Latest Institutional Transactions on Invesco Cef Income Composite E (PCEF)
This table provides information on the latest institutional transactions involving Invesco Cef Income Composite E (PCEF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
CALL |
2New |
$36.5 - $39.4
|
2
$38.7
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.77K- 6.28% |
$68.8K - $74.3K
|
56.2K
$1.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
43.1K+ 30.41% |
$786K - $850K
|
185K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
186+ 0.38% |
$3.39K - $3.67K
|
48.8K
$946K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.02K- 2.0% |
$73.2K - $79.1K
|
197K
$3.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.03K+ 5.24% |
$37.1K - $40.1K
|
40.8K
$791K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10KNew |
$182K - $197K
|
10K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.5K+ 34.06% |
$483K - $522K
|
104K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-18.9K- 4.51% |
$344K - $372K
|
400K
$7.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-700- 4.59% |
$12.8K - $13.8K
|
14.6K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.15K- 9.74% |
$75.7K - $81.8K
|
38.4K
$745K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-70.3K- 3.9% |
$1.28M - $1.39M
|
1.73M
$33.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
216K+ 12.57% |
$3.94M - $4.26M
|
1.94M
$37.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49.5KNew |
$903K - $976K
|
49.5K
$959K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.03K- 9.8% |
$55.2K - $59.6K
|
27.8K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Boxwood Ventures, Inc.
|
BUY
|
- |
303+ 2.21% |
$5.53K - $5.97K
|
14K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.06K- 8.95% |
$37.6K - $40.7K
|
21K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.2K+ 0.87% |
$314K - $340K
|
2M
$38.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-41.9K- 4.33% |
$764K - $825K
|
925K
$17.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-28.3K- 22.53% |
$516K - $558K
|
97.4K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.9KNew |
$272K - $294K
|
14.9K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.72K- 8.97% |
$49.6K - $53.6K
|
27.6K
$534K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.12K- 0.3% |
$112K - $121K
|
2.07M
$40M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.5K- 7.22% |
$247K - $267K
|
174K
$3.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.44K- 5.46% |
$99.2K - $107K
|
94.2K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.5K+ 10.51% |
$393K - $424K
|
226K
$4.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.8K+ 2.36% |
$197K - $213K
|
469K
$9.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.84K- 26.49% |
$143K - $155K
|
21.8K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
132+ 2.91% |
$2.41K - $2.6K
|
4.67K
$90.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
472+ 4.64% |
$8.61K - $9.3K
|
10.6K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-713- 37.17% |
$13K - $14.1K
|
1.21K
$23.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
144KNew |
$2.63M - $2.84M
|
144K
$2.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
504+ 3.23% |
$9.19K - $9.93K
|
16.1K
$312K
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-36.3K- 31.9% |
$661K - $715K
|
77.4K
$1.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
15.1KNew |
$275K - $298K
|
15.1K
$292K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
449+ 44900.0% |
$8.19K - $8.85K
|
450
$8.72K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-847- 2.93% |
$15.4K - $16.7K
|
28.1K
$544K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17+ 0.21% |
$310 - $335
|
8.18K
$159K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.2K+ 83.22% |
$368K - $397K
|
44.4K
$859K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.71KNew |
$85.9K - $92.8K
|
4.71K
$91.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-201K- 17.27% |
$3.66M - $3.96M
|
961K
$18.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
30.3K+ 157.88% |
$553K - $598K
|
49.6K
$960K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-530- 4.11% |
$9.67K - $10.4K
|
12.4K
$239K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.25K- 6.54% |
$22.7K - $24.6K
|
17.8K
$345K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
360K+ 18.6% |
$6.56M - $7.09M
|
2.29M
$44.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.82K+ 32.66% |
$179K - $194K
|
39.9K
$773K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.3K- 21.56% |
$188K - $203K
|
37.5K
$726K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.29KNew |
$23.6K - $25.5K
|
1.29K
$25.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
50+ 0.74% |
$912 - $986
|
6.84K
$132K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.8K+ 2.92% |
$32.9K - $35.5K
|
63.4K
$1.23M
|