Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-8.5KClosed |
$202K - $220K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-7.97KClosed |
$190K - $206K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.16KClosed |
$99.1K - $108K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-567Closed |
$13.5K - $14.7K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-128- 1.1% |
$3.05K - $3.31K
|
11.5K
$282K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-34.2KClosed |
$881K - $955K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-8.78KClosed |
$226K - $245K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7.99KClosed |
$206K - $223K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-6.78KClosed |
$174K - $189K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-1.97KClosed |
$50.6K - $54.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-795Closed |
$20.4K - $22.2K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-14.7KClosed |
$404K - $410K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-8.62KClosed |
$238K - $241K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-8.54KClosed |
$235K - $239K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-7.5KClosed |
$207K - $210K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-11.6KClosed |
$322K - $329K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-362Closed |
$10K - $10.3K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.78KClosed |
$241K - $248K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
S.A. Mason LLC
|
SELL
|
- |
-3.25K- 69.89% |
$89.1K - $91.9K
|
1.4K
$34.4K
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.27KClosed |
$34.7K - $35.8K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-883Closed |
$24.2K - $25K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-292Closed |
$8.01K - $8.26K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-188Closed |
$5.16K - $5.32K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-39KClosed |
$1.06M - $1.1M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-23KClosed |
$627K - $645K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 27, 2020
Q3 2020
|
Regis Management CO LLC
|
SELL
|
- |
-29.2K- 22.64% |
$796K - $820K
|
99.8K
$2.45M
|
|
|
Oct 13, 2020
Q3 2020
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-7.78KClosed |
$212K - $219K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
SELL
|
- |
-1KClosed |
$27.3K - $28.1K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 05, 2019
Q3 2019
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.74KClosed |
$208K - $214K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-222Closed |
$5.97K - $6.15K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 07, 2019
Q2 2019
|
Pictet North America Advisors Sa
|
SELL
|
- |
-43.6KClosed |
$1.14M - $1.17M
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-43.6KClosed |
$1.14M - $1.17M
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.7KClosed |
$202K - $207K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 10, 2019
Q1 2019
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-8.76KClosed |
$224K - $231K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-430Closed |
$11K - $11.3K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-11KClosed |
$276K - $284K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.11K- 78.38% |
$52.9K - $54.4K
|
582
$14.3K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.8KClosed |
$96.5K - $98.8K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.62KClosed |
$91.9K - $94.1K
|
0
$0
|
|