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 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.03K- 10.44% |
$54K - $57K
|
26K
$509K
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.5K+ 8.22% |
$44.6K - $47.1K
|
32.9K
$645K
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
117New |
$2.09K - $2.2K
|
117
$2.29K
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-489- 2.5% |
$8.72K - $9.2K
|
19.1K
$374K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-47- 23.98% |
$838 - $885
|
149
$2.92K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.07K- 13.86% |
$72.6K - $76.6K
|
25.3K
$495K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.3K+ 0.49% |
$41K - $43.3K
|
473K
$9.27M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
792New |
$14.1K - $14.9K
|
792
$15.5K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1K- 81.63% |
$17.8K - $18.8K
|
225
$4.41K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6.31KNew |
$112K - $119K
|
6.31K
$124K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.55K+ 1.26% |
$45.5K - $48K
|
206K
$4.03M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
51+ 0.76% |
$910 - $960
|
6.79K
$133K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-23- 0.04% |
$410 - $433
|
61.6K
$1.21M
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-122- 0.86% |
$2.18K - $2.3K
|
14K
$275K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2K- 7.71% |
$35.6K - $37.5K
|
23.9K
$468K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 2.56% |
$17.8 - $18.8
|
40
$784
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
137K+ 99.72% |
$2.45M - $2.58M
|
275K
$5.38M
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
664New |
$11.8K - $12.5K
|
664
$13K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
904New |
$16.1K - $17K
|
904
$17.7K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.03K- 9.4% |
$71.8K - $75.8K
|
38.8K
$761K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-110- 0.2% |
$1.96K - $2.07K
|
53.7K
$1.05M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-923- 3.67% |
$16.5K - $17.4K
|
24.2K
$475K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.14K- 5.9% |
$20.3K - $21.4K
|
18.2K
$356K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
347K+ 100.1% |
$6.2M - $6.54M
|
695K
$13.6M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.24K- 2.53% |
$22.1K - $23.3K
|
47.8K
$937K
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-16.6K- 36.43% |
$296K - $312K
|
29K
$568K
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4.78KNew |
$85.3K - $90K
|
4.78K
$93.8K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
44+ 0.44% |
$785 - $828
|
10.1K
$199K
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
9.78K+ 18.38% |
$174K - $184K
|
63K
$1.23M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
67K+ 18.33% |
$1.2M - $1.26M
|
432K
$8.47M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.18K- 62.46% |
$38.9K - $41K
|
1.31K
$25.7K
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
11.4KNew |
$202K - $214K
|
11.4K
$222K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.5KNew |
$223K - $235K
|
12.5K
$245K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
46+ 2.07% |
$821 - $866
|
2.27K
$44.5K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-555- 10.47% |
$9.9K - $10.4K
|
4.75K
$93K
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
200+ 0.59% |
$3.57K - $3.76K
|
34.2K
$670K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.61KNew |
$46.6K - $49.2K
|
2.61K
$51.2K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
75KNew |
$1.35M - $1.41M
|
75K
$1.47M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-173K- 7.9% |
$3.1M - $3.26M
|
2.01M
$39.5M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-17- 0.21% |
$305 - $320
|
8.15K
$160K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
896New |
$16.1K - $16.9K
|
896
$17.6K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.9KNew |
$304K - $319K
|
16.9K
$332K
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-258- 2.04% |
$4.63K - $4.86K
|
12.4K
$243K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-266- 1.71% |
$4.77K - $5.01K
|
15.3K
$299K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33.7K+ 36.93% |
$604K - $635K
|
125K
$2.45M
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
506+ 2.74% |
$9.08K - $9.54K
|
18.9K
$371K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100New |
$1.8K - $1.89K
|
100
$1.96K
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
860New |
$15.4K - $16.2K
|
860
$16.9K
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1K- 35.52% |
$18K - $18.9K
|
1.82K
$35.6K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-280- 2.35% |
$5.03K - $5.28K
|
11.6K
$228K
|