Mar 2024 |
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| Raymond James & Associates | 41k | $411k | -5% | Mar 2024 |
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| Core Wealth Partners | 41k | $407k | 0% | Mar 2024 |
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| Janney Montgomery Scott | 40k | $400k | 0% | Mar 2024 |
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| Royal Bank of Canada | 32k | $315k | 30% | Mar 2024 |
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| Clay Northam Wealth Management | 29k | $289k | 0% | Mar 2024 |
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| Ameriprise Financial | 28k | $274k | -9% | Mar 2024 |
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| Deschutes Portfolio Strategy | 26k | $260k | 0% | Mar 2024 |
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| Thomas J. Herzfeld Advisors | 24k | $242k | 96% | Mar 2024 |
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| Mariner Wealth Advisors | 20k | $199k | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 20k | $195k | 0% | Mar 2024 |
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| Nomura Holdings | 18k | $176k | 100% | Mar 2024 |
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| Kercheville Advisors | 17k | $169k | 0% | Mar 2024 |
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| Envestnet Asset Management | 17k | $169k | 100% | Mar 2024 |
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| Everett Harris & Co | 16k | $160k | 0% | Mar 2024 |
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| Citadel Advisors | 16k | $155k | 100% | Mar 2024 |
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| Mercer Global Advisors | 15k | $151k | -9% | Mar 2024 |
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| Vanguard Capital Wealth Advisors | 14k | $139k | 40% | Mar 2024 |
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| RB Capital Management | 12k | $122k | 1% | Dec 2023 |
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| Great Valley Advisor Group | 12k | $119k | 1% | Mar 2024 |
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| Taddei, Ludwig & Associates | 12k | $119k | 0% | Mar 2024 |
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| Mirador Capital Partners | 12k | $117k | 0% | Mar 2024 |
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| Stifel Financial | 11k | $111k | 2% | Mar 2024 |
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| Alpha Cubed Investments | 11k | $105k | 0% | Mar 2024 |
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| First Foundation Advisors | 10k | $104k | 0% | Mar 2024 |
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| TriaGen Wealth Management | 10k | $103k | 0% | Mar 2024 |
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| Mine & Arao Wealth Creation & Management | 8.5k | $84k | 0% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 7.0k | $70k | 100% | Mar 2024 |
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| Hollencrest Securities | 5.2k | $52k | 0% | Mar 2024 |
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| Cherry Tree Wealth Management | 1.6k | $16k | 0% | Mar 2024 |
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| ORG Partners | 1.0k | $9.9k | 100% | Mar 2024 |
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| Hanson McClain Advisors | 683.00 | $6.8k | 0% | Mar 2024 |
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| Us Bancorp | 434.00 | $4.3k | -70% | Mar 2024 |
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Who sold out of Invesco Van Kampen Cal Val Mun Inc Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Western Wealth Management | Dec 2023 | 38k | $369k |
| Fort Point Capital Partners | Sep 2023 | 30k | $253k |
| Weiss Asset Management LP[1 | Dec 2023 | 22k | $211k |
| Jpmorgan Chase & Co | Dec 2023 | 17k | $166k |
| Susquehanna International | Sep 2023 | 13k | $113k |
| Kingswood Wealth Advisors | Dec 2023 | 11k | $111k |
| Brian McDonald | Sep 2023 | 4.0k | $34k |