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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
104New |
$2.43K - $2.56K
|
104
$2.04K
|
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-12.7KClosed |
$297K - $313K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.73KClosed |
$204K - $215K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-12.8KClosed |
$299K - $316K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-40.5KClosed |
$945K - $999K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
12KNew |
$281K - $297K
|
12K
$236K
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-238Closed |
$5.55K - $5.87K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-649Closed |
$14.4K - $15.1K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
9.18KNew |
$204K - $214K
|
9.18K
$180K
|
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.43KClosed |
$31.9K - $33.4K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-3KClosed |
$66.7K - $69.8K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-80Closed |
$1.78K - $1.86K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Country Trust Bank
|
SELL
|
- |
-113Closed |
$2.51K - $2.63K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-9KClosed |
$200K - $209K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Cordasco Financial Network
|
SELL
|
- |
-202- 40.64% |
$4.49K - $4.7K
|
295
$5.78K
|
|
| Q4 2020 | |||||||
|
Feb 17, 2021
Q4 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-62.9KClosed |
$1.24M - $1.41M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-800Closed |
$15.8K - $17.9K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-70Closed |
$1.38K - $1.57K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-265Closed |
$5.23K - $5.94K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
6New |
$118 - $135
|
6
$118
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.27KClosed |
$25.4K - $26.9K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.4KClosed |
$47.9K - $50.7K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Matisse Capital
|
SELL
|
- |
-247KClosed |
$4.92M - $5.21M
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-12.5KClosed |
$249K - $264K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Xr Securities LLC
|
SELL
|
- |
-15.8KClosed |
$316K - $334K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-25KClosed |
$414K - $514K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-47.9KClosed |
$794K - $987K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-400Closed |
$6.63K - $8.24K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-600Closed |
$9.94K - $12.4K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Private Ocean, LLC
|
SELL
|
- |
-1.8KClosed |
$29.8K - $37.1K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Occidental Asset Management, LLC
|
SELL
|
- |
-34.6KClosed |
$573K - $712K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Simplex Trading, LLC
|
SELL
|
- |
-300Closed |
$4.97K - $6.18K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Whittier Trust CO
|
SELL
|
- |
-127Closed |
$2.1K - $2.61K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.47K- 29.78% |
$21.2K - $35.1K
|
3.46K
$67.8K
|
|
|
May 15, 2020
Q1 2020
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-9.2KClosed |
$133K - $220K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-14.2KClosed |
$205K - $340K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-37.1KClosed |
$536K - $887K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-28.8KClosed |
$416K - $689K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-964Closed |
$13.9K - $23K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1KNew |
$14.4K - $23.9K
|
1K
$19.6K
|
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-200Closed |
$2.89K - $4.78K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-40.4KClosed |
$584K - $967K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.57KNew |
$125K - $130K
|
5.57K
$109K
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-20Closed |
$447 - $466
|
0
$0
|
|
|
Jan 16, 2020
Q4 2019
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-17.2KClosed |
$385K - $401K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-110Closed |
$2.46K - $2.56K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-375Closed |
$8.39K - $8.74K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 01, 2019
Q3 2019
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-12.9KClosed |
$287K - $295K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.13KClosed |
$25K - $25.7K
|
0
$0
|
|
|
Oct 03, 2019
Q3 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500New |
$11.1K - $11.4K
|
500
$9.8K
|
|