Latest Institutional Transactions on Invesco Actively Managed ETF T (GTO)
This table provides information on the latest institutional transactions involving Invesco Actively Managed ETF T (GTO) 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 |
---|---|---|---|---|---|---|---|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
224New |
$9.74K - $10.6K
|
224
$10.5K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
200New |
$8.7K - $9.48K
|
200
$9.34K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-117- 1.56% |
$5.09K - $5.55K
|
7.39K
$345K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.25% |
$261 - $284
|
2.4K
$112K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.76KNew |
$76.6K - $83.5K
|
1.76K
$82.2K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.7KNew |
$508K - $553K
|
11.7K
$545K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55+ 88.71% |
$2.39K - $2.61K
|
117
$5.46K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
203New |
$8.83K - $9.62K
|
203
$9.48K
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.38KNew |
$190K - $207K
|
4.38K
$204K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
469KNew |
$20.4M - $22.2M
|
469K
$21.9M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$43.5 - $47.4
|
21K
$982K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3.18K- 11.45% |
$138K - $151K
|
24.6K
$1.15M
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13.8KNew |
$599K - $653K
|
13.8K
$643K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-708- 5.91% |
$30.8K - $33.6K
|
11.3K
$526K
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.5KNew |
$458K - $499K
|
10.5K
$491K
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
371+ 11.33% |
$16.1K - $17.6K
|
3.65K
$170K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
13+ 0.13% |
$565 - $616
|
10.4K
$485K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-285- 19.56% |
$12.4K - $13.5K
|
1.17K
$54.7K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.8KNew |
$78.3K - $85.3K
|
1.8K
$84K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
64New |
$2.78K - $3.03K
|
64
$2.99K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.38K- 3.82% |
$59.9K - $65.3K
|
34.7K
$1.62M
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-5.09K- 52.5% |
$221K - $241K
|
4.61K
$215K
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
11New |
$478 - $521
|
11
$514
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
952+ 316.28% |
$42.4K - $44.6K
|
1.25K
$58.5K
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-762Closed |
$33.9K - $35.7K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.59K+ 2.8% |
$70.8K - $74.4K
|
58.4K
$2.73M
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
187New |
$8.33K - $8.76K
|
187
$8.73K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.35KNew |
$60.1K - $63.2K
|
1.35K
$63K
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.39K- 55.01% |
$285K - $299K
|
5.23K
$244K
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
92.8KNew |
$4.13M - $4.34M
|
92.8K
$4.33M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.8K- 48.55% |
$703K - $739K
|
16.7K
$781K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
52New |
$2.32K - $2.43K
|
52
$2.43K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
288New |
$12.8K - $13.5K
|
288
$13.4K
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
8.98K+ 73.12% |
$400K - $420K
|
21.3K
$992K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-620- 53.91% |
$27.6K - $29K
|
530
$24.7K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
33New |
$1.47K - $1.55K
|
33
$1.54K
|
|
Q2 2023 | |||||||
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.23KNew |
$240K - $249K
|
5.23K
$244K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
13.1K+ 2.57% |
$603K - $625K
|
523K
$24.4M
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.74K- 0.99% |
$80.2K - $83.1K
|
174K
$8.12M
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-987- 17.95% |
$45.4K - $47K
|
4.51K
$211K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-7- 23.33% |
$322 - $334
|
23
$1.07K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
2K+ 2020.2% |
$92K - $95.3K
|
2.1K
$98K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
250+ 5.66% |
$11.5K - $11.9K
|
4.67K
$218K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
3.19K+ 49.81% |
$147K - $152K
|
9.61K
$449K
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-25- 62.5% |
$1.15K - $1.19K
|
15
$700
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-255- 4.62% |
$11.7K - $12.2K
|
5.26K
$246K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
366New |
$16.8K - $17.4K
|
366
$17.1K
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.7K+ 2.09% |
$78K - $80.8K
|
82.8K
$3.87M
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.7KNew |
$1.15M - $1.2M
|
24.7K
$1.15M
|