Latest Institutional Transactions on Invesco Dwa Industrials Moment (PRN)
This table provides information on the latest institutional transactions involving Invesco Dwa Industrials Moment (PRN) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.49KNew |
$531K - $621K
|
3.49K
$546K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1+ 0.04% |
$152 - $178
|
2.4K
$376K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.86KNew |
$434K - $508K
|
2.86K
$446K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
296+ 435.29% |
$45K - $52.6K
|
364
$56.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
25+ 0.61% |
$3.8K - $4.44K
|
4.13K
$645K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
107+ 0.86% |
$16.3K - $19K
|
12.6K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
40+ 0.21% |
$6.08K - $7.11K
|
19K
$2.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
511+ 277.72% |
$77.6K - $90.8K
|
695
$109K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
4K+ 200.0% |
$608K - $711K
|
6K
$938K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-15- 1.0% |
$2.28K - $2.67K
|
1.49K
$232K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-64- 1.44% |
$9.72K - $11.4K
|
4.37K
$683K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
30+ 3.43% |
$4.56K - $5.33K
|
905
$141K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.69KNew |
$256K - $300K
|
1.69K
$264K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
303New |
$46K - $53.9K
|
303
$47.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.4K+ 217.19% |
$1.88M - $2.2M
|
18.1K
$2.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.03KNew |
$308K - $361K
|
2.03K
$317K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.06K- 7.12% |
$161K - $188K
|
13.8K
$2.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
710+ 473.33% |
$108K - $126K
|
860
$134K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.11KNew |
$472K - $553K
|
3.11K
$486K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-18- 0.76% |
$2.73K - $3.2K
|
2.37K
$370K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-350- 20.0% |
$53.2K - $62.2K
|
1.4K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
9.19KNew |
$1.4M - $1.63M
|
9.19K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.16K- 12.7% |
$327K - $383K
|
14.8K
$2.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.75K+ 179.52% |
$570K - $667K
|
5.84K
$913K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-801- 1.54% |
$122K - $142K
|
51.1K
$7.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
27New |
$4.1K - $4.8K
|
27
$4.22K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-23- 0.94% |
$3.49K - $4.09K
|
2.43K
$380K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.54KNew |
$233K - $273K
|
1.54K
$240K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-380- 1.4% |
$57.7K - $67.5K
|
26.8K
$4.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-132- 1.73% |
$20.1K - $23.5K
|
7.52K
$1.17M
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.87K- 83.68% |
$375K - $438K
|
559
$87.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.81KNew |
$238K - $278K
|
1.81K
$283K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
200New |
$26.2K - $30.6K
|
200
$31.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
318New |
$41.6K - $48.7K
|
318
$49.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
255+ 49.13% |
$33.4K - $39K
|
774
$121K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-199- 4.16% |
$26.1K - $30.4K
|
4.58K
$716K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-63- 1.34% |
$8.25K - $9.64K
|
4.63K
$724K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-232- 11.83% |
$30.4K - $35.5K
|
1.73K
$270K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-10- 2.83% |
$1.31K - $1.53K
|
343
$53.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
11New |
$1.44K - $1.68K
|
11
$1.72K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.75KNew |
$360K - $421K
|
2.75K
$430K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.1K+ 698.86% |
$2.89M - $3.38M
|
25.2K
$3.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
42.2K+ 216.01% |
$5.53M - $6.46M
|
61.8K
$9.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
138+ 8.46% |
$18.1K - $21.1K
|
1.77K
$277K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15New |
$1.96K - $2.1K
|
15
$2.34K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8- 15.38% |
$1.04K - $1.12K
|
44
$6.88K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
250New |
$32.6K - $35.1K
|
250
$39.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
301New |
$39.3K - $42.2K
|
301
$47K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2KNew |
$227K - $279K
|
2K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$1.24M - $1.52M
|
10.9K
$1.7M
|
|