Purchases and Sales Made in Q4 2024 in Invesco Cef Income Composite E (PCEF)
This table provides information about the institutional ownership of Invesco Cef Income Composite E (PCEF) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
200New |
$3.81K - $3.97K
|
200
$3.84K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
182New |
$3.47K - $3.61K
|
182
$3.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
140+ 1.0% |
$2.67K - $2.78K
|
14.2K
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
79+ 0.18% |
$1.5K - $1.57K
|
44.4K
$854K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
71+ 0.08% |
$1.35K - $1.41K
|
94.2K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
48+ 0.7% |
$914 - $953
|
6.88K
$132K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
35+ 35.0% |
$667 - $695
|
135
$2.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15+ 0.32% |
$286 - $298
|
4.69K
$90.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 2.44% |
$19.1 - $19.9
|
42
$807
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$19.1 - $19.9
|
397K
$7.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6- 0.03% |
$114 - $119
|
20.9K
$402K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-73- 0.96% |
$1.39K - $1.45K
|
7.55K
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-100- 0.48% |
$1.91K - $1.99K
|
20.9K
$402K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-139- 1.31% |
$2.65K - $2.76K
|
10.5K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-176- 0.31% |
$3.35K - $3.5K
|
56.1K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-359- 0.72% |
$6.84K - $7.13K
|
49.2K
$946K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-376- 41.59% |
$7.16K - $7.47K
|
528
$10.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-380- 8.01% |
$7.24K - $7.55K
|
4.37K
$83.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-423- 8.99% |
$8.06K - $8.4K
|
4.28K
$82.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-440- 4.07% |
$8.38K - $8.74K
|
10.4K
$199K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-496- 3.08% |
$9.45K - $9.85K
|
15.6K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-506- 35.81% |
$9.64K - $10K
|
907
$17.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-599- 69.89% |
$11.4K - $11.9K
|
258
$4.96K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-618- 4.25% |
$11.8K - $12.3K
|
13.9K
$268K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-631- 7.05% |
$12K - $12.5K
|
8.32K
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-768- 9.39% |
$14.6K - $15.3K
|
7.42K
$143K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.25K- 4.58% |
$23.7K - $24.7K
|
25.9K
$499K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.8K- 4.68% |
$34.3K - $35.7K
|
36.6K
$704K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.95K- 1.87% |
$37.2K - $38.8K
|
102K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.31K- 99.91% |
$44K - $45.9K
|
2
$38.4
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.62K- 36.86% |
$49.9K - $52K
|
4.48K
$86.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-3.4K- 12.09% |
$64.7K - $67.5K
|
24.7K
$475K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.87K- 6.0% |
$73.6K - $76.8K
|
60.6K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.56K- 16.37% |
$86.9K - $90.6K
|
23.3K
$448K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-4.82K- 3.49% |
$91.7K - $95.6K
|
133K
$2.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.92K- 7.77% |
$93.8K - $97.8K
|
58.5K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.16K- 0.56% |
$98.2K - $102K
|
919K
$17.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.53K- 18.09% |
$182K - $189K
|
43.2K
$829K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.1K- 2.18% |
$192K - $200K
|
451K
$8.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.5K- 10.95% |
$200K - $208K
|
85.3K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-11K- 11.33% |
$210K - $219K
|
86.3K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-11.8K- 16.6% |
$224K - $234K
|
59.2K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.7K- 8.43% |
$279K - $291K
|
159K
$3.06M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.3K- 10.3% |
$387K - $403K
|
177K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.7K- 22.78% |
$432K - $451K
|
76.9K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-25.4K- 32.77% |
$483K - $504K
|
52K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-66.8K- 16.7% |
$1.27M - $1.33M
|
333K
$6.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-69.6K- 4.02% |
$1.33M - $1.38M
|
1.66M
$31.9M
|