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 |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
347K+ 100.1% |
$6.2M - $6.54M
|
695K
$13.3M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
256K+ 15.25% |
$4.57M - $4.82M
|
1.93M
$37.1M
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
137K+ 99.72% |
$2.45M - $2.58M
|
275K
$5.27M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
92.2K+ 10.55% |
$1.65M - $1.74M
|
966K
$18.5M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
67K+ 18.33% |
$1.2M - $1.26M
|
432K
$8.29M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
42.1K+ 10.1% |
$750K - $792K
|
458K
$8.79M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.5K+ 16.14% |
$508K - $536K
|
205K
$3.93M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.4K+ 1.61% |
$329K - $347K
|
1.16M
$22.3M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.3K+ 0.97% |
$308K - $325K
|
1.8M
$34.6M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.9KNew |
$301K - $318K
|
16.9K
$324K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.6K+ 71.68% |
$224K - $236K
|
30.1K
$577K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.5KNew |
$223K - $235K
|
12.5K
$240K
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
11.4KNew |
$202K - $214K
|
11.4K
$218K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11KNew |
$196K - $207K
|
11K
$211K
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
10.5KNew |
$187K - $198K
|
10.5K
$202K
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
9.78K+ 18.38% |
$174K - $184K
|
63K
$1.21M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
6.79K+ 14.34% |
$121K - $128K
|
54.2K
$1.04M
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6.31KNew |
$112K - $119K
|
6.31K
$121K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.39K+ 39.0% |
$96.2K - $101K
|
19.2K
$369K
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4.78KNew |
$85.3K - $90K
|
4.78K
$91.8K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.2K+ 10.94% |
$74.9K - $79K
|
42.6K
$817K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.91K+ 3.01% |
$51.9K - $54.8K
|
99.6K
$1.91M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.81K+ 2.94% |
$50.2K - $52.9K
|
98.6K
$1.89M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.61KNew |
$46.6K - $49.2K
|
2.61K
$50.1K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.55K+ 1.26% |
$45.5K - $48K
|
206K
$3.95M
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.5K+ 8.22% |
$44.6K - $47.1K
|
32.9K
$631K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.3K+ 0.49% |
$41K - $43.3K
|
473K
$9.07M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.86K+ 3096.67% |
$33.1K - $35K
|
1.92K
$36.8K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
904New |
$16.1K - $17K
|
904
$17.3K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
792New |
$14.1K - $14.9K
|
792
$15.2K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
782+ 1.63% |
$14K - $14.7K
|
48.7K
$933K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
664New |
$11.8K - $12.5K
|
664
$12.7K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
551+ 1.9% |
$9.83K - $10.4K
|
29.6K
$568K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
443+ 2331.58% |
$7.9K - $8.34K
|
462
$8.86K
|
|
Aug 14, 2024
Q2 2024
|
Boxwood Ventures, Inc.
|
BUY
|
- |
313+ 2.34% |
$5.58K - $5.89K
|
13.7K
$262K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
312+ 1.04% |
$5.57K - $5.87K
|
30.3K
$581K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
277+ 2.2% |
$4.94K - $5.21K
|
12.9K
$247K
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
200+ 0.59% |
$3.57K - $3.76K
|
34.2K
$656K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
163+ 3.72% |
$2.91K - $3.07K
|
4.54K
$87.1K
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
117New |
$2.09K - $2.2K
|
117
$2.24K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
67+ 1.21% |
$1.2K - $1.26K
|
5.62K
$108K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
51+ 0.76% |
$910 - $960
|
6.79K
$130K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
46+ 2.07% |
$821 - $866
|
2.27K
$43.5K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
44+ 0.44% |
$785 - $828
|
10.1K
$195K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
25+ 0.99% |
$446 - $471
|
2.55K
$48.9K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
14+ 1.66% |
$250 - $263
|
857
$16.4K
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3+ 0.02% |
$53.5 - $56.5
|
15.6K
$300K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 2.56% |
$17.8 - $18.8
|
40
$767
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
99.3K+ 148.76% |
$1.78M - $1.87M
|
166K
$3.19M
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
75KNew |
$1.35M - $1.41M
|
75K
$1.44M
|