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 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-218- 4.04% |
$33.1K - $38.7K
|
5.18K
$850K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.49KNew |
$531K - $621K
|
3.49K
$573K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.86KNew |
$434K - $508K
|
2.86K
$469K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
296+ 435.29% |
$45K - $52.6K
|
364
$59.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
511+ 277.72% |
$77.6K - $90.8K
|
695
$114K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.69KNew |
$256K - $300K
|
1.69K
$277K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.4K+ 217.19% |
$1.88M - $2.2M
|
18.1K
$2.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.11KNew |
$472K - $553K
|
3.11K
$510K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
27New |
$4.1K - $4.8K
|
27
$4.43K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-132- 1.73% |
$20.1K - $23.5K
|
7.52K
$1.23M
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
200New |
$26.2K - $30.6K
|
200
$32.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
255+ 49.13% |
$33.4K - $39K
|
774
$127K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
318New |
$41.6K - $48.7K
|
318
$52.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-232- 11.83% |
$30.4K - $35.5K
|
1.73K
$284K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-10- 2.83% |
$1.31K - $1.53K
|
343
$56.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
11New |
$1.44K - $1.68K
|
11
$1.81K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.1K+ 698.86% |
$2.89M - $3.38M
|
25.2K
$4.14M
|
|
|
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
$10.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
138+ 8.46% |
$18.1K - $21.1K
|
1.77K
$290K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8- 15.38% |
$1.04K - $1.12K
|
44
$7.22K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
301New |
$39.3K - $42.2K
|
301
$49.4K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2KNew |
$227K - $279K
|
2K
$328K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$1.24M - $1.52M
|
10.9K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.09% |
$114 - $140
|
1.07K
$176K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.06KNew |
$462K - $568K
|
4.06K
$667K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
67New |
$7.62K - $9.36K
|
67
$11K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.94K- 6.41% |
$220K - $271K
|
28.3K
$4.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-22K- 79.31% |
$2.5M - $3.07M
|
5.73K
$940K
|
|
|
Apr 15, 2024
Q1 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
32.3KNew |
$3.67M - $4.51M
|
32.3K
$5.3M
|
|
| Q4 2023 | |||||||
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
58New |
$5.48K - $6.91K
|
58
$9.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.42KNew |
$229K - $289K
|
2.42K
$397K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-80- 1.6% |
$7.56K - $9.53K
|
4.91K
$806K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
270New |
$25.5K - $32.2K
|
270
$44.3K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-491- 46.28% |
$48.8K - $53.7K
|
570
$93.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.64KNew |
$262K - $288K
|
2.64K
$433K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
180+ 14.53% |
$17.9K - $19.7K
|
1.42K
$233K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.76K+ 75.73% |
$174K - $192K
|
4.08K
$669K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
175New |
$15.7K - $18.4K
|
175
$28.7K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.13KNew |
$180K - $209K
|
2.13K
$349K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$508 - $589
|
6
$985
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-622- 10.99% |
$52.7K - $61.1K
|
5.04K
$827K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
91New |
$7.71K - $8.93K
|
91
$14.9K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-165- 18.11% |
$14K - $16.2K
|
746
$122K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-96- 5.47% |
$8.13K - $9.42K
|
1.66K
$272K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.44% |
$84.7 - $98.2
|
42
$6.89K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.39% |
$406 - $461
|
1.27K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.74K+ 1071.6% |
$141K - $160K
|
1.9K
$311K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
100New |
$8.12K - $9.22K
|
100
$16.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
32New |
$2.6K - $2.95K
|
32
$5.25K
|
|
| Q3 2022 | |||||||
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-50- 50.0% |
$4.01K - $4.77K
|
50
$8.21K
|
|