Latest Institutional Transactions on Invesco (EWSC)
This table provides information on the latest institutional transactions involving Invesco (EWSC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Q1 2023 | |||||||
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-4.98KClosed |
$336K - $398K
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.3KNew |
$1.5M - $1.78M
|
22.3K
$0
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-950- 7.6% |
$64K - $76K
|
11.5K
$0
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-25- 0.32% |
$1.69K - $2K
|
7.85K
$0
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-69- 1.82% |
$4.69K - $5.16K
|
3.72K
$0
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
600New |
$40.8K - $44.9K
|
600
$0
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.22K- 6.84% |
$83.1K - $91.5K
|
16.7K
$0
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.22K- 36.72% |
$287K - $316K
|
7.27K
$0
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
62New |
$4.21K - $4.64K
|
62
$0
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-377- 45.75% |
$25.6K - $28.2K
|
447
$0
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.26K- 17.46% |
$85.8K - $94.4K
|
5.97K
$0
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
908New |
$61.7K - $67.9K
|
908
$0
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$68 - $74.8
|
1
$0
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
225New |
$15.3K - $16.8K
|
225
$0
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.77K+ 131.44% |
$392K - $431K
|
10.2K
$0
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-296- 1.57% |
$20.1K - $22.1K
|
18.5K
$0
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
415+ 1.64% |
$28.2K - $31K
|
25.8K
$0
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34+ 0.35% |
$2.31K - $2.54K
|
9.84K
$0
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.08K+ 2.97% |
$278K - $305K
|
142K
$0
|
|
Feb 06, 2023
Q4 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
105+ 1.09% |
$7.13K - $7.85K
|
9.76K
$0
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
181+ 2.62% |
$12.3K - $13.5K
|
7.09K
$0
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12.7KNew |
$863K - $950K
|
12.7K
$0
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-924- 5.73% |
$62.8K - $69.1K
|
15.2K
$0
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
6.25KNew |
$424K - $467K
|
6.25K
$0
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
125New |
$8.02K - $9.87K
|
125
$0
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.25KNew |
$80.2K - $98.7K
|
1.25K
$0
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
50New |
$3.21K - $3.95K
|
50
$0
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.58KNew |
$293K - $361K
|
4.58K
$0
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-101- 2.65% |
$6.48K - $7.97K
|
3.7K
$0
|
|
Q2 2022 | |||||||
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-9.32KClosed |
$613K - $756K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.44KClosed |
$555K - $684K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
164New |
$10.8K - $13.3K
|
164
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-465Closed |
$30.6K - $37.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.5KClosed |
$1.41M - $1.74M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-300- 60.0% |
$19.7K - $24.3K
|
200
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.72KClosed |
$179K - $220K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.56KClosed |
$563K - $694K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
24+ 0.78% |
$1.58K - $1.95K
|
3.08K
$0
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.15KClosed |
$405K - $499K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-600Closed |
$45.8K - $51.7K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
10KNew |
$766K - $865K
|
10K
$0
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.81KClosed |
$138K - $156K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-324Closed |
$24.7K - $27.9K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3.75KClosed |
$286K - $323K
|
0
$0
|
|
Q4 2021 | |||||||
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
542New |
$43.1K - $48.2K
|
542
$0
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5.8KClosed |
$461K - $515K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.01KClosed |
$558K - $623K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.5KClosed |
$1.23M - $1.37M
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.61KClosed |
$208K - $232K
|
0
$0
|