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 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
232+ 1.93% |
$4.03K - $4.43K
|
12.2K
$241K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
220New |
$3.82K - $4.2K
|
220
$4.32K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
215New |
$3.73K - $4.1K
|
215
$4.22K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
211+ 1.31% |
$3.66K - $4.03K
|
16.3K
$319K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
190+ 0.76% |
$3.3K - $3.63K
|
25.2K
$496K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
47New |
$815 - $897
|
47
$924
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
38+ 0.98% |
$659 - $725
|
3.9K
$76.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3+ 0.08% |
$52.1 - $57.2
|
3.77K
$74.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 2.94% |
$17.4 - $19.1
|
35
$688
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-21- 0.07% |
$364 - $401
|
29K
$569K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-23- 0.1% |
$399 - $439
|
23.5K
$462K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-150- 2.66% |
$2.6K - $2.86K
|
5.49K
$108K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-228- 6.13% |
$3.96K - $4.35K
|
3.49K
$68.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-235- 0.18% |
$4.08K - $4.48K
|
128K
$2.52M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-291- 16.73% |
$5.05K - $5.55K
|
1.45K
$28.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-386- 0.08% |
$6.7K - $7.36K
|
513K
$10.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-423- 2.92% |
$7.34K - $8.07K
|
14.1K
$277K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-584- 4.87% |
$10.1K - $11.1K
|
11.4K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-640- 5.4% |
$11.1K - $12.2K
|
11.2K
$220K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-750- 40.87% |
$13K - $14.3K
|
1.09K
$21.3K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-798- 2.05% |
$13.8K - $15.2K
|
38.2K
$750K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-900- 53.73% |
$15.6K - $17.2K
|
775
$15.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.3K- 11.37% |
$22.6K - $24.8K
|
10.1K
$199K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.4K- 11.3% |
$24.3K - $26.7K
|
11K
$216K
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
SELL
|
- |
-1.58K- 0.82% |
$27.3K - $30.1K
|
191K
$3.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.59K- 1.48% |
$27.5K - $30.2K
|
106K
$2.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.63K- 19.76% |
$28.2K - $31K
|
6.61K
$130K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.78K- 12.37% |
$30.8K - $33.9K
|
12.6K
$247K
|
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1.8K- 7.49% |
$31.2K - $34.3K
|
22.2K
$436K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.32K- 4.74% |
$40.2K - $44.2K
|
46.6K
$916K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.4K- 17.51% |
$41.6K - $45.8K
|
11.3K
$222K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-2.89K- 14.68% |
$50.1K - $55.1K
|
16.8K
$330K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.97K- 26.92% |
$51.5K - $56.7K
|
8.06K
$158K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-3.19K- 11.3% |
$55.3K - $60.8K
|
25K
$491K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-3.94K- 18.44% |
$68.4K - $75.2K
|
17.4K
$343K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.02K- 6.23% |
$69.7K - $76.7K
|
60.5K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.54K- 9.44% |
$96.2K - $106K
|
53.2K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.64K- 13.12% |
$97.8K - $108K
|
37.3K
$733K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-5.68K- 12.68% |
$98.6K - $108K
|
39.1K
$769K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-5.75K- 35.19% |
$99.7K - $110K
|
10.6K
$208K
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-6.7K- 12.0% |
$116K - $128K
|
49.1K
$966K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-7.82K- 33.3% |
$136K - $149K
|
15.7K
$308K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.7K- 9.34% |
$186K - $205K
|
104K
$2.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.7K- 6.09% |
$203K - $224K
|
181K
$3.55M
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-15.3K- 10.44% |
$266K - $293K
|
132K
$2.59M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.9K- 35.2% |
$310K - $341K
|
32.9K
$647K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-21.4K- 26.51% |
$372K - $409K
|
59.4K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-24.9K- 12.37% |
$431K - $474K
|
176K
$3.46M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-26.8K- 24.23% |
$465K - $511K
|
83.8K
$1.65M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-33.9K- 74.83% |
$588K - $647K
|
11.4K
$224K
|