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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
SELL
|
- |
-14.3K- 9.27% |
$324K - $350K
|
139K
$3.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-16.4K- 54.4% |
$373K - $404K
|
13.8K
$342K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-17.6K- 11.81% |
$400K - $432K
|
132K
$3.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22K- 12.05% |
$501K - $541K
|
161K
$4M
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-22.7K- 99.41% |
$515K - $557K
|
135
$3.36K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.4K- 15.83% |
$599K - $647K
|
140K
$3.48M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-37K- 32.39% |
$839K - $908K
|
77.1K
$1.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-275K- 56.0% |
$6.24M - $6.75M
|
216K
$5.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-303K- 47.18% |
$6.89M - $7.45M
|
340K
$8.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.6M- 22.35% |
$59M - $63.8M
|
9.03M
$225M
|