Purchases and Sales Made in Q3 2021 in Invesco California Amt Free Mu (PWZ)

PWZ Quotes by TradingView

This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ) during Q3 2021. The information is specifically focused on institutions that hold shares of INVESCO CALIFORNIA AMT-FREE MU.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
447K
New
$12.4M - $12.7M
447K $11.1M
Nov 16, 2021 Q3 2021
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
299K
+ 5.59%
$8.29M - $8.47M
5.64M $140M
Nov 15, 2021 Q3 2021
Gerber Kawasaki Wealth & Investment Management

BUY
 -
252K
New
$6.99M - $7.14M
252K $6.27M
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
68.1K
New
$1.89M - $1.93M
68.1K $1.69M
Oct 21, 2021 Q3 2021
First American Trust, Fsb

BUY
 -
66.8K
+ 146.7%
$1.85M - $1.89M
112K $2.79M
Nov 01, 2021 Q3 2021
Miracle Mile Advisors, LLC

BUY
 -
63.9K
+ 27.93%
$1.77M - $1.81M
293K $7.28M
Oct 29, 2021 Q3 2021
Brio Consultants, LLC

BUY
 -
50.2K
+ 12.98%
$1.39M - $1.42M
437K $10.9M
Oct 26, 2021 Q3 2021
Alpha Cubed Investments, LLC

BUY
 -
17.8K
New
$494K - $504K
17.8K $443K
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
15.1K
+ 7.57%
$420K - $429K
215K $5.35M
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
14.3K
+ 3.31%
$397K - $405K
446K $11.1M
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
11.2K
New
$312K - $319K
11.2K $280K
Nov 08, 2021 Q3 2021
Keybank National Association

BUY
 -
10.5K
+ 17.92%
$291K - $297K
69K $1.72M
Oct 22, 2021 Q3 2021
Global Retirement Partners, LLC

BUY
 -
10.4K
+ 152.56%
$288K - $294K
17.2K $428K
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
10.2K
+ 100.0%
$284K - $290K
20.5K $509K
Oct 14, 2021 Q3 2021
Simpli Fi, Inc.

BUY
 -
9.8K
New
$272K - $278K
9.8K $244K
Nov 15, 2021 Q3 2021
D.A. Davidson & Co.

BUY
 -
9.42K
New
$261K - $267K
9.42K $234K
Oct 22, 2021 Q3 2021
Wooster Corthell Wealth Management, Inc.

BUY
 -
8.54K
New
$237K - $242K
8.54K $213K
Nov 15, 2021 Q3 2021
Flow Traders U.S. LLC

New York, NY
BUY
 -
8.18K
+ 68.02%
$227K - $232K
20.2K $503K
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

BUY
 -
7.86K
New
$218K - $223K
7.86K $195K
Nov 12, 2021 Q3 2021
Apriem Advisors

Irvine, CA
BUY
 -
3.8K
+ 14.1%
$105K - $108K
30.8K $765K
Nov 01, 2021 Q3 2021
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
3.24K
+ 43.27%
$89.9K - $91.9K
10.7K $267K
Nov 15, 2021 Q3 2021
Steel Peak Wealth Management LLC

BUY
 -
3.01K
+ 2.66%
$83.4K - $85.2K
116K $2.89M
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
2.3K
New
$63.8K - $65.2K
2.3K $57.2K
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
1.44K
+ 5.38%
$39.9K - $40.8K
28.2K $701K
Nov 12, 2021 Q3 2021
Summit Wealth & Retirement Planning, Inc.

BUY
 -
1.36K
+ 1.32%
$37.6K - $38.4K
104K $2.59M
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.16K
+ 12.62%
$32.2K - $32.9K
10.4K $258K
Oct 08, 2021 Q3 2021
Focus Wealth Advisors, LLC

BUY
 -
420
+ 2.27%
$11.7K - $11.9K
18.9K $471K
Nov 05, 2021 Q3 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
237
+ 11.85%
$6.58K - $6.72K
2.24K $55.7K
Oct 15, 2021 Q3 2021
Bartlett & Co. LLC

BUY
 -
180
+ 14.4%
$5K - $5.1K
1.43K $35.6K
Feb 13, 2024 Q3 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
180
+ 14.4%
$5K - $5.1K
1.43K $35.6K
Nov 05, 2021 Q3 2021
Lincoln National Corp

BUY
 -
145
+ 0.6%
$4.02K - $4.11K
24.2K $603K
Nov 15, 2021 Q3 2021
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
118
+ 1.56%
$3.27K - $3.35K
7.67K $191K
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
57
+ 0.37%
$1.58K - $1.62K
15.5K $384K
Oct 13, 2021 Q3 2021
Cypress Wealth Services, LLC

BUY
 -
46
+ 0.56%
$1.28K - $1.3K
8.23K $205K
Oct 20, 2021 Q3 2021
Johnson Bixby & Associates, LLC

BUY
 -
28
+ 0.19%
$777 - $794
14.9K $370K
Nov 10, 2021 Q3 2021
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
8
+ 0.57%
$222 - $227
1.41K $35.2K
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
BUY
 -
2
+ 0.01%
$55.5 - $56.7
15.8K $394K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 08, 2021 Q3 2021
Plante Moran Financial Advisors, LLC

SELL
 -
0
Closed
$0 - $0
0 $0
Oct 08, 2021 Q3 2021
Hbw Advisory Services LLC

SELL
 -
-43
- 0.54%
$1.19K - $1.22K
7.96K $198K
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-361
- 2.45%
$10K - $10.2K
14.4K $358K
Oct 08, 2021 Q3 2021
Creative Financial Designs Inc

SELL
 -
-362
Closed
$10K - $10.3K
0 $0
Nov 15, 2021 Q3 2021
Running Point Capital Advisors, LLC

SELL
 -
-700
- 1.52%
$19.4K - $19.8K
45.5K $1.13M
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-1.03K
- 4.62%
$28.7K - $29.3K
21.3K $531K
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-1.16K
- 2.89%
$32.2K - $32.9K
39K $971K
Nov 16, 2021 Q3 2021
Intellectus Partners, LLC

San Francisco, CA
SELL
 -
-2.43K
- 14.22%
$67.4K - $68.8K
14.7K $364K
Nov 15, 2021 Q3 2021
Eagle Global Advisors LLC

Houston, TX
SELL
 -
-2.5K
- 25.0%
$69.4K - $70.9K
7.5K $187K
Nov 10, 2021 Q3 2021
Us Bancorp \De\

SELL
 -
-2.94K
Closed
$81.7K - $83.5K
0 $0
Nov 05, 2021 Q3 2021
Bradley & Co. Private Wealth Management, LLC

SELL
 -
-3.32K
Closed
$92K - $94K
0 $0

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