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, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.9KNew |
$246K - $273K
|
10.9K
$270K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
191KNew |
$4.31M - $4.78M
|
191K
$4.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1New |
$22.6 - $25.1
|
1
$24.9
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.73KNew |
$220K - $244K
|
9.73K
$242K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
447KNew |
$10.1M - $11.2M
|
447K
$11.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.11KNew |
$183K - $204K
|
8.11K
$202K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
339New |
$7.66K - $8.51K
|
339
$8.44K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
13.5KNew |
$305K - $338K
|
13.5K
$335K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
294New |
$6.65K - $7.38K
|
294
$7.32K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
8.4KNew |
$190K - $211K
|
8.4K
$209K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-46.9K- 28.57% |
$1.06M - $1.18M
|
117K
$2.92M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
58.5KNew |
$1.32M - $1.47M
|
58.5K
$1.46M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.45KNew |
$127K - $136K
|
5.45K
$136K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
10.6KNew |
$247K - $264K
|
10.6K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.95K- 18.14% |
$45.5K - $48.6K
|
8.8K
$219K
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
26.2KNew |
$613K - $654K
|
26.2K
$653K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.47K- 78.88% |
$174K - $186K
|
2K
$49.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
106New |
$2.48K - $2.64K
|
106
$2.64K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-2.86K- 24.26% |
$66.8K - $71.2K
|
8.93K
$222K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
63+ 0.73% |
$1.47K - $1.57K
|
8.66K
$216K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
287New |
$6.7K - $7.15K
|
287
$7.14K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
665New |
$15.5K - $16.6K
|
665
$16.6K
|
|
| 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
$657K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-6.6K- 41.38% |
$159K - $165K
|
9.35K
$233K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
590New |
$14.2K - $14.8K
|
590
$14.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
108+ 0.7% |
$2.6K - $2.7K
|
15.5K
$385K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
8.21KNew |
$197K - $205K
|
8.21K
$204K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1New |
$22.7 - $24.6
|
1
$24.9
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
977+ 51.42% |
$22.2K - $24K
|
2.88K
$71.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
14.1KNew |
$321K - $347K
|
14.1K
$352K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-22.7K- 99.41% |
$515K - $557K
|
135
$3.36K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-1K- 50.0% |
$22.7K - $24.6K
|
1K
$24.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
993+ 1.23% |
$22.6K - $24.4K
|
81.6K
$2.03M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.82KNew |
$41.4K - $44.8K
|
1.82K
$45.4K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
61+ 0.79% |
$1.41K - $1.54K
|
7.83K
$195K
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
14.7KNew |
$339K - $371K
|
14.7K
$365K
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-13.9K- 17.88% |
$321K - $352K
|
63.8K
$1.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
9.72K+ 5.44% |
$225K - $246K
|
188K
$4.69M
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
9+ 0.63% |
$208 - $228
|
1.45K
$36K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5.22KNew |
$121K - $132K
|
5.22K
$130K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
7.34K+ 84.74% |
$170K - $186K
|
16K
$398K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
15+ 0.07% |
$347 - $380
|
22.8K
$568K
|
|
|
Oct 21, 2022
Q3 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-26.5K- 78.02% |
$612K - $670K
|
7.46K
$186K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-19.5KClosed |
$450K - $494K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
14.9KNew |
$355K - $386K
|
14.9K
$372K
|
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-8.5KClosed |
$202K - $220K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-128- 1.1% |
$3.05K - $3.31K
|
11.5K
$286K
|
|
|
Aug 11, 2022
Q2 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-31.4KClosed |
$746K - $811K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-7.97KClosed |
$190K - $206K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-21.5KClosed |
$513K - $557K
|
0
$0
|
|