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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100New |
$1.8K - $1.89K
|
100
$1.89K
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
94+ 0.35% |
$1.69K - $1.77K
|
27.3K
$516K
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
62+ 0.45% |
$1.11K - $1.17K
|
13.8K
$261K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
13+ 0.3% |
$233 - $245
|
4.38K
$82.7K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 2.63% |
$18 - $18.9
|
39
$737
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
53.5KNew |
$856K - $969K
|
53.5K
$1.01M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15KNew |
$239K - $271K
|
15K
$283K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14KNew |
$225K - $254K
|
14K
$265K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.98KNew |
$31.7K - $35.9K
|
1.98K
$37.4K
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
528New |
$8.45K - $9.57K
|
528
$9.98K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
196New |
$3.14K - $3.55K
|
196
$3.7K
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
146New |
$2.34K - $2.65K
|
146
$2.76K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
48+ 0.72% |
$768 - $870
|
6.68K
$126K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
19New |
$304 - $344
|
19
$359
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10New |
$160 - $181
|
10
$189
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 2.07% |
$48 - $54.4
|
148
$2.8K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
992KNew |
$16.8M - $18.3M
|
992K
$18.7M
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$177K - $192K
|
10.5K
$198K
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.57K+ 3.88% |
$43.6K - $47.4K
|
68.9K
$1.3M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.35K+ 47.89% |
$22.9K - $24.9K
|
4.17K
$78.8K
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.29K+ 9.18% |
$21.8K - $23.7K
|
15.3K
$289K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.28KNew |
$21.7K - $23.6K
|
1.28K
$24.2K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
773New |
$13.1K - $14.2K
|
773
$14.6K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
57New |
$966 - $1.05K
|
57
$1.08K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
23.5KNew |
$410K - $431K
|
23.5K
$445K
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
9.6K+ 18.99% |
$167K - $176K
|
60.2K
$1.14M
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.53KNew |
$44K - $46.2K
|
2.53K
$47.7K
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
147+ 1.05% |
$2.56K - $2.69K
|
14.1K
$267K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
60New |
$1.04K - $1.1K
|
60
$1.13K
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.23KNew |
$39.3K - $44.3K
|
2.23K
$42.2K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.31KNew |
$23.1K - $26K
|
1.31K
$24.8K
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
764New |
$13.4K - $15.2K
|
764
$14.4K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
60New |
$1.06K - $1.19K
|
60
$1.13K
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.5K+ 13.49% |
$330K - $353K
|
156K
$2.94M
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15KNew |
$267K - $286K
|
15K
$283K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.9K+ 190.47% |
$123K - $132K
|
10.5K
$199K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.16K+ 4.76% |
$110K - $118K
|
135K
$2.56M
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
5.4K+ 52.41% |
$96.3K - $103K
|
15.7K
$297K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
2.19KNew |
$39.1K - $41.8K
|
2.19K
$41.4K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.45KNew |
$25.8K - $27.6K
|
1.45K
$27.4K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
800New |
$14.3K - $15.3K
|
800
$15.1K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
220New |
$3.92K - $4.2K
|
220
$4.16K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
215New |
$3.84K - $4.1K
|
215
$4.06K
|
|
Q3 2022 | |||||||
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
1.3KNew |
$23.2K - $27K
|
1.3K
$24.6K
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
213New |
$3.81K - $4.43K
|
213
$4.03K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
18.9KNew |
$351K - $421K
|
18.9K
$358K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.5KNew |
$250K - $301K
|
13.5K
$255K
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
11.4K+ 35.65% |
$211K - $254K
|
43.4K
$820K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.9KNew |
$109K - $131K
|
5.9K
$112K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
282+ 320.45% |
$5.22K - $6.27K
|
370
$6.99K
|