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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-4.38K- 20.44% |
$200K - $217K
|
17.1K
$791K
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
116+ 1.47% |
$5.28K - $5.74K
|
8K
$371K
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-244- 91.73% |
$11.1K - $12.1K
|
22
$1.02K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-203- 0.97% |
$9.25K - $10.1K
|
20.7K
$961K
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
508New |
$23.1K - $25.2K
|
508
$23.6K
|
|
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.84K+ 2.75% |
$175K - $190K
|
144K
$6.67M
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
SELL
|
- |
-1.86K- 5.54% |
$84.6K - $91.9K
|
31.6K
$1.47M
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4.3KClosed |
$205K - $225K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
83.6KNew |
$3.99M - $4.38M
|
83.6K
$3.88M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.14KClosed |
$388K - $426K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-207KClosed |
$9.88M - $10.9M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-12.8K- 60.0% |
$609K - $669K
|
8.5K
$395K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9- 90.0% |
$429 - $472
|
1
$46.4
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-400Closed |
$19.1K - $21K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-548Closed |
$26.2K - $28.7K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-18.5KClosed |
$882K - $969K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
49.4KNew |
$2.36M - $2.59M
|
49.4K
$2.29M
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-6.46K- 21.8% |
$308K - $339K
|
23.2K
$1.08M
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.82K- 36.1% |
$135K - $148K
|
5K
$232K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
34New |
$1.62K - $1.78K
|
34
$1.58K
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-718Closed |
$34.3K - $37.6K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-5.05K- 6.02% |
$241K - $265K
|
78.9K
$3.66M
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-64.5KClosed |
$3.08M - $3.38M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-322Closed |
$15.4K - $16.9K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-163KClosed |
$7.77M - $8.53M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.14K+ 15.34% |
$54.6K - $60K
|
8.6K
$399K
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.01K+ 14.89% |
$191K - $210K
|
30.9K
$1.43M
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-8.34KClosed |
$398K - $437K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
SELL
|
- |
-366- 2.22% |
$17.5K - $19.2K
|
16.1K
$749K
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-135Closed |
$6.44K - $7.08K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.38K+ 19.3% |
$65.6K - $72.1K
|
8.5K
$394K
|
|
Q1 2022 | |||||||
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
85.3KNew |
$4.42M - $4.77M
|
85.3K
$3.96M
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-443Closed |
$22.9K - $24.8K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-5.79K- 98.3% |
$300K - $324K
|
100
$4.64K
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15.8KClosed |
$817K - $883K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-133KClosed |
$6.88M - $7.43M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-40Closed |
$2.07K - $2.24K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
76New |
$3.93K - $4.25K
|
76
$3.53K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-20.7KClosed |
$1.07M - $1.16M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-12.6KClosed |
$654K - $707K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.11KNew |
$57.3K - $61.9K
|
1.11K
$51.4K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.51KClosed |
$233K - $252K
|
0
$0
|
|
Q4 2021 | |||||||
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-41KClosed |
$2.3M - $2.33M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.43KClosed |
$136K - $138K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-25.9KClosed |
$1.45M - $1.48M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.57KClosed |
$256K - $260K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-10.7KClosed |
$599K - $609K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.09KClosed |
$229K - $233K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-29.7KClosed |
$1.67M - $1.69M
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-56Closed |
$3.18K - $3.23K
|
0
$0
|