Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (CVY)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (CVY) stock that were buys. 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 purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.7K+ 33.06% |
$755K - $813K
|
124K
$3.09M
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
7.67KNew |
$188K - $203K
|
7.67K
$192K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.66K+ 4.91% |
$65.2K - $70.3K
|
56.8K
$1.42M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.25K+ 8.28% |
$30.7K - $33K
|
16.3K
$409K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.18K+ 1.72% |
$29.1K - $31.3K
|
69.8K
$1.75M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.14K+ 7.73% |
$28K - $30.1K
|
15.9K
$397K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
820+ 4.36% |
$20.1K - $21.7K
|
19.6K
$491K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
817+ 4.93% |
$20.1K - $21.6K
|
17.4K
$435K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
246New |
$6.04K - $6.51K
|
246
$6.15K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
29+ 0.93% |
$713 - $767
|
3.16K
$78.9K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.99% |
$98.3 - $106
|
410
$10.3K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.3KNew |
$276K - $292K
|
11.3K
$282K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.37KNew |
$33.6K - $35.6K
|
1.37K
$34.3K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
683New |
$16.7K - $17.7K
|
683
$17.1K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
600New |
$14.7K - $15.6K
|
600
$15K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42New |
$1.03K - $1.09K
|
42
$1.05K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
10New |
$245 - $259
|
10
$250
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
79.8KNew |
$1.68M - $1.91M
|
79.8K
$2M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$268K - $306K
|
12.8K
$319K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.58KNew |
$201K - $230K
|
9.58K
$240K
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1KNew |
$21K - $24K
|
1K
$25K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
323New |
$6.82K - $7.41K
|
323
$8.08K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
235New |
$4.96K - $5.39K
|
235
$5.88K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
18New |
$380 - $413
|
18
$450
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$4.01K - $4.67K
|
200
$5K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
106New |
$2.13K - $2.48K
|
106
$2.65K
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2New |
$40.1 - $46.7
|
2
$50
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.04KNew |
$20.9K - $23.7K
|
1.04K
$26K
|
|
Q3 2022 | |||||||
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
39.4KNew |
$766K - $927K
|
39.4K
$984K
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$221K - $268K
|
11.4K
$284K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
142New |
$2.76K - $3.34K
|
142
$3.55K
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
25New |
$487 - $589
|
25
$625
|
|
Q2 2022 | |||||||
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
7.68KNew |
$157K - $187K
|
7.68K
$192K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.2KNew |
$24.5K - $29.1K
|
1.2K
$30K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1KNew |
$20.4K - $24.3K
|
1K
$25K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1KNew |
$20.4K - $24.3K
|
1K
$25K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
900New |
$18.4K - $21.9K
|
900
$22.5K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
400New |
$8.18K - $9.71K
|
400
$10K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20New |
$460 - $512
|
20
$500
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
99New |
$2.3K - $2.47K
|
99
$2.48K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
16.3KNew |
$375K - $400K
|
16.3K
$406K
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
150New |
$3.46K - $3.69K
|
150
$3.75K
|
|
Q4 2020 | |||||||
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
6.05KNew |
$98.7K - $122K
|
6.05K
$151K
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.4KNew |
$51.5K - $56.4K
|
2.4K
$60K
|
|
Q3 2019 | |||||||
Nov 15, 2019
Q3 2019
|
Sws Partners
|
BUY
|
- |
13.8KNew |
$285K - $316K
|
13.8K
$345K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
846New |
$18.5K - $19.3K
|
846
$21.2K
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
459New |
$10K - $10.5K
|
459
$11.5K
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$21.2 - $22.7
|
1
$25
|