Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PRF)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PRF) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
600+ 22.27% |
$22.4K - $24.4K
|
3.29K
$133K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
538+ 94.39% |
$20.1K - $21.9K
|
1.11K
$44.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
350+ 31.11% |
$13.1K - $14.2K
|
1.48K
$59.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
265+ 3.72% |
$9.89K - $10.8K
|
7.38K
$297K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
235New |
$8.77K - $9.55K
|
235
$9.47K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
190+ 3.89% |
$7.09K - $7.72K
|
5.07K
$204K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
165+ 2.21% |
$6.16K - $6.7K
|
7.63K
$307K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
160+ 3.02% |
$5.97K - $6.5K
|
5.46K
$220K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
145New |
$5.41K - $5.89K
|
145
$5.84K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
116+ 0.36% |
$4.33K - $4.71K
|
32.6K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
105+ 20.59% |
$3.92K - $4.27K
|
615
$24.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
78+ 0.4% |
$2.91K - $3.17K
|
19.6K
$791K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
71+ 1.98% |
$2.65K - $2.88K
|
3.65K
$147K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
54+ 0.27% |
$2.02K - $2.19K
|
20.3K
$816K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
48+ 0.02% |
$1.79K - $1.95K
|
297K
$12M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.46% |
$1.53K - $1.67K
|
9.02K
$363K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
40+ 0.42% |
$1.49K - $1.63K
|
9.64K
$388K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
35+ 0.28% |
$1.31K - $1.42K
|
12.4K
$501K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
34+ 0.46% |
$1.27K - $1.38K
|
7.47K
$301K
|
|
|
Oct 02, 2024
Q3 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
31+ 0.46% |
$1.16K - $1.26K
|
6.7K
$270K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
18+ 0.3% |
$672 - $731
|
6.03K
$243K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
15+ 0.45% |
$560 - $609
|
3.38K
$136K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 0.44% |
$373 - $406
|
2.27K
$91.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
8+ 0.13% |
$299 - $325
|
6.17K
$249K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7+ 0.02% |
$261 - $284
|
42K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.04% |
$112 - $122
|
8.09K
$326K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.62% |
$74.7 - $81.3
|
326
$13.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$74.7 - $81.3
|
6.18K
$249K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$37.3 - $40.6
|
19.6K
$789K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
23.8MNew |
$866M - $917M
|
23.8M
$957M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
121K+ 7.47% |
$4.41M - $4.67M
|
1.74M
$70.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.7K+ 3.05% |
$2.43M - $2.57M
|
2.25M
$90.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
66.1K+ 12.43% |
$2.41M - $2.55M
|
598K
$24.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
62.5KNew |
$2.28M - $2.41M
|
62.5K
$2.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
54.7K+ 6.95% |
$1.99M - $2.11M
|
841K
$33.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
44.5K+ 1.55% |
$1.62M - $1.72M
|
2.91M
$117M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.1K+ 1.0% |
$877K - $928K
|
2.43M
$97.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.3K+ 1.26% |
$851K - $901K
|
1.88M
$75.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
23.3KNew |
$848K - $898K
|
23.3K
$937K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
16.9KNew |
$615K - $651K
|
16.9K
$679K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.7K+ 6.73% |
$608K - $643K
|
264K
$10.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.5K+ 7.54% |
$600K - $635K
|
235K
$9.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
15.8KNew |
$578K - $611K
|
15.8K
$638K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.9K+ 0.86% |
$506K - $536K
|
1.64M
$65.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
13.3K+ 58.6% |
$485K - $513K
|
36K
$1.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
12K+ 11.4% |
$437K - $463K
|
117K
$4.73M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11KNew |
$400K - $424K
|
11K
$443K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.9K+ 0.66% |
$396K - $419K
|
1.65M
$66.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10K+ 8.16% |
$366K - $388K
|
133K
$5.36M
|
|