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 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.98KNew |
$56.7K - $59.2K
|
2.98K
$58.4K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-423- 8.99% |
$8.06K - $8.4K
|
4.28K
$84K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.21KNew |
$23.1K - $24.1K
|
1.21K
$23.8K
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
435New |
$8.29K - $8.64K
|
435
$8.53K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-359- 0.72% |
$6.84K - $7.13K
|
49.2K
$964K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
625KNew |
$11.9M - $12.4M
|
625K
$12.3M
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
182New |
$3.47K - $3.61K
|
182
$3.57K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 2.44% |
$19.1 - $19.9
|
42
$823
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-73- 0.96% |
$1.39K - $1.45K
|
7.55K
$148K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.15K+ 16.39% |
$117K - $122K
|
43.6K
$855K
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
10.8KNew |
$206K - $215K
|
10.8K
$212K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
200New |
$3.81K - $3.97K
|
200
$3.92K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
965+ 8.87% |
$18.4K - $19.2K
|
11.8K
$232K
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-440- 4.07% |
$8.38K - $8.74K
|
10.4K
$203K
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
277+ 2.08% |
$5.28K - $5.5K
|
13.6K
$267K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-376- 41.59% |
$7.16K - $7.47K
|
528
$10.3K
|
|
Q3 2024 | |||||||
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
CALL |
2New |
$36.5 - $39.4
|
2
$39.2
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10KNew |
$182K - $197K
|
10K
$196K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.9KNew |
$272K - $294K
|
14.9K
$292K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.29KNew |
$23.6K - $25.5K
|
1.29K
$25.4K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.02K- 77.86% |
$18.6K - $20.1K
|
290
$5.68K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
40New |
$730 - $788
|
40
$784
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10New |
$182 - $197
|
10
$196
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.5K+ 5.12% |
$648K - $701K
|
730K
$14.3M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
802+ 4.41% |
$14.6K - $15.8K
|
19K
$372K
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
800+ 2.34% |
$14.6K - $15.8K
|
35K
$686K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
443+ 2331.58% |
$7.9K - $8.34K
|
462
$9.06K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.9KNew |
$301K - $318K
|
16.9K
$331K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
25+ 0.99% |
$446 - $471
|
2.55K
$50K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11KNew |
$196K - $207K
|
11K
$215K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-500- 15.63% |
$8.92K - $9.41K
|
2.7K
$52.9K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-47- 23.98% |
$838 - $885
|
149
$2.92K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
792New |
$14.1K - $14.9K
|
792
$15.5K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6.31KNew |
$112K - $119K
|
6.31K
$124K
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4.78KNew |
$85.3K - $90K
|
4.78K
$93.8K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.5KNew |
$223K - $235K
|
12.5K
$245K
|
|
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
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
896New |
$16.1K - $16.9K
|
896
$17.6K
|
|
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 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33.7K+ 36.93% |
$604K - $635K
|
125K
$2.45M
|
|
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 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7.32KNew |
$131K - $138K
|
7.32K
$144K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.07KNew |
$163K - $171K
|
9.07K
$178K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
14.3KNew |
$257K - $270K
|
14.3K
$281K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
125+ 0.47% |
$2.24K - $2.36K
|
26.6K
$520K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.38K+ 10.53% |
$24.8K - $26K
|
14.5K
$284K
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
900+ 3.57% |
$16.2K - $17K
|
26.1K
$512K
|