Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-229K- 27.87% |
$4.1M - $4.31M
|
591K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-173K- 7.9% |
$3.1M - $3.26M
|
2.01M
$38.2M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-26.9K- 19.47% |
$482K - $506K
|
111K
$2.1M
|
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-20K- 13.02% |
$358K - $376K
|
133K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17.3K- 3.98% |
$310K - $325K
|
416K
$7.88M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17K- 7.07% |
$305K - $321K
|
224K
$4.23M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-16K- 75.15% |
$288K - $302K
|
5.3K
$100K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-12.9K- 34.03% |
$231K - $242K
|
24.9K
$472K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.2K- 10.36% |
$201K - $211K
|
96.7K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.1K- 20.9% |
$182K - $191K
|
38.4K
$727K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.87K- 12.56% |
$123K - $130K
|
47.9K
$907K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.74K- 18.88% |
$121K - $127K
|
29K
$549K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.55K- 44.99% |
$81.6K - $85.7K
|
5.56K
$105K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.83K- 99.51% |
$68.8K - $72.2K
|
19
$360
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.6K- 10.93% |
$64.7K - $67.9K
|
29.4K
$556K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.71K- 8.09% |
$48.7K - $51.1K
|
30.8K
$583K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.49K- 3.51% |
$44.7K - $47K
|
68.5K
$1.3M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.83K- 0.86% |
$32.8K - $34.4K
|
211K
$4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.74K- 8.25% |
$31.1K - $32.7K
|
19.3K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.68K- 2.1% |
$30.2K - $31.7K
|
78.3K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.68K- 2.19% |
$30.1K - $31.6K
|
75K
$1.42M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.67K- 3.76% |
$30K - $31.5K
|
42.8K
$811K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1K- 35.52% |
$18K - $18.9K
|
1.82K
$34.4K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-969- 3.71% |
$17.4K - $18.3K
|
25.1K
$476K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-936- 14.32% |
$16.8K - $17.6K
|
5.6K
$106K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-825- 3.09% |
$14.8K - $15.6K
|
25.9K
$490K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-628- 4.25% |
$11.3K - $11.8K
|
14.2K
$268K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-594- 3.66% |
$10.7K - $11.2K
|
15.6K
$296K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-315- 0.51% |
$5.65K - $5.94K
|
61.6K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-280- 2.35% |
$5.03K - $5.28K
|
11.6K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-266- 1.71% |
$4.77K - $5.01K
|
15.3K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-258- 2.04% |
$4.63K - $4.86K
|
12.4K
$235K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-238- 0.17% |
$4.27K - $4.49K
|
138K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-162- 0.51% |
$2.91K - $3.05K
|
31.6K
$599K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-162- 12.39% |
$2.91K - $3.05K
|
1.15K
$21.7K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-115- 0.23% |
$2.06K - $2.17K
|
49K
$929K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-22.1K- 63.72% |
$355K - $401K
|
12.6K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.6K- 43.9% |
$186K - $211K
|
14.9K
$281K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-10.1KClosed |
$162K - $184K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.72K- 30.34% |
$108K - $122K
|
15.4K
$292K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.8K- 9.33% |
$28.8K - $32.6K
|
17.5K
$331K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-901- 21.97% |
$14.4K - $16.3K
|
3.2K
$60.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-150- 0.77% |
$2.4K - $2.72K
|
19.3K
$365K
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.72K- 10.27% |
$29.1K - $31.6K
|
15K
$284K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.7K- 79.47% |
$28.9K - $31.4K
|
440
$8.33K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-349- 1.91% |
$5.92K - $6.43K
|
17.9K
$339K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-16.6K- 29.13% |
$289K - $304K
|
40.5K
$766K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.59K- 83.39% |
$45K - $47.3K
|
515
$9.75K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-400- 83.33% |
$6.96K - $7.32K
|
80
$1.52K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-52- 82.54% |
$905 - $952
|
11
$208
|
|