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 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-1K- 50.0% |
$22.7K - $24.6K
|
1K
$23.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
993+ 1.23% |
$22.6K - $24.4K
|
81.6K
$1.94M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.82KNew |
$41.4K - $44.8K
|
1.82K
$43.4K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-13.9K- 17.88% |
$321K - $352K
|
63.8K
$1.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
9.72K+ 5.44% |
$225K - $246K
|
188K
$4.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
14.7KNew |
$339K - $371K
|
14.7K
$349K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
61+ 0.79% |
$1.41K - $1.54K
|
7.83K
$186K
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
9+ 0.63% |
$208 - $228
|
1.45K
$34.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5.22KNew |
$121K - $132K
|
5.22K
$124K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
7.34K+ 84.74% |
$170K - $186K
|
16K
$381K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
15+ 0.07% |
$347 - $380
|
22.8K
$543K
|
|
|
Oct 21, 2022
Q3 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-26.5K- 78.02% |
$612K - $670K
|
7.46K
$178K
|
|
|
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
$356K
|
|
|
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
$273K
|
|
|
Aug 11, 2022
Q2 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-31.4KClosed |
$746K - $811K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.16KClosed |
$99.1K - $108K
|
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
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-567Closed |
$13.5K - $14.7K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-17.8KClosed |
$423K - $460K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-11.6KClosed |
$276K - $300K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
20KNew |
$475K - $516K
|
20K
$475K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.2KClosed |
$244K - $265K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
BUY
|
- |
19.3KNew |
$458K - $498K
|
19.3K
$459K
|
|
| Q1 2022 | |||||||
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
3.53K+ 18.28% |
$90.8K - $98.5K
|
22.8K
$544K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-795Closed |
$20.4K - $22.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-8.78KClosed |
$226K - $245K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.43KNew |
$36.8K - $39.9K
|
1.43K
$34.1K
|
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-1.97KClosed |
$50.6K - $54.9K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7.99KClosed |
$206K - $223K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-6.78KClosed |
$174K - $189K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-14.7KClosed |
$404K - $410K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-7.5KClosed |
$207K - $210K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-8.62KClosed |
$238K - $241K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-8.54KClosed |
$235K - $239K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
180+ 14.4% |
$5K - $5.1K
|
1.43K
$34.1K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
17.8KNew |
$494K - $504K
|
17.8K
$424K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-11.6KClosed |
$322K - $329K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
567New |
$15.7K - $16.1K
|
567
$13.5K
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6New |
$166 - $170
|
6
$143
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.78KClosed |
$241K - $248K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-188Closed |
$5.16K - $5.32K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.27KClosed |
$34.7K - $35.8K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.4KNew |
$93.3K - $96.2K
|
3.4K
$81K
|
|
|
May 04, 2021
Q1 2021
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-292Closed |
$8.01K - $8.26K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-883Closed |
$24.2K - $25K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
S.A. Mason LLC
|
SELL
|
- |
-3.25K- 69.89% |
$89.1K - $91.9K
|
1.4K
$33.3K
|
|