Stifel Financial Corp Invesco Exchange Traded Fd Tr Transaction History

Stifel Financial Corp

$93.2 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$77.36 - $89.78 $88,113 - $102,259	-1,139 Reduced 18.8%	4,921 $386,000
Q2 2023 Aug 14, 2023	BUY	$76.44 - $85.74 $85,918 - $96,371	1,124 Added 22.77%	6,060 $519,000
Q1 2023 May 12, 2023	SELL	$78.66 - $92.96 $4,326 - $5,112	-55 Reduced 1.1%	4,936 $419,000
Q4 2022 Feb 13, 2023	SELL	$72.37 - $86.64 $40,454 - $48,431	-559 Reduced 10.07%	4,991 $394,000
Q3 2022 Nov 14, 2022	SELL	$69.0 - $87.76 $14,145 - $17,990	-205 Reduced 3.56%	5,550 $387,000
Q2 2022 Aug 15, 2022	SELL	$71.91 - $103.73 $72,053 - $103,937	-1,002 Reduced 14.83%	5,755 $415,000
Q1 2022 May 13, 2022	BUY	$83.84 - $100.85 $43,345 - $52,139	517 Added 8.29%	6,757 $668,000
Q4 2021 Feb 14, 2022	SELL	$85.2 - $96.56 $2.09 Million - $2.37 Million	-24,505 Reduced 79.7%	6,240 $591,000
Q3 2021 Nov 15, 2021	SELL	$80.03 - $93.64 $373,179 - $436,643	-4,663 Reduced 13.17%	30,745 $2.61 Million
Q2 2021 Aug 13, 2021	BUY	$81.02 - $95.07 $2.87 Million - $3.37 Million	35,408 New	35,408 $3.12 Million

Others Institutions Holding PYZ

# of Institutions

36

Shares Held

178K

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

42.4K
Shares

$3.75 Million
0.0% of portfolio
Morgan Stanley New York, NY

21.4K
Shares

$1.89 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

14K
Shares

$1.23 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

10.4K
Shares

$919,203
0.0% of portfolio
Concentric Wealth Management, LLC Lafayette, CA

10.3K
Shares

$909,490
0.21% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PYZ
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