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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
79+ 0.18% |
$1.5K - $1.57K
|
44.4K
$874K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-11K- 11.33% |
$210K - $219K
|
86.3K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 2.44% |
$19.1 - $19.9
|
42
$826
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-496- 3.08% |
$9.45K - $9.85K
|
15.6K
$307K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
40.7K+ 99.51% |
$775K - $808K
|
81.6K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6- 0.03% |
$114 - $119
|
20.9K
$411K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-73- 0.96% |
$1.39K - $1.45K
|
7.55K
$149K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
200New |
$3.81K - $3.97K
|
200
$3.93K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
10.8KNew |
$206K - $215K
|
10.8K
$213K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
140+ 1.0% |
$2.67K - $2.78K
|
14.2K
$279K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
6.28K+ 7.7% |
$120K - $125K
|
87.8K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
20.1KNew |
$382K - $399K
|
20.1K
$395K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.15K+ 16.39% |
$117K - $122K
|
43.6K
$858K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-139- 1.31% |
$2.65K - $2.76K
|
10.5K
$207K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
965+ 8.87% |
$18.4K - $19.2K
|
11.8K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-506- 35.81% |
$9.64K - $10K
|
907
$17.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
12.3K+ 36.26% |
$234K - $244K
|
46.3K
$910K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-631- 7.05% |
$12K - $12.5K
|
8.32K
$164K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-4.82K- 3.49% |
$91.7K - $95.6K
|
133K
$2.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.36K+ 13.06% |
$63.9K - $66.7K
|
29K
$571K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.62K- 36.86% |
$49.9K - $52K
|
4.48K
$88.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.31K- 99.91% |
$44K - $45.9K
|
2
$39.3
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-440- 4.07% |
$8.38K - $8.74K
|
10.4K
$204K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.19K+ 5.36% |
$41.7K - $43.4K
|
43K
$846K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
277+ 2.08% |
$5.28K - $5.5K
|
13.6K
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
312+ 1.27% |
$5.94K - $6.2K
|
24.8K
$488K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.5K- 10.95% |
$200K - $208K
|
85.3K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-11.8K- 16.6% |
$224K - $234K
|
59.2K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-376- 41.59% |
$7.16K - $7.47K
|
528
$10.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$19.1 - $19.9
|
397K
$7.81M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
70.6K+ 52.93% |
$1.34M - $1.4M
|
204K
$4.01M
|
|
| Q3 2024 | |||||||
|
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-3.33K- 21.49% |
$60.7K - $65.6K
|
12.2K
$239K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
449+ 44900.0% |
$8.19K - $8.85K
|
450
$8.85K
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
CALL |
2New |
$36.5 - $39.4
|
2
$39.3
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.77K- 6.28% |
$68.8K - $74.3K
|
56.2K
$1.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
43.1K+ 30.41% |
$786K - $850K
|
185K
$3.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-18.9K- 4.51% |
$344K - $372K
|
400K
$7.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.5K+ 34.06% |
$483K - $522K
|
104K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-700- 4.59% |
$12.8K - $13.8K
|
14.6K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10KNew |
$182K - $197K
|
10K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.02K- 2.0% |
$73.2K - $79.1K
|
197K
$3.88M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.15K- 9.74% |
$75.7K - $81.8K
|
38.4K
$756K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-70.3K- 3.9% |
$1.28M - $1.39M
|
1.73M
$34.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
186+ 0.38% |
$3.39K - $3.67K
|
48.8K
$961K
|
|
|
Nov 14, 2024
Q3 2024
|
Boxwood Ventures, Inc.
|
BUY
|
- |
303+ 2.21% |
$5.53K - $5.97K
|
14K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
216K+ 12.57% |
$3.94M - $4.26M
|
1.94M
$38.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49.5KNew |
$903K - $976K
|
49.5K
$974K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.03K- 9.8% |
$55.2K - $59.6K
|
27.8K
$548K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.06K- 8.95% |
$37.6K - $40.7K
|
21K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.2K+ 0.87% |
$314K - $340K
|
2M
$39.3M
|
|