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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
435New |
$8.29K - $8.64K
|
435
$7.83K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
60.5K+ 41.91% |
$1.15M - $1.2M
|
205K
$3.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
295+ 24.48% |
$5.62K - $5.86K
|
1.5K
$27K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.1K+ 1.37% |
$250K - $261K
|
974K
$17.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4.46KNew |
$85K - $88.6K
|
4.46K
$80.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.91K+ 25.05% |
$132K - $137K
|
34.5K
$621K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
48+ 0.7% |
$914 - $953
|
6.88K
$124K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.19K+ 20.65% |
$41.7K - $43.5K
|
12.8K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-359- 0.72% |
$6.84K - $7.13K
|
49.2K
$886K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.1K- 2.18% |
$192K - $200K
|
451K
$8.12M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.3K- 10.3% |
$387K - $403K
|
177K
$3.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.08K+ 6.05% |
$20.5K - $21.4K
|
18.9K
$340K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.7K- 8.43% |
$279K - $291K
|
159K
$2.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.84K+ 6.76% |
$35K - $36.4K
|
29K
$522K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
625KNew |
$11.9M - $12.4M
|
625K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.6K+ 85.36% |
$354K - $369K
|
40.3K
$726K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
968KNew |
$18.4M - $19.2M
|
968K
$17.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-380- 8.01% |
$7.24K - $7.55K
|
4.37K
$78.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.49K+ 8.75% |
$66.5K - $69.3K
|
43.4K
$781K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.92K- 7.77% |
$93.8K - $97.8K
|
58.5K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
182New |
$3.47K - $3.61K
|
182
$3.28K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-3.4K- 12.09% |
$64.7K - $67.5K
|
24.7K
$445K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-11K- 11.33% |
$210K - $219K
|
86.3K
$1.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 2.44% |
$19.1 - $19.9
|
42
$756
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
79+ 0.18% |
$1.5K - $1.57K
|
44.4K
$800K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.25K- 4.58% |
$23.7K - $24.7K
|
25.9K
$467K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
40.7K+ 99.51% |
$775K - $808K
|
81.6K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-496- 3.08% |
$9.45K - $9.85K
|
15.6K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6- 0.03% |
$114 - $119
|
20.9K
$376K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-73- 0.96% |
$1.39K - $1.45K
|
7.55K
$136K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-139- 1.31% |
$2.65K - $2.76K
|
10.5K
$189K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
140+ 1.0% |
$2.67K - $2.78K
|
14.2K
$255K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
6.28K+ 7.7% |
$120K - $125K
|
87.8K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.15K+ 16.39% |
$117K - $122K
|
43.6K
$785K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
200New |
$3.81K - $3.97K
|
200
$3.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
10.8KNew |
$206K - $215K
|
10.8K
$195K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
20.1KNew |
$382K - $399K
|
20.1K
$361K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
965+ 8.87% |
$18.4K - $19.2K
|
11.8K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
12.3K+ 36.26% |
$234K - $244K
|
46.3K
$833K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-506- 35.81% |
$9.64K - $10K
|
907
$16.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.62K- 36.86% |
$49.9K - $52K
|
4.48K
$80.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.36K+ 13.06% |
$63.9K - $66.7K
|
29K
$523K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
277+ 2.08% |
$5.28K - $5.5K
|
13.6K
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.19K+ 5.36% |
$41.7K - $43.4K
|
43K
$774K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-440- 4.07% |
$8.38K - $8.74K
|
10.4K
$186K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
312+ 1.27% |
$5.94K - $6.2K
|
24.8K
$446K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-376- 41.59% |
$7.16K - $7.47K
|
528
$9.5K
|
|
| Q3 2024 | |||||||
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
CALL |
2New |
$36.5 - $39.4
|
2
$36
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10KNew |
$182K - $197K
|
10K
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49.5KNew |
$903K - $976K
|
49.5K
$891K
|
|