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 123 institutions that hold shares in the stock, with a total of 17.9 Million shares, which have been reported (via 13F filing form) to have a value of $350 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
2,071,962
shares
|
$40.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,980,069
shares
|
$38.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.9%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,934,535
shares
|
$37.9 Million
0.01% of portfolio
|
Q2 2024
Added 15.25%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
1,801,403
shares
|
$35.3 Million
0.01% of portfolio
|
Q2 2024
Added 0.97%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,719,225
shares
|
$33.7 Million
0.01% of portfolio
|
Q2 2024
Reduced 13.73%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,162,032
shares
|
$22.8 Million
0.01% of portfolio
|
Q2 2024
Added 1.61%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
966,409
shares
|
$18.9 Million
0.0% of portfolio
|
Q2 2024
Added 10.55%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
694,634
shares
|
$13.6 Million
0.02% of portfolio
|
Q2 2024
Added 100.1%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
473,012
shares
|
$9.27 Million
0.01% of portfolio
|
Q2 2024
Added 0.49%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
458,328
shares
|
$8.98 Million
0.02% of portfolio
|
Q2 2024
Added 10.1%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
432,379
shares
|
$8.47 Million
0.02% of portfolio
|
Q2 2024
Added 18.33%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
418,822
shares
|
$8.21 Million
0.0% of portfolio
|
Q2 2024
Reduced 29.19%
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 23, 2024 Q2 2024 |
274,744
shares
|
$5.38 Million
0.77% of portfolio
|
Q2 2024
Added 99.72%
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
212,108
shares
|
$4.16 Million
0.33% of portfolio
|
Q3 2022
Reduced 1.18%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
205,739
shares
|
$4.03 Million
0.01% of portfolio
|
Q2 2024
Added 1.26%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
204,937
shares
|
$4.02 Million
0.01% of portfolio
|
Q2 2024
Added 16.14%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
201,030
shares
|
$3.94 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.73%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
187,496
shares
|
$3.67 Million
0.01% of portfolio
|
Q2 2024
Reduced 16.13%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
141,758
shares
|
$2.78 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.92%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
135,450
shares
|
$2.65 Million
0.05% of portfolio
|
Q4 2022
Added 4.76%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
125,674
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2024
Reduced 71.58%
|
|
Beck Bode, LLC
|
Aug 15, 2024 Q2 2024 |
113,636
shares
|
$2.23 Million
0.43% of portfolio
|
Q2 2024
Reduced 14.78%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
110,376
shares
|
$2.16 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
99,613
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2024
Added 3.01%
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
98,613
shares
|
$1.93 Million
0.04% of portfolio
|
Q2 2024
Added 2.94%
|