Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PGF)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PGF) 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 |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
999+ 99900.0% |
$13.9K - $16.2K
|
1K
$14.6K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
825New |
$11.5K - $13.4K
|
825
$12K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
537New |
$7.49K - $8.71K
|
537
$7.83K
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
206New |
$2.87K - $3.34K
|
206
$3.01K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
154KNew |
$2.17M - $2.37M
|
154K
$2.25M
|
|
Feb 07, 2023
Q4 2022
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
- |
119K+ 165.99% |
$1.67M - $1.83M
|
190K
$2.77M
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
64.2KNew |
$907K - $990K
|
64.2K
$937K
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
63.2KNew |
$892K - $973K
|
63.2K
$922K
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
48.6K+ 160.26% |
$686K - $749K
|
78.9K
$1.15M
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
24.4KNew |
$345K - $376K
|
24.4K
$356K
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
23.2KNew |
$327K - $357K
|
23.2K
$338K
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
22.8KNew |
$322K - $352K
|
22.8K
$333K
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
20.2KNew |
$286K - $312K
|
20.2K
$295K
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
20KNew |
$282K - $308K
|
20K
$292K
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
11.9KNew |
$169K - $184K
|
11.9K
$174K
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$150K - $163K
|
10.6K
$155K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.16KNew |
$87K - $94.9K
|
6.16K
$89.8K
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.64K+ 4.45% |
$23.1K - $25.3K
|
38.5K
$561K
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.62K+ 588.73% |
$22.9K - $24.9K
|
1.89K
$27.6K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.61K+ 15.06% |
$22.7K - $24.8K
|
12.3K
$179K
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
1.31K+ 48.33% |
$18.4K - $20.1K
|
4.01K
$58.4K
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1KNew |
$14.1K - $15.4K
|
1K
$14.6K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
750New |
$10.6K - $11.6K
|
750
$10.9K
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
554+ 0.53% |
$7.82K - $8.54K
|
104K
$1.52M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
430+ 3.81% |
$6.07K - $6.63K
|
11.7K
$171K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
336+ 1.45% |
$4.74K - $5.18K
|
23.5K
$343K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
318New |
$4.49K - $4.9K
|
318
$4.64K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
263New |
$3.71K - $4.05K
|
263
$3.84K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
200New |
$2.82K - $3.08K
|
200
$2.92K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
170New |
$2.4K - $2.62K
|
170
$2.48K
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
134New |
$1.89K - $2.06K
|
134
$1.96K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
124New |
$1.75K - $1.91K
|
124
$1.81K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
114+ 0.52% |
$1.61K - $1.76K
|
22.2K
$324K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
100New |
$1.41K - $1.54K
|
100
$1.46K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
57New |
$805 - $878
|
57
$832
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.03MNew |
$15.2M - $17.3M
|
1.03M
$15M
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
13.4KNew |
$198K - $225K
|
13.4K
$195K
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
12.3KNew |
$182K - $206K
|
12.3K
$179K
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.55KNew |
$23K - $26.2K
|
1.55K
$22.7K
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1.5KNew |
$22.3K - $25.3K
|
1.5K
$21.9K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.01KNew |
$15K - $17.1K
|
1.01K
$14.8K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
270New |
$4.01K - $4.55K
|
270
$3.94K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
218New |
$3.24K - $3.67K
|
218
$3.18K
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
217New |
$3.22K - $3.65K
|
217
$3.17K
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
145+ 1.38% |
$2.15K - $2.44K
|
10.6K
$155K
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
33+ 1.39% |
$490 - $556
|
2.41K
$35.2K
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
5+ 1.89% |
$74.2 - $84.2
|
270
$3.94K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
4+ 1.63% |
$59.4 - $67.4
|
250
$3.65K
|
|
Q2 2022 | |||||||
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1.5KNew |
$22.5K - $25.3K
|
1.5K
$21.9K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.27KNew |
$19.1K - $21.5K
|
1.27K
$18.6K
|