Latest Institutional Purchases of Invesco California Amt Free Mu (PWZ)
This list provides information on the latest institutional transactions involving Invesco California Amt Free Mu (PWZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.46K+ 13.76% |
$56.1K - $59.3K
|
20.4K
$494K
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.85K+ 19.01% |
$42.2K - $44.6K
|
11.6K
$281K
|
|
|
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
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
820+ 1.73% |
$18.7K - $19.7K
|
48.2K
$1.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
750+ 7.28% |
$17.1K - $18.1K
|
11.1K
$268K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
683+ 1.58% |
$15.6K - $16.4K
|
43.9K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
631+ 3.44% |
$14.4K - $15.2K
|
19K
$461K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
393New |
$8.95K - $9.46K
|
393
$9.53K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
206New |
$4.69K - $4.96K
|
206
$5K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
196New |
$4.46K - $4.72K
|
196
$4.75K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
166+ 0.8% |
$3.78K - $4K
|
21K
$510K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
107+ 1.09% |
$2.44K - $2.58K
|
9.96K
$242K
|
|
|
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
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
20KNew |
$454K - $484K
|
20K
$485K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
18.6KNew |
$422K - $450K
|
18.6K
$451K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11.4KNew |
$259K - $276K
|
11.4K
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.2KNew |
$254K - $271K
|
11.2K
$272K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
10.2KNew |
$233K - $248K
|
10.2K
$248K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.73KNew |
$221K - $235K
|
9.73K
$236K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.32K+ 162.03% |
$52.6K - $56K
|
3.75K
$90.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
592New |
$13.4K - $14.3K
|
592
$14.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
26+ 0.29% |
$590 - $629
|
8.86K
$215K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
73.6KNew |
$1.74M - $1.82M
|
73.6K
$1.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
41.7KNew |
$988K - $1.03M
|
41.7K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
34.3KNew |
$811K - $847K
|
34.3K
$831K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
25.1KNew |
$593K - $619K
|
25.1K
$608K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.8KNew |
$279K - $291K
|
11.8K
$286K
|
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.66KNew |
$205K - $214K
|
8.66K
$210K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
8.57KNew |
$203K - $212K
|
8.57K
$208K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
754New |
$17.9K - $18.6K
|
754
$18.3K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
407New |
$9.64K - $10.1K
|
407
$9.87K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
125+ 3.05% |
$2.96K - $3.09K
|
4.23K
$102K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
40New |
$947 - $989
|
40
$970
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$23.7 - $24.7
|
1
$24.3
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.12% |
$23.7 - $24.7
|
838
$20.3K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
21.8KNew |
$535K - $551K
|
21.8K
$530K
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
16.4KNew |
$402K - $414K
|
16.4K
$398K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.3KNew |
$253K - $261K
|
10.3K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
10.1KNew |
$247K - $255K
|
10.1K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
10KNew |
$245K - $253K
|
10K
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
8.15KNew |
$200K - $206K
|
8.15K
$198K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3KNew |
$73.5K - $75.8K
|
3K
$72.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.03K+ 31.83% |
$49.6K - $51.2K
|
8.4K
$204K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
16New |
$392 - $404
|
16
$388
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.8KNew |
$587K - $602K
|
23.8K
$579K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.1KNew |
$397K - $407K
|
16.1K
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1K+ 60.61% |
$24.6K - $25.3K
|
2.65K
$64.3K
|
|
|
Oct 06, 2025
Q3 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
258+ 1.13% |
$6.35K - $6.51K
|
23.2K
$562K
|
|