Latest Institutional Purchases of Invesco Fd Tr Ii Emerging Mkts (PCY)
This list provides information on the latest institutional transactions involving Invesco Fd Tr Ii Emerging Mkts (PCY) 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2New |
$34.8 - $41.6
|
2
$40.2
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1New |
$17.4 - $20.8
|
1
$20.1
|
|
Q3 2023 | |||||||
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
19.4KNew |
$350K - $386K
|
19.4K
$390K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 38.97% |
$202K - $223K
|
39.9K
$802K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.2KNew |
$185K - $204K
|
10.2K
$206K
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.51KNew |
$45.3K - $49.9K
|
2.51K
$50.4K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.45K+ 351.65% |
$44.3K - $48.8K
|
3.15K
$63.3K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.56KNew |
$28.2K - $31.1K
|
1.56K
$31.4K
|
|
Nov 14, 2023
Q3 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
792+ 6.31% |
$14.3K - $15.8K
|
13.3K
$269K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
391New |
$7.07K - $7.78K
|
391
$7.87K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
348New |
$6.29K - $6.93K
|
348
$7K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
200New |
$3.61K - $3.98K
|
200
$4.02K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
121New |
$2.19K - $2.41K
|
121
$2.43K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
121New |
$2.19K - $2.41K
|
121
$2.43K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
109New |
$1.97K - $2.17K
|
109
$2.19K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
88+ 2.96% |
$1.59K - $1.75K
|
3.06K
$61.5K
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
68New |
$1.23K - $1.35K
|
68
$1.37K
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
62New |
$1.12K - $1.23K
|
62
$1.25K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
28New |
$506 - $557
|
28
$563
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
18New |
$325 - $358
|
18
$362
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13New |
$235 - $259
|
13
$262
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4New |
$72.3 - $79.6
|
4
$80.5
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
47KNew |
$873K - $916K
|
47K
$946K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.9KNew |
$350K - $367K
|
18.9K
$379K
|
|
Aug 02, 2023
Q2 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
13KNew |
$242K - $254K
|
13K
$262K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
11.8KNew |
$220K - $231K
|
11.8K
$238K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.4KNew |
$194K - $204K
|
10.4K
$210K
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
10.2KNew |
$190K - $200K
|
10.2K
$206K
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
9.21K+ 36.81% |
$171K - $179K
|
34.2K
$688K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
7.13K+ 2.31% |
$132K - $139K
|
316K
$6.37M
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4.83K+ 97.05% |
$89.7K - $94.2K
|
9.81K
$197K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.96KNew |
$36.4K - $38.2K
|
1.96K
$39.4K
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
615+ 5.75% |
$11.4K - $12K
|
11.3K
$228K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
333New |
$6.18K - $6.49K
|
333
$6.7K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
170New |
$3.16K - $3.31K
|
170
$3.42K
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
40+ 0.39% |
$743 - $780
|
10.4K
$209K
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4New |
$74.3 - $78
|
4
$80.5
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1New |
$18.6 - $19.5
|
1
$20.1
|
|
Q1 2023 | |||||||
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
508KNew |
$9.47M - $10.3M
|
508K
$10.2M
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
33.6KNew |
$627K - $679K
|
33.6K
$676K
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
20.8KNew |
$388K - $421K
|
20.8K
$419K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
19.1KNew |
$355K - $385K
|
19.1K
$383K
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
16.3KNew |
$305K - $330K
|
16.3K
$329K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.5KNew |
$271K - $294K
|
14.5K
$292K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
12.1KNew |
$226K - $245K
|
12.1K
$244K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
11.3KNew |
$212K - $229K
|
11.3K
$228K
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.44K+ 52.99% |
$176K - $191K
|
27.3K
$548K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.95K+ 7.4% |
$55K - $59.6K
|
42.8K
$861K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
995+ 99500.0% |
$18.6K - $20.1K
|
996
$20K
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
911New |
$17K - $18.4K
|
911
$18.3K
|