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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
732+ 400.0% |
$23.2K - $122K
|
915
$39.4K
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
644+ 400.0% |
$20.5K - $107K
|
805
$34.6K
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
600+ 400.0% |
$19.1K - $99.8K
|
750
$32.3K
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
600+ 400.0% |
$19.1K - $99.8K
|
750
$32.3K
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
544+ 400.0% |
$17.3K - $90.5K
|
680
$29.2K
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
472+ 400.0% |
$15K - $78.5K
|
590
$25.4K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
450New |
$14.3K - $74.8K
|
450
$19.4K
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
436+ 400.0% |
$13.8K - $72.5K
|
545
$23.4K
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
400+ 400.0% |
$12.7K - $66.5K
|
500
$21.5K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
368+ 400.0% |
$11.7K - $61.2K
|
460
$19.8K
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
360+ 400.0% |
$11.4K - $59.9K
|
450
$19.4K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
280+ 400.0% |
$8.89K - $46.6K
|
350
$15.1K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
267New |
$8.48K - $44.4K
|
267
$11.5K
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
248+ 400.0% |
$7.88K - $41.2K
|
310
$13.3K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
204+ 400.0% |
$6.48K - $33.9K
|
255
$11K
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
192+ 400.0% |
$6.1K - $31.9K
|
240
$10.3K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
152+ 400.0% |
$4.83K - $25.3K
|
190
$8.17K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
128New |
$4.07K - $21.3K
|
128
$5.51K
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
4+ 400.0% |
$127 - $665
|
5
$215
|
|
Q2 2023 | |||||||
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
14.8KNew |
$2.27M - $2.42M
|
14.8K
$637K
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
7.94KNew |
$1.22M - $1.3M
|
7.94K
$341K
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.79KNew |
$580K - $620K
|
3.79K
$163K
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.4KNew |
$215K - $229K
|
1.4K
$60.2K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
820New |
$126K - $134K
|
820
$35.3K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
311New |
$47.7K - $50.9K
|
311
$13.4K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
247New |
$37.9K - $40.4K
|
247
$10.6K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$15.3K - $16.4K
|
100
$4.3K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
55New |
$8.43K - $9K
|
55
$2.37K
|
|
Q1 2023 | |||||||
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
58.7K+ 9031.85% |
$8.77M - $9.71M
|
59.4K
$2.55M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.14KNew |
$320K - $354K
|
2.14K
$92K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.03KNew |
$303K - $335K
|
2.03K
$87.1K
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
932New |
$139K - $154K
|
932
$40.1K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
416+ 226.09% |
$62.2K - $68.8K
|
600
$25.8K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
16+ 0.55% |
$2.39K - $2.65K
|
2.94K
$126K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
70.4KNew |
$1.98M - $11.5M
|
70.4K
$3.03M
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
9.05KNew |
$254K - $1.48M
|
9.05K
$389K
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.6KNew |
$44.8K - $261K
|
1.6K
$68.6K
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.34KNew |
$37.7K - $219K
|
1.34K
$57.6K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
580New |
$16.3K - $94.9K
|
580
$24.9K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
252New |
$7.08K - $41.2K
|
252
$10.8K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
204+ 52.85% |
$5.73K - $33.4K
|
590
$25.4K
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
176+ 7.56% |
$4.95K - $28.8K
|
2.5K
$108K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
118New |
$3.32K - $19.3K
|
118
$5.08K
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
104New |
$2.92K - $17K
|
104
$4.47K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
96New |
$2.7K - $15.7K
|
96
$4.13K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
85New |
$2.39K - $13.9K
|
85
$3.66K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 0.53% |
$56.2 - $327
|
378
$16.3K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2New |
$56.2 - $327
|
2
$86
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
12.7KNew |
$352K - $2.09M
|
12.7K
$546K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.12K+ 41.68% |
$170K - $1.01M
|
20.8K
$894K
|