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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.41K+ 33.36% |
$57.8K - $58.7K
|
9.64K
$234K
|
|
| Q3 2025 | |||||||
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.7M+ 265.55% |
$313M - $331M
|
18.9M
$459M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
572K+ 34.29% |
$13M - $13.8M
|
2.24M
$54.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
513K+ 42.05% |
$11.7M - $12.3M
|
1.73M
$42M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
463KNew |
$10.5M - $11.1M
|
463K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
286K+ 40.95% |
$6.52M - $6.89M
|
985K
$23.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
164K+ 58.11% |
$3.74M - $3.95M
|
447K
$10.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
132KNew |
$3M - $3.17M
|
132K
$3.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
99.3K+ 395.97% |
$2.26M - $2.39M
|
124K
$3.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
86.3KNew |
$1.96M - $2.08M
|
86.3K
$2.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
59.3K+ 114.81% |
$1.35M - $1.43M
|
111K
$2.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
47.9K+ 276.71% |
$1.09M - $1.15M
|
65.2K
$1.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.8KNew |
$951K - $1.01M
|
41.8K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
36.8K+ 90.1% |
$837K - $885K
|
77.6K
$1.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
23.6K+ 66.97% |
$538K - $568K
|
58.9K
$1.43M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
21.6K+ 8.22% |
$491K - $519K
|
284K
$6.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.5K+ 89.9% |
$421K - $445K
|
39.1K
$948K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.1K+ 8.1% |
$412K - $435K
|
241K
$5.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
17.4KNew |
$395K - $418K
|
17.4K
$421K
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
17K+ 92.85% |
$387K - $409K
|
35.3K
$857K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.1K+ 158.82% |
$368K - $389K
|
26.3K
$638K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.6K+ 19.94% |
$287K - $303K
|
75.8K
$1.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.2K+ 20.11% |
$278K - $294K
|
72.9K
$1.77M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
12KNew |
$274K - $289K
|
12K
$292K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
11.5KNew |
$262K - $277K
|
11.5K
$279K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.5KNew |
$261K - $276K
|
11.5K
$278K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.4KNew |
$237K - $250K
|
10.4K
$252K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.1K+ 35.97% |
$231K - $244K
|
38.3K
$928K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.62K+ 24.94% |
$219K - $232K
|
48.2K
$1.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.9KNew |
$203K - $214K
|
8.9K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8.82KNew |
$201K - $212K
|
8.82K
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.27K+ 1.42% |
$188K - $199K
|
591K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.12KNew |
$185K - $195K
|
8.12K
$197K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.98K+ 18.85% |
$182K - $192K
|
50.3K
$1.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.27KNew |
$166K - $175K
|
7.27K
$176K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.18K+ 40.63% |
$163K - $173K
|
24.8K
$603K
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
6.59K+ 10.55% |
$150K - $159K
|
69K
$1.67M
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.44K+ 15.53% |
$78.3K - $82.7K
|
25.6K
$620K
|
|
|
Oct 07, 2025
Q3 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.93K+ 7.44% |
$66.8K - $70.6K
|
42.3K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.6K+ 8.86% |
$59.2K - $62.6K
|
31.9K
$775K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.46K+ 13.76% |
$56.1K - $59.3K
|
20.4K
$494K
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.85K+ 19.01% |
$42.2K - $44.6K
|
11.6K
$281K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.5K+ 100.0% |
$34.1K - $36.1K
|
3K
$72.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.35K+ 2.15% |
$30.8K - $32.5K
|
64.2K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
820+ 1.73% |
$18.7K - $19.7K
|
48.2K
$1.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
750+ 7.28% |
$17.1K - $18.1K
|
11.1K
$268K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
683+ 1.58% |
$15.6K - $16.4K
|
43.9K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
631+ 3.44% |
$14.4K - $15.2K
|
19K
$461K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
393New |
$8.95K - $9.46K
|
393
$9.53K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
206New |
$4.69K - $4.96K
|
206
$5K
|
|