Latest Institutional Purchases of Invesco ETF Tr Ii Kbw Premium (KBWY)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Kbw Premium (KBWY) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
365K+ 184.44% |
$6.41M - $7.87M
|
564K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
42.1KNew |
$739K - $907K
|
42.1K
$818K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
25KNew |
$439K - $539K
|
25K
$486K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.7K+ 3.96% |
$346K - $424K
|
517K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.8KNew |
$207K - $255K
|
11.8K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$183K - $224K
|
10.4K
$202K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
9.78KNew |
$172K - $211K
|
9.78K
$190K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.78KNew |
$172K - $211K
|
9.78K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.3K+ 8.34% |
$128K - $157K
|
94.8K
$1.84M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
5.63K+ 1.71% |
$98.9K - $121K
|
334K
$6.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
4.29KNew |
$75.3K - $92.4K
|
4.29K
$83.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.51K+ 3.46% |
$44.1K - $54.1K
|
75K
$1.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.03K+ 17.24% |
$35.6K - $43.7K
|
13.8K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.95K+ 57.53% |
$34.2K - $42K
|
5.33K
$104K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.37KNew |
$24K - $29.4K
|
1.37K
$26.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.36K+ 6.94% |
$23.8K - $29.2K
|
20.9K
$406K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.32K+ 242.31% |
$23.2K - $28.5K
|
1.87K
$36.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
833+ 1.55% |
$14.6K - $17.9K
|
54.6K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
264+ 64.23% |
$4.63K - $5.69K
|
675
$13.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
189+ 13.91% |
$3.32K - $4.07K
|
1.55K
$30.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
43New |
$755 - $926
|
43
$835
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
333+ 4.39% |
$5.6K - $6.05K
|
7.91K
$154K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
100New |
$1.68K - $1.82K
|
100
$1.94K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
62New |
$1.04K - $1.13K
|
62
$1.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
59New |
$992 - $1.07K
|
59
$1.15K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3New |
$50.4 - $54.5
|
3
$58.3
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.6KNew |
$490K - $580K
|
28.6K
$555K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.86K+ 7.36% |
$66.2K - $78.4K
|
56.4K
$1.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.6KNew |
$27.4K - $32.5K
|
1.6K
$31.1K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.5K+ 375.0% |
$25.7K - $30.5K
|
1.9K
$36.9K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
349+ 0.67% |
$5.98K - $7.08K
|
52.8K
$1.02M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
250New |
$4.29K - $5.08K
|
250
$4.86K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.96KNew |
$128K - $164K
|
7.96K
$155K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
306+ 2.23% |
$4.9K - $6.29K
|
14K
$272K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
50New |
$801 - $1.03K
|
50
$971
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
37New |
$593 - $760
|
37
$719
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
21New |
$336 - $432
|
21
$408
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
7KNew |
$120K - $138K
|
7K
$136K
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
- |
4.85KNew |
$83K - $95.9K
|
4.85K
$94.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
600New |
$10.3K - $11.9K
|
600
$11.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
300New |
$5.13K - $5.93K
|
300
$5.83K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
140New |
$2.4K - $2.77K
|
140
$2.72K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
64New |
$1.1K - $1.27K
|
64
$1.24K
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
344+ 2.39% |
$5.57K - $6.33K
|
14.7K
$286K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
294+ 466.67% |
$4.76K - $5.41K
|
357
$6.93K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
26New |
$421 - $478
|
26
$505
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11+ 2.64% |
$178 - $202
|
427
$8.29K
|
|