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 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
154K+ 6.79% |
$3.77M - $3.89M
|
2.42M
$59.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
17.4K+ 215.87% |
$426K - $439K
|
25.4K
$623K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
16.5K+ 153.93% |
$404K - $416K
|
27.2K
$666K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.3KNew |
$253K - $261K
|
10.3K
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.19K+ 111.88% |
$225K - $232K
|
17.4K
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
8.15KNew |
$200K - $206K
|
8.15K
$200K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.89K+ 32.49% |
$169K - $174K
|
28.1K
$688K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.98K+ 5.71% |
$122K - $126K
|
92.2K
$2.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.99K+ 6.97% |
$97.7K - $101K
|
61.2K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
2.12K+ 9.37% |
$52K - $53.6K
|
24.8K
$607K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
99+ 0.57% |
$2.42K - $2.5K
|
17.5K
$429K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
214K+ 25.61% |
$5.26M - $5.4M
|
1.05M
$25.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
145K+ 55.45% |
$3.58M - $3.67M
|
407K
$9.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
141K+ 13.81% |
$3.48M - $3.57M
|
1.17M
$28.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
113K+ 28.57% |
$2.79M - $2.86M
|
510K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87.4K+ 10.08% |
$2.15M - $2.21M
|
954K
$23.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
32.8KNew |
$808K - $829K
|
32.8K
$804K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
28.1K+ 2.03% |
$693K - $711K
|
1.41M
$34.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.8KNew |
$587K - $602K
|
23.8K
$584K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
21.6KNew |
$532K - $546K
|
21.6K
$529K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
18.9KNew |
$466K - $478K
|
18.9K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.1KNew |
$397K - $407K
|
16.1K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13K+ 1.71% |
$320K - $328K
|
773K
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.3KNew |
$252K - $259K
|
10.3K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.2K+ 3.44% |
$227K - $232K
|
277K
$6.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.4K+ 39.52% |
$207K - $212K
|
29.7K
$726K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
7.59K+ 4.58% |
$187K - $192K
|
173K
$4.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4K+ 22.22% |
$98.5K - $101K
|
22K
$539K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
3.15K+ 1.47% |
$77.6K - $79.5K
|
217K
$5.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.1KNew |
$76.4K - $78.3K
|
3.1K
$75.9K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.54K+ 7.47% |
$37.9K - $38.9K
|
22.1K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.41K+ 1.49% |
$34.7K - $35.5K
|
95.8K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1K+ 60.61% |
$24.6K - $25.3K
|
2.65K
$64.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
823+ 20.36% |
$20.3K - $20.8K
|
4.87K
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
725+ 4.64% |
$17.9K - $18.3K
|
16.3K
$400K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
672+ 0.95% |
$16.6K - $17K
|
71.5K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
635+ 0.58% |
$15.6K - $16K
|
110K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
536+ 1.58% |
$13.2K - $13.5K
|
34.5K
$845K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
532+ 2.2% |
$13.1K - $13.4K
|
24.8K
$606K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
519+ 0.86% |
$12.8K - $13.1K
|
60.7K
$1.49M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
500+ 1.95% |
$12.3K - $12.6K
|
26.1K
$639K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
500+ 2.42% |
$12.3K - $12.6K
|
21.1K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
475+ 1.26% |
$11.7K - $12K
|
38.1K
$933K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
400+ 2.47% |
$9.85K - $10.1K
|
16.6K
$407K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
160+ 1.93% |
$3.94K - $4.04K
|
8.43K
$206K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
132+ 0.19% |
$3.25K - $3.33K
|
69K
$1.69M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17+ 0.58% |
$419 - $429
|
2.94K
$72.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1+ 0.0% |
$24.6 - $25.3
|
27.7K
$678K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
197KNew |
$4.79M - $4.94M
|
197K
$4.83M
|
|