Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PEY)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PEY) 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, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.5KNew |
$234K - $269K
|
12.5K
$286K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
12KNew |
$225K - $258K
|
12K
$275K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
11.7KNew |
$220K - $253K
|
11.7K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
10.6KNew |
$198K - $227K
|
10.6K
$242K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
10.5KNew |
$198K - $227K
|
10.5K
$242K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
9.43K+ 14.61% |
$177K - $203K
|
73.9K
$1.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
8.45KNew |
$159K - $182K
|
8.45K
$194K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4KNew |
$75K - $86.2K
|
4K
$91.8K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.25KNew |
$23.5K - $26.9K
|
1.25K
$28.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.21KNew |
$22.6K - $26K
|
1.21K
$27.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1KNew |
$18.8K - $21.5K
|
1K
$22.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
472+ 0.91% |
$8.85K - $10.2K
|
52.2K
$1.2M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
336New |
$6.3K - $7.24K
|
336
$7.71K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
132New |
$2.48K - $2.84K
|
132
$3.03K
|
|
| Q3 2022 | |||||||
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
218KNew |
$4.05M - $4.79M
|
218K
$4.99M
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
13.6KNew |
$253K - $299K
|
13.6K
$312K
|
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
11KNew |
$204K - $242K
|
11K
$252K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
10.6KNew |
$197K - $233K
|
10.6K
$243K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.4KNew |
$193K - $229K
|
10.4K
$239K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.25KNew |
$116K - $138K
|
6.25K
$143K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.35K+ 36.26% |
$99.5K - $118K
|
20.1K
$461K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.62KNew |
$48.8K - $57.7K
|
2.62K
$60.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.8KNew |
$33.5K - $39.6K
|
1.8K
$41.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
605New |
$11.2K - $13.3K
|
605
$13.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
216New |
$4.02K - $4.75K
|
216
$4.96K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
11+ 0.99% |
$204 - $242
|
1.12K
$25.6K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
64KNew |
$1.27M - $1.44M
|
64K
$1.47M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
59KNew |
$1.17M - $1.33M
|
59K
$1.35M
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
38.6KNew |
$768K - $868K
|
38.6K
$886K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
17.5KNew |
$347K - $393K
|
17.5K
$401K
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
15.6KNew |
$311K - $351K
|
15.6K
$358K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
12.5KNew |
$249K - $281K
|
12.5K
$287K
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
2.73K+ 7.22% |
$54.2K - $61.3K
|
40.5K
$929K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.72KNew |
$34.2K - $38.7K
|
1.72K
$39.5K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
240New |
$4.77K - $5.4K
|
240
$5.51K
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
65+ 0.18% |
$1.29K - $1.46K
|
35.4K
$812K
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
13.9KNew |
$286K - $307K
|
13.9K
$319K
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
2.22KNew |
$45.7K - $49K
|
2.22K
$50.9K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
74.4KNew |
$1.45M - $1.57M
|
74.4K
$1.71M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.91KNew |
$37.3K - $40.2K
|
1.91K
$43.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1KNew |
$19.5K - $21.1K
|
1K
$22.9K
|
|
| Q3 2021 | |||||||
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
18.6KNew |
$361K - $387K
|
18.6K
$427K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.8KNew |
$248K - $265K
|
12.8K
$293K
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.56K+ 63.93% |
$30.2K - $32.4K
|
4K
$91.8K
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
700New |
$13.6K - $14.5K
|
700
$16.1K
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
7.33KNew |
$148K - $159K
|
7.33K
$168K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
25New |
$506 - $541
|
25
$574
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.84KNew |
$31.7K - $37.6K
|
1.84K
$42.2K
|
|
| Q4 2020 | |||||||
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
750New |
$10.7K - $13.2K
|
750
$17.2K
|
|
| Q2 2020 | |||||||
|
Jul 17, 2020
Q2 2020
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
18.9KNew |
$233K - $311K
|
18.9K
$433K
|
|