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 |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.8KNew |
$740K - $753K
|
29.8K
$737K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
240+ 2.56% |
$5.96K - $6.06K
|
9.63K
$238K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.5K+ 5.82% |
$410K - $417K
|
300K
$7.43M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.2KNew |
$29.8K - $30.3K
|
1.2K
$29.6K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.16K+ 0.47% |
$28.8K - $29.3K
|
246K
$6.08M
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
33.7K+ 718.09% |
$836K - $850K
|
38.3K
$948K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.2K+ 12.21% |
$1.25M - $1.27M
|
462K
$11.4M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-183K- 16.21% |
$4.54M - $4.62M
|
946K
$23.4M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.1KNew |
$549K - $558K
|
22.1K
$547K
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.43KNew |
$209K - $213K
|
8.43K
$208K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.59K+ 63.67% |
$64.4K - $65.5K
|
6.67K
$165K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.4M- 99.7% |
$84.4M - $85.7M
|
10.2K
$252K
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1K+ 5.88% |
$24.8K - $25.2K
|
18K
$445K
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
3.81K+ 6.04% |
$94.6K - $96.1K
|
66.9K
$1.65M
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
15.1KNew |
$376K - $382K
|
15.1K
$374K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.4KNew |
$607K - $617K
|
24.4K
$604K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-34.3K- 4.31% |
$851K - $865K
|
761K
$18.8M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.62K+ 13.05% |
$65K - $66.1K
|
22.7K
$561K
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-353- 6.04% |
$8.76K - $8.91K
|
5.49K
$136K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
29.5K+ 35.98% |
$732K - $744K
|
111K
$2.75M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
199K+ 44.97% |
$4.93M - $5.01M
|
640K
$15.8M
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.09% |
$24.8 - $25.2
|
1.15K
$28.4K
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
29+ 0.04% |
$720 - $732
|
67.3K
$1.66M
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-169- 4.39% |
$4.2K - $4.27K
|
3.68K
$91K
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
106K+ 12.28% |
$2.63M - $2.68M
|
969K
$24M
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
462+ 2.03% |
$11.5K - $11.7K
|
23.2K
$574K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.48K+ 44.11% |
$161K - $164K
|
21.2K
$524K
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
18.8K+ 13.1% |
$468K - $475K
|
163K
$4.02M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.7K- 7.95% |
$142K - $144K
|
66K
$1.63M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
223+ 1.14% |
$5.54K - $5.63K
|
19.7K
$487K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
91.9K+ 29.71% |
$2.28M - $2.32M
|
401K
$9.92M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.69K+ 1.22% |
$216K - $219K
|
722K
$17.9M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.5K- 13.47% |
$410K - $417K
|
106K
$2.62M
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
470K+ 38.79% |
$11.7M - $11.9M
|
1.68M
$41.6M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-314K- 3.19% |
$7.79M - $7.91M
|
9.5M
$235M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-42.4K- 70.55% |
$1.05M - $1.07M
|
17.7K
$438K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.75K- 64.6% |
$93.1K - $94.7K
|
2.06K
$50.8K
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
8.12KNew |
$202K - $205K
|
8.12K
$201K
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-19.4K- 67.3% |
$481K - $489K
|
9.41K
$233K
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.36K- 5.07% |
$33.7K - $34.2K
|
25.4K
$628K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.85K- 7.75% |
$46K - $46.7K
|
22K
$544K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.56K+ 30.91% |
$138K - $140K
|
23.5K
$582K
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.23K+ 2.02% |
$30.5K - $31K
|
61.9K
$1.53M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.38K- 2.29% |
$109K - $111K
|
187K
$4.61M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.19K+ 5.71% |
$29.6K - $30.1K
|
22.1K
$547K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.43KNew |
$209K - $213K
|
8.43K
$208K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1K+ 5.71% |
$24.9K - $25.3K
|
18.6K
$460K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.59KNew |
$238K - $242K
|
9.59K
$237K
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-6.05K- 9.3% |
$150K - $153K
|
58.9K
$1.46M
|