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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
66K+ 16.63% |
$1.26M - $1.31M
|
463K
$8.84M
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
3.33K+ 27.37% |
$63.4K - $66.1K
|
15.5K
$296K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
2.96KNew |
$56.4K - $58.8K
|
2.96K
$56.6K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.34KNew |
$25.6K - $26.7K
|
1.34K
$25.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
801New |
$15.3K - $15.9K
|
801
$15.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.56K+ 2.17% |
$86.9K - $90.6K
|
214K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-768- 9.39% |
$14.6K - $15.3K
|
7.42K
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.1K+ 2.37% |
$212K - $221K
|
480K
$9.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-66.8K- 16.7% |
$1.27M - $1.33M
|
333K
$6.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.16K- 0.56% |
$98.2K - $102K
|
919K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-618- 4.25% |
$11.8K - $12.3K
|
13.9K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-25.4K- 32.77% |
$483K - $504K
|
52K
$994K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.56K- 16.37% |
$86.9K - $90.6K
|
23.3K
$445K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
146K+ 7.54% |
$2.78M - $2.9M
|
2.08M
$39.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-69.6K- 4.02% |
$1.33M - $1.38M
|
1.66M
$31.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.2KNew |
$271K - $283K
|
14.2K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
15.9KNew |
$303K - $316K
|
15.9K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-100- 0.48% |
$1.91K - $1.99K
|
20.9K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
106K+ 5.32% |
$2.02M - $2.11M
|
2.1M
$40.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.7K- 22.78% |
$432K - $451K
|
76.9K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15+ 0.32% |
$286 - $298
|
4.69K
$89.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.98KNew |
$56.7K - $59.2K
|
2.98K
$56.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
35+ 35.0% |
$667 - $695
|
135
$2.58K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
12.1KNew |
$231K - $241K
|
12.1K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.53K- 18.09% |
$182K - $189K
|
43.2K
$825K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
261+ 2.11% |
$4.97K - $5.18K
|
12.6K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.95K- 1.87% |
$37.2K - $38.8K
|
102K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.69K+ 2.0% |
$70.3K - $73.3K
|
189K
$3.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
305+ 0.62% |
$5.81K - $6.06K
|
49.1K
$939K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.4K+ 11.21% |
$484K - $504K
|
252K
$4.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
71+ 0.08% |
$1.35K - $1.41K
|
94.2K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.8K- 4.68% |
$34.3K - $35.7K
|
36.6K
$700K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
12.2KNew |
$232K - $242K
|
12.2K
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.21KNew |
$23.1K - $24.1K
|
1.21K
$23.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Boxwood Ventures, Inc.
|
BUY
|
- |
297+ 2.12% |
$5.66K - $5.9K
|
14.3K
$273K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-599- 69.89% |
$11.4K - $11.9K
|
258
$4.93K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.1K+ 2475.56% |
$212K - $221K
|
11.6K
$221K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
174K+ 8.41% |
$3.31M - $3.45M
|
2.24M
$42.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
147K+ 6.39% |
$2.79M - $2.91M
|
2.44M
$46.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-423- 8.99% |
$8.06K - $8.4K
|
4.28K
$81.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-176- 0.31% |
$3.35K - $3.5K
|
56.1K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
435New |
$8.29K - $8.64K
|
435
$8.31K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
295+ 24.48% |
$5.62K - $5.86K
|
1.5K
$28.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
60.5K+ 41.91% |
$1.15M - $1.2M
|
205K
$3.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.1K+ 1.37% |
$250K - $261K
|
974K
$18.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.91K+ 25.05% |
$132K - $137K
|
34.5K
$659K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
48+ 0.7% |
$914 - $953
|
6.88K
$132K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.19K+ 20.65% |
$41.7K - $43.5K
|
12.8K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4.46KNew |
$85K - $88.6K
|
4.46K
$85.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-359- 0.72% |
$6.84K - $7.13K
|
49.2K
$940K
|