Purchases and Sales Made in Q3 2023 in Invesco S&P 500 Value With Mom (SPVM)
This table provides information about the institutional ownership of Invesco S&P 500 Value With Mom (SPVM) during Q3 2023. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 VALUE WITH MOM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.9KNew |
$562K - $595K
|
11.9K
$688K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.51KNew |
$308K - $326K
|
6.51K
$377K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.81K+ 65.61% |
$85.9K - $90.8K
|
4.58K
$265K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
523+ 4.47% |
$24.8K - $26.2K
|
12.2K
$708K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.75% |
$94.7 - $100
|
267
$15.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$47.4 - $50.1
|
1
$57.9
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-703- 1.34% |
$33.3K - $35.2K
|
51.9K
$3.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.23K- 16.3% |
$58.4K - $61.8K
|
6.34K
$367K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.61K- 76.1% |
$76.3K - $80.7K
|
506
$29.3K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.92K- 16.31% |
$90.8K - $96K
|
9.83K
$569K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.49K- 37.36% |
$118K - $125K
|
4.17K
$242K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-2.85K- 75.0% |
$135K - $143K
|
950
$55K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-3.4K- 4.66% |
$161K - $170K
|
69.5K
$4.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.38K- 7.0% |
$207K - $219K
|
58.1K
$3.37M
|