Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PBP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBP) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
307K+ 69.8% |
$6.36M - $6.69M
|
746K
$17.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
216K+ 40.77% |
$4.48M - $4.71M
|
746K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
35.1KNew |
$729K - $767K
|
35.1K
$837K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22.6K+ 51.52% |
$468K - $493K
|
66.4K
$1.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
20.2K+ 10.23% |
$419K - $441K
|
218K
$5.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.8KNew |
$306K - $322K
|
14.8K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$225K - $236K
|
10.8K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.5KNew |
$218K - $230K
|
10.5K
$251K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
6KNew |
$124K - $131K
|
6K
$143K
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
2.62K+ 2.35% |
$54.3K - $57.2K
|
114K
$2.72M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.54KNew |
$32K - $33.7K
|
1.54K
$36.8K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
475+ 48.62% |
$9.85K - $10.4K
|
1.45K
$34.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
345+ 13.65% |
$7.16K - $7.53K
|
2.87K
$68.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
330+ 2.53% |
$6.84K - $7.2K
|
13.4K
$318K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
228+ 18.63% |
$4.73K - $4.98K
|
1.45K
$34.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31+ 0.09% |
$643 - $677
|
35.8K
$852K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
24+ 0.01% |
$498 - $524
|
166K
$3.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5- 0.03% |
$104 - $109
|
14.4K
$343K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-32- 0.19% |
$664 - $699
|
17.2K
$410K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-67- 0.1% |
$1.39K - $1.46K
|
65K
$1.55M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-72- 2.58% |
$1.49K - $1.57K
|
2.72K
$64.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-100- 12.39% |
$2.07K - $2.18K
|
707
$16.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-469- 2.77% |
$9.73K - $10.2K
|
16.5K
$392K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-660- 2.59% |
$13.7K - $14.4K
|
24.8K
$590K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-728- 2.22% |
$15.1K - $15.9K
|
32K
$763K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.61K- 11.33% |
$33.4K - $35.1K
|
12.6K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.72K- 9.32% |
$35.6K - $37.5K
|
16.7K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.07K- 5.76% |
$42.9K - $45.2K
|
33.9K
$807K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.26K- 2.25% |
$46.8K - $49.3K
|
98.2K
$2.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.9K- 23.3% |
$102K - $107K
|
16.1K
$384K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.11K- 5.89% |
$106K - $111K
|
81.6K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.58K- 16.67% |
$157K - $166K
|
37.9K
$903K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-40.7K- 40.2% |
$845K - $889K
|
60.6K
$1.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-45K- 43.87% |
$932K - $981K
|
57.5K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-83.1K- 86.78% |
$1.72M - $1.81M
|
12.7K
$301K
|