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 |
---|---|---|---|---|---|---|---|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.5K+ 16.14% |
$508K - $536K
|
205K
$3.93M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-317K- 71.58% |
$5.65M - $5.96M
|
126K
$2.41M
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-913- 1.53% |
$16.3K - $17.2K
|
58.6K
$1.12M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-7.74K- 25.13% |
$138K - $146K
|
23.1K
$442K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-741- 0.67% |
$13.2K - $13.9K
|
110K
$2.12M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.86K+ 3096.67% |
$33.1K - $35K
|
1.92K
$36.8K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.2K+ 10.94% |
$74.9K - $79K
|
42.6K
$816K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
92.2K+ 10.55% |
$1.65M - $1.74M
|
966K
$18.5M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
312+ 1.04% |
$5.57K - $5.87K
|
30.3K
$581K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.3K+ 0.97% |
$308K - $325K
|
1.8M
$34.5M
|
|
Aug 14, 2024
Q2 2024
|
Boxwood Ventures, Inc.
|
BUY
|
- |
313+ 2.34% |
$5.58K - $5.89K
|
13.7K
$262K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.2K- 7.92% |
$218K - $230K
|
142K
$2.72M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-274K- 13.73% |
$4.88M - $5.15M
|
1.72M
$33M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.9KNew |
$301K - $318K
|
16.9K
$324K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
443+ 2331.58% |
$7.9K - $8.34K
|
462
$8.86K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-590- 11.24% |
$10.5K - $11.1K
|
4.66K
$89.3K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
25+ 0.99% |
$446 - $471
|
2.55K
$48.9K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
67+ 1.21% |
$1.2K - $1.26K
|
5.62K
$108K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-205- 0.75% |
$3.66K - $3.86K
|
27.1K
$519K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
782+ 1.63% |
$14K - $14.7K
|
48.7K
$933K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
163+ 3.72% |
$2.91K - $3.07K
|
4.54K
$87.1K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.39K+ 39.0% |
$96.2K - $101K
|
19.2K
$368K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.1K- 16.13% |
$643K - $679K
|
187K
$3.59M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.81K+ 2.94% |
$50.2K - $52.9K
|
98.6K
$1.89M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.49K- 12.39% |
$151K - $160K
|
60K
$1.15M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-34.9K- 1.65% |
$622K - $656K
|
2.07M
$39.7M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.98K- 4.73% |
$178K - $188K
|
201K
$3.85M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.91K+ 3.01% |
$51.9K - $54.8K
|
99.6K
$1.91M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-173K- 29.19% |
$3.08M - $3.25M
|
419K
$8.03M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
42.1K+ 10.1% |
$750K - $792K
|
458K
$8.79M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-523- 0.67% |
$9.33K - $9.84K
|
77.8K
$1.49M
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-120- 54.55% |
$2.14K - $2.26K
|
100
$1.92K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
14+ 1.66% |
$250 - $263
|
857
$16.4K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-731- 2.31% |
$13K - $13.8K
|
30.9K
$592K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32.5K- 100.0% |
$580K - $612K
|
1
$19.2
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11KNew |
$196K - $207K
|
11K
$211K
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-19.7K- 14.78% |
$352K - $371K
|
114K
$2.18M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
551+ 1.9% |
$9.83K - $10.4K
|
29.6K
$568K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
256K+ 15.25% |
$4.57M - $4.82M
|
1.93M
$37.1M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.6K+ 71.68% |
$224K - $236K
|
30.1K
$576K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.4K+ 1.61% |
$329K - $347K
|
1.16M
$22.3M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
6.79K+ 14.34% |
$121K - $128K
|
54.2K
$1.04M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-500- 15.63% |
$8.92K - $9.41K
|
2.7K
$51.8K
|
|
Aug 05, 2024
Q2 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-6.07K- 24.82% |
$108K - $114K
|
18.4K
$352K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.02K- 3.47% |
$18.2K - $19.2K
|
28.4K
$544K
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3+ 0.02% |
$53.5 - $56.5
|
15.6K
$300K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.03K- 10.44% |
$54K - $57K
|
26K
$498K
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
10.5KNew |
$187K - $198K
|
10.5K
$201K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
277+ 2.2% |
$4.94K - $5.21K
|
12.9K
$247K
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
117New |
$2.09K - $2.2K
|
117
$2.24K
|