Purchases and Sales Made in Q4 2023 in Invesco California Amt Free Mu (PWZ)
This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-797- 17.15% |
$18K - $20K
|
3.85K
$94.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.29K- 5.35% |
$29.1K - $32.3K
|
22.7K
$558K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.37K- 6.15% |
$31K - $34.4K
|
20.9K
$513K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.5K- 20.53% |
$33.9K - $37.6K
|
5.81K
$142K
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 7.11% |
$34.1K - $37.9K
|
19.7K
$483K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.64K- 28.7% |
$37.1K - $41.1K
|
4.07K
$99.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.49K- 3.53% |
$56.3K - $62.4K
|
68.1K
$1.67M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 9.75% |
$58.3K - $64.7K
|
23.9K
$585K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.45K- 16.41% |
$78.1K - $86.7K
|
17.6K
$431K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-4.75K- 12.13% |
$107K - $119K
|
34.4K
$844K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
SELL
|
- |
-7.14K- 4.73% |
$162K - $179K
|
144K
$3.53M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.68K- 25.51% |
$174K - $193K
|
22.4K
$549K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.7K- 45.15% |
$242K - $269K
|
13K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.7K- 43.06% |
$333K - $370K
|
19.5K
$478K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.3K- 36.0% |
$912K - $1.01M
|
71.7K
$1.76M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-46.9K- 28.57% |
$1.06M - $1.18M
|
117K
$2.88M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-58.2K- 43.0% |
$1.32M - $1.46M
|
77.2K
$1.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-61.2K- 41.37% |
$1.38M - $1.54M
|
86.7K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-72.6K- 15.01% |
$1.64M - $1.82M
|
411K
$10.1M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-80.6K- 17.28% |
$1.82M - $2.02M
|
386K
$9.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-156K- 28.85% |
$3.54M - $3.93M
|
386K
$9.46M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-202K- 32.97% |
$4.57M - $5.08M
|
411K
$10.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-227K- 93.45% |
$5.13M - $5.69M
|
15.9K
$390K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-3.86M- 28.24% |
$87.4M - $96.9M
|
9.82M
$241M
|