Purchases and Sales Made in Q4 2023 in Invesco Vrdo Tax Free ETF (PVI)
This table provides information about the institutional ownership of Invesco Vrdo Tax Free ETF (PVI) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO VRDO TAX-FREE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
178K+ 879.66% |
$4.39M - $4.42M
|
198K
$4.91M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.9K+ 148.46% |
$1.21M - $1.22M
|
81.9K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.5KNew |
$333K - $335K
|
13.5K
$334K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
9.07KNew |
$224K - $226K
|
9.07K
$225K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.95K+ 218.3% |
$72.9K - $73.4K
|
4.3K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.71K+ 8.97% |
$67K - $67.5K
|
32.9K
$817K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
502+ 21.62% |
$12.4K - $12.5K
|
2.82K
$70.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
95+ 0.79% |
$2.35K - $2.37K
|
12K
$299K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
50+ 5.18% |
$1.24K - $1.25K
|
1.02K
$25.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46New |
$1.14K - $1.15K
|
46
$1.14K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-11- 0.13% |
$272 - $274
|
8.52K
$212K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-126- 0.86% |
$3.12K - $3.14K
|
14.6K
$362K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-1.72K- 8.91% |
$42.5K - $42.8K
|
17.6K
$436K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.75K- 12.0% |
$67.9K - $68.4K
|
20.1K
$500K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.11K- 6.55% |
$76.9K - $77.4K
|
44.3K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.52K- 6.32% |
$137K - $137K
|
81.9K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.82K- 42.75% |
$169K - $170K
|
9.13K
$227K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.25K- 18.28% |
$179K - $181K
|
32.4K
$805K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-9.3K- 98.97% |
$230K - $232K
|
97
$2.41K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.8K- 29.32% |
$291K - $293K
|
28.4K
$705K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27.4K- 32.61% |
$678K - $682K
|
56.6K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-60.6K- 44.48% |
$1.5M - $1.51M
|
75.6K
$1.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-83.3K- 66.38% |
$2.06M - $2.07M
|
42.2K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-90.5K- 99.08% |
$2.24M - $2.25M
|
840
$20.9K
|