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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1+ 0.15% |
$18.2 - $19.7
|
665
$12.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 2.5% |
$18.2 - $19.7
|
41
$787
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.9KNew |
$301K - $318K
|
16.9K
$324K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.5KNew |
$223K - $235K
|
12.5K
$240K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11KNew |
$196K - $207K
|
11K
$211K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6.31KNew |
$112K - $119K
|
6.31K
$121K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4.78KNew |
$85.3K - $90K
|
4.78K
$91.8K
|
|
|
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 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 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
443+ 2331.58% |
$7.9K - $8.34K
|
462
$8.87K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
117New |
$2.09K - $2.2K
|
117
$2.25K
|
|
|
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
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
75KNew |
$1.35M - $1.41M
|
75K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33.7K+ 36.93% |
$604K - $635K
|
125K
$2.4M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.9KNew |
$304K - $319K
|
16.9K
$325K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
14.3KNew |
$257K - $270K
|
14.3K
$275K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.07KNew |
$163K - $171K
|
9.07K
$174K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7.32KNew |
$131K - $138K
|
7.32K
$141K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.12KNew |
$55.9K - $58.7K
|
3.12K
$59.8K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.38K+ 10.53% |
$24.8K - $26K
|
14.5K
$278K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
900+ 3.57% |
$16.2K - $17K
|
26.1K
$501K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
896New |
$16.1K - $16.9K
|
896
$17.2K
|
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
860New |
$15.4K - $16.2K
|
860
$16.5K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
506+ 2.74% |
$9.08K - $9.54K
|
18.9K
$363K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
125+ 0.47% |
$2.24K - $2.36K
|
26.6K
$510K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100New |
$1.8K - $1.89K
|
100
$1.92K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
53.5KNew |
$856K - $969K
|
53.5K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.98KNew |
$31.7K - $35.9K
|
1.98K
$38K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
146New |
$2.34K - $2.65K
|
146
$2.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
19New |
$304 - $344
|
19
$365
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 2.07% |
$48 - $54.4
|
148
$2.84K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
992KNew |
$16.8M - $18.3M
|
992K
$19M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$177K - $192K
|
10.5K
$201K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.57K+ 3.88% |
$43.6K - $47.4K
|
68.9K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.35K+ 47.89% |
$22.9K - $24.9K
|
4.17K
$80K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.29K+ 9.18% |
$21.8K - $23.7K
|
15.3K
$293K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.28KNew |
$21.7K - $23.6K
|
1.28K
$24.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
773New |
$13.1K - $14.2K
|
773
$14.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
57New |
$966 - $1.05K
|
57
$1.09K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
23.5KNew |
$410K - $431K
|
23.5K
$452K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
9.6K+ 18.99% |
$167K - $176K
|
60.2K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
147+ 1.05% |
$2.56K - $2.69K
|
14.1K
$271K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
60New |
$1.04K - $1.1K
|
60
$1.15K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.23KNew |
$39.3K - $44.3K
|
2.23K
$42.9K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.31KNew |
$23.1K - $26K
|
1.31K
$25.2K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
764New |
$13.4K - $15.2K
|
764
$14.7K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.5K+ 13.49% |
$321K - $353K
|
156K
$2.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15KNew |
$260K - $286K
|
15K
$288K
|
|