Purchases and Sales Made in Q4 2023 in Invesco California Amt Free Mu (PWZ)
This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ) during Q4 2023. 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, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.41MNew |
$77M - $85.5M
|
3.41M
$82.9M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
796KNew |
$18M - $20M
|
796K
$19.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
555K+ 96.65% |
$12.5M - $13.9M
|
1.13M
$27.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
447KNew |
$10.1M - $11.2M
|
447K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
384K+ 116.44% |
$8.68M - $9.63M
|
714K
$17.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
243K+ 122.68% |
$5.5M - $6.11M
|
442K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
243K+ 124.0% |
$5.49M - $6.1M
|
439K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
191KNew |
$4.31M - $4.78M
|
191K
$4.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
133K+ 18.77% |
$3.01M - $3.34M
|
843K
$20.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
102K+ 115.0% |
$2.31M - $2.56M
|
191K
$4.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
99K+ 12.96% |
$2.24M - $2.48M
|
863K
$21M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
67.3KNew |
$1.52M - $1.69M
|
67.3K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
60.2KNew |
$1.36M - $1.51M
|
60.2K
$1.46M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
58.5KNew |
$1.32M - $1.47M
|
58.5K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
51K+ 26.3% |
$1.15M - $1.28M
|
245K
$5.96M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
49.7K+ 482.79% |
$1.12M - $1.25M
|
60K
$1.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
47.8KNew |
$1.08M - $1.2M
|
47.8K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
40.9K+ 3.49% |
$924K - $1.03M
|
1.21M
$29.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
35KNew |
$791K - $878K
|
35K
$851K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
30.1KNew |
$681K - $756K
|
30.1K
$732K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18K+ 6.75% |
$406K - $451K
|
284K
$6.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
17.7K+ 11.6% |
$400K - $444K
|
170K
$4.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.5K+ 5.27% |
$350K - $388K
|
309K
$7.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
14.5K+ 117.62% |
$327K - $363K
|
26.7K
$650K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
13.5KNew |
$305K - $338K
|
13.5K
$328K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
13K+ 27.25% |
$294K - $326K
|
60.7K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.9K+ 10.76% |
$269K - $299K
|
123K
$2.98M
|
|
|
Jul 31, 2025
Q4 2023
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11.9K+ 10.76% |
$269K - $299K
|
123K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.9KNew |
$246K - $273K
|
10.9K
$264K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
10.8K+ 18.58% |
$244K - $270K
|
68.8K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.73KNew |
$220K - $244K
|
9.73K
$237K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
8.4KNew |
$190K - $211K
|
8.4K
$204K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.11KNew |
$183K - $204K
|
8.11K
$197K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.97K+ 42.37% |
$135K - $150K
|
20.1K
$488K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.86K+ 48.43% |
$133K - $147K
|
18K
$437K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
4.69KNew |
$106K - $118K
|
4.69K
$114K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
4.69KNew |
$106K - $118K
|
4.69K
$114K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
4.02K+ 5.17% |
$91K - $101K
|
81.9K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.76K+ 23.1% |
$62.4K - $69.2K
|
14.7K
$357K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.93K+ 12.89% |
$43.6K - $48.3K
|
16.9K
$410K
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.28K+ 14.26% |
$28.9K - $32K
|
10.2K
$249K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.15KNew |
$26K - $28.8K
|
1.15K
$27.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
799+ 5.54% |
$18.1K - $20K
|
15.2K
$370K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
339New |
$7.66K - $8.51K
|
339
$8.24K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
294New |
$6.65K - $7.38K
|
294
$7.15K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
208+ 0.33% |
$4.7K - $5.22K
|
63.1K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1New |
$22.6 - $25.1
|
1
$24.3
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-155- 2.58% |
$3.5K - $3.89K
|
5.84K
$142K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-240- 2.49% |
$5.43K - $6.02K
|
9.39K
$228K
|