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 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100New |
$1.8K - $1.89K
|
100
$2.02K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33.7K+ 36.93% |
$604K - $635K
|
125K
$2.52M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
506+ 2.74% |
$9.08K - $9.54K
|
18.9K
$382K
|
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
860New |
$15.4K - $16.2K
|
860
$17.3K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1K- 35.52% |
$18K - $18.9K
|
1.82K
$36.6K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7.32KNew |
$131K - $138K
|
7.32K
$148K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.07KNew |
$163K - $171K
|
9.07K
$183K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
14.3KNew |
$257K - $270K
|
14.3K
$289K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
125+ 0.47% |
$2.24K - $2.36K
|
26.6K
$536K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.38K+ 10.53% |
$24.8K - $26K
|
14.5K
$292K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
900+ 3.57% |
$16.2K - $17K
|
26.1K
$527K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-936- 14.32% |
$16.8K - $17.6K
|
5.6K
$113K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.12KNew |
$55.9K - $58.7K
|
3.12K
$62.8K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
19New |
$304 - $344
|
19
$383
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-22.1K- 63.72% |
$355K - $401K
|
12.6K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
53.5KNew |
$856K - $969K
|
53.5K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.98KNew |
$31.7K - $35.9K
|
1.98K
$39.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
146New |
$2.34K - $2.65K
|
146
$2.94K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-10.1KClosed |
$162K - $184K
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 2.07% |
$48 - $54.4
|
148
$2.99K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$177K - $192K
|
10.5K
$211K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
992KNew |
$16.8M - $18.3M
|
992K
$20M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
773New |
$13.1K - $14.2K
|
773
$15.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
57New |
$966 - $1.05K
|
57
$1.15K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.57K+ 3.88% |
$43.6K - $47.4K
|
68.9K
$1.39M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.72K- 10.27% |
$29.1K - $31.6K
|
15K
$303K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.28KNew |
$21.7K - $23.6K
|
1.28K
$25.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-349- 1.91% |
$5.92K - $6.43K
|
17.9K
$361K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.29K+ 9.18% |
$21.8K - $23.7K
|
15.3K
$308K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-52- 82.54% |
$905 - $952
|
11
$222
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.59K- 83.39% |
$45K - $47.3K
|
515
$10.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
147+ 1.05% |
$2.56K - $2.69K
|
14.1K
$285K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
23.5KNew |
$410K - $431K
|
23.5K
$475K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
9.6K+ 18.99% |
$167K - $176K
|
60.2K
$1.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-16.6K- 29.13% |
$289K - $304K
|
40.5K
$816K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
60New |
$1.04K - $1.1K
|
60
$1.21K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-400- 83.33% |
$6.96K - $7.32K
|
80
$1.61K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-19.9K- 44.28% |
$350K - $395K
|
25K
$505K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
764New |
$13.4K - $15.2K
|
764
$15.4K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-11.3K- 98.76% |
$198K - $224K
|
141
$2.84K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.3K- 8.38% |
$40.5K - $45.6K
|
25.1K
$507K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.31KNew |
$23.1K - $26K
|
1.31K
$26.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-6.5K- 59.09% |
$114K - $129K
|
4.5K
$90.8K
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-798- 2.05% |
$13.8K - $15.2K
|
38.2K
$770K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.45KNew |
$25.1K - $27.6K
|
1.45K
$29.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.4K- 17.51% |
$41.6K - $45.8K
|
11.3K
$228K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
800New |
$13.9K - $15.3K
|
800
$16.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-900- 53.73% |
$15.6K - $17.2K
|
775
$15.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15KNew |
$260K - $286K
|
15K
$302K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.5K+ 13.49% |
$321K - $353K
|
156K
$3.14M
|
|