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 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.52K- 10.28% |
$35.5K - $37.9K
|
13.3K
$327K
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.55K- 2.6% |
$36.2K - $38.6K
|
58K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.95K- 18.14% |
$45.5K - $48.6K
|
8.8K
$217K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-2.86K- 24.26% |
$66.8K - $71.2K
|
8.93K
$220K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6.21K- 57.18% |
$145K - $155K
|
4.65K
$115K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.47K- 78.88% |
$174K - $186K
|
2K
$49.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.33K- 33.56% |
$194K - $207K
|
16.5K
$407K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-10.7K- 14.49% |
$249K - $265K
|
62.9K
$1.55M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.7K- 2.95% |
$343K - $366K
|
484K
$11.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-16.3K- 9.92% |
$380K - $406K
|
148K
$3.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-22.9K- 22.75% |
$535K - $571K
|
77.9K
$1.92M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-91.8K- 45.33% |
$2.14M - $2.29M
|
111K
$2.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-214K- 39.3% |
$4.99M - $5.32M
|
330K
$8.14M
|