Latest Institutional Transactions on Invesco California Amt Free Mu (PWZ)
This table provides information on the latest institutional transactions involving Invesco California Amt Free Mu (PWZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
64.3K+ 5.51% |
$1.57M - $1.62M
|
1.23M
$30.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.6K+ 59.25% |
$430K - $444K
|
47.2K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
425K+ 44.58% |
$10.4M - $10.7M
|
1.38M
$34M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
159K+ 511.82% |
$3.89M - $4.01M
|
190K
$4.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.13K- 5.35% |
$126K - $129K
|
90.7K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.3KNew |
$276K - $284K
|
11.3K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.5K+ 21.44% |
$85.8K - $88.5K
|
19.8K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.2K+ 6.19% |
$617K - $637K
|
432K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.49K+ 7.55% |
$36.4K - $37.6K
|
21.2K
$523K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.09MNew |
$26.7M - $27.5M
|
1.09M
$26.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
13.3KNew |
$326K - $336K
|
13.3K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.3KNew |
$473K - $488K
|
19.3K
$477K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.25MNew |
$30.6M - $31.6M
|
1.25M
$30.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.03K+ 31.83% |
$49.6K - $51.2K
|
8.4K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.3K+ 9.18% |
$1.16M - $1.19M
|
563K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
20.6KNew |
$504K - $519K
|
20.6K
$507K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
56.1K+ 223.48% |
$1.37M - $1.42M
|
81.1K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-152K- 10.11% |
$3.72M - $3.84M
|
1.35M
$33.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.85K+ 9.77% |
$45.3K - $46.7K
|
20.8K
$513K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.58K+ 2.48% |
$63.2K - $65.2K
|
107K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-191- 5.49% |
$4.68K - $4.82K
|
3.29K
$81.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1.35K- 3.8% |
$33.2K - $34.2K
|
34.3K
$845K
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
19.9KNew |
$488K - $503K
|
19.9K
$491K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
63.2K+ 8.17% |
$1.55M - $1.6M
|
837K
$20.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
10KNew |
$245K - $253K
|
10K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
81.8K+ 249.2% |
$2M - $2.07M
|
115K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.49K+ 9.41% |
$159K - $164K
|
75.5K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
615+ 3.54% |
$15.1K - $15.5K
|
18K
$444K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.79K+ 2.64% |
$142K - $146K
|
225K
$5.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-45.5K- 9.76% |
$1.12M - $1.15M
|
421K
$10.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.28K- 2.33% |
$55.8K - $57.6K
|
95.7K
$2.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
16New |
$392 - $404
|
16
$395
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
21.8KNew |
$535K - $551K
|
21.8K
$539K
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
16.4KNew |
$402K - $414K
|
16.4K
$404K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
57.1K+ 20.6% |
$1.4M - $1.44M
|
334K
$8.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
195K+ 18.64% |
$4.79M - $4.93M
|
1.24M
$30.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.3K+ 8.5% |
$1.06M - $1.09M
|
553K
$13.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
8.76KNew |
$215K - $221K
|
8.76K
$216K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
37.1K+ 21.39% |
$909K - $937K
|
211K
$5.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3KNew |
$73.5K - $75.8K
|
3K
$74K
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
47.2KNew |
$1.16M - $1.19M
|
47.2K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.12% |
$24.5 - $25.3
|
837
$20.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.2K+ 84.83% |
$568K - $586K
|
50.5K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.1K+ 24.22% |
$321K - $331K
|
67.2K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-84- 0.33% |
$2.06K - $2.12K
|
25.3K
$624K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
26.7K+ 77.41% |
$655K - $675K
|
61.3K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.8K+ 49.24% |
$460K - $474K
|
56.9K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.9KNew |
$513K - $529K
|
20.9K
$517K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
8.05K+ 7.32% |
$197K - $203K
|
118K
$2.91M
|