Latest Institutional Transactions on Invesco Exchange Traded Self I (OMFL)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Self I (OMFL) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-43Closed |
$2.2K - $2.36K
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
12.6K+ 2.98% |
$644K - $690K
|
435K
$25.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
456New |
$23.4K - $25K
|
456
$27.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 4.76% |
$51.2 - $54.9
|
22
$1.31K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.19K+ 6.28% |
$215K - $230K
|
70.9K
$4.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-805- 6.43% |
$41.2K - $44.2K
|
11.7K
$699K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-783- 7.18% |
$40.1K - $43K
|
10.1K
$604K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 0.55% |
$102 - $110
|
364
$21.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-5.1K- 9.82% |
$261K - $280K
|
46.8K
$2.79M
|
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
5.22KNew |
$268K - $287K
|
5.22K
$312K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
900New |
$46.1K - $49.4K
|
900
$53.7K
|
|
| Q1 2024 | |||||||
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
19+ 0.03% |
$930 - $1.05K
|
58.4K
$3.49M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
82+ 0.27% |
$4.01K - $4.53K
|
30K
$1.79M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-14.5K- 15.79% |
$708K - $799K
|
77.1K
$4.6M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
449New |
$22K - $24.8K
|
449
$26.8K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
160New |
$7.83K - $8.84K
|
160
$9.54K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
290New |
$14.2K - $16K
|
290
$17.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.47K+ 33.87% |
$72.1K - $81.4K
|
5.82K
$347K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.64K- 0.74% |
$80.2K - $90.5K
|
218K
$13M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3.63KNew |
$177K - $200K
|
3.63K
$216K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-23- 95.83% |
$1.13K - $1.27K
|
1
$59.6
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
196KNew |
$9.58M - $10.8M
|
196K
$11.7M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-72- 1.14% |
$3.53K - $3.98K
|
6.26K
$373K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
101New |
$4.94K - $5.58K
|
101
$6.02K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-215- 1.42% |
$10.5K - $11.9K
|
14.9K
$890K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
51.4K+ 15.63% |
$2.51M - $2.84M
|
380K
$22.7M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
60.5K+ 188.37% |
$2.96M - $3.34M
|
92.6K
$5.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
50KNew |
$2.45M - $2.76M
|
50K
$2.98M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
55New |
$2.69K - $3.04K
|
55
$3.28K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
43New |
$2.11K - $2.37K
|
43
$2.56K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
126New |
$6.17K - $6.96K
|
126
$7.51K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
1K+ 20.23% |
$49K - $55.2K
|
5.94K
$354K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.27KNew |
$209K - $236K
|
4.27K
$254K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
935+ 0.58% |
$45.8K - $51.6K
|
162K
$9.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-18.8K- 25.23% |
$919K - $1.04M
|
55.6K
$3.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.11KNew |
$201K - $227K
|
4.11K
$245K
|
|
| Q4 2023 | |||||||
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-420- 22.16% |
$18.1K - $21.7K
|
1.48K
$88K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.04KNew |
$218K - $261K
|
5.04K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-2.41K- 35.47% |
$104K - $125K
|
4.38K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.65K- 92.16% |
$71.1K - $85.1K
|
140
$8.35K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
23New |
$994 - $1.19K
|
23
$1.37K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.13KNew |
$48.9K - $58.5K
|
1.13K
$67.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.84KNew |
$339K - $406K
|
7.84K
$468K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
26KNew |
$1.12M - $1.34M
|
26K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
35.5KNew |
$1.54M - $1.84M
|
35.5K
$2.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-5.31K- 27.14% |
$229K - $274K
|
14.2K
$849K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
4.72KNew |
$204K - $244K
|
4.72K
$282K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3.93KNew |
$170K - $203K
|
3.93K
$234K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
8.36KNew |
$361K - $432K
|
8.36K
$499K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
39.3K+ 3.35% |
$1.7M - $2.03M
|
1.21M
$72.3M
|
|