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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
9.24K+ 37.38% |
$168K - $182K
|
33.9K
$658K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
372+ 3.54% |
$6.79K - $7.33K
|
10.9K
$211K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.48K+ 26.23% |
$26.9K - $29.1K
|
7.1K
$138K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
587+ 2.46% |
$10.7K - $11.6K
|
24.5K
$474K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.02K- 77.86% |
$18.6K - $20.1K
|
290
$5.62K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.2K- 11.79% |
$21.8K - $23.6K
|
8.95K
$173K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.17K+ 2.02% |
$76K - $82.1K
|
210K
$4.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
27.4K+ 50.61% |
$500K - $540K
|
81.6K
$1.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.06K- 19.48% |
$92.2K - $99.7K
|
20.9K
$405K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
410+ 1.62% |
$7.48K - $8.08K
|
25.7K
$498K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
61KNew |
$1.11M - $1.2M
|
61K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1+ 0.15% |
$18.2 - $19.7
|
665
$12.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
8K+ 24.32% |
$146K - $158K
|
40.9K
$792K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
40New |
$730 - $788
|
40
$775
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-137K- 49.72% |
$2.49M - $2.69M
|
138K
$2.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-35.6K- 8.22% |
$649K - $701K
|
397K
$7.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-51K- 87.0% |
$931K - $1.01M
|
7.62K
$148K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
289+ 2.21% |
$5.27K - $5.7K
|
13.3K
$258K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
25+ 0.18% |
$456 - $493
|
14.1K
$272K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.17K- 4.11% |
$21.3K - $23K
|
27.2K
$527K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.7K- 2.48% |
$214K - $231K
|
461K
$8.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
802+ 4.41% |
$14.6K - $15.8K
|
19K
$367K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.5K+ 5.12% |
$648K - $701K
|
730K
$14.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10New |
$182 - $197
|
10
$194
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.8K- 2.84% |
$51.1K - $55.2K
|
95.8K
$1.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 2.5% |
$18.2 - $19.7
|
41
$794
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
45+ 1.98% |
$821 - $887
|
2.31K
$44.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.41KNew |
$25.8K - $27.9K
|
1.41K
$27.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.8K- 9.76% |
$196K - $212K
|
99.6K
$1.93M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1K- 1.86% |
$18.2K - $19.7K
|
52.7K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-550- 4.85% |
$10K - $10.8K
|
10.8K
$209K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
8.04K+ 12.76% |
$147K - $158K
|
71K
$1.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
800+ 2.34% |
$14.6K - $15.8K
|
35K
$678K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
133KNew |
$2.43M - $2.63M
|
133K
$2.58M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
63+ 0.23% |
$1.15K - $1.24K
|
27.1K
$526K
|
|
| Q2 2024 | |||||||
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
12.2KNew |
$217K - $229K
|
12.2K
$236K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-590- 11.24% |
$10.5K - $11.1K
|
4.66K
$90.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
443+ 2331.58% |
$7.9K - $8.34K
|
462
$8.95K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.9KNew |
$301K - $318K
|
16.9K
$327K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
25+ 0.99% |
$446 - $471
|
2.55K
$49.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-120- 54.55% |
$2.14K - $2.26K
|
100
$1.94K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11KNew |
$196K - $207K
|
11K
$213K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
14+ 1.66% |
$250 - $263
|
857
$16.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-500- 15.63% |
$8.92K - $9.41K
|
2.7K
$52.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-6.07K- 24.82% |
$108K - $114K
|
18.4K
$356K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
117New |
$2.09K - $2.2K
|
117
$2.27K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-47- 23.98% |
$838 - $885
|
149
$2.89K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
792New |
$14.1K - $14.9K
|
792
$15.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1K- 81.63% |
$17.8K - $18.8K
|
225
$4.36K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6.31KNew |
$112K - $119K
|
6.31K
$122K
|
|