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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
103New |
$1.94K - $2.05K
|
103
$2.02K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.8K- 92.97% |
$203K - $214K
|
815
$16K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5+ 0.03% |
$94 - $99.5
|
15.6K
$306K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-58.8K- 33.25% |
$1.1M - $1.17M
|
118K
$2.31M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
150+ 1.29% |
$2.82K - $2.98K
|
11.8K
$231K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.98K+ 1.99% |
$169K - $179K
|
460K
$9.02M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.1K+ 22.68% |
$189K - $200K
|
54.5K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
994+ 5.26% |
$18.7K - $19.8K
|
19.9K
$390K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-426- 0.73% |
$8.01K - $8.47K
|
58K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
643+ 2.21% |
$12.1K - $12.8K
|
29.7K
$582K
|
|
|
May 09, 2025
Q1 2025
|
Boxwood Ventures, Inc.
|
BUY
|
- |
303+ 2.12% |
$5.7K - $6.03K
|
14.6K
$286K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-6.59K- 26.68% |
$124K - $131K
|
18.1K
$355K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
50+ 0.73% |
$940 - $995
|
6.93K
$136K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.8K- 1.62% |
$297K - $315K
|
959K
$18.8M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4.66K+ 10.07% |
$87.6K - $92.6K
|
50.9K
$998K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
166K+ 65.99% |
$3.12M - $3.31M
|
418K
$8.19M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.05K+ 10.03% |
$76.1K - $80.5K
|
44.4K
$870K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
17+ 0.38% |
$320 - $338
|
4.48K
$87.8K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.4K+ 620.0% |
$26.2K - $27.7K
|
1.62K
$31.8K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
299+ 1.15% |
$5.62K - $5.95K
|
26.2K
$514K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
58KNew |
$1.09M - $1.15M
|
58K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-20- 0.46% |
$376 - $398
|
4.35K
$85.2K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
11.4K+ 12.95% |
$214K - $226K
|
99.2K
$1.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
12.2KNew |
$229K - $242K
|
12.2K
$239K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
193K+ 7.93% |
$3.64M - $3.85M
|
2.63M
$51.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
37.2K+ 45.59% |
$699K - $740K
|
119K
$2.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.06K+ 1.23% |
$20K - $21.1K
|
87.4K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
95+ 2.12% |
$1.79K - $1.89K
|
4.58K
$89.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
268+ 2.12% |
$5.04K - $5.33K
|
12.9K
$253K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
11.8KNew |
$222K - $235K
|
11.8K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17+ 2.12% |
$320 - $338
|
818
$16K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-657- 72.44% |
$12.4K - $13.1K
|
250
$4.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19.3K+ 44.47% |
$363K - $384K
|
62.7K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.5K+ 9.08% |
$366K - $387K
|
234K
$4.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.3K+ 96.15% |
$231K - $244K
|
25.1K
$491K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.14K+ 7.23% |
$58.9K - $62.4K
|
46.5K
$912K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.64K+ 14.67% |
$68.3K - $72.3K
|
28.4K
$557K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
16.4KNew |
$309K - $327K
|
16.4K
$322K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
42+ 0.5% |
$790 - $835
|
8.36K
$164K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-4.88K- 8.24% |
$91.7K - $97.1K
|
54.3K
$1.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-548- 0.64% |
$10.3K - $10.9K
|
84.8K
$1.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
4.37K+ 3.27% |
$82.1K - $86.8K
|
138K
$2.7M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.3K+ 12.31% |
$406K - $423K
|
194K
$3.81M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
2.96KNew |
$56.4K - $58.8K
|
2.96K
$58K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.34KNew |
$25.6K - $26.7K
|
1.34K
$26.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
15.9KNew |
$303K - $316K
|
15.9K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.2KNew |
$271K - $283K
|
14.2K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-768- 9.39% |
$14.6K - $15.3K
|
7.42K
$145K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
35+ 35.0% |
$667 - $695
|
135
$2.65K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15+ 0.32% |
$286 - $298
|
4.69K
$91.9K
|
|