Latest Institutional Transactions on Invesco ETF Tr Ii Pfd ETF (PGX)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Pfd ETF (PGX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-264- 1.27% |
$3.04K - $3.31K
|
20.6K
$242K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 1.11% |
$11.5 - $12.5
|
91
$1.07K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-7.62K- 39.17% |
$87.8K - $95.4K
|
11.8K
$139K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
547KNew |
$6.31M - $6.85M
|
547K
$6.44M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.53KNew |
$29.1K - $31.6K
|
2.53K
$29.7K
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
164KNew |
$1.89M - $2.05M
|
164K
$1.93M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.13K- 49.39% |
$36.1K - $39.2K
|
3.21K
$37.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-41.2K- 7.86% |
$474K - $516K
|
483K
$5.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-680- 6.64% |
$7.83K - $8.51K
|
9.56K
$112K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
553K+ 18430.0% |
$6.37M - $6.92M
|
556K
$6.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.22K- 2.66% |
$60.2K - $65.4K
|
191K
$2.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 1.04% |
$12.7K - $13.8K
|
105K
$1.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-800- 3.17% |
$9.22K - $10K
|
24.4K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
57.3K+ 1.56% |
$660K - $717K
|
3.73M
$43.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.52K+ 0.39% |
$17.5K - $19K
|
387K
$4.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
57+ 0.52% |
$657 - $714
|
11.1K
$130K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-3.62K- 0.82% |
$41.7K - $45.3K
|
439K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-434- 0.2% |
$5K - $5.43K
|
214K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
49.7K+ 385.97% |
$572K - $622K
|
62.5K
$735K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
17.8KNew |
$205K - $223K
|
17.8K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
190+ 1.02% |
$2.19K - $2.38K
|
18.8K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
63+ 0.04% |
$726 - $789
|
146K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-222K- 4.35% |
$2.56M - $2.78M
|
4.89M
$57.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
63.7KNew |
$734K - $798K
|
63.7K
$749K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.6K+ 4.06% |
$226K - $245K
|
502K
$5.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.57K- 0.95% |
$18.1K - $19.6K
|
164K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-120K- 87.84% |
$1.38M - $1.5M
|
16.6K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-939K- 99.98% |
$10.8M - $11.8M
|
189
$2.22K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-50.3K- 4.63% |
$579K - $629K
|
1.04M
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-824- 5.72% |
$9.49K - $10.3K
|
13.6K
$160K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.61K- 6.12% |
$18.5K - $20.1K
|
24.7K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.42K- 0.64% |
$27.9K - $30.3K
|
373K
$4.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
199K+ 103.02% |
$2.29M - $2.49M
|
393K
$4.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
17.7KNew |
$203K - $221K
|
17.7K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
75.5K+ 268.53% |
$870K - $946K
|
104K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.66K- 7.32% |
$30.6K - $33.3K
|
33.6K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.09K+ 2.36% |
$35.6K - $38.6K
|
134K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
19K+ 94.69% |
$219K - $238K
|
39.1K
$460K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.13K+ 10.97% |
$59.1K - $64.2K
|
51.9K
$610K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.86K- 72.67% |
$79K - $85.9K
|
2.58K
$30.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-293K- 4.91% |
$3.38M - $3.67M
|
5.68M
$66.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
60.6K+ 6.8% |
$698K - $759K
|
952K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-396- 0.6% |
$4.56K - $4.96K
|
65.4K
$769K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
274K+ 0.5% |
$3.15M - $3.43M
|
55.2M
$649M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.9K+ 0.24% |
$229K - $249K
|
8.35M
$98.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
35+ 0.19% |
$403 - $438
|
18.3K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
11.8KNew |
$136K - $147K
|
11.8K
$139K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
6.9KNew |
$79.5K - $86.4K
|
6.9K
$81.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-7.15K- 4.28% |
$82.4K - $89.5K
|
160K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
461K+ 1423.56% |
$5.31M - $5.77M
|
493K
$5.8M
|