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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
968KNew |
$18.4M - $19.2M
|
968K
$19.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
625KNew |
$11.9M - $12.4M
|
625K
$12.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
174K+ 8.41% |
$3.31M - $3.45M
|
2.24M
$44.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
147K+ 6.39% |
$2.79M - $2.91M
|
2.44M
$48.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
146K+ 7.54% |
$2.78M - $2.9M
|
2.08M
$41.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
106K+ 5.32% |
$2.02M - $2.11M
|
2.1M
$41.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
70.6K+ 52.93% |
$1.34M - $1.4M
|
204K
$4.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
60.5K+ 41.91% |
$1.15M - $1.2M
|
205K
$4.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
40.7K+ 99.51% |
$775K - $808K
|
81.6K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.4K+ 11.21% |
$484K - $504K
|
252K
$5M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
20.1KNew |
$382K - $399K
|
20.1K
$399K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.6K+ 85.36% |
$354K - $369K
|
40.3K
$802K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
15.9KNew |
$303K - $316K
|
15.9K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.2KNew |
$271K - $283K
|
14.2K
$283K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.1K+ 1.37% |
$250K - $261K
|
974K
$19.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
12.3K+ 36.26% |
$234K - $244K
|
46.3K
$919K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
12.2KNew |
$232K - $242K
|
12.2K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
12.1KNew |
$231K - $241K
|
12.1K
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.1K+ 2475.56% |
$212K - $221K
|
11.6K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.1K+ 2.37% |
$212K - $221K
|
480K
$9.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
10.8KNew |
$206K - $215K
|
10.8K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.91K+ 25.05% |
$132K - $137K
|
34.5K
$685K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
6.28K+ 7.7% |
$120K - $125K
|
87.8K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.15K+ 16.39% |
$117K - $122K
|
43.6K
$867K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.56K+ 2.17% |
$86.9K - $90.6K
|
214K
$4.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4.46KNew |
$85K - $88.6K
|
4.46K
$88.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.69K+ 2.0% |
$70.3K - $73.3K
|
189K
$3.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.49K+ 8.75% |
$66.5K - $69.3K
|
43.4K
$862K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.36K+ 13.06% |
$63.9K - $66.7K
|
29K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.98KNew |
$56.7K - $59.2K
|
2.98K
$59.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.19K+ 20.65% |
$41.7K - $43.5K
|
12.8K
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.19K+ 5.36% |
$41.7K - $43.4K
|
43K
$855K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.84K+ 6.76% |
$35K - $36.4K
|
29K
$576K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.21KNew |
$23.1K - $24.1K
|
1.21K
$24.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.08K+ 6.05% |
$20.5K - $21.4K
|
18.9K
$375K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
965+ 8.87% |
$18.4K - $19.2K
|
11.8K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
435New |
$8.29K - $8.64K
|
435
$8.64K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
312+ 1.27% |
$5.94K - $6.2K
|
24.8K
$492K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
305+ 0.62% |
$5.81K - $6.06K
|
49.1K
$976K
|
|
|
Feb 12, 2025
Q4 2024
|
Boxwood Ventures, Inc.
|
BUY
|
- |
297+ 2.12% |
$5.66K - $5.9K
|
14.3K
$284K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
295+ 24.48% |
$5.62K - $5.86K
|
1.5K
$29.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
277+ 2.08% |
$5.28K - $5.5K
|
13.6K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
261+ 2.11% |
$4.97K - $5.18K
|
12.6K
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
200New |
$3.81K - $3.97K
|
200
$3.97K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
182New |
$3.47K - $3.61K
|
182
$3.62K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
140+ 1.0% |
$2.67K - $2.78K
|
14.2K
$282K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
79+ 0.18% |
$1.5K - $1.57K
|
44.4K
$883K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
71+ 0.08% |
$1.35K - $1.41K
|
94.2K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
48+ 0.7% |
$914 - $953
|
6.88K
$137K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
35+ 35.0% |
$667 - $695
|
135
$2.68K
|