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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
58.7K+ 9031.85% |
$8.77M - $9.71M
|
59.4K
$2.43M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.14KNew |
$320K - $354K
|
2.14K
$87.5K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.03KNew |
$303K - $335K
|
2.03K
$82.9K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
932New |
$139K - $154K
|
932
$38.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
416+ 226.09% |
$62.2K - $68.8K
|
600
$24.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
147New |
$22K - $24.3K
|
147
$6.02K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
16+ 0.55% |
$2.39K - $2.65K
|
2.94K
$120K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
70.4KNew |
$1.98M - $11.5M
|
70.4K
$2.88M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
9.05KNew |
$254K - $1.48M
|
9.05K
$370K
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.6KNew |
$44.8K - $261K
|
1.6K
$65.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.34KNew |
$37.7K - $219K
|
1.34K
$54.8K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
580New |
$16.3K - $94.9K
|
580
$23.7K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
252New |
$7.08K - $41.2K
|
252
$10.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
204+ 52.85% |
$5.73K - $33.4K
|
590
$24.1K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
176+ 7.56% |
$4.95K - $28.8K
|
2.5K
$102K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
118New |
$3.32K - $19.3K
|
118
$4.83K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
104New |
$2.92K - $17K
|
104
$4.26K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
96New |
$2.7K - $15.7K
|
96
$3.93K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
85New |
$2.39K - $13.9K
|
85
$3.48K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 0.53% |
$56.2 - $327
|
378
$15.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2New |
$56.2 - $327
|
2
$81.8
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
12.7KNew |
$352K - $2.09M
|
12.7K
$520K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.12K+ 41.68% |
$170K - $1.01M
|
20.8K
$851K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
4.2KNew |
$117K - $693K
|
4.2K
$172K
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.56KNew |
$71.2K - $423K
|
2.56K
$105K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.78KNew |
$49.5K - $294K
|
1.78K
$73K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.06KNew |
$29.5K - $175K
|
1.06K
$43.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
56+ 1.22% |
$1.55K - $9.23K
|
4.64K
$190K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
63.4KNew |
$9.2M - $11M
|
63.4K
$2.59M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5.39K+ 17.44% |
$783K - $932K
|
36.3K
$1.49M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.36KNew |
$198K - $235K
|
1.36K
$55.7K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
478+ 13.92% |
$69.3K - $82.6K
|
3.91K
$160K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
21New |
$3.05K - $3.63K
|
21
$859
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.4KNew |
$3.95M - $4.28M
|
24.4K
$998K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
1.37KNew |
$222K - $240K
|
1.37K
$56K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
700New |
$113K - $123K
|
700
$28.6K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
149New |
$24.1K - $26.1K
|
149
$6.1K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
112New |
$18.1K - $19.7K
|
112
$4.58K
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
4.7KNew |
$752K - $809K
|
4.7K
$192K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
264New |
$42.2K - $45.4K
|
264
$10.8K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
209New |
$33.4K - $35.9K
|
209
$8.55K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
117+ 8.32% |
$18.7K - $20.1K
|
1.52K
$62.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
26New |
$4.16K - $4.47K
|
26
$1.06K
|
|
| Q3 2021 | |||||||
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
71+ 45.81% |
$11K - $11.7K
|
226
$9.25K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
56New |
$8.7K - $9.25K
|
56
$2.29K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
9New |
$1.4K - $1.49K
|
9
$368
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
52.2KNew |
$7.98M - $8.55M
|
52.2K
$2.14M
|
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
432New |
$66K - $70.7K
|
432
$17.7K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
633+ 131.6% |
$83.2K - $97.1K
|
1.11K
$45.6K
|
|
|
Apr 08, 2021
Q1 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
165+ 8.22% |
$21.7K - $25.3K
|
2.17K
$88.9K
|
|