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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
823+ 20.36% |
$20.3K - $20.8K
|
4.87K
$119K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
536+ 1.58% |
$13.2K - $13.5K
|
34.5K
$844K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.8KNew |
$587K - $602K
|
23.8K
$583K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
7.59K+ 4.58% |
$187K - $192K
|
173K
$4.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1K+ 60.61% |
$24.6K - $25.3K
|
2.65K
$64.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
113K+ 28.57% |
$2.79M - $2.86M
|
510K
$12.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
132+ 0.19% |
$3.25K - $3.33K
|
69K
$1.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
214K+ 25.61% |
$5.26M - $5.4M
|
1.05M
$25.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.66K- 6.84% |
$189K - $193K
|
104K
$2.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2K- 17.09% |
$49.3K - $50.5K
|
9.7K
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4- 0.02% |
$98.5 - $101
|
21.2K
$519K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
635+ 0.58% |
$15.6K - $16K
|
110K
$2.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.4K+ 39.52% |
$207K - $212K
|
29.7K
$725K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
532+ 2.2% |
$13.1K - $13.4K
|
24.8K
$605K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.1KNew |
$76.4K - $78.3K
|
3.1K
$75.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1+ 0.0% |
$24.6 - $25.3
|
27.7K
$677K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
3.15K+ 1.47% |
$77.6K - $79.5K
|
217K
$5.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4K+ 22.22% |
$98.5K - $101K
|
22K
$538K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.3K- 34.37% |
$353K - $362K
|
27.3K
$669K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-203- 1.33% |
$5K - $5.13K
|
15.1K
$369K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
160+ 1.93% |
$3.94K - $4.04K
|
8.43K
$206K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
21.6KNew |
$532K - $546K
|
21.6K
$528K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-11.8K- 54.74% |
$292K - $299K
|
9.79K
$239K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
500+ 2.42% |
$12.3K - $12.6K
|
21.1K
$516K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17+ 0.58% |
$419 - $429
|
2.94K
$72K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.78K- 22.74% |
$164K - $170K
|
23K
$563K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.92K+ 39.05% |
$168K - $173K
|
24.6K
$602K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.2K- 59.66% |
$320K - $331K
|
8.92K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
7New |
$170 - $175
|
7
$171
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.59KNew |
$87K - $89.9K
|
3.59K
$87.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-313- 27.24% |
$7.59K - $7.84K
|
836
$20.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
73.2KNew |
$1.78M - $1.83M
|
73.2K
$1.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.1KNew |
$197K - $203K
|
8.1K
$198K
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-249- 2.44% |
$6.04K - $6.24K
|
9.98K
$244K
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
197KNew |
$4.79M - $4.94M
|
197K
$4.82M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.7K- 5.29% |
$89.8K - $92.8K
|
66.3K
$1.62M
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
240+ 2.56% |
$5.96K - $6.06K
|
9.63K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.43KNew |
$209K - $213K
|
8.43K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.2KNew |
$29.8K - $30.3K
|
1.2K
$29.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.62K+ 13.05% |
$65K - $66.1K
|
22.7K
$554K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
223+ 1.14% |
$5.54K - $5.63K
|
19.7K
$482K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-314K- 3.19% |
$7.79M - $7.91M
|
9.5M
$232M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.75K- 64.6% |
$93.1K - $94.7K
|
2.06K
$50.2K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-19.4K- 67.3% |
$481K - $489K
|
9.41K
$230K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.36K- 5.07% |
$33.7K - $34.2K
|
25.4K
$621K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.43KNew |
$209K - $213K
|
8.43K
$206K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.59KNew |
$238K - $242K
|
9.59K
$235K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9.95KNew |
$247K - $251K
|
9.95K
$243K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
370New |
$9.19K - $9.34K
|
370
$9.05K
|
|