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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
26.2KNew |
$613K - $654K
|
26.2K
$612K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.95K- 18.14% |
$45.5K - $48.6K
|
8.8K
$205K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.47K- 78.88% |
$174K - $186K
|
2K
$46.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
106New |
$2.48K - $2.64K
|
106
$2.47K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-2.86K- 24.26% |
$66.8K - $71.2K
|
8.93K
$208K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
63+ 0.73% |
$1.47K - $1.57K
|
8.66K
$202K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
287New |
$6.7K - $7.15K
|
287
$6.69K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
665New |
$15.5K - $16.6K
|
665
$15.5K
|
|
| 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
$615K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-6.6K- 41.38% |
$159K - $165K
|
9.35K
$218K
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
108+ 0.7% |
$2.6K - $2.7K
|
15.5K
$361K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
590New |
$14.2K - $14.8K
|
590
$13.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
8.21KNew |
$197K - $205K
|
8.21K
$191K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
977+ 51.42% |
$22.2K - $24K
|
2.88K
$67.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
14.1KNew |
$321K - $347K
|
14.1K
$329K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-22.7K- 99.41% |
$515K - $557K
|
135
$3.15K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-1K- 50.0% |
$22.7K - $24.6K
|
1K
$23.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
993+ 1.23% |
$22.6K - $24.4K
|
81.6K
$1.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.82KNew |
$41.4K - $44.8K
|
1.82K
$42.5K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-13.9K- 17.88% |
$321K - $352K
|
63.8K
$1.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
14.7KNew |
$339K - $371K
|
14.7K
$342K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
61+ 0.79% |
$1.41K - $1.54K
|
7.83K
$183K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
9.72K+ 5.44% |
$225K - $246K
|
188K
$4.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
9+ 0.63% |
$208 - $228
|
1.45K
$33.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5.22KNew |
$121K - $132K
|
5.22K
$122K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
7.34K+ 84.74% |
$170K - $186K
|
16K
$373K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
15+ 0.07% |
$347 - $380
|
22.8K
$532K
|
|
|
Oct 21, 2022
Q3 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-26.5K- 78.02% |
$612K - $670K
|
7.46K
$174K
|
|
|
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
$348K
|
|
|
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
$268K
|
|
|
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
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.16KClosed |
$99.1K - $108K
|
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
$465K
|
|
|
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
$449K
|
|
| Q1 2022 | |||||||
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
3.53K+ 18.28% |
$90.8K - $98.5K
|
22.8K
$533K
|
|
|
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
|
Bartlett & Co. LLC
|
BUY
|
- |
1.43KNew |
$36.8K - $39.9K
|
1.43K
$33.3K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-8.78KClosed |
$226K - $245K
|
0
$0
|
|
|
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
|
|