Institutional Ownership Invesco Cef Income Composite E (PCEF)
This table provides information about the institutional ownership of Invesco Cef Income Composite E (PCEF). We have compiled data on the 120 institutions that hold shares in the stock, with a total of 18.1 Million shares, which have been reported (via 13F filing form) to have a value of $342 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
2,106,818
shares
|
$39.8 Million
0.01% of portfolio
|
Q1 2024
Added 39.57%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,014,926
shares
|
$38.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.9%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,992,778
shares
|
$37.7 Million
0.01% of portfolio
|
Q1 2024
Added 2.76%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,784,120
shares
|
$33.7 Million
0.01% of portfolio
|
Q1 2024
Added 0.81%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,678,617
shares
|
$31.7 Million
0.01% of portfolio
|
Q1 2024
Added 2.27%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,143,591
shares
|
$21.6 Million
0.01% of portfolio
|
Q1 2024
Added 2.61%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
874,184
shares
|
$16.5 Million
0.0% of portfolio
|
Q1 2024
Added 3.28%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
591,464
shares
|
$11.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 27.87%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
470,712
shares
|
$8.9 Million
0.01% of portfolio
|
Q1 2024
Added 2.91%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
442,214
shares
|
$8.36 Million
0.01% of portfolio
|
Q1 2024
Added 9.53%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
416,268
shares
|
$7.87 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.98%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
365,394
shares
|
$6.91 Million
0.02% of portfolio
|
Q1 2024
Added 24.47%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
347,135
shares
|
$6.56 Million
0.01% of portfolio
|
Q1 2024
Added 2.19%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
223,565
shares
|
$4.23 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.07%
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
212,108
shares
|
$4.01 Million
0.33% of portfolio
|
Q3 2022
Reduced 1.18%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
211,005
shares
|
$3.99 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.86%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
203,188
shares
|
$3.84 Million
0.01% of portfolio
|
Q1 2024
Added 13.58%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
176,462
shares
|
$3.34 Million
0.01% of portfolio
|
Q1 2024
Added 282.05%
|
|
Sykon Capital LLC
Harrison, NY |
May 08, 2024 Q1 2024 |
166,063
shares
|
$3.14 Million
1.13% of portfolio
|
Q1 2024
Added 148.76%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
153,959
shares
|
$2.91 Million
0.01% of portfolio
|
Q1 2024
Added 55.4%
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 17, 2024 Q1 2024 |
137,562
shares
|
$2.6 Million
0.79% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
135,450
shares
|
$2.56 Million
0.05% of portfolio
|
Q4 2022
Added 4.76%
|
|
Beck Bode, LLC
|
May 22, 2024 Q1 2024 |
133,341
shares
|
$2.52 Million
0.51% of portfolio
|
Q1 2024
Reduced 13.02%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
111,117
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 19.47%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
96,702
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2024
Reduced 10.36%
|