Latest Institutional Transactions on Invesco California Amt Free Mu (PWZ)
This table provides information on the latest institutional transactions involving Invesco California Amt Free Mu (PWZ) 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 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-38.4K- 28.5% |
$874K - $924K
|
96.3K
$2.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59.6K- 9.67% |
$1.36M - $1.44M
|
557K
$13.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
463KNew |
$10.5M - $11.1M
|
463K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.1K+ 35.97% |
$231K - $244K
|
38.3K
$928K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.1K+ 158.82% |
$368K - $389K
|
26.3K
$638K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.62K- 6.13% |
$105K - $111K
|
70.8K
$1.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.12KNew |
$185K - $195K
|
8.12K
$197K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-40- 0.84% |
$911 - $963
|
4.71K
$114K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.2K+ 20.11% |
$278K - $294K
|
72.9K
$1.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.62K+ 24.94% |
$219K - $232K
|
48.2K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.5KNew |
$261K - $276K
|
11.5K
$278K
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
23.6K+ 66.97% |
$538K - $568K
|
58.9K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
572K+ 34.29% |
$13M - $13.8M
|
2.24M
$54.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
86.3KNew |
$1.96M - $2.08M
|
86.3K
$2.09M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-489K- 51.32% |
$11.1M - $11.8M
|
464K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-2.93K- 23.65% |
$66.6K - $70.5K
|
9.45K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.46K+ 13.76% |
$56.1K - $59.3K
|
20.4K
$494K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
631+ 3.44% |
$14.4K - $15.2K
|
19K
$461K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
59.3K+ 114.81% |
$1.35M - $1.43M
|
111K
$2.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.4K- 7.52% |
$260K - $275K
|
141K
$3.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
166+ 0.8% |
$3.78K - $4K
|
21K
$510K
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8.82KNew |
$201K - $212K
|
8.82K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
286K+ 40.95% |
$6.52M - $6.89M
|
985K
$23.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.5K+ 89.9% |
$421K - $445K
|
39.1K
$948K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-17.5K- 17.03% |
$398K - $420K
|
85.1K
$2.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.1K+ 8.1% |
$412K - $435K
|
241K
$5.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
164K+ 58.11% |
$3.74M - $3.95M
|
447K
$10.8M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
196New |
$4.46K - $4.72K
|
196
$4.75K
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.44K+ 15.53% |
$78.3K - $82.7K
|
25.6K
$620K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
11.5KNew |
$262K - $277K
|
11.5K
$279K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
12KNew |
$274K - $289K
|
12K
$292K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
393New |
$8.95K - $9.46K
|
393
$9.53K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-158K- 32.33% |
$3.6M - $3.81M
|
331K
$8.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
132KNew |
$3M - $3.17M
|
132K
$3.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.15K- 12.98% |
$71.7K - $75.8K
|
21.1K
$512K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4K- 15.38% |
$91.1K - $96.3K
|
22K
$534K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
820+ 1.73% |
$18.7K - $19.7K
|
48.2K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
136+ 0.54% |
$3.1K - $3.27K
|
25.2K
$611K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.27K+ 1.42% |
$188K - $199K
|
591K
$14.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.5K+ 100.0% |
$34.1K - $36.1K
|
3K
$72.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-6.71K- 17.88% |
$153K - $161K
|
30.8K
$747K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-16.8K- 19.4% |
$382K - $404K
|
69.8K
$1.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-8.4K- 31.75% |
$191K - $202K
|
18.1K
$438K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
513K+ 42.05% |
$11.7M - $12.3M
|
1.73M
$42M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.24K- 6.55% |
$96.4K - $102K
|
60.4K
$1.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
96+ 2.96% |
$2.19K - $2.31K
|
3.34K
$81K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.89% |
$250 - $265
|
1.25K
$30.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-21.1K- 46.21% |
$480K - $507K
|
24.5K
$595K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
21.6K+ 8.22% |
$491K - $519K
|
284K
$6.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
750+ 7.28% |
$17.1K - $18.1K
|
11.1K
$268K
|
|