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 | 2.1M | $22M | 10% | Jun 2024 |
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| Morgan Stanley | 1.8M | $26M | 6% | Jun 2024 |
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| Guggenheim Capital, LLC Managers | 1.1M | $12M | 3% | Sep 2024 |
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| Advisors Asset Management | 582k | $6.3M | 6% | Sep 2024 |
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| Wells Fargo & Company | 443k | $4.8M | -2% | Sep 2024 |
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| Hennion & Walsh Asset Management | 371k | $4.0M | -4% | Sep 2024 |
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| CNH Partners | 214k | $2.3M | -32% | Sep 2024 |
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| Bank of America Corporation | 171k | $1.9M | -30% | Sep 2024 |
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| Atria Wealth Solutions | 152k | $1.7M | 4% | Sep 2024 |
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| Robinson Capital Management | 135k | $1.5M | -51% | Sep 2024 |
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| Commonwealth Equity Services | 131k | $1.4M | 5% | Sep 2024 |
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| LPL Financial | 119k | $1.3M | -1% | Sep 2024 |
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| Pacific Wealth Strategies Group | 79k | $858k | -1% | Sep 2024 |
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| Evoke Wealth | 58k | $627k | 28% | Sep 2024 |
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| Royal Bank of Canada | 53k | $573k | 63% | Sep 2024 |
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| D.A. Davidson & Co. | 42k | $440k | -7% | Jun 2024 |
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| Envestnet Asset Management | 42k | $453k | 5% | Sep 2024 |
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| Core Wealth Partners | 41k | $445k | 0% | Sep 2024 |
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| Sanctuary Advisors | 37k | $356k | 100% | Jun 2024 |
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| Raymond James & Associates | 37k | $398k | -5% | Sep 2024 |
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| Mercer Global Advisors | 36k | $377k | 139% | Jun 2024 |
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| Vivaldi Capital Management | 35k | $383k | -18% | Sep 2024 |
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| Janney Montgomery Scott | 32k | $347k | 1% | Sep 2024 |
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| Thomas J. Herzfeld Advisors | 32k | $347k | 2% | Sep 2024 |
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| Clay Northam Wealth Management | 29k | $303k | 0% | Jun 2024 |
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| Cetera Investment Advisers | 27k | $278k | 0% | Jun 2024 |
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| Western Wealth Management | 26k | $281k | 100% | Sep 2024 |
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| Advisor Group Holdings | 23k | $249k | -96% | Sep 2024 |
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| International Assets Investment Management | 23k | $2.1M | 989% | Sep 2024 |
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| Vanguard Capital Wealth Advisors | 20k | $218k | 43% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 20k | $204k | 0% | Jun 2024 |
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| Kercheville Advisors | 17k | $185k | 0% | Sep 2024 |
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| Everett Harris & Co | 16k | $175k | 0% | Sep 2024 |
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| Tcfg Wealth Management | 14k | $147k | 100% | Sep 2024 |
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| Steel Peak Wealth Management | 13k | $144k | 100% | Sep 2024 |
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| Napa Wealth Management | 13k | $140k | 100% | Sep 2024 |
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| Mariner Wealth Advisors | 12k | $131k | 0% | Sep 2024 |
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| Taddei, Ludwig & Associates | 12k | $130k | 0% | Sep 2024 |
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| Mirador Capital Partners | 12k | $128k | 0% | Sep 2024 |
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| RB Capital Management | 12k | $125k | 3% | Sep 2024 |
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| Alpha Cubed Investments | 11k | $115k | 0% | Sep 2024 |
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| First Foundation Advisors | 10k | $109k | 0% | Jun 2024 |
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| TriaGen Wealth Management | 10k | $112k | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 7.0k | $76k | 0% | Sep 2024 |
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| Hollencrest Securities | 5.2k | $56k | 0% | Sep 2024 |
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| Rothschild Investment | 3.3k | $35k | 1% | Sep 2024 |
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| Cherry Tree Wealth Management | 1.6k | $18k | 0% | Sep 2024 |
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| ORG Partners | 1.0k | $11k | 0% | Sep 2024 |
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| NBT Bank | 874.00 | $9.5k | 100% | Sep 2024 |
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| Atlantic Trust | 807.00 | $8.8k | 0% | Sep 2024 |
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| Hanson McClain Advisors | 683.00 | $7.4k | 0% | Sep 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 |
|---|---|---|---|
| Logan Stone Capital | Jun 2024 | 527k | $5.5M |
| Fort Point Capital Partners | Jun 2024 | 101k | $1.1M |
| Nine Masts Capital | Mar 2024 | 94k | $935k |
| Creative Planning | Jun 2024 | 25k | $261k |
| Nomura Holdings | Jun 2024 | 18k | $184k |
| Stifel Financial | Mar 2024 | 11k | $111k |
| Blue Bell Private Wealth Management | Jun 2024 | 3.6k | $38k |
| Bessemer | Jun 2024 | 1.2k | $13k |