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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.9K+ 4.04% |
$445K - $467K
|
1M
$11.7M
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.81K+ 3.03% |
$20.7K - $21.7K
|
61.4K
$718K
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
23.3K+ 29.56% |
$267K - $281K
|
102K
$1.2M
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.72K+ 4.9% |
$19.6K - $20.6K
|
36.7K
$429K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
42New |
$481 - $505
|
42
$491
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
556New |
$6.37K - $6.68K
|
556
$6.5K
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.85K- 11.37% |
$21.1K - $22.2K
|
14.4K
$168K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.3K+ 30.48% |
$153K - $160K
|
57.1K
$667K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-50- 0.5% |
$573 - $601
|
10K
$117K
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
40.9K+ 30.21% |
$468K - $491K
|
176K
$2.06M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
779+ 1.03% |
$8.92K - $9.36K
|
76.4K
$893K
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-200- 4.32% |
$2.29K - $2.4K
|
4.43K
$51.8K
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-12.1K- 1.02% |
$138K - $145K
|
1.17M
$13.7M
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-23K- 49.52% |
$263K - $276K
|
23.4K
$274K
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-735- 26.87% |
$8.42K - $8.83K
|
2K
$23.4K
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-153- 1.48% |
$1.75K - $1.84K
|
10.2K
$119K
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
40.1KNew |
$459K - $482K
|
40.1K
$469K
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-129K- 46.25% |
$1.48M - $1.56M
|
150K
$1.76M
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-2.77K- 13.19% |
$31.7K - $33.3K
|
18.2K
$213K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
382+ 17.58% |
$4.37K - $4.59K
|
2.56K
$29.9K
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
21.9KNew |
$251K - $263K
|
21.9K
$256K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
30+ 34.48% |
$344 - $361
|
117
$1.37K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
368K+ 83.46% |
$4.21M - $4.42M
|
808K
$9.45M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
400+ 35.34% |
$4.58K - $4.81K
|
1.53K
$17.9K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31+ 1.11% |
$355 - $373
|
2.83K
$33.1K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-167- 0.02% |
$1.91K - $2.01K
|
860K
$10.1M
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15.4K- 19.45% |
$176K - $185K
|
63.8K
$746K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-20K- 27.59% |
$230K - $241K
|
52.6K
$615K
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
753+ 1.44% |
$8.62K - $9.05K
|
52.9K
$619K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-558K- 3.64% |
$6.39M - $6.71M
|
14.8M
$173M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.47K+ 3.61% |
$74.1K - $77.8K
|
186K
$2.17M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-34.8K- 42.8% |
$399K - $419K
|
46.5K
$544K
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
40.5KNew |
$464K - $487K
|
40.5K
$474K
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.86K- 7.64% |
$21.3K - $22.3K
|
22.5K
$263K
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.6KNew |
$133K - $139K
|
11.6K
$136K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.66M+ 15.46% |
$19M - $19.9M
|
12.4M
$145M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-10.6K- 4.38% |
$121K - $127K
|
231K
$2.7M
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
13.2KNew |
$151K - $158K
|
13.2K
$154K
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-200- 10.84% |
$2.29K - $2.4K
|
1.65K
$19.2K
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
108K+ 231.22% |
$1.24M - $1.3M
|
155K
$1.81M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.12K- 27.49% |
$81.5K - $85.6K
|
18.8K
$219K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-938K- 61.56% |
$10.7M - $11.3M
|
586K
$6.85M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
192K+ 10.44% |
$2.19M - $2.3M
|
2.03M
$23.7M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.44K- 0.94% |
$62.3K - $65.4K
|
572K
$6.69M
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.51K+ 2.61% |
$63.1K - $66.2K
|
217K
$2.54M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.86K+ 3.42% |
$78.6K - $82.5K
|
207K
$2.42M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
52.9K+ 17.52% |
$606K - $636K
|
355K
$4.15M
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.7K+ 5.8% |
$122K - $129K
|
195K
$2.28M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
703+ 0.75% |
$8.05K - $8.45K
|
94.1K
$1.1M
|