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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-936- 14.32% |
$16.8K - $17.6K
|
5.6K
$110K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.12KNew |
$55.9K - $58.7K
|
3.12K
$61.1K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
19New |
$304 - $344
|
19
$372
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
53.5KNew |
$856K - $969K
|
53.5K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-22.1K- 63.72% |
$355K - $401K
|
12.6K
$247K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.98KNew |
$31.7K - $35.9K
|
1.98K
$38.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
146New |
$2.34K - $2.65K
|
146
$2.86K
|
|
|
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
$2.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
992KNew |
$16.8M - $18.3M
|
992K
$19.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$177K - $192K
|
10.5K
$205K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
773New |
$13.1K - $14.2K
|
773
$15.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
57New |
$966 - $1.05K
|
57
$1.12K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.57K+ 3.88% |
$43.6K - $47.4K
|
68.9K
$1.35M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.72K- 10.27% |
$29.1K - $31.6K
|
15K
$294K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.28KNew |
$21.7K - $23.6K
|
1.28K
$25.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-349- 1.91% |
$5.92K - $6.43K
|
17.9K
$351K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.29K+ 9.18% |
$21.8K - $23.7K
|
15.3K
$300K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-52- 82.54% |
$905 - $952
|
11
$216
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.59K- 83.39% |
$45K - $47.3K
|
515
$10.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
147+ 1.05% |
$2.56K - $2.69K
|
14.1K
$277K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
23.5KNew |
$410K - $431K
|
23.5K
$461K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
9.6K+ 18.99% |
$167K - $176K
|
60.2K
$1.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-16.6K- 29.13% |
$289K - $304K
|
40.5K
$793K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
60New |
$1.04K - $1.1K
|
60
$1.18K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-400- 83.33% |
$6.96K - $7.32K
|
80
$1.57K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-19.9K- 44.28% |
$350K - $395K
|
25K
$491K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
764New |
$13.4K - $15.2K
|
764
$15K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-11.3K- 98.76% |
$198K - $224K
|
141
$2.76K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.3K- 8.38% |
$40.5K - $45.6K
|
25.1K
$493K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.31KNew |
$23.1K - $26K
|
1.31K
$25.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.23KNew |
$39.3K - $44.3K
|
2.23K
$43.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-6.5K- 59.09% |
$114K - $129K
|
4.5K
$88.2K
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-798- 2.05% |
$13.8K - $15.2K
|
38.2K
$748K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
800New |
$13.9K - $15.3K
|
800
$15.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.45KNew |
$25.1K - $27.6K
|
1.45K
$28.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.4K- 17.51% |
$41.6K - $45.8K
|
11.3K
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-900- 53.73% |
$15.6K - $17.2K
|
775
$15.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15KNew |
$260K - $286K
|
15K
$294K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.5K+ 13.49% |
$321K - $353K
|
156K
$3.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.16K+ 4.76% |
$107K - $118K
|
135K
$2.65M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
215New |
$3.73K - $4.1K
|
215
$4.21K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
5.4K+ 52.41% |
$93.7K - $103K
|
15.7K
$308K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
2.19KNew |
$38K - $41.8K
|
2.19K
$43K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-23- 0.1% |
$399 - $439
|
23.5K
$461K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.33K- 36.38% |
$111K - $132K
|
11.1K
$217K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
213New |
$3.72K - $4.43K
|
213
$4.17K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-2.53K- 1.18% |
$44.1K - $52.6K
|
212K
$4.16M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
1.3KNew |
$22.7K - $27K
|
1.3K
$25.5K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-9.35KClosed |
$173K - $208K
|
0
$0
|
|