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 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-39KClosed |
$1.06M - $1.1M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-23KClosed |
$627K - $645K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
543+ 10.86% |
$14.8K - $15.3K
|
5.54K
$132K
|
|
|
Oct 27, 2020
Q3 2020
|
Regis Management CO LLC
|
SELL
|
- |
-29.2K- 22.64% |
$796K - $820K
|
99.8K
$2.38M
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
8.04KNew |
$219K - $226K
|
8.04K
$191K
|
|
|
Oct 13, 2020
Q3 2020
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-7.78KClosed |
$212K - $219K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
SELL
|
- |
-1KClosed |
$27.3K - $28.1K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-222Closed |
$5.97K - $6.15K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.74KClosed |
$208K - $214K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.7KClosed |
$202K - $207K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Pictet North America Advisors Sa
|
SELL
|
- |
-43.6KClosed |
$1.14M - $1.17M
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-43.6KClosed |
$1.14M - $1.17M
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 10, 2019
Q1 2019
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-8.76KClosed |
$224K - $231K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-430Closed |
$11K - $11.3K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.11K- 78.38% |
$52.9K - $54.4K
|
582
$13.9K
|
|
|
Feb 14, 2019
Q4 2018
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-11KClosed |
$276K - $284K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
301New |
$7.54K - $7.77K
|
301
$7.17K
|
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
740+ 56.92% |
$18.5K - $19.1K
|
2.04K
$48.6K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.8KClosed |
$96.5K - $98.8K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.62KClosed |
$91.9K - $94.1K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
De Dora Capital, Inc.
|
BUY
|
- |
11KNew |
$280K - $286K
|
11K
$262K
|
|