Purchases and Sales Made in Q4 2021 in Invesco (EWSC)
This table provides information about the institutional ownership of Invesco (EWSC) during Q4 2021. The information is specifically focused on institutions that hold shares of INVESCO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38.2KNew |
$3.04M - $3.39M
|
38.2K
$0
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.8K+ 20.29% |
$938K - $1.05M
|
69.9K
$0
|
|
Feb 04, 2022
Q4 2021
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
10KNew |
$799K - $892K
|
10K
$0
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.34K+ 68.6% |
$664K - $741K
|
20.5K
$0
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.13KNew |
$329K - $367K
|
4.13K
$0
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.75KNew |
$299K - $333K
|
3.75K
$0
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.39K+ 357.78% |
$190K - $212K
|
3.06K
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.36K+ 18.93% |
$187K - $209K
|
14.8K
$0
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
630+ 2.05% |
$50.1K - $56K
|
31.4K
$0
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
600New |
$47.7K - $53.3K
|
600
$0
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
542New |
$43.1K - $48.2K
|
542
$0
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
354+ 10.72% |
$28.2K - $31.5K
|
3.66K
$0
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
224+ 4.74% |
$17.8K - $19.9K
|
4.95K
$0
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
64+ 0.43% |
$5.09K - $5.69K
|
15.1K
$0
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$79.6 - $88.9
|
1
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17- 3.29% |
$1.35K - $1.51K
|
500
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-65- 2.06% |
$5.17K - $5.78K
|
3.09K
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-335Closed |
$26.7K - $29.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-784- 11.95% |
$62.4K - $69.7K
|
5.78K
$0
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-883- 10.07% |
$70.3K - $78.5K
|
7.88K
$0
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.36K- 11.97% |
$108K - $121K
|
10K
$0
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.61KClosed |
$208K - $232K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-3.57K- 13.95% |
$284K - $317K
|
22K
$0
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.37K- 3.57% |
$427K - $477K
|
145K
$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 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-18KClosed |
$1.43M - $1.6M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.8K- 53.76% |
$1.73M - $1.94M
|
18.7K
$0
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24K- 63.58% |
$1.91M - $2.13M
|
13.8K
$0
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-33KClosed |
$2.63M - $2.94M
|
0
$0
|