Latest Institutional Transactions on Invesco Actively Mngd ETF Tr U (GSY)
This table provides information on the latest institutional transactions involving Invesco Actively Mngd ETF Tr U (GSY) 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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.7KNew |
$2.22M - $2.24M
|
44.7K
$2.24M
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-5.02K- 31.37% |
$250K - $251K
|
11K
$550K
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-5.85K- 29.89% |
$291K - $292K
|
13.7K
$686K
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-1.2K- 18.32% |
$59.7K - $60K
|
5.35K
$268K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.47KNew |
$471K - $473K
|
9.47K
$474K
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
326New |
$16.2K - $16.3K
|
326
$16.3K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
114K+ 22.74% |
$5.65M - $5.68M
|
613K
$30.7M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.7K+ 114.67% |
$682K - $686K
|
25.7K
$1.28M
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
8.99KNew |
$447K - $450K
|
8.99K
$450K
|
|
May 09, 2024
Q1 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
5.9KNew |
$294K - $295K
|
5.9K
$295K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
41.2KNew |
$2.05M - $2.06M
|
41.2K
$2.06M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
146New |
$7.26K - $7.3K
|
146
$7.31K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
5+ 1.44% |
$249 - $250
|
353
$17.7K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
140New |
$6.97K - $7K
|
140
$7.01K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
57.1KNew |
$2.84M - $2.85M
|
57.1K
$2.86M
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-201- 4.24% |
$10K - $10.1K
|
4.54K
$227K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-147- 85.47% |
$7.31K - $7.35K
|
25
$1.25K
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-345- 5.7% |
$17.2K - $17.3K
|
5.71K
$286K
|
|
Q4 2023 | |||||||
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.55KNew |
$176K - $178K
|
3.55K
$178K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
63New |
$3.13K - $3.16K
|
63
$3.15K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-28.5K- 39.37% |
$1.41M - $1.43M
|
43.8K
$2.19M
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
123+ 0.13% |
$6.1K - $6.16K
|
95K
$4.76M
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1KNew |
$49.6K - $50.1K
|
1K
$50.1K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
19.3KNew |
$958K - $967K
|
19.3K
$966K
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.61KNew |
$378K - $381K
|
7.61K
$381K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
335New |
$16.6K - $16.8K
|
335
$16.8K
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.12K- 20.79% |
$204K - $206K
|
15.7K
$786K
|
|
Feb 07, 2024
Q4 2023
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
27.4KNew |
$1.36M - $1.37M
|
27.4K
$1.37M
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
100New |
$4.96K - $5.01K
|
100
$5.01K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-185K- 53.23% |
$9.18M - $9.27M
|
163K
$8.14M
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
116New |
$5.76K - $5.81K
|
116
$5.81K
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
167+ 2.79% |
$8.29K - $8.37K
|
6.16K
$308K
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
12.7K+ 124.18% |
$631K - $637K
|
22.9K
$1.15M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-360- 0.98% |
$17.9K - $18K
|
36.5K
$1.83M
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-39.3K- 34.57% |
$1.95M - $1.97M
|
74.4K
$3.72M
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-470- 7.83% |
$23.3K - $23.4K
|
5.53K
$277K
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.78KNew |
$237K - $238K
|
4.78K
$239K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48New |
$2.38K - $2.39K
|
48
$2.4K
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
22.7KNew |
$1.13M - $1.13M
|
22.7K
$1.14M
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
52+ 0.85% |
$2.58K - $2.59K
|
6.2K
$310K
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
334New |
$16.6K - $16.6K
|
334
$16.7K
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 7.49% |
$50K - $50.2K
|
12.4K
$623K
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-8.22K- 41.03% |
$408K - $410K
|
11.8K
$591K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
30+ 0.52% |
$1.49K - $1.5K
|
5.78K
$289K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.02K- 15.54% |
$100K - $101K
|
11K
$550K
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
7.57KNew |
$375K - $377K
|
7.57K
$379K
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-1K- 19.23% |
$49.6K - $49.9K
|
4.2K
$210K
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-26- 0.38% |
$1.29K - $1.3K
|
6.84K
$342K
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-195- 4.26% |
$9.68K - $9.72K
|
4.38K
$219K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.23% |
$49.6 - $49.9
|
439
$22K
|