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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.07K+ 23.15% |
$98.8K - $103K
|
27K
$533K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-17- 31.48% |
$332 - $344
|
37
$732
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
93+ 1.99% |
$1.81K - $1.88K
|
4.77K
$94.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
48.7KNew |
$949K - $985K
|
48.7K
$963K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.36K+ 10.63% |
$163K - $169K
|
87K
$1.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
93+ 0.87% |
$1.81K - $1.88K
|
10.8K
$214K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
41.6KNew |
$810K - $841K
|
41.6K
$823K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-1.52K- 10.68% |
$29.6K - $30.7K
|
12.7K
$251K
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
21.3K+ 17.18% |
$416K - $432K
|
146K
$2.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.5K+ 1.63% |
$906K - $941K
|
2.9M
$57.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-18K- 24.13% |
$351K - $364K
|
56.5K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-181- 16.51% |
$3.53K - $3.66K
|
915
$18.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.49K- 3.9% |
$48.5K - $50.3K
|
61.2K
$1.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-1.58K- 10.05% |
$30.8K - $32K
|
14.1K
$280K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
315+ 0.51% |
$6.14K - $6.38K
|
62.4K
$1.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
406+ 1.5% |
$7.92K - $8.22K
|
27.5K
$545K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-46.1K- 9.81% |
$898K - $932K
|
423K
$8.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
57.3K+ 12.17% |
$1.12M - $1.16M
|
528K
$10.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
5.17K+ 4.93% |
$101K - $105K
|
110K
$2.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-275- 1.06% |
$5.36K - $5.57K
|
25.6K
$506K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.18K+ 6.21% |
$62K - $64.4K
|
54.4K
$1.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-103- 41.2% |
$2.01K - $2.08K
|
147
$2.91K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.74KNew |
$33.9K - $35.2K
|
1.74K
$34.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-690- 3.27% |
$13.5K - $14K
|
20.4K
$404K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.76K- 1.72% |
$151K - $157K
|
444K
$8.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.84K- 3.77% |
$35.9K - $37.3K
|
47.1K
$932K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.92K+ 11170.45% |
$95.8K - $99.5K
|
4.96K
$98.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
18+ 0.58% |
$351 - $364
|
3.13K
$62K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
43.6K+ 33.07% |
$850K - $883K
|
175K
$3.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-533- 1.0% |
$10.4K - $10.8K
|
52.9K
$1.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-100- 0.07% |
$1.95K - $2.02K
|
137K
$2.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3+ 0.01% |
$58.5 - $60.7
|
28.6K
$567K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.15K+ 3.88% |
$41.9K - $43.5K
|
57.5K
$1.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
25.6K+ 840.77% |
$499K - $518K
|
28.7K
$567K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21+ 0.32% |
$410 - $425
|
6.57K
$130K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-71.1K- 94.61% |
$1.39M - $1.44M
|
4.05K
$80.1K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-300K- 14.03% |
$5.05M - $5.86M
|
1.84M
$36.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-250- 9.8% |
$4.21K - $4.89K
|
2.3K
$45.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.67K- 1.75% |
$28.2K - $32.7K
|
94.2K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.51K+ 22.03% |
$59.1K - $68.5K
|
19.4K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-17- 2.08% |
$286 - $332
|
801
$15.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 0.01% |
$16.9 - $19.5
|
7.41K
$147K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
614New |
$10.3K - $12K
|
614
$12.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8- 0.19% |
$135 - $156
|
4.28K
$84.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1New |
$16.9 - $19.5
|
1
$19.8
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.66K- 15.01% |
$112K - $130K
|
37.7K
$747K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-150- 1.27% |
$2.53K - $2.93K
|
11.6K
$230K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
590New |
$9.94K - $11.5K
|
590
$11.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.06K- 24.58% |
$34.6K - $40.2K
|
6.31K
$125K
|
|