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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$508 - $589
|
6
$1.03K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-622- 10.99% |
$52.7K - $61.1K
|
5.04K
$866K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-165- 18.11% |
$14K - $16.2K
|
746
$128K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
91New |
$7.71K - $8.93K
|
91
$15.6K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-96- 5.47% |
$8.13K - $9.42K
|
1.66K
$285K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.44% |
$84.7 - $98.2
|
42
$7.22K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.39% |
$406 - $461
|
1.27K
$219K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.74K+ 1071.6% |
$141K - $160K
|
1.9K
$326K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
761New |
$61.8K - $70.2K
|
761
$131K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
100New |
$8.12K - $9.22K
|
100
$17.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-602- 50.93% |
$48.9K - $55.5K
|
580
$99.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
32New |
$2.6K - $2.95K
|
32
$5.5K
|
|
| Q3 2022 | |||||||
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1+ 1.37% |
$80.2 - $95.5
|
74
$12.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-50- 50.0% |
$4.01K - $4.77K
|
50
$8.6K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-105Closed |
$8.42K - $10K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
370+ 75.2% |
$29.3K - $36.4K
|
862
$148K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-35- 1.03% |
$2.77K - $3.44K
|
3.35K
$576K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-35Closed |
$2.77K - $3.44K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-33Closed |
$2.61K - $3.24K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7+ 0.21% |
$554 - $688
|
3.34K
$575K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.5KClosed |
$198K - $246K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.98KClosed |
$315K - $391K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-837Closed |
$66.2K - $82.2K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4.13KClosed |
$327K - $406K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26New |
$2.06K - $2.55K
|
26
$4.47K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.86KClosed |
$226K - $281K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-206Closed |
$16.3K - $20.2K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-12.3KClosed |
$971K - $1.21M
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-300Closed |
$27.9K - $34.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.05KClosed |
$191K - $237K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-788- 72.43% |
$73.2K - $90.8K
|
300
$51.6K
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.26KClosed |
$675K - $837K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-7.4KClosed |
$688K - $853K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-189Closed |
$17.6K - $21.8K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Vista Finance, LLC
|
SELL
|
- |
-33.3KClosed |
$3.09M - $3.84M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-383Closed |
$38.4K - $46.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-300Closed |
$30.1K - $36.5K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-300Closed |
$30.1K - $36.5K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$94.8 - $106
|
1
$172
|
|
|
Nov 10, 2021
Q3 2021
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-4.22KClosed |
$400K - $446K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
200New |
$19K - $21.1K
|
200
$34.4K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
570New |
$54K - $60.2K
|
570
$98K
|
|
|
Oct 08, 2021
Q3 2021
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-85KClosed |
$8.06M - $8.98M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-93Closed |
$8.9K - $9.73K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
20New |
$1.91K - $2.09K
|
20
$3.44K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.09KClosed |
$104K - $114K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-7Closed |
$670 - $732
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-5.32KClosed |
$509K - $556K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.77KClosed |
$552K - $603K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4Closed |
$383 - $418
|
0
$0
|
|