Latest Institutional Purchases of Invesco California Amt Free Mu (PWZ)
This list provides information on the latest institutional transactions involving Invesco California Amt Free Mu (PWZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
343KNew |
$8.13M - $8.48M
|
343K
$8.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
317K+ 21.51% |
$7.52M - $7.85M
|
1.79M
$42.2M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
190K+ 15.19% |
$4.49M - $4.69M
|
1.44M
$33.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
183K+ 14.7% |
$4.33M - $4.52M
|
1.43M
$33.6M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
149K+ 1637.83% |
$3.53M - $3.69M
|
158K
$3.72M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
114K+ 54.23% |
$2.7M - $2.82M
|
325K
$7.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
95.9K+ 3.96% |
$2.27M - $2.37M
|
2.52M
$59.3M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
82.6K+ 6.71% |
$1.95M - $2.04M
|
1.31M
$30.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
78.5K+ 41.33% |
$1.86M - $1.94M
|
269K
$6.32M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
76.8K+ 13.65% |
$1.82M - $1.9M
|
640K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
73.6KNew |
$1.74M - $1.82M
|
73.6K
$1.73M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
73.5K+ 99.67% |
$1.74M - $1.82M
|
147K
$3.46M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
54.8K+ 47.78% |
$1.3M - $1.35M
|
169K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47K+ 243.18% |
$1.11M - $1.16M
|
66.3K
$1.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
41.7KNew |
$988K - $1.03M
|
41.7K
$982K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36.3KNew |
$860K - $898K
|
36.3K
$854K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
34.3KNew |
$811K - $847K
|
34.3K
$806K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
31.5KNew |
$745K - $778K
|
31.5K
$740K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
30.8K+ 3.68% |
$730K - $762K
|
867K
$20.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
27.4KNew |
$648K - $676K
|
27.4K
$643K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
25.9K+ 29.82% |
$613K - $640K
|
113K
$2.65M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.1K+ 4.54% |
$594K - $620K
|
578K
$13.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
25.1KNew |
$593K - $619K
|
25.1K
$589K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
24.4KNew |
$578K - $604K
|
24.4K
$574K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.5KNew |
$463K - $483K
|
19.5K
$459K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
19.2K+ 31.62% |
$454K - $474K
|
79.8K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
18.3K+ 71.98% |
$434K - $453K
|
43.8K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.8KNew |
$279K - $291K
|
11.8K
$277K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
10.3KNew |
$244K - $255K
|
10.3K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.58K+ 8.03% |
$203K - $212K
|
115K
$2.71M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
8.57KNew |
$203K - $212K
|
8.57K
$201K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.46K+ 19.43% |
$129K - $135K
|
33.6K
$789K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.09K+ 8.94% |
$120K - $126K
|
62K
$1.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.03K+ 10.64% |
$119K - $124K
|
52.2K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.86K+ 26.99% |
$115K - $120K
|
22.9K
$538K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.39K+ 20.99% |
$104K - $109K
|
25.3K
$596K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.2K+ 8.32% |
$99.6K - $104K
|
54.7K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
3.93K+ 11.79% |
$93.1K - $97.2K
|
37.3K
$877K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.08K+ 27.41% |
$73K - $76.2K
|
14.3K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
2.9K+ 8.95% |
$68.6K - $71.6K
|
35.3K
$829K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.84K+ 8.69% |
$43.6K - $45.6K
|
23K
$542K
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
1.7K+ 2.94% |
$40.3K - $42K
|
59.4K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.23KNew |
$29.1K - $30.3K
|
1.23K
$28.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
754New |
$17.9K - $18.6K
|
754
$17.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
515+ 1.86% |
$12.2K - $12.7K
|
28.1K
$662K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
407New |
$9.64K - $10.1K
|
407
$9.57K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
406New |
$9.61K - $10K
|
406
$9.55K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
128+ 0.52% |
$3.03K - $3.16K
|
24.9K
$586K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
125+ 3.05% |
$2.96K - $3.09K
|
4.23K
$99.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
73+ 0.83% |
$1.73K - $1.8K
|
8.83K
$208K
|