Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PDP)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PDP) 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 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
283New |
$25.7K - $28.2K
|
283
$31.4K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
266New |
$24.2K - $26.5K
|
266
$29.5K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
262+ 12.55% |
$23.8K - $26.1K
|
2.35K
$261K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
174New |
$15.8K - $17.4K
|
174
$19.3K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
84+ 9.96% |
$7.64K - $8.38K
|
927
$103K
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
84New |
$7.64K - $8.38K
|
84
$9.32K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
45+ 2.34% |
$4.09K - $4.49K
|
1.97K
$218K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.15% |
$182 - $200
|
1.38K
$153K
|
|
Q1 2024 | |||||||
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
62.4KNew |
$5.14M - $6.2M
|
62.4K
$6.93M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.65K+ 39.9% |
$383K - $461K
|
16.3K
$1.81M
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.93KNew |
$242K - $291K
|
2.93K
$325K
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.93KNew |
$242K - $291K
|
2.93K
$325K
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.83KNew |
$233K - $281K
|
2.83K
$314K
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.22KNew |
$183K - $221K
|
2.22K
$246K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.12KNew |
$175K - $211K
|
2.12K
$235K
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.1KNew |
$173K - $208K
|
2.1K
$232K
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.06KNew |
$170K - $205K
|
2.06K
$229K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.15KNew |
$95K - $114K
|
1.15K
$128K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
510New |
$42K - $50.6K
|
510
$56.6K
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
393New |
$32.4K - $39K
|
393
$43.6K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
355New |
$29.2K - $35.2K
|
355
$39.4K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
300New |
$24.7K - $29.8K
|
300
$33.3K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
200New |
$16.5K - $19.9K
|
200
$22.2K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
79New |
$6.51K - $7.84K
|
79
$8.76K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
42+ 0.47% |
$3.46K - $4.17K
|
9.03K
$1M
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
9New |
$741 - $894
|
9
$998
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6New |
$494 - $596
|
6
$665
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1+ 0.02% |
$82.4 - $99.3
|
5.16K
$572K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.04% |
$82.4 - $99.3
|
2.73K
$303K
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.08% |
$82.4 - $99.3
|
1.19K
$131K
|
|
Q4 2023 | |||||||
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
20.8KNew |
$1.52M - $1.79M
|
20.8K
$2.31M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.44KNew |
$616K - $728K
|
8.44K
$936K
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4KNew |
$292K - $345K
|
4K
$444K
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.45KNew |
$252K - $298K
|
3.45K
$383K
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3KNew |
$219K - $259K
|
3K
$333K
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.43KNew |
$177K - $210K
|
2.43K
$270K
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.42KNew |
$176K - $208K
|
2.42K
$268K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.35KNew |
$171K - $203K
|
2.35K
$261K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.07KNew |
$78.1K - $92.3K
|
1.07K
$119K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
866+ 8.2% |
$63.2K - $74.6K
|
11.4K
$1.27M
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
590New |
$43K - $50.9K
|
590
$65.4K
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
117New |
$8.54K - $10.1K
|
117
$13K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
109New |
$7.95K - $9.39K
|
109
$12.1K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
101New |
$7.37K - $8.71K
|
101
$11.2K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12New |
$875 - $1.03K
|
12
$1.33K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1+ 0.02% |
$73 - $86.2
|
5.13K
$569K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
1.26K+ 4.27% |
$96K - $104K
|
30.8K
$3.42M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
870New |
$66.2K - $71.9K
|
870
$96.5K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
467New |
$35.5K - $38.6K
|
467
$51.8K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
242New |
$18.4K - $20K
|
242
$26.8K
|