Purchases and Sales Made in Q1 2023 in Invesco Cef Income Composite E (PCEF)
This table provides information about the institutional ownership of Invesco Cef Income Composite E (PCEF) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO CEF INCOME COMPOSITE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
160+ 0.56% |
$2.82K - $3.18K
|
28.5K
$548K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
151+ 10.43% |
$2.66K - $3K
|
1.6K
$30.7K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
137+ 1.79% |
$2.41K - $2.72K
|
7.78K
$149K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
132+ 3.5% |
$2.32K - $2.62K
|
3.9K
$74.9K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
98+ 4900.0% |
$1.72K - $1.95K
|
100
$1.92K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
82+ 0.48% |
$1.44K - $1.63K
|
17K
$326K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
60New |
$1.06K - $1.19K
|
60
$1.15K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
50+ 0.76% |
$880 - $993
|
6.66K
$128K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
36+ 0.92% |
$634 - $715
|
3.94K
$75.6K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
35+ 125.0% |
$616 - $695
|
63
$1.21K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.28% |
$52.8 - $59.6
|
1.09K
$20.9K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 2.86% |
$17.6 - $19.9
|
36
$691
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-3- 0.01% |
$52.8 - $59.6
|
22.2K
$426K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6- 0.02% |
$106 - $119
|
32.9K
$632K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-97- 0.5% |
$1.71K - $1.93K
|
19.2K
$369K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-98- 98.0% |
$1.72K - $1.95K
|
2
$38.4
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-191- 1.14% |
$3.36K - $3.79K
|
16.6K
$319K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-215- 1.92% |
$3.78K - $4.27K
|
11K
$211K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-300- 1.53% |
$5.28K - $5.96K
|
19.3K
$370K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-751- 2.08% |
$13.2K - $14.9K
|
35.4K
$679K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-877- 1.88% |
$15.4K - $17.4K
|
45.7K
$877K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-974- 2.58% |
$17.1K - $19.3K
|
36.8K
$707K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.36K- 9.66% |
$23.9K - $27K
|
12.7K
$244K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.37K- 0.27% |
$24.1K - $27.2K
|
512K
$9.83M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.52K- 0.86% |
$26.7K - $30.1K
|
175K
$3.35M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.82K- 36.82% |
$32K - $36K
|
3.12K
$59.8K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.3K- 8.38% |
$40.5K - $45.6K
|
25.1K
$482K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.8K- 4.6% |
$84.4K - $95.2K
|
99.4K
$1.91M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-6.5K- 59.09% |
$114K - $129K
|
4.5K
$86.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.57K- 88.65% |
$168K - $190K
|
1.23K
$23.5K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-11.3K- 98.76% |
$198K - $224K
|
141
$2.71K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.6K- 11.54% |
$205K - $231K
|
89.1K
$1.71M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.5K- 21.09% |
$220K - $249K
|
46.8K
$899K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-13.3K- 15.82% |
$233K - $263K
|
70.5K
$1.35M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-13.7K- 16.49% |
$241K - $272K
|
69.4K
$1.33M
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-15.8K- 8.29% |
$278K - $314K
|
175K
$3.36M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-16K- 21.31% |
$282K - $318K
|
59.1K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-19.9K- 44.28% |
$350K - $395K
|
25K
$480K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-23.2K- 92.15% |
$409K - $461K
|
1.98K
$38K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.5K- 33.14% |
$520K - $586K
|
59.6K
$1.14M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-42.5K- 79.85% |
$747K - $843K
|
10.7K
$206K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88.8K- 4.09% |
$1.56M - $1.76M
|
2.08M
$40M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-120K- 13.97% |
$2.11M - $2.38M
|
738K
$14.2M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-203K- 21.47% |
$3.58M - $4.04M
|
743K
$14.3M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-282K- 83.01% |
$4.96M - $5.59M
|
57.7K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-307K- 47.16% |
$5.41M - $6.1M
|
345K
$6.61M
|