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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.92K+ 39.05% |
$168K - $173K
|
24.6K
$613K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.59KNew |
$87K - $89.9K
|
3.59K
$89.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
7New |
$170 - $175
|
7
$174
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9.95KNew |
$247K - $251K
|
9.95K
$248K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.59KNew |
$238K - $242K
|
9.59K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.43KNew |
$209K - $213K
|
8.43K
$210K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.43KNew |
$209K - $213K
|
8.43K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.62K+ 13.05% |
$65K - $66.1K
|
22.7K
$564K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.2KNew |
$29.8K - $30.3K
|
1.2K
$29.8K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
370New |
$9.19K - $9.34K
|
370
$9.21K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
240+ 2.56% |
$5.96K - $6.06K
|
9.63K
$240K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
223+ 1.14% |
$5.54K - $5.63K
|
19.7K
$490K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
447KNew |
$10.1M - $11.2M
|
447K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
243K+ 124.0% |
$5.49M - $6.1M
|
439K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
191KNew |
$4.31M - $4.78M
|
191K
$4.74M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
58.5KNew |
$1.32M - $1.47M
|
58.5K
$1.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
13.5KNew |
$305K - $338K
|
13.5K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.9KNew |
$246K - $273K
|
10.9K
$270K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.73KNew |
$220K - $244K
|
9.73K
$242K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
8.4KNew |
$190K - $211K
|
8.4K
$209K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.11KNew |
$183K - $204K
|
8.11K
$202K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
4.69KNew |
$106K - $118K
|
4.69K
$117K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
900+ 900.0% |
$20.3K - $22.6K
|
1K
$24.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
339New |
$7.66K - $8.51K
|
339
$8.43K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
294New |
$6.65K - $7.38K
|
294
$7.31K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1New |
$22.6 - $25.1
|
1
$24.9
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
26.2KNew |
$613K - $654K
|
26.2K
$653K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
10.6KNew |
$247K - $264K
|
10.6K
$263K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.45KNew |
$127K - $136K
|
5.45K
$136K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
665New |
$15.5K - $16.6K
|
665
$16.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
287New |
$6.7K - $7.15K
|
287
$7.14K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
106New |
$2.48K - $2.64K
|
106
$2.64K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
63+ 0.73% |
$1.47K - $1.57K
|
8.66K
$215K
|
|
| 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
$657K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
8.21KNew |
$197K - $205K
|
8.21K
$204K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
590New |
$14.2K - $14.8K
|
590
$14.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
108+ 0.7% |
$2.6K - $2.7K
|
15.5K
$385K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
14.1KNew |
$321K - $347K
|
14.1K
$351K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.82KNew |
$41.4K - $44.8K
|
1.82K
$45.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
993+ 1.23% |
$22.6K - $24.4K
|
81.6K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
977+ 51.42% |
$22.2K - $24K
|
2.88K
$71.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1New |
$22.7 - $24.6
|
1
$24.9
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
14.7KNew |
$339K - $371K
|
14.7K
$365K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
9.72K+ 5.44% |
$225K - $246K
|
188K
$4.69M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
7.34K+ 84.74% |
$170K - $186K
|
16K
$398K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5.22KNew |
$121K - $132K
|
5.22K
$130K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
61+ 0.79% |
$1.41K - $1.54K
|
7.83K
$195K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
15+ 0.07% |
$347 - $380
|
22.8K
$567K
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
9+ 0.63% |
$208 - $228
|
1.45K
$36K
|
|
| Q2 2022 | |||||||
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
20KNew |
$475K - $516K
|
20K
$496K
|
|