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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
BUY
|
- |
19.3KNew |
$458K - $498K
|
19.3K
$479K
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
14.9KNew |
$355K - $386K
|
14.9K
$371K
|
|
| Q1 2022 | |||||||
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
3.53K+ 18.28% |
$90.8K - $98.5K
|
22.8K
$568K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.43KNew |
$36.8K - $39.9K
|
1.43K
$35.6K
|
|
| Q3 2021 | |||||||
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
17.8KNew |
$494K - $504K
|
17.8K
$443K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
567New |
$15.7K - $16.1K
|
567
$14.1K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
180+ 14.4% |
$5K - $5.1K
|
1.43K
$35.6K
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6New |
$166 - $170
|
6
$149
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.4KNew |
$93.3K - $96.2K
|
3.4K
$84.6K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
8.04KNew |
$219K - $226K
|
8.04K
$200K
|
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
543+ 10.86% |
$14.8K - $15.3K
|
5.54K
$138K
|
|
| Q4 2018 | |||||||
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
740+ 56.92% |
$18.5K - $19.1K
|
2.04K
$50.8K
|
|
|
Feb 14, 2019
Q4 2018
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
301New |
$7.54K - $7.77K
|
301
$7.49K
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
De Dora Capital, Inc.
|
BUY
|
- |
11KNew |
$280K - $286K
|
11K
$274K
|
|