Latest Institutional Purchases of Invesco Exchange Traded Self I (OMFL)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Self I (OMFL) 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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
BUY
|
- |
4.68KNew |
$240K - $257K
|
4.68K
$270K
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.63KNew |
$237K - $254K
|
4.63K
$267K
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.44KNew |
$227K - $243K
|
4.44K
$256K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.19K+ 6.28% |
$215K - $230K
|
70.9K
$4.09M
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.05KNew |
$105K - $113K
|
2.05K
$118K
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.44K+ 25.44% |
$73.8K - $79.1K
|
7.11K
$410K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.11KNew |
$56.8K - $60.8K
|
1.11K
$63.9K
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
900New |
$46.1K - $49.4K
|
900
$51.9K
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
675New |
$34.6K - $37.1K
|
675
$38.9K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
456New |
$23.4K - $25K
|
456
$26.3K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
194New |
$9.94K - $10.6K
|
194
$11.2K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
68New |
$3.48K - $3.73K
|
68
$3.92K
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 0.55% |
$102 - $110
|
364
$21K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.57% |
$51.2 - $54.9
|
175
$10.1K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 4.76% |
$51.2 - $54.9
|
22
$1.27K
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
196KNew |
$9.58M - $10.8M
|
196K
$11.3M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
60.5K+ 188.37% |
$2.96M - $3.34M
|
92.6K
$5.34M
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
51.4K+ 15.63% |
$2.51M - $2.84M
|
380K
$21.9M
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
50KNew |
$2.45M - $2.76M
|
50K
$2.88M
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.27KNew |
$209K - $236K
|
4.27K
$246K
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.11KNew |
$201K - $227K
|
4.11K
$237K
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3.63KNew |
$177K - $200K
|
3.63K
$209K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.47K+ 33.87% |
$72.1K - $81.4K
|
5.82K
$336K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
1K+ 20.23% |
$49K - $55.2K
|
5.94K
$343K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
935+ 0.58% |
$45.8K - $51.6K
|
162K
$9.36M
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
449New |
$22K - $24.8K
|
449
$25.9K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
290New |
$14.2K - $16K
|
290
$16.7K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
160New |
$7.83K - $8.84K
|
160
$9.22K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
126New |
$6.17K - $6.96K
|
126
$7.26K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
101New |
$4.94K - $5.58K
|
101
$5.82K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
82+ 0.27% |
$4.01K - $4.53K
|
30K
$1.73M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
55New |
$2.69K - $3.04K
|
55
$3.17K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
43New |
$2.11K - $2.37K
|
43
$2.48K
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
19+ 0.03% |
$930 - $1.05K
|
58.4K
$3.37M
|
|
Q4 2023 | |||||||
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
39.3K+ 3.35% |
$1.7M - $2.03M
|
1.21M
$69.9M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
35.5KNew |
$1.54M - $1.84M
|
35.5K
$2.05M
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
26KNew |
$1.12M - $1.34M
|
26K
$1.5M
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
8.36KNew |
$361K - $432K
|
8.36K
$482K
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.84KNew |
$339K - $406K
|
7.84K
$452K
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.04KNew |
$218K - $261K
|
5.04K
$290K
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
4.72KNew |
$204K - $244K
|
4.72K
$272K
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.04KNew |
$175K - $209K
|
4.04K
$233K
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3.93KNew |
$170K - $203K
|
3.93K
$226K
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.13KNew |
$48.9K - $58.5K
|
1.13K
$65.3K
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
879+ 1.18% |
$38K - $45.5K
|
75.6K
$4.36M
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
505+ 3.96% |
$21.8K - $26.1K
|
13.3K
$765K
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
23New |
$994 - $1.19K
|
23
$1.33K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
23New |
$994 - $1.19K
|
23
$1.33K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
21New |
$907 - $1.09K
|
21
$1.21K
|