Purchases and Sales Made in Q4 2022 in Invesco California Amt Free Mu (PWZ)
This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ) during Q4 2022. The information is specifically focused on institutions that hold shares of INVESCO CALIFORNIA AMT-FREE MU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.41MNew |
$32.1M - $34.7M
|
1.41M
$35.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
205K+ 330.51% |
$4.65M - $5.02M
|
266K
$6.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
171K+ 50.47% |
$3.88M - $4.2M
|
510K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
148K+ 707.43% |
$3.36M - $3.64M
|
169K
$4.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
126KNew |
$2.85M - $3.08M
|
126K
$3.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
62.6K+ 329.61% |
$1.42M - $1.54M
|
81.6K
$2.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
46KNew |
$1.04M - $1.13M
|
46K
$1.14M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
43.9K+ 142.26% |
$996K - $1.08M
|
74.7K
$1.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34.6K+ 6.71% |
$787K - $851K
|
551K
$13.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
27.7KNew |
$630K - $681K
|
27.7K
$689K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
26KNew |
$590K - $639K
|
26K
$646K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.1K+ 119.78% |
$433K - $469K
|
35K
$870K
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
18K+ 152.74% |
$409K - $443K
|
29.8K
$741K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
17KNew |
$385K - $417K
|
17K
$422K
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
14.1KNew |
$321K - $347K
|
14.1K
$351K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
12.5KNew |
$284K - $307K
|
12.5K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12.3KNew |
$280K - $303K
|
12.3K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.6KNew |
$218K - $236K
|
9.6K
$239K
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
9.59K+ 22.6% |
$218K - $235K
|
52K
$1.29M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.48KNew |
$193K - $208K
|
8.48K
$211K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.41KNew |
$191K - $207K
|
8.41K
$209K
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
8.4KNew |
$191K - $206K
|
8.4K
$209K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
7.31KNew |
$166K - $179K
|
7.31K
$182K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.86K+ 14.85% |
$156K - $169K
|
53K
$1.32M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.09KNew |
$92.9K - $100K
|
4.09K
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.7K+ 21.2% |
$61.2K - $66.2K
|
15.4K
$383K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.15K+ 20.89% |
$48.9K - $52.9K
|
12.5K
$310K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.82KNew |
$41.4K - $44.8K
|
1.82K
$45.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
993+ 1.23% |
$22.6K - $24.4K
|
81.6K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
977+ 51.42% |
$22.2K - $24K
|
2.88K
$71.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
900+ 4.58% |
$20.4K - $22.1K
|
20.5K
$511K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
730+ 3.18% |
$16.6K - $17.9K
|
23.7K
$589K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
359+ 2.79% |
$8.15K - $8.82K
|
13.2K
$329K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
300+ 0.73% |
$6.81K - $7.37K
|
41.6K
$1.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
185+ 0.7% |
$4.2K - $4.54K
|
26.6K
$662K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
111+ 0.73% |
$2.52K - $2.73K
|
15.4K
$382K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
66+ 0.25% |
$1.5K - $1.62K
|
27K
$670K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1New |
$22.7 - $24.6
|
1
$24.9
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-344- 3.17% |
$7.81K - $8.45K
|
10.5K
$261K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-357- 2.11% |
$8.11K - $8.77K
|
16.5K
$411K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-380- 4.59% |
$8.63K - $9.33K
|
7.9K
$196K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-509- 3.54% |
$11.6K - $12.5K
|
13.9K
$345K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-1K- 50.0% |
$22.7K - $24.6K
|
1K
$24.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-1.18K- 1.65% |
$26.8K - $29K
|
70.5K
$1.75M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.58K- 9.48% |
$35.9K - $38.8K
|
15.1K
$375K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.7K- 14.45% |
$61.3K - $66.3K
|
16K
$397K
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.7K- 14.48% |
$61.3K - $66.3K
|
16K
$397K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.5K- 82.89% |
$193K - $209K
|
1.75K
$43.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-10.7K- 16.14% |
$243K - $263K
|
55.5K
$1.38M
|