Latest Institutional Purchases of Invesco Cef Income Composite E (PCEF)
This list provides information on the latest institutional transactions involving Invesco Cef Income Composite E (PCEF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
514K+ 886.63% |
$8.67M - $10.1M
|
572K
$11.3M
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
332K+ 237.91% |
$5.59M - $6.48M
|
471K
$9.33M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
218K+ 8.26% |
$3.67M - $4.25M
|
2.85M
$56.5M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
143K+ 14.88% |
$2.4M - $2.79M
|
1.1M
$21.8M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
138K+ 13.55% |
$2.32M - $2.69M
|
1.15M
$22.8M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80.8K+ 19.32% |
$1.36M - $1.58M
|
499K
$9.88M
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
63.7KNew |
$1.07M - $1.25M
|
63.7K
$1.26M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
47.1K+ 55.57% |
$794K - $921K
|
132K
$2.61M
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
41.5K+ 204.16% |
$700K - $811K
|
61.9K
$1.23M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.5K+ 6.94% |
$513K - $595K
|
469K
$9.3M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.8K+ 1.3% |
$468K - $543K
|
2.17M
$43M
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.5K+ 3.86% |
$278K - $322K
|
443K
$8.78M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16K+ 25.46% |
$269K - $312K
|
78.6K
$1.56M
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
15.7KNew |
$265K - $307K
|
15.7K
$312K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.2KNew |
$257K - $298K
|
15.2K
$302K
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
15KNew |
$254K - $294K
|
15K
$298K
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
10.7KNew |
$181K - $210K
|
10.7K
$213K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.53K+ 0.81% |
$127K - $147K
|
941K
$18.6M
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
5.65K+ 5.7% |
$95.2K - $110K
|
105K
$2.08M
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
5.5K+ 4.63% |
$92.7K - $107K
|
124K
$2.46M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.69KNew |
$79K - $91.6K
|
4.69K
$92.8K
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.06K+ 6.99% |
$68.4K - $79.3K
|
62.1K
$1.23M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.69K+ 129.29% |
$62.2K - $72.1K
|
6.54K
$130K
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.51K+ 22.03% |
$59.1K - $68.5K
|
19.4K
$385K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.45K+ 101.96% |
$41.3K - $47.9K
|
4.85K
$96.1K
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2K+ 10.05% |
$33.7K - $39.1K
|
21.9K
$434K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.22K+ 3.23% |
$20.5K - $23.7K
|
38.8K
$769K
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.01K+ 1.85% |
$17K - $19.7K
|
55.3K
$1.1M
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
670+ 4.68% |
$11.3K - $13.1K
|
15K
$297K
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
651+ 3.38% |
$11K - $12.7K
|
19.9K
$394K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
614New |
$10.3K - $12K
|
614
$12.2K
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
590New |
$9.94K - $11.5K
|
590
$11.7K
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
560+ 0.55% |
$9.44K - $10.9K
|
103K
$2.04M
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
512+ 4.99% |
$8.63K - $10K
|
10.8K
$213K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
489+ 1.4% |
$8.24K - $9.56K
|
35.5K
$702K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
338+ 1.6% |
$5.7K - $6.6K
|
21.4K
$424K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
321New |
$5.41K - $6.27K
|
321
$6.36K
|
|
Aug 12, 2025
Q2 2025
|
Boxwood Ventures, Inc.
|
BUY
|
- |
307+ 2.1% |
$5.17K - $6K
|
14.9K
$295K
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
291+ 0.57% |
$4.9K - $5.69K
|
51.2K
$1.01M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
271+ 2.1% |
$4.57K - $5.3K
|
13.2K
$261K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
244New |
$4.11K - $4.77K
|
244
$4.83K
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
200+ 1.69% |
$3.37K - $3.91K
|
12K
$238K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
131+ 0.46% |
$2.21K - $2.56K
|
28.6K
$567K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
111+ 0.88% |
$1.87K - $2.17K
|
12.7K
$252K
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
96+ 2.1% |
$1.62K - $1.88K
|
4.67K
$92.6K
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
64+ 1.43% |
$1.08K - $1.25K
|
4.54K
$90K
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
54New |
$910 - $1.06K
|
54
$1.07K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 4.76% |
$33.7 - $39.1
|
44
$872
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1New |
$16.9 - $19.5
|
1
$19.8
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|