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 |
---|---|---|---|---|---|---|---|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.61KNew |
$46.6K - $49.2K
|
2.61K
$49.5K
|
|
Q1 2024 | |||||||
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.25KNew |
$94.2K - $99K
|
5.25K
$99.4K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
896New |
$16.1K - $16.9K
|
896
$17K
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
59.6KNew |
$1.07M - $1.12M
|
59.6K
$1.13M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
130K+ 282.05% |
$2.34M - $2.46M
|
176K
$3.34M
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-20K- 13.02% |
$358K - $376K
|
133K
$2.53M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
10.4K+ 28.24% |
$187K - $197K
|
47.4K
$897K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.2K- 10.36% |
$201K - $211K
|
96.7K
$1.83M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.9K+ 147.27% |
$321K - $337K
|
30K
$568K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-173K- 7.9% |
$3.1M - $3.26M
|
2.01M
$38.2M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.4K+ 0.81% |
$259K - $272K
|
1.78M
$33.8M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27.8K+ 3.28% |
$499K - $524K
|
874K
$16.6M
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-258- 2.04% |
$4.63K - $4.86K
|
12.4K
$235K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.5K+ 2.76% |
$961K - $1.01M
|
1.99M
$37.7M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-266- 1.71% |
$4.77K - $5.01K
|
15.3K
$289K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.71K- 8.09% |
$48.7K - $51.1K
|
30.8K
$583K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.9KNew |
$304K - $319K
|
16.9K
$321K
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
506+ 2.74% |
$9.08K - $9.54K
|
18.9K
$359K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100New |
$1.8K - $1.89K
|
100
$1.89K
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
62+ 0.45% |
$1.11K - $1.17K
|
13.8K
$262K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.1K- 20.9% |
$182K - $191K
|
38.4K
$727K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17.3K- 3.98% |
$310K - $325K
|
416K
$7.88M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-162- 0.51% |
$2.91K - $3.05K
|
31.6K
$599K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54.9K+ 55.4% |
$985K - $1.03M
|
154K
$2.92M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.68K- 2.1% |
$30.2K - $31.7K
|
78.3K
$1.48M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.74K- 18.88% |
$121K - $127K
|
29K
$549K
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.83K- 99.51% |
$68.8K - $72.2K
|
19
$360
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33.7K+ 36.93% |
$604K - $635K
|
125K
$2.36M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-229K- 27.87% |
$4.1M - $4.31M
|
591K
$11.2M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.2K+ 2.27% |
$668K - $701K
|
1.68M
$31.8M
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.68K- 2.19% |
$30.1K - $31.6K
|
75K
$1.42M
|
|
May 13, 2024
Q1 2024
|
Boxwood Ventures, Inc.
|
BUY
|
- |
305+ 2.33% |
$5.47K - $5.75K
|
13.4K
$253K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-969- 3.71% |
$17.4K - $18.3K
|
25.1K
$476K
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
860New |
$15.4K - $16.2K
|
860
$16.3K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
13+ 0.3% |
$233 - $245
|
4.38K
$82.9K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.87K- 12.56% |
$123K - $130K
|
47.9K
$907K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
597K+ 39.57% |
$10.7M - $11.3M
|
2.11M
$39.9M
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1K- 35.52% |
$18K - $18.9K
|
1.82K
$34.4K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-280- 2.35% |
$5.03K - $5.28K
|
11.6K
$220K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
38.5K+ 9.53% |
$690K - $725K
|
442K
$8.38M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
843New |
$15.1K - $15.9K
|
843
$16K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.1K+ 2.61% |
$523K - $549K
|
1.14M
$21.7M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-26.9K- 19.47% |
$482K - $506K
|
111K
$2.1M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17K- 7.07% |
$305K - $321K
|
224K
$4.23M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.9K+ 5398.31% |
$573K - $601K
|
32.5K
$615K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
268+ 2.17% |
$4.81K - $5.05K
|
12.6K
$239K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.49K- 3.51% |
$44.7K - $47K
|
68.5K
$1.3M
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7.32KNew |
$131K - $138K
|
7.32K
$139K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.38K+ 8.92% |
$42.7K - $44.9K
|
29.1K
$550K
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.74K+ 41.53% |
$103K - $108K
|
19.6K
$370K
|