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 |
---|---|---|---|---|---|---|---|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-317K- 71.58% |
$5.65M - $5.96M
|
126K
$2.41M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-274K- 13.73% |
$4.88M - $5.15M
|
1.72M
$33M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-173K- 29.19% |
$3.08M - $3.25M
|
419K
$8.03M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.1K- 16.13% |
$643K - $679K
|
187K
$3.6M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-34.9K- 1.65% |
$622K - $656K
|
2.07M
$39.7M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32.5K- 100.0% |
$580K - $612K
|
1
$19.2
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-19.7K- 14.78% |
$352K - $371K
|
114K
$2.18M
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-16.6K- 36.43% |
$296K - $312K
|
29K
$555K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.2K- 7.92% |
$218K - $230K
|
142K
$2.72M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.98K- 4.73% |
$178K - $188K
|
201K
$3.86M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.49K- 12.39% |
$151K - $160K
|
60K
$1.15M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-7.74K- 25.13% |
$138K - $146K
|
23.1K
$442K
|
|
Aug 05, 2024
Q2 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-6.07K- 24.82% |
$108K - $114K
|
18.4K
$353K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.07K- 13.86% |
$72.6K - $76.6K
|
25.3K
$485K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.03K- 9.4% |
$71.8K - $75.8K
|
38.8K
$744K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.03K- 10.44% |
$54K - $57K
|
26K
$498K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.18K- 62.46% |
$38.9K - $41K
|
1.31K
$25.1K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2K- 7.71% |
$35.6K - $37.5K
|
23.9K
$458K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.24K- 2.53% |
$22.1K - $23.3K
|
47.8K
$917K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.14K- 5.9% |
$20.3K - $21.4K
|
18.2K
$348K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.02K- 3.47% |
$18.2K - $19.2K
|
28.4K
$544K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1K- 81.63% |
$17.8K - $18.8K
|
225
$4.32K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-923- 3.67% |
$16.5K - $17.4K
|
24.2K
$464K
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-913- 1.53% |
$16.3K - $17.2K
|
58.6K
$1.12M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-741- 0.67% |
$13.2K - $13.9K
|
110K
$2.12M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-731- 2.31% |
$13K - $13.8K
|
30.9K
$592K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-590- 11.24% |
$10.5K - $11.1K
|
4.66K
$89.4K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-555- 10.47% |
$9.9K - $10.4K
|
4.75K
$91K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-523- 0.67% |
$9.33K - $9.84K
|
77.8K
$1.49M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-500- 15.63% |
$8.92K - $9.41K
|
2.7K
$51.8K
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-489- 2.5% |
$8.72K - $9.2K
|
19.1K
$366K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-205- 0.75% |
$3.66K - $3.86K
|
27.1K
$519K
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-122- 0.86% |
$2.18K - $2.3K
|
14K
$269K
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-120- 54.55% |
$2.14K - $2.26K
|
100
$1.92K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-110- 0.2% |
$1.96K - $2.07K
|
53.7K
$1.03M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-47- 23.98% |
$838 - $885
|
149
$2.86K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-23- 0.04% |
$410 - $433
|
61.6K
$1.18M
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-173K- 7.9% |
$3.1M - $3.26M
|
2.01M
$38.6M
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-12.9K- 34.03% |
$231K - $242K
|
24.9K
$478K
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1K- 35.52% |
$18K - $18.9K
|
1.82K
$34.8K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-936- 14.32% |
$16.8K - $17.6K
|
5.6K
$107K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-280- 2.35% |
$5.03K - $5.28K
|
11.6K
$223K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-266- 1.71% |
$4.77K - $5.01K
|
15.3K
$293K
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-258- 2.04% |
$4.63K - $4.86K
|
12.4K
$238K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-162- 12.39% |
$2.91K - $3.05K
|
1.15K
$22K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-17- 0.21% |
$305 - $320
|
8.15K
$156K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-22.1K- 63.72% |
$355K - $401K
|
12.6K
$242K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.6K- 43.9% |
$186K - $211K
|
14.9K
$285K
|
|
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
$296K
|