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
$549K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.92K+ 39.05% |
$168K - $173K
|
24.6K
$587K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.2K- 59.66% |
$320K - $331K
|
8.92K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
7New |
$170 - $175
|
7
$167
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.59KNew |
$87K - $89.9K
|
3.59K
$85.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
73.2KNew |
$1.78M - $1.83M
|
73.2K
$1.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.1KNew |
$197K - $203K
|
8.1K
$193K
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
197KNew |
$4.79M - $4.94M
|
197K
$4.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.7K- 5.29% |
$89.8K - $92.8K
|
66.3K
$1.58M
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
240+ 2.56% |
$5.96K - $6.06K
|
9.63K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.43KNew |
$209K - $213K
|
8.43K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.2KNew |
$29.8K - $30.3K
|
1.2K
$28.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.62K+ 13.05% |
$65K - $66.1K
|
22.7K
$540K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-314K- 3.19% |
$7.79M - $7.91M
|
9.5M
$226M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.75K- 64.6% |
$93.1K - $94.7K
|
2.06K
$49K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.43KNew |
$209K - $213K
|
8.43K
$201K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.59KNew |
$238K - $242K
|
9.59K
$229K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9.95KNew |
$247K - $251K
|
9.95K
$237K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
370New |
$9.19K - $9.34K
|
370
$8.81K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
4.69KNew |
$106K - $118K
|
4.69K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.9KNew |
$246K - $273K
|
10.9K
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
191KNew |
$4.31M - $4.78M
|
191K
$4.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1New |
$22.6 - $25.1
|
1
$23.8
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.73KNew |
$220K - $244K
|
9.73K
$232K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
447KNew |
$10.1M - $11.2M
|
447K
$10.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.11KNew |
$183K - $204K
|
8.11K
$193K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
339New |
$7.66K - $8.51K
|
339
$8.07K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
294New |
$6.65K - $7.38K
|
294
$7K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
8.4KNew |
$190K - $211K
|
8.4K
$200K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-46.9K- 28.57% |
$1.06M - $1.18M
|
117K
$2.79M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
58.5KNew |
$1.32M - $1.47M
|
58.5K
$1.39M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.45KNew |
$127K - $136K
|
5.45K
$130K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
10.6KNew |
$247K - $264K
|
10.6K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
26.2KNew |
$613K - $654K
|
26.2K
$625K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.95K- 18.14% |
$45.5K - $48.6K
|
8.8K
$210K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.47K- 78.88% |
$174K - $186K
|
2K
$47.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
106New |
$2.48K - $2.64K
|
106
$2.52K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-2.86K- 24.26% |
$66.8K - $71.2K
|
8.93K
$213K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
63+ 0.73% |
$1.47K - $1.57K
|
8.66K
$206K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
287New |
$6.7K - $7.15K
|
287
$6.84K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
665New |
$15.5K - $16.6K
|
665
$15.8K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
391+ 1.5% |
$9.41K - $9.8K
|
26.4K
$629K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-6.6K- 41.38% |
$159K - $165K
|
9.35K
$223K
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
108+ 0.7% |
$2.6K - $2.7K
|
15.5K
$369K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
590New |
$14.2K - $14.8K
|
590
$14.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
8.21KNew |
$197K - $205K
|
8.21K
$195K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1New |
$22.7 - $24.6
|
1
$23.8
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
977+ 51.42% |
$22.2K - $24K
|
2.88K
$68.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
14.1KNew |
$321K - $347K
|
14.1K
$336K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-22.7K- 99.41% |
$515K - $557K
|
135
$3.22K
|
|