Latest Institutional Transactions on Invesco Cef Income Composite E (PCEF)
This table provides information on the latest institutional transactions involving Invesco Cef Income Composite E (PCEF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1K+ 4.17% |
$16.9K - $19.5K
|
25K
$504K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.3K+ 10.29% |
$291K - $338K
|
185K
$3.74M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.48K- 24.94% |
$41.7K - $48.4K
|
7.45K
$150K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.25K+ 20.26% |
$139K - $161K
|
48.9K
$987K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.8K+ 1.3% |
$468K - $543K
|
2.17M
$43.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.16K- 10.03% |
$19.6K - $22.7K
|
10.4K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-230K- 10.33% |
$3.87M - $4.49M
|
1.99M
$40.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-166K- 25.11% |
$2.8M - $3.25M
|
495K
$9.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-498- 3.67% |
$8.39K - $9.73K
|
13.1K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.52K- 7.58% |
$127K - $147K
|
91.7K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.22K+ 3.23% |
$20.5K - $23.7K
|
38.8K
$783K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
10.7KNew |
$181K - $210K
|
10.7K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.54K- 2.14% |
$110K - $128K
|
299K
$6.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 0.01% |
$16.9 - $19.5
|
7.41K
$150K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-967- 1.92% |
$16.3K - $18.9K
|
49.4K
$996K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.53K+ 0.81% |
$127K - $147K
|
941K
$19M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-250- 9.8% |
$4.21K - $4.89K
|
2.3K
$46.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
489+ 1.4% |
$8.24K - $9.56K
|
35.5K
$715K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
138K+ 13.55% |
$2.32M - $2.69M
|
1.15M
$23.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-17- 2.08% |
$286 - $332
|
801
$16.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.51K+ 22.03% |
$59.1K - $68.5K
|
19.4K
$392K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.67K- 1.75% |
$28.2K - $32.7K
|
94.2K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-300K- 14.03% |
$5.05M - $5.86M
|
1.84M
$37.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.94K- 7.88% |
$66.4K - $77K
|
46.1K
$930K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.5K+ 3.86% |
$278K - $322K
|
443K
$8.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
512+ 4.99% |
$8.63K - $10K
|
10.8K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
41.5K+ 204.16% |
$700K - $811K
|
61.9K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
614New |
$10.3K - $12K
|
614
$12.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.32K- 16.01% |
$39.2K - $45.4K
|
12.2K
$246K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
338+ 1.6% |
$5.7K - $6.6K
|
21.4K
$432K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 4.76% |
$33.7 - $39.1
|
44
$887
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
63.7KNew |
$1.07M - $1.25M
|
63.7K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8- 0.19% |
$135 - $156
|
4.28K
$86.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Boxwood Ventures, Inc.
|
BUY
|
- |
307+ 2.1% |
$5.17K - $6K
|
14.9K
$300K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1New |
$16.9 - $19.5
|
1
$20.2
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
143K+ 14.88% |
$2.4M - $2.79M
|
1.1M
$22.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
64+ 1.43% |
$1.08K - $1.25K
|
4.54K
$91.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-25.8K- 21.11% |
$434K - $503K
|
96.2K
$1.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-430- 1.64% |
$7.25K - $8.4K
|
25.8K
$521K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.7K- 12.48% |
$248K - $288K
|
103K
$2.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
514K+ 886.63% |
$8.67M - $10.1M
|
572K
$11.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
96+ 2.1% |
$1.62K - $1.88K
|
4.67K
$94.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-150- 1.27% |
$2.53K - $2.93K
|
11.6K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
SELL
|
- |
-13.3K- 31.03% |
$224K - $260K
|
29.6K
$596K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
332K+ 237.91% |
$5.59M - $6.48M
|
471K
$9.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80.8K+ 19.32% |
$1.36M - $1.58M
|
499K
$10.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.2KNew |
$257K - $298K
|
15.2K
$307K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.1K- 14.32% |
$170K - $197K
|
60.2K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
560+ 0.55% |
$9.44K - $10.9K
|
103K
$2.08M
|