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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.3K+ 9.08% |
$674K - $798K
|
473K
$8.43M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.6KNew |
$490K - $580K
|
28.6K
$509K
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
22.9K+ 8.06% |
$392K - $465K
|
307K
$5.47M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
14.4K+ 120.21% |
$247K - $293K
|
26.4K
$471K
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
12.7KNew |
$217K - $258K
|
12.7K
$226K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.7K+ 17.35% |
$217K - $257K
|
85.6K
$1.53M
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.2KNew |
$191K - $227K
|
11.2K
$199K
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
10.6KNew |
$182K - $215K
|
10.6K
$189K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.81K+ 7.31% |
$99.5K - $118K
|
85.2K
$1.52M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.46K+ 6.91% |
$76.5K - $90.6K
|
69K
$1.23M
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.86K+ 7.36% |
$66.2K - $78.4K
|
56.4K
$1.01M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.74K+ 4.1% |
$46.9K - $55.6K
|
69.6K
$1.24M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.1K+ 75.09% |
$36K - $42.6K
|
4.89K
$87.2K
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.61K+ 11.45% |
$27.6K - $32.6K
|
15.7K
$279K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.6KNew |
$27.4K - $32.5K
|
1.6K
$28.5K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.55K+ 25.66% |
$26.5K - $31.4K
|
7.58K
$135K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.5K+ 375.0% |
$25.7K - $30.5K
|
1.9K
$33.9K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
661+ 3.42% |
$11.3K - $13.4K
|
20K
$356K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
349+ 0.67% |
$5.98K - $7.08K
|
52.8K
$941K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
250New |
$4.29K - $5.08K
|
250
$4.46K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
238+ 1.41% |
$4.08K - $4.83K
|
17.1K
$306K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
177+ 108.59% |
$3.03K - $3.59K
|
340
$6.06K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
132+ 34.02% |
$2.26K - $2.68K
|
520
$9.27K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
42+ 0.32% |
$720 - $853
|
13.1K
$233K
|
|
Q4 2023 | |||||||
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20.2KNew |
$323K - $415K
|
20.2K
$360K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.96KNew |
$128K - $164K
|
7.96K
$142K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
717New |
$11.5K - $14.7K
|
717
$12.8K
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
306+ 2.23% |
$4.9K - $6.29K
|
14K
$250K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
50New |
$801 - $1.03K
|
50
$891
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
37New |
$593 - $760
|
37
$660
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
21New |
$336 - $432
|
21
$374
|
|
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
$125K
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
- |
4.85KNew |
$83K - $95.9K
|
4.85K
$86.5K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
600New |
$10.3K - $11.9K
|
600
$10.7K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
300New |
$5.13K - $5.93K
|
300
$5.35K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
140New |
$2.4K - $2.77K
|
140
$2.5K
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
64New |
$1.1K - $1.27K
|
64
$1.14K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.9KNew |
$160K - $182K
|
9.9K
$176K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
344+ 2.39% |
$5.57K - $6.33K
|
14.7K
$263K
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
294+ 466.67% |
$4.76K - $5.41K
|
357
$6.37K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
250New |
$4.05K - $4.6K
|
250
$4.46K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
70+ 15.22% |
$1.13K - $1.29K
|
530
$9.45K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
26New |
$421 - $478
|
26
$464
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11+ 2.64% |
$178 - $202
|
427
$7.61K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.8KNew |
$230K - $313K
|
13.8K
$246K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.75K+ 62.59% |
$129K - $176K
|
20.1K
$359K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
868New |
$14.5K - $19.7K
|
868
$15.5K
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
759New |
$12.6K - $17.2K
|
759
$13.5K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
400New |
$6.66K - $9.07K
|
400
$7.13K
|