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 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-19.9K- 44.28% |
$350K - $395K
|
25K
$485K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
764New |
$13.4K - $15.2K
|
764
$14.8K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-11.3K- 98.76% |
$198K - $224K
|
141
$2.73K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.3K- 8.38% |
$40.5K - $45.6K
|
25.1K
$487K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.31KNew |
$23.1K - $26K
|
1.31K
$25.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.23KNew |
$39.3K - $44.3K
|
2.23K
$43.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-6.5K- 59.09% |
$114K - $129K
|
4.5K
$87.2K
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-798- 2.05% |
$13.8K - $15.2K
|
38.2K
$740K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
800New |
$13.9K - $15.3K
|
800
$15.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.78K- 12.37% |
$30.8K - $33.9K
|
12.6K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.45KNew |
$25.1K - $27.6K
|
1.45K
$28.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.4K- 17.51% |
$41.6K - $45.8K
|
11.3K
$219K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-900- 53.73% |
$15.6K - $17.2K
|
775
$15K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15KNew |
$260K - $286K
|
15K
$290K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.5K+ 13.49% |
$321K - $353K
|
156K
$3.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.16K+ 4.76% |
$107K - $118K
|
135K
$2.63M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
215New |
$3.73K - $4.1K
|
215
$4.17K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
5.4K+ 52.41% |
$93.7K - $103K
|
15.7K
$304K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
2.19KNew |
$38K - $41.8K
|
2.19K
$42.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-23- 0.1% |
$399 - $439
|
23.5K
$456K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.33K- 36.38% |
$111K - $132K
|
11.1K
$215K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
213New |
$3.72K - $4.43K
|
213
$4.13K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-2.53K- 1.18% |
$44.1K - $52.6K
|
212K
$4.11M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
1.3KNew |
$22.7K - $27K
|
1.3K
$25.2K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-9.35KClosed |
$173K - $208K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.9KNew |
$109K - $131K
|
5.9K
$114K
|
|
|
Aug 15, 2022
Q2 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-90KClosed |
$1.67M - $2M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-34.1KClosed |
$631K - $758K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
18.9KNew |
$351K - $421K
|
18.9K
$367K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.5KNew |
$250K - $301K
|
13.5K
$262K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-3KClosed |
$55.5K - $66.7K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
282+ 320.45% |
$5.22K - $6.27K
|
370
$7.17K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.84K- 29.82% |
$89.7K - $108K
|
11.4K
$221K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-32- 0.23% |
$592 - $712
|
13.6K
$264K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-13.5KClosed |
$250K - $301K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-11Closed |
$204 - $245
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-11.9KClosed |
$220K - $264K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-9.72K- 45.6% |
$180K - $216K
|
11.6K
$225K
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
SELL
|
- |
-66.4KClosed |
$1.23M - $1.48M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-9.77KClosed |
$181K - $217K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
11.4K+ 35.65% |
$211K - $254K
|
43.4K
$841K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.34KClosed |
$43.4K - $52.1K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
BUY
|
- |
131New |
$2.42K - $2.91K
|
131
$2.54K
|
|
| Q1 2022 | |||||||
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.46KClosed |
$196K - $229K
|
0
$0
|
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-33.3KClosed |
$690K - $805K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-1.1MClosed |
$22.7M - $26.5M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-17KClosed |
$352K - $410K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-950Closed |
$19.7K - $23K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-11KClosed |
$228K - $266K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.5KClosed |
$238K - $278K
|
0
$0
|
|