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 |
---|---|---|---|---|---|---|---|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.78K- 22.74% |
$164K - $170K
|
23K
$576K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-939- 0.12% |
$22.8K - $23.5K
|
760K
$19M
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-498- 9.07% |
$12.1K - $12.5K
|
4.99K
$125K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.92K+ 39.05% |
$168K - $173K
|
24.6K
$616K
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-303- 0.79% |
$7.35K - $7.59K
|
38K
$951K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.9K+ 6.47% |
$386K - $399K
|
262K
$6.55M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.04KNew |
$98.1K - $101K
|
4.04K
$101K
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.48K+ 5.16% |
$84.3K - $87.1K
|
70.8K
$1.77M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-78.8K- 8.34% |
$1.91M - $1.98M
|
867K
$21.7M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-629- 1.82% |
$15.3K - $15.8K
|
34K
$850K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.2K- 59.66% |
$320K - $331K
|
8.92K
$223K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.35K+ 17.7% |
$57K - $58.8K
|
15.6K
$390K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
82.9K+ 812.41% |
$2.01M - $2.08M
|
93.1K
$2.33M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-215- 0.33% |
$5.22K - $5.39K
|
65.8K
$1.64M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.39K- 11.29% |
$58K - $59.9K
|
18.8K
$470K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-455K- 62.93% |
$11M - $11.4M
|
268K
$6.69M
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
55.4K+ 5.71% |
$1.34M - $1.39M
|
1.02M
$25.6M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.7KNew |
$913K - $944K
|
37.7K
$941K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-105- 2.85% |
$2.55K - $2.63K
|
3.58K
$89.4K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
53.5KNew |
$1.3M - $1.34M
|
53.5K
$1.34M
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.59KNew |
$87K - $89.9K
|
3.59K
$89.7K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34.5K+ 11.5% |
$838K - $865K
|
335K
$8.37M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-16.9K- 15.22% |
$411K - $425K
|
94.4K
$2.36M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
7New |
$170 - $175
|
7
$175
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.74MNew |
$236M - $244M
|
9.74M
$244M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
485KNew |
$11.8M - $12.1M
|
485K
$12.1M
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-313- 27.24% |
$7.59K - $7.84K
|
836
$20.9K
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
3.22K+ 1.98% |
$78.2K - $80.8K
|
166K
$4.15M
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
20.6KNew |
$500K - $516K
|
20.6K
$515K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12.7K- 52.13% |
$309K - $319K
|
11.7K
$293K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
194K+ 30.32% |
$4.71M - $4.87M
|
835K
$20.9M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.71K- 1.17% |
$114K - $118K
|
396K
$9.91M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
73.2KNew |
$1.78M - $1.83M
|
73.2K
$1.83M
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
21.6KNew |
$525K - $542K
|
21.6K
$541K
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.56MNew |
$37.8M - $39.1M
|
1.56M
$39M
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
21.2KNew |
$515K - $532K
|
21.2K
$531K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.65KNew |
$40K - $41.3K
|
1.65K
$41.3K
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.03K+ 4.43% |
$25K - $25.8K
|
24.2K
$606K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
112KNew |
$2.71M - $2.8M
|
112K
$2.8M
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
42.4K+ 63.41% |
$1.03M - $1.06M
|
109K
$2.73M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.1K+ 77.08% |
$440K - $454K
|
41.7K
$1.04M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.1KNew |
$197K - $203K
|
8.1K
$203K
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.06K+ 4.95% |
$74.3K - $76.7K
|
65K
$1.62M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-867- 3.92% |
$21K - $21.7K
|
21.3K
$531K
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-249- 2.44% |
$6.04K - $6.24K
|
9.98K
$249K
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
154+ 1.9% |
$3.74K - $3.86K
|
8.27K
$207K
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
1.24K+ 2.11% |
$30.1K - $31.1K
|
60.2K
$1.5M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.17K+ 0.3% |
$101K - $104K
|
1.38M
$34.6M
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
197KNew |
$4.79M - $4.94M
|
197K
$4.93M
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
10.5K+ 69.34% |
$254K - $263K
|
25.6K
$640K
|