Purchases and Sales Made in Q4 2024 in Invesco Cef Income Composite E (PCEF)
This table provides information about the institutional ownership of Invesco Cef Income Composite E (PCEF) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO CEF INCOME COMPOSITE E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
70.6K+ 52.93% |
$1.34M - $1.4M
|
204K
$4M
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.09K+ 8.34% |
$97K - $101K
|
66.1K
$1.3M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.19K+ 5.36% |
$41.7K - $43.4K
|
43K
$845K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
312+ 1.27% |
$5.94K - $6.2K
|
24.8K
$487K
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
277+ 2.08% |
$5.28K - $5.5K
|
13.6K
$267K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$19.1 - $19.9
|
397K
$7.79M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-376- 41.59% |
$7.16K - $7.47K
|
528
$10.4K
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-440- 4.07% |
$8.38K - $8.74K
|
10.4K
$203K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.5K- 10.95% |
$200K - $208K
|
85.3K
$1.67M
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-11.8K- 16.6% |
$224K - $234K
|
59.2K
$1.16M
|