Purchases and Sales Made in Q4 2022 in Invesco Cef Income Composite E (PCEF)
This table provides information about the institutional ownership of Invesco Cef Income Composite E (PCEF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
504KNew |
$8.74M - $9.61M
|
504K
$9.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
206K+ 32.27% |
$3.57M - $3.92M
|
843K
$16.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
179K+ 18.12% |
$3.11M - $3.42M
|
1.17M
$23M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
175K+ 636.59% |
$3.04M - $3.34M
|
203K
$3.98M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
125K+ 17.82% |
$2.16M - $2.38M
|
823K
$16.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
60K+ 2.84% |
$1.04M - $1.15M
|
2.17M
$42.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.4K+ 6.21% |
$961K - $1.06M
|
947K
$18.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
54.4KNew |
$943K - $1.04M
|
54.4K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.1K+ 7.79% |
$818K - $899K
|
652K
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
36.7KNew |
$636K - $699K
|
36.7K
$720K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
28.4KNew |
$492K - $541K
|
28.4K
$558K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.5K+ 16.98% |
$461K - $507K
|
183K
$3.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21.2K+ 60.47% |
$367K - $404K
|
56.2K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
19K+ 33.95% |
$330K - $363K
|
75.1K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.7K+ 144.3% |
$325K - $357K
|
31.7K
$623K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.5K+ 13.49% |
$321K - $353K
|
156K
$3.06M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
18.1KNew |
$314K - $345K
|
18.1K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
17.4KNew |
$302K - $332K
|
17.4K
$342K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15KNew |
$260K - $286K
|
15K
$295K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.8K+ 75.25% |
$204K - $225K
|
27.4K
$539K
|
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
11.2KNew |
$195K - $214K
|
11.2K
$220K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
11KNew |
$191K - $210K
|
11K
$216K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8.81K+ 443.78% |
$153K - $168K
|
10.8K
$212K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.93K+ 22.46% |
$120K - $132K
|
37.8K
$743K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.9K+ 190.47% |
$120K - $132K
|
10.5K
$207K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.16K+ 4.76% |
$107K - $118K
|
135K
$2.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
5.4K+ 52.41% |
$93.7K - $103K
|
15.7K
$309K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.55KNew |
$78.9K - $86.8K
|
4.55K
$89.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
4.45K+ 3.56% |
$77.3K - $85K
|
130K
$2.55M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
4.22K+ 35.15% |
$73.1K - $80.4K
|
16.2K
$318K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.9K+ 29.9% |
$67.6K - $74.3K
|
16.9K
$333K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.14K+ 15.46% |
$54.5K - $59.9K
|
23.5K
$461K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.96K+ 7.53% |
$51.4K - $56.5K
|
42.3K
$831K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.5K+ 8.77% |
$43.4K - $47.7K
|
31K
$609K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.38KNew |
$41.2K - $45.3K
|
2.38K
$46.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.3K+ 4.44% |
$39.9K - $43.9K
|
54.1K
$1.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
2.19KNew |
$38K - $41.8K
|
2.19K
$43.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
2.19K+ 40.2% |
$38K - $41.8K
|
7.64K
$150K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.84K+ 2.27% |
$32K - $35.2K
|
83.1K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.45KNew |
$25.1K - $27.6K
|
1.45K
$28.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.29K+ 3.71% |
$22.4K - $24.7K
|
36.2K
$710K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
1.26K+ 5.0% |
$21.9K - $24.1K
|
26.6K
$522K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.2K+ 11.2% |
$20.8K - $22.9K
|
11.9K
$234K
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.11K+ 6.12% |
$19.3K - $21.2K
|
19.3K
$379K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
800New |
$13.9K - $15.3K
|
800
$15.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
700New |
$12.1K - $13.4K
|
700
$13.8K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
466+ 0.78% |
$8.09K - $8.89K
|
60K
$1.18M
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
305New |
$5.29K - $5.82K
|
305
$5.99K
|
|
|
Feb 13, 2023
Q4 2022
|
Boxwood Ventures, Inc.
|
BUY
|
- |
262+ 2.26% |
$4.55K - $5K
|
11.8K
$233K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
233+ 1.73% |
$4.04K - $4.45K
|
13.7K
$269K
|