Purchases and Sales Made in Q3 2022 in Invesco Cef Income Composite E (PCEF)
This table provides information about the institutional ownership of Invesco Cef Income Composite E (PCEF) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
213New |
$3.72K - $4.43K
|
213
$4.19K
|
|
|
Nov 03, 2022
Q3 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
162+ 0.29% |
$2.83K - $3.37K
|
55.8K
$1.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
79+ 2.09% |
$1.38K - $1.64K
|
3.86K
$75.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
71+ 0.36% |
$1.24K - $1.48K
|
19.7K
$387K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
59+ 1.66% |
$1.03K - $1.23K
|
3.62K
$71.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
28New |
$489 - $582
|
28
$550
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14+ 0.13% |
$244 - $291
|
11K
$217K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
4New |
$69.8 - $83.2
|
4
$78.6
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3+ 0.08% |
$52.3 - $62.4
|
3.77K
$74.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 3.03% |
$17.5 - $20.8
|
34
$668
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-30- 0.21% |
$524 - $624
|
14.4K
$282K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-90- 0.38% |
$1.57K - $1.87K
|
23.6K
$463K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-93- 4.82% |
$1.62K - $1.93K
|
1.84K
$36.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-99- 5.39% |
$1.73K - $2.06K
|
1.74K
$34.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-100- 0.92% |
$1.75K - $2.08K
|
10.7K
$211K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-545- 4.4% |
$9.51K - $11.3K
|
11.9K
$233K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-573- 4.23% |
$10K - $11.9K
|
13K
$255K
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-651- 5.39% |
$11.4K - $13.5K
|
11.4K
$225K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-800- 12.43% |
$14K - $16.6K
|
5.64K
$111K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-909- 0.7% |
$15.9K - $18.9K
|
129K
$2.54M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-933- 5.4% |
$16.3K - $19.4K
|
16.3K
$321K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-1.25K- 18.6% |
$21.7K - $25.9K
|
5.45K
$107K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.67K- 3.12% |
$29.1K - $34.7K
|
51.8K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.15K- 0.42% |
$37.5K - $44.7K
|
514K
$10.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.18K- 15.84% |
$38.1K - $45.3K
|
11.6K
$228K
|
|
|
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-2.3K- 8.76% |
$40.2K - $47.9K
|
24K
$471K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-2.53K- 1.18% |
$44.1K - $52.6K
|
212K
$4.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.91K- 16.72% |
$50.8K - $60.5K
|
14.5K
$285K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.49K- 1.78% |
$60.9K - $72.6K
|
192K
$3.78M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-3.5K- 11.04% |
$61K - $72.7K
|
28.2K
$554K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.74K- 2.78% |
$100K - $119K
|
201K
$3.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5.85K- 9.45% |
$102K - $122K
|
56K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.33K- 36.38% |
$111K - $132K
|
11.1K
$218K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.78K- 35.36% |
$153K - $182K
|
16K
$315K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-9.59K- 7.12% |
$167K - $199K
|
125K
$2.46M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.2K- 50.31% |
$212K - $253K
|
12K
$236K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.2K- 12.4% |
$318K - $378K
|
129K
$2.53M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-23.7K- 11.56% |
$413K - $492K
|
181K
$3.56M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-33.3K- 73.54% |
$581K - $693K
|
12K
$236K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-34.5K- 21.65% |
$601K - $716K
|
125K
$2.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-43.7K- 6.42% |
$762K - $908K
|
637K
$12.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-72.3K- 3.31% |
$1.26M - $1.5M
|
2.11M
$41.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-86.1K- 8.77% |
$1.5M - $1.79M
|
895K
$17.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-144K- 51.17% |
$2.51M - $2.99M
|
137K
$2.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-154K- 14.7% |
$2.68M - $3.19M
|
891K
$17.5M
|