Latest Institutional Purchases of Invesco Actively Mngd ETF Tr S (PHDG)
This list provides information on the latest institutional transactions involving Invesco Actively Mngd ETF Tr S (PHDG) 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 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.7K+ 526.43% |
$1.1M - $1.2M
|
39K
$1.46M
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
29.1K+ 51.86% |
$978K - $1.07M
|
85.3K
$3.19M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.7KNew |
$730K - $799K
|
21.7K
$813K
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
11.3K+ 12.28% |
$381K - $417K
|
104K
$3.88M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.85KNew |
$230K - $252K
|
6.85K
$256K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.78K+ 30.22% |
$194K - $212K
|
24.9K
$931K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.89K+ 11.53% |
$131K - $143K
|
37.7K
$1.41M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.36K+ 11.91% |
$113K - $124K
|
31.6K
$1.18M
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.25K+ 129.85% |
$109K - $120K
|
5.76K
$215K
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
3.17K+ 3.99% |
$106K - $116K
|
82.5K
$3.08M
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.53KNew |
$85K - $93.1K
|
2.53K
$94.7K
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
1.76K+ 4.84% |
$59.2K - $64.9K
|
38.2K
$1.43M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.05K+ 1.8% |
$35.3K - $38.7K
|
59.5K
$2.22M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
518+ 2.82% |
$17.4K - $19.1K
|
18.9K
$706K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
511New |
$17.2K - $18.8K
|
511
$19.1K
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
501+ 1.61% |
$16.8K - $18.4K
|
31.7K
$1.19M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.04% |
$33.6 - $36.8
|
2.74K
$103K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
111KNew |
$3.44M - $3.79M
|
111K
$4.14M
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
41.6KNew |
$1.29M - $1.42M
|
41.6K
$1.55M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.1KNew |
$780K - $860K
|
25.1K
$939K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
695New |
$21.6K - $23.8K
|
695
$26K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
300New |
$9.32K - $10.3K
|
300
$11.2K
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
190+ 0.36% |
$5.9K - $6.51K
|
52.4K
$1.96M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.44% |
$124 - $137
|
921
$34.4K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.63% |
$62.1 - $68.5
|
317
$11.9K
|
|
Q3 2023 | |||||||
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
204New |
$6.35K - $6.98K
|
204
$7.63K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$62.3 - $68.5
|
2
$74.8
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
146KNew |
$4.71M - $4.95M
|
146K
$5.47M
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.32KNew |
$204K - $214K
|
6.32K
$236K
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.19KNew |
$70.4K - $74K
|
2.19K
$81.8K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
424New |
$13.7K - $14.3K
|
424
$15.9K
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
367+ 0.9% |
$11.8K - $12.4K
|
41.3K
$1.55M
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
480K+ 352.18% |
$15.3M - $16.4M
|
616K
$23.1M
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
22.7KNew |
$720K - $776K
|
22.7K
$847K
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
435+ 3.69% |
$13.8K - $14.9K
|
12.2K
$457K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
128New |
$4.07K - $4.39K
|
128
$4.79K
|
|
Q4 2022 | |||||||
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
18KNew |
$570K - $630K
|
18K
$672K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
13.4KNew |
$426K - $470K
|
13.4K
$502K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
13.4KNew |
$424K - $469K
|
13.4K
$500K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.3K+ 77.31% |
$326K - $360K
|
23.5K
$880K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
578New |
$18.3K - $20.3K
|
578
$21.6K
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
167New |
$5.3K - $5.86K
|
167
$6.25K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
160New |
$5.08K - $5.61K
|
160
$5.98K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32+ 0.68% |
$1.02K - $1.12K
|
4.71K
$176K
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
497+ 166.22% |
$16.1K - $18.1K
|
796
$29.8K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
440+ 1.87% |
$14.3K - $16K
|
24K
$896K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
17.7KNew |
$573K - $642K
|
17.7K
$661K
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$336K - $377K
|
10.4K
$388K
|