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 |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-145K- 65.89% |
$2.45M - $2.84M
|
75.1K
$1.47M
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-918- 1.69% |
$15.5K - $17.9K
|
53.4K
$1.05M
|
|
Q1 2025 | |||||||
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1M- 60.19% |
$18.8M - $19.9M
|
662K
$13M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-89.4K- 47.4% |
$1.68M - $1.78M
|
99.2K
$1.94M
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-82.8K- 40.43% |
$1.56M - $1.65M
|
122K
$2.39M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-58.8K- 33.25% |
$1.1M - $1.17M
|
118K
$2.31M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-53.5K- 11.13% |
$1.01M - $1.06M
|
427K
$8.37M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43.2KClosed |
$811K - $858K
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-27.8K- 8.34% |
$522K - $552K
|
305K
$5.99M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.8K- 1.62% |
$297K - $315K
|
959K
$18.8M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15K- 0.67% |
$282K - $298K
|
2.22M
$43.6M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.8K- 92.97% |
$203K - $214K
|
815
$16K
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-9.17K- 17.62% |
$172K - $182K
|
42.9K
$840K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.78K- 37.68% |
$165K - $175K
|
14.5K
$284K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.65K- 8.64% |
$125K - $132K
|
70.3K
$1.38M
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-6.59K- 26.68% |
$124K - $131K
|
18.1K
$355K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.04K- 10.77% |
$113K - $120K
|
50K
$980K
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-4.88K- 8.24% |
$91.7K - $97.1K
|
54.3K
$1.07M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.43K- 9.82% |
$83.3K - $88.2K
|
40.7K
$798K
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.26K- 8.35% |
$23.7K - $25.1K
|
13.8K
$271K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.26K- 26.93% |
$23.6K - $25K
|
3.41K
$66.7K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-657- 72.44% |
$12.4K - $13.1K
|
250
$4.9K
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-578- 5.5% |
$10.9K - $11.5K
|
9.92K
$195K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-548- 0.64% |
$10.3K - $10.9K
|
84.8K
$1.66M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-426- 0.73% |
$8.01K - $8.47K
|
58K
$1.14M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-369- 2.65% |
$6.94K - $7.34K
|
13.6K
$266K
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-310- 1.77% |
$5.83K - $6.17K
|
17.2K
$337K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-20- 0.46% |
$376 - $398
|
4.35K
$85.2K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2- 0.78% |
$37.6 - $39.8
|
256
$5.02K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-768- 9.39% |
$14.6K - $15.3K
|
7.42K
$145K
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-440- 4.07% |
$8.38K - $8.74K
|
10.4K
$203K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-423- 8.99% |
$8.06K - $8.4K
|
4.28K
$84K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-376- 41.59% |
$7.16K - $7.47K
|
528
$10.3K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-359- 0.72% |
$6.84K - $7.13K
|
49.2K
$964K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-73- 0.96% |
$1.39K - $1.45K
|
7.55K
$148K
|
|
Q3 2024 | |||||||
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.02K- 77.86% |
$18.6K - $20.1K
|
290
$5.68K
|
|
Q2 2024 | |||||||
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-500- 15.63% |
$8.92K - $9.41K
|
2.7K
$52.9K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-47- 23.98% |
$838 - $885
|
149
$2.92K
|
|
Q1 2024 | |||||||
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1K- 35.52% |
$18K - $18.9K
|
1.82K
$35.6K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-936- 14.32% |
$16.8K - $17.6K
|
5.6K
$110K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-22.1K- 63.72% |
$355K - $401K
|
12.6K
$247K
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-10.1KClosed |
$162K - $184K
|
0
$0
|
|
Q3 2023 | |||||||
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.72K- 10.27% |
$29.1K - $31.6K
|
15K
$294K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-349- 1.91% |
$5.92K - $6.43K
|
17.9K
$351K
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-16.6K- 29.13% |
$289K - $304K
|
40.5K
$793K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.59K- 83.39% |
$45K - $47.3K
|
515
$10.1K
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-400- 83.33% |
$6.96K - $7.32K
|
80
$1.57K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-52- 82.54% |
$905 - $952
|
11
$216
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-19.9K- 44.28% |
$350K - $395K
|
25K
$491K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-11.3K- 98.76% |
$198K - $224K
|
141
$2.76K
|