Purchases and Sales Made in Q3 2023 in Invesco California Amt Free Mu (PWZ)
This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ) during Q3 2023. 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 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
4.65M+ 51.44% |
$109M - $116M
|
13.7M
$335M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
691K+ 3577.87% |
$16.1M - $17.2M
|
710K
$17.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
540K+ 20304.51% |
$12.6M - $13.4M
|
542K
$13.3M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
521K+ 80.11% |
$12.2M - $13M
|
1.17M
$28.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
199K+ 35.31% |
$4.66M - $4.97M
|
764K
$18.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
196KNew |
$4.58M - $4.88M
|
196K
$4.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
181K+ 1047.11% |
$4.23M - $4.51M
|
198K
$4.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
97.9K+ 179.34% |
$2.29M - $2.44M
|
153K
$3.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
74.9K+ 83.85% |
$1.75M - $1.87M
|
164K
$4.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70.5K+ 31.57% |
$1.65M - $1.76M
|
294K
$7.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
59.8K+ 78.94% |
$1.4M - $1.49M
|
135K
$3.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50.5K+ 82.0% |
$1.18M - $1.26M
|
112K
$2.75M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.1KNew |
$702K - $750K
|
30.1K
$737K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
28.8KNew |
$672K - $717K
|
28.8K
$706K
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
26.4KNew |
$618K - $659K
|
26.4K
$648K
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
26.2KNew |
$613K - $654K
|
26.2K
$643K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.7KNew |
$554K - $592K
|
23.7K
$582K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23.7K+ 225.59% |
$554K - $591K
|
34.2K
$839K
|
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
21.2K+ 9.56% |
$494K - $527K
|
243K
$5.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.9KNew |
$279K - $298K
|
11.9K
$293K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
11.3K+ 14.54% |
$263K - $281K
|
88.8K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
10.6KNew |
$247K - $264K
|
10.6K
$259K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.3KNew |
$240K - $257K
|
10.3K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.03K+ 3.52% |
$211K - $225K
|
266K
$6.52M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
5.71KNew |
$133K - $142K
|
5.71K
$140K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.55K+ 62.58% |
$130K - $138K
|
14.4K
$354K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.45KNew |
$127K - $136K
|
5.45K
$134K
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
4.08K+ 2.78% |
$95.2K - $102K
|
151K
$3.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.95K+ 19.68% |
$92.3K - $98.5K
|
24K
$589K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.71K+ 1.95% |
$86.6K - $92.4K
|
194K
$4.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.12K+ 6.99% |
$72.7K - $77.6K
|
47.7K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.4K+ 3.53% |
$56.1K - $59.9K
|
70.6K
$1.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.16K+ 11.46% |
$50.5K - $53.9K
|
21.1K
$516K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.93K+ 9.46% |
$45K - $48K
|
22.3K
$547K
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1K+ 6.25% |
$23.4K - $24.9K
|
17K
$417K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
771+ 5.79% |
$18K - $19.2K
|
14.1K
$345K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
665New |
$15.5K - $16.6K
|
665
$16.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
477+ 0.74% |
$11.1K - $11.9K
|
65K
$1.59M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
287New |
$6.7K - $7.15K
|
287
$7.03K
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
287+ 0.74% |
$6.7K - $7.15K
|
39.2K
$960K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
126+ 0.73% |
$2.94K - $3.14K
|
17.3K
$425K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
106New |
$2.48K - $2.64K
|
106
$2.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
63+ 0.73% |
$1.47K - $1.57K
|
8.66K
$212K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
32+ 0.33% |
$747 - $797
|
9.63K
$236K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17+ 0.14% |
$397 - $424
|
12.1K
$297K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-104- 0.69% |
$2.43K - $2.59K
|
14.9K
$366K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-391- 1.48% |
$9.13K - $9.74K
|
26K
$637K
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.04K- 14.79% |
$24.3K - $25.9K
|
6K
$147K
|