Institutional Ownership Invesco Dwa Industrials Moment (PRN)
This table provides information about the institutional ownership of Invesco Dwa Industrials Moment (PRN). We have compiled data on the 82 institutions that hold shares in the stock, with a total of 949,777 shares, which have been reported (via 13F filing form) to have a value of $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
135,814
shares
|
$23 Million
0.0% of portfolio
|
Q2 2024
Added 4.32%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
113,298
shares
|
$19.2 Million
1.61% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
68,339
shares
|
$11.6 Million
0.0% of portfolio
|
Q2 2024
Added 8.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
61,796
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2024
Added 216.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
53,720
shares
|
$9.09 Million
0.0% of portfolio
|
Q2 2024
Added 20.03%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
51,866
shares
|
$8.78 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
48,305
shares
|
$8.17 Million
0.0% of portfolio
|
Q2 2024
Added 4.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
36,127
shares
|
$6.11 Million
0.01% of portfolio
|
Q2 2024
Added 259.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
30,333
shares
|
$5.13 Million
0.02% of portfolio
|
Q3 2024
Added 34.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
28,849
shares
|
$4.88 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
27,205
shares
|
$4.6 Million
0.52% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Tredje Ap Fonden
|
Aug 12, 2024 Q2 2024 |
25,735
shares
|
$4.35 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,228
shares
|
$4.27 Million
0.0% of portfolio
|
Q3 2024
Added 698.86%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
16,970
shares
|
$2.87 Million
1.28% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
14,953
shares
|
$2.53 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
14,845
shares
|
$2.51 Million
0.25% of portfolio
|
Q3 2024
Added 82.8%
|
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
14,011
shares
|
$2.37 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
13,954
shares
|
$2.36 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.55%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
13,410
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.02%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
12,508
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2024
Added 39.63%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
8,939
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2024
Added 359.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
8,632
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2024
Added 42.68%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
7,650
shares
|
$1.29 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
7,431
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
7,377
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 45.05%
|