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 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
200+ 1.69% |
$3.37K - $3.91K
|
12K
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
47.1K+ 55.57% |
$794K - $921K
|
132K
$2.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.69KNew |
$79K - $91.6K
|
4.69K
$91.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.01K+ 1.85% |
$17K - $19.7K
|
55.3K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
670+ 4.68% |
$11.3K - $13.1K
|
15K
$294K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-12.9K- 14.71% |
$217K - $251K
|
74.5K
$1.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-11- 0.82% |
$185 - $215
|
1.33K
$26.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.58K- 9.07% |
$43.4K - $50.4K
|
25.8K
$506K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-145K- 65.89% |
$2.45M - $2.84M
|
75.1K
$1.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
651+ 3.38% |
$11K - $12.7K
|
19.9K
$389K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
131+ 0.46% |
$2.21K - $2.56K
|
28.6K
$560K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.69K+ 129.29% |
$62.2K - $72.1K
|
6.54K
$128K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.5K+ 6.94% |
$513K - $595K
|
469K
$9.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.45K+ 101.96% |
$41.3K - $47.9K
|
4.85K
$95K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-918- 1.69% |
$15.5K - $17.9K
|
53.4K
$1.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
244New |
$4.11K - $4.77K
|
244
$4.78K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
321New |
$5.41K - $6.27K
|
321
$6.28K
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
231+ 1.15% |
$4.34K - $4.59K
|
20.3K
$397K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
78.8K+ 130.13% |
$1.48M - $1.57M
|
139K
$2.73M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.43K- 9.82% |
$83.3K - $88.2K
|
40.7K
$796K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.3K+ 1.56% |
$269K - $284K
|
934K
$18.3M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-369- 2.65% |
$6.94K - $7.34K
|
13.6K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
210+ 1.01% |
$3.95K - $4.18K
|
21.1K
$413K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
983+ 2.68% |
$18.5K - $19.6K
|
37.6K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
451+ 3.71% |
$8.48K - $8.97K
|
12.6K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-578- 5.5% |
$10.9K - $11.5K
|
9.92K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.04K- 10.77% |
$113K - $120K
|
50K
$979K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.6K+ 1.98% |
$783K - $828K
|
2.15M
$42M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-310- 1.77% |
$5.83K - $6.17K
|
17.2K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.65K- 8.64% |
$125K - $132K
|
70.3K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
228KNew |
$4.29M - $4.54M
|
228K
$4.47M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.26K- 26.93% |
$23.6K - $25K
|
3.41K
$66.6K
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-82.8K- 40.43% |
$1.56M - $1.65M
|
122K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.6K+ 1.7% |
$30.1K - $31.8K
|
95.8K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
56.1K+ 2.69% |
$1.05M - $1.12M
|
2.14M
$41.8M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-53.5K- 11.13% |
$1.01M - $1.06M
|
427K
$8.35M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.3KNew |
$193K - $204K
|
10.3K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
481+ 1.39% |
$9.04K - $9.57K
|
35K
$684K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.17K+ 67.09% |
$154K - $162K
|
20.3K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1M- 60.19% |
$18.8M - $19.9M
|
662K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
180+ 0.18% |
$3.38K - $3.58K
|
102K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.76K+ 184.0% |
$51.9K - $54.9K
|
4.26K
$83.4K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
81.8KNew |
$1.54M - $1.63M
|
81.8K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.26K- 8.35% |
$23.7K - $25.1K
|
13.8K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-9.17K- 17.62% |
$172K - $182K
|
42.9K
$839K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
188+ 0.9% |
$3.53K - $3.74K
|
21.1K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-89.4K- 47.4% |
$1.68M - $1.78M
|
99.2K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
500New |
$9.4K - $9.95K
|
500
$9.79K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43.2KClosed |
$811K - $858K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.78K- 37.68% |
$165K - $175K
|
14.5K
$284K
|
|