Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PBW)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PBW) 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.33KNew |
$196K - $281K
|
4.33K
$83.2K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.26K+ 48.3% |
$103K - $147K
|
6.95K
$133K
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
722+ 31.46% |
$32.8K - $46.8K
|
3.02K
$58K
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
633New |
$28.7K - $41K
|
633
$12.2K
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
300+ 2.43% |
$13.6K - $19.4K
|
12.6K
$243K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
192New |
$8.71K - $12.4K
|
192
$3.69K
|
|
Nov 10, 2022
Q3 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
55+ 0.77% |
$2.5K - $3.57K
|
7.19K
$138K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
3+ 1.92% |
$136 - $194
|
159
$3.05K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.96% |
$45.4 - $64.8
|
52
$999
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
5.79KNew |
$244K - $396K
|
5.79K
$111K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
750New |
$31.6K - $51.3K
|
750
$14.4K
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
370New |
$15.6K - $25.3K
|
370
$7.11K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
303+ 16.67% |
$12.8K - $20.7K
|
2.12K
$40.7K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
135New |
$5.7K - $9.23K
|
135
$2.59K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
104New |
$4.39K - $7.11K
|
104
$2K
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
80New |
$3.38K - $5.47K
|
80
$1.54K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26New |
$1.1K - $1.78K
|
26
$499
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
16+ 133.33% |
$675 - $1.09K
|
28
$538
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
15New |
$633 - $1.03K
|
15
$288
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13+ 0.29% |
$548 - $889
|
4.42K
$84.9K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
132KNew |
$6.72M - $9.63M
|
132K
$2.54M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
6.9KNew |
$351K - $503K
|
6.9K
$133K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.76K+ 596.27% |
$89.6K - $128K
|
2.05K
$39.5K
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
700+ 212.77% |
$35.7K - $51.1K
|
1.03K
$19.8K
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
200+ 2.41% |
$10.2K - $14.6K
|
8.5K
$163K
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
78+ 2.53% |
$3.97K - $5.69K
|
3.16K
$60.6K
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
40+ 2.07% |
$2.04K - $2.92K
|
1.97K
$37.9K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
15New |
$764 - $1.09K
|
15
$288
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
15New |
$764 - $1.09K
|
15
$288
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
10+ 37.04% |
$509 - $730
|
37
$711
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.65K+ 38.07% |
$183K - $253K
|
9.61K
$185K
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.57KNew |
$108K - $150K
|
1.57K
$30.2K
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
740+ 15.01% |
$51K - $70.7K
|
5.67K
$109K
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
205+ 80.08% |
$14.1K - $19.6K
|
461
$8.86K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
80New |
$5.51K - $7.64K
|
80
$1.54K
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
75+ 8.62% |
$5.17K - $7.17K
|
945
$18.2K
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
37New |
$2.55K - $3.54K
|
37
$711
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
6New |
$413 - $573
|
6
$115
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
723+ 7.78% |
$53.1K - $66.7K
|
10K
$192K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
418New |
$30.7K - $38.6K
|
418
$8.03K
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
231+ 1215.79% |
$17K - $21.3K
|
250
$4.8K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
14.7K+ 56.98% |
$1.06M - $1.46M
|
40.5K
$778K
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
4.55KNew |
$327K - $452K
|
4.55K
$87.5K
|
|
Aug 13, 2021
Q2 2021
|
Wms Partners, LLC
|
BUY
|
- |
1K+ 6.67% |
$71.8K - $99.3K
|
16K
$307K
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
227New |
$16.3K - $22.5K
|
227
$4.36K
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
142+ 197.22% |
$10.2K - $14.1K
|
214
$4.11K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
125New |
$8.98K - $12.4K
|
125
$2.4K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
94New |
$6.75K - $9.33K
|
94
$1.81K
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
75New |
$5.39K - $7.44K
|
75
$1.44K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
41New |
$2.94K - $4.07K
|
41
$788
|