Latest Institutional Purchases of Invesco Actively Mngd ETF Tr U (GSY)
This list provides information on the latest institutional transactions involving Invesco Actively Mngd ETF Tr U (GSY) 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 |
---|---|---|---|---|---|---|---|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.55KNew |
$176K - $178K
|
3.55K
$178K
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1KNew |
$49.6K - $50.1K
|
1K
$50.1K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
335New |
$16.6K - $16.8K
|
335
$16.8K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
248New |
$12.3K - $12.4K
|
248
$12.4K
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
167+ 2.79% |
$8.29K - $8.37K
|
6.16K
$309K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
129+ 0.53% |
$6.4K - $6.46K
|
24.7K
$1.24M
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
123+ 0.13% |
$6.1K - $6.16K
|
95K
$4.76M
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
116New |
$5.76K - $5.81K
|
116
$5.81K
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
100New |
$4.96K - $5.01K
|
100
$5.01K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
63New |
$3.13K - $3.16K
|
63
$3.16K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
22.7KNew |
$1.13M - $1.13M
|
22.7K
$1.14M
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
7.57KNew |
$375K - $377K
|
7.57K
$379K
|
|
Nov 14, 2023
Q3 2023
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
6.1K+ 32.28% |
$303K - $304K
|
25K
$1.25M
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.78KNew |
$237K - $238K
|
4.78K
$240K
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
602New |
$29.9K - $30K
|
602
$30.2K
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
334New |
$16.6K - $16.6K
|
334
$16.7K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
235New |
$11.7K - $11.7K
|
235
$11.8K
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
52+ 0.85% |
$2.58K - $2.59K
|
6.2K
$311K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48New |
$2.38K - $2.39K
|
48
$2.41K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
30+ 0.52% |
$1.49K - $1.5K
|
5.78K
$289K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.23% |
$49.6 - $49.9
|
439
$22K
|
|
Q2 2023 | |||||||
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
40.4KNew |
$2M - $2.01M
|
40.4K
$2.02M
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.85KNew |
$340K - $341K
|
6.85K
$343K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.27KNew |
$311K - $312K
|
6.27K
$314K
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.19K+ 33.03% |
$307K - $308K
|
24.9K
$1.25M
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
6.07KNew |
$301K - $303K
|
6.07K
$304K
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
5.8KNew |
$288K - $289K
|
5.8K
$291K
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
5.7KNew |
$283K - $284K
|
5.7K
$286K
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.63KNew |
$230K - $231K
|
4.63K
$232K
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.96KNew |
$196K - $197K
|
3.96K
$199K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.39KNew |
$68.8K - $69.1K
|
1.39K
$69.5K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.01K+ 1.33% |
$49.8K - $50.1K
|
76.8K
$3.85M
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
558New |
$27.7K - $27.8K
|
558
$28K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
502New |
$24.9K - $25K
|
502
$25.2K
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
404New |
$20K - $20.1K
|
404
$20.2K
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
200New |
$9.91K - $9.96K
|
200
$10K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
13New |
$644 - $648
|
13
$651
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
6+ 1.85% |
$297 - $299
|
331
$16.6K
|
|
Q1 2023 | |||||||
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
17.3K+ 195.82% |
$855K - $860K
|
26.1K
$1.31M
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
6.7KNew |
$331K - $334K
|
6.7K
$336K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.4KNew |
$316K - $319K
|
6.4K
$321K
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
5.05KNew |
$250K - $251K
|
5.05K
$253K
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.37KNew |
$67.7K - $68.2K
|
1.37K
$68.7K
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
697New |
$34.5K - $34.7K
|
697
$34.9K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
300New |
$14.8K - $14.9K
|
300
$15K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
294New |
$14.5K - $14.6K
|
294
$14.7K
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
150+ 1.81% |
$7.42K - $7.47K
|
8.42K
$422K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
35New |
$1.73K - $1.74K
|
35
$1.75K
|
|
Q4 2022 | |||||||
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
29.4KNew |
$1.45M - $1.46M
|
29.4K
$1.47M
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
21.5KNew |
$1.06M - $1.07M
|
21.5K
$1.08M
|