Purchases and Sales Made in Q4 2020 in Invesco California Amt Free Mu (PWZ)
This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ) during Q4 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2021
Q4 2020
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
180KNew |
$4.92M - $5.06M
|
180K
$4.41M
|
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
102K+ 69.23% |
$2.78M - $2.85M
|
248K
$6.07M
|
|
|
Feb 04, 2021
Q4 2020
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
47.8KNew |
$1.31M - $1.34M
|
47.8K
$1.17M
|
|
|
Jan 11, 2021
Q4 2020
|
Brio Consultants, LLC
|
BUY
|
- |
28.2K+ 11.96% |
$770K - $791K
|
264K
$6.45M
|
|
|
Feb 26, 2021
Q4 2020
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
20.3KNew |
$553K - $569K
|
20.3K
$495K
|
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.1K+ 17.84% |
$550K - $566K
|
133K
$3.25M
|
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19KNew |
$519K - $534K
|
19K
$465K
|
|
|
Feb 18, 2021
Q4 2020
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
15.9K+ 1591.2% |
$435K - $447K
|
16.9K
$413K
|
|
|
Feb 10, 2021
Q4 2020
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
14.6KNew |
$399K - $411K
|
14.6K
$358K
|
|
|
Feb 16, 2021
Q4 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
11KNew |
$300K - $309K
|
11K
$269K
|
|
|
Feb 26, 2021
Q4 2020
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
9.78K+ 21.92% |
$267K - $275K
|
54.4K
$1.33M
|
|
|
Feb 16, 2021
Q4 2020
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.78KNew |
$240K - $247K
|
8.78K
$215K
|
|
|
Feb 09, 2021
Q4 2020
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
8.63K+ 8.97% |
$236K - $242K
|
105K
$2.56M
|
|
|
Feb 12, 2021
Q4 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
7.01K+ 5.42% |
$191K - $197K
|
136K
$3.33M
|
|
|
Feb 04, 2021
Q4 2020
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5.25K+ 25.74% |
$143K - $147K
|
25.7K
$627K
|
|
|
Feb 05, 2021
Q4 2020
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.76K+ 47.19% |
$103K - $106K
|
11.7K
$287K
|
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
BUY
|
- |
2.43K+ 159.64% |
$66.2K - $68.1K
|
3.94K
$96.4K
|
|
|
Jan 19, 2021
Q4 2020
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.32K+ 2.18% |
$63.4K - $65.1K
|
109K
$2.66M
|
|
|
Feb 02, 2021
Q4 2020
|
S.A. Mason LLC
|
BUY
|
- |
2.15K+ 86.0% |
$58.7K - $60.4K
|
4.65K
$114K
|
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.39KNew |
$37.9K - $39K
|
1.39K
$34K
|
|
|
Feb 11, 2021
Q4 2020
|
Destination Wealth Management
|
BUY
|
- |
1.19K+ 6.74% |
$32.5K - $33.4K
|
18.8K
$460K
|
|
|
Jan 28, 2021
Q4 2020
|
Gemmer Asset Management LLC
|
BUY
|
- |
883New |
$24.1K - $24.8K
|
883
$21.6K
|
|
|
Feb 04, 2021
Q4 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
620+ 0.56% |
$16.9K - $17.4K
|
111K
$2.72M
|
|
|
Feb 12, 2021
Q4 2020
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
188New |
$5.13K - $5.28K
|
188
$4.6K
|
|
|
Jan 22, 2021
Q4 2020
|
Cypress Wealth Services, LLC
|
BUY
|
- |
107+ 1.34% |
$2.92K - $3K
|
8.09K
$198K
|
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
25+ 0.36% |
$683 - $702
|
6.96K
$170K
|
|
|
Jan 12, 2021
Q4 2020
|
Hbw Advisory Services LLC
|
BUY
|
- |
17+ 0.16% |
$464 - $477
|
10.7K
$261K
|
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
BUY
|
- |
12+ 0.05% |
$328 - $337
|
22.4K
$547K
|
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.28K- 8.42% |
$35K - $36K
|
13.9K
$341K
|
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.76K- 31.06% |
$157K - $162K
|
12.8K
$313K
|
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.2K- 14.41% |
$169K - $174K
|
36.8K
$901K
|
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.08K- 25.1% |
$193K - $199K
|
21.1K
$516K
|
|
|
Feb 12, 2021
Q4 2020
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-15.8K- 94.06% |
$432K - $444K
|
1K
$24.5K
|
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.2K- 12.64% |
$498K - $512K
|
126K
$3.08M
|
|
|
Feb 16, 2021
Q4 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-19K- 53.28% |
$520K - $534K
|
16.7K
$408K
|
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-23KClosed |
$627K - $645K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
SELL
|
- |
-25.9K- 21.66% |
$708K - $728K
|
93.8K
$2.29M
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-31.7K- 59.57% |
$865K - $889K
|
21.5K
$525K
|
|
|
Feb 16, 2021
Q4 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-32.1K- 76.79% |
$876K - $901K
|
9.7K
$237K
|
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-39KClosed |
$1.06M - $1.1M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-106K- 1.98% |
$2.91M - $2.99M
|
5.26M
$129M
|
|
|
Feb 17, 2021
Q4 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-145K- 31.53% |
$3.97M - $4.09M
|
316K
$7.73M
|
|
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-280KClosed |
$7.64M - $7.86M
|
0
$0
|