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 |
---|---|---|---|---|---|---|---|
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
$141K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-35- 1.03% |
$2.77K - $3.44K
|
3.35K
$550K
|
|
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
$548K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-35Closed |
$2.77K - $3.44K
|
0
$0
|
|
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 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.86KClosed |
$226K - $281K
|
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 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 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
$32.8K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
570New |
$54K - $60.2K
|
570
$93.5K
|
|
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
$3.28K
|
|
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
|
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-33.9KClosed |
$3.25M - $3.55M
|
0
$0
|
|
Q1 2021 | |||||||
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.01KClosed |
$637K - $761K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
2New |
$182 - $217
|
2
$328
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
117New |
$8.64K - $10.9K
|
117
$19.2K
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-294Closed |
$15.4K - $20.9K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-243KClosed |
$11.5M - $18M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-429Closed |
$20.3K - $31.9K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Investment Partners, Ltd.
|
SELL
|
- |
-3.96KClosed |
$187K - $294K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 09, 2020
Q4 2019
|
Old Port Advisors
|
SELL
|
- |
-3.46KClosed |
$205K - $237K
|
0
$0
|
|
Q3 2019 | |||||||
Mar 24, 2023
Q3 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
153New |
$9.95K - $10.3K
|
153
$25.1K
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-980Closed |
$63.7K - $66.3K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-175Closed |
$11.4K - $11.8K
|
0
$0
|
|
Q2 2019 | |||||||
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
N/A
|
1
$164
|
|
Q1 2019 | |||||||
May 14, 2019
Q1 2019
|
Fifth Third Bancorp
|
SELL
|
- |
-70Closed |
N/A
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.34KClosed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-179Closed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.89KClosed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
45.4KNew |
N/A
|
45.4K
$7.45M
|
|
Nov 13, 2018
Q3 2018
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-31Closed |
N/A
|
0
$0
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$164
|