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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.4KNew |
$237K - $250K
|
10.4K
$253K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.06K- 21.08% |
$115K - $122K
|
18.9K
$461K
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
6.59K+ 10.55% |
$150K - $159K
|
69K
$1.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-32.4K- 35.31% |
$738K - $780K
|
59.4K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.8KNew |
$951K - $1.01M
|
41.8K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
36.8K+ 90.1% |
$837K - $885K
|
77.6K
$1.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
107+ 1.09% |
$2.44K - $2.58K
|
9.96K
$242K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.6K+ 8.86% |
$59.2K - $62.6K
|
31.9K
$777K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-27.6K- 22.92% |
$628K - $664K
|
92.8K
$2.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.82K- 38.41% |
$110K - $116K
|
7.73K
$188K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.2M- 46.6% |
$27.3M - $28.8M
|
1.37M
$33.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.85K+ 19.01% |
$42.2K - $44.6K
|
11.6K
$282K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-118- 0.59% |
$2.69K - $2.84K
|
19.8K
$481K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-13.7K- 4.51% |
$313K - $331K
|
291K
$7.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
26+ 0.86% |
$592 - $626
|
3.04K
$74K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.9KNew |
$203K - $214K
|
8.9K
$216K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-11.5K- 21.63% |
$262K - $277K
|
41.7K
$1.01M
|
|
|
Oct 07, 2025
Q3 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.93K+ 7.44% |
$66.8K - $70.6K
|
42.3K
$1.03M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-5.49K- 6.5% |
$125K - $132K
|
79.1K
$1.92M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.9K- 40.39% |
$112K - $118K
|
7.23K
$176K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.5K+ 34.38% |
$353K - $376K
|
60.7K
$1.48M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
66.7K+ 335.33% |
$1.51M - $1.61M
|
86.6K
$2.11M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.5K- 3.67% |
$533K - $567K
|
616K
$15M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.6K- 33.76% |
$241K - $257K
|
20.9K
$507K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.73KNew |
$221K - $235K
|
9.73K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-33.3K- 3.84% |
$756K - $805K
|
834K
$20.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-160K- 18.66% |
$3.64M - $3.88M
|
699K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.45K- 23.82% |
$124K - $132K
|
17.4K
$424K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-333K- 97.04% |
$7.56M - $8.05M
|
10.2K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-322K- 80.99% |
$7.3M - $7.77M
|
75.4K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.28K+ 6.26% |
$51.7K - $55K
|
38.6K
$939K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-103K- 31.58% |
$2.34M - $2.49M
|
223K
$5.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
20KNew |
$454K - $484K
|
20K
$486K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
12.4K+ 13.76% |
$282K - $300K
|
103K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
228K+ 15.82% |
$5.17M - $5.51M
|
1.67M
$40.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.53K- 45.6% |
$194K - $206K
|
10.2K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.7K+ 17.58% |
$516K - $550K
|
152K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
20.9K+ 47.76% |
$475K - $505K
|
64.6K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.43K- 29.33% |
$169K - $180K
|
17.9K
$435K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
303K+ 28.95% |
$6.89M - $7.34M
|
1.35M
$32.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
221K+ 82.27% |
$5.02M - $5.34M
|
490K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
28.1KNew |
$639K - $681K
|
28.1K
$684K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
18.6KNew |
$422K - $450K
|
18.6K
$452K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.7K- 22.15% |
$334K - $355K
|
51.7K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.2KNew |
$254K - $271K
|
11.2K
$272K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.9% |
$250 - $266
|
1.24K
$30.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
113K+ 66.74% |
$2.57M - $2.73M
|
282K
$6.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-24.6K- 71.64% |
$558K - $594K
|
9.72K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11.4KNew |
$259K - $276K
|
11.4K
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-93K- 7.08% |
$2.11M - $2.25M
|
1.22M
$29.7M
|
|