Purchases and Sales Made in Q4 2023 in Invesco Dwa Industrials Moment (PRN)
This table provides information about the institutional ownership of Invesco Dwa Industrials Moment (PRN) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO DWA INDUSTRIALS MOMENT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
27.7KNew |
$2.62M - $3.3M
|
27.7K
$4.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.88K+ 197.61% |
$461K - $582K
|
7.35K
$1.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.76K+ 50.37% |
$450K - $567K
|
14.2K
$2.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.23KNew |
$399K - $504K
|
4.23K
$716K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.78KNew |
$263K - $331K
|
2.78K
$471K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.42KNew |
$229K - $289K
|
2.42K
$410K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.13K+ 21.06% |
$202K - $254K
|
12.3K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.96KNew |
$185K - $234K
|
1.96K
$332K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.59K+ 14.9% |
$150K - $190K
|
12.3K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.35KNew |
$128K - $161K
|
1.35K
$228K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 9.11% |
$114K - $143K
|
14.4K
$2.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.06K+ 2.3% |
$99.7K - $126K
|
47K
$7.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
890New |
$84.1K - $106K
|
890
$151K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
776+ 5.17% |
$73.3K - $92.4K
|
15.8K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
622+ 1.94% |
$58.8K - $74.1K
|
32.8K
$5.54M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
586+ 16.8% |
$55.4K - $69.8K
|
4.07K
$689K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
400+ 11.52% |
$37.8K - $47.7K
|
3.87K
$655K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
270New |
$25.5K - $32.2K
|
270
$45.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
252+ 8.07% |
$23.8K - $30K
|
3.38K
$571K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
245New |
$23.1K - $29.2K
|
245
$41.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
78+ 4.26% |
$7.37K - $9.29K
|
1.91K
$323K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
60+ 0.83% |
$5.67K - $7.15K
|
7.31K
$1.24M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
58New |
$5.48K - $6.91K
|
58
$9.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.1% |
$94.5 - $119
|
1.01K
$171K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-61- 32.62% |
$5.76K - $7.27K
|
126
$21.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-80- 1.6% |
$7.56K - $9.53K
|
4.91K
$831K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-94- 1.62% |
$8.88K - $11.2K
|
5.72K
$967K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-132- 1.93% |
$12.5K - $15.7K
|
6.72K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-197- 5.14% |
$18.6K - $23.5K
|
3.64K
$615K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-250- 9.31% |
$23.6K - $29.8K
|
2.44K
$412K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-261- 8.29% |
$24.7K - $31.1K
|
2.89K
$489K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-365- 2.06% |
$34.5K - $43.5K
|
17.4K
$2.94M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-415- 4.49% |
$39.2K - $49.4K
|
8.82K
$1.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-564- 42.37% |
$53.3K - $67.2K
|
767
$130K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-611- 4.19% |
$57.7K - $72.8K
|
14K
$2.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-1.08K- 3.98% |
$102K - $129K
|
26.1K
$4.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.16K- 1.78% |
$109K - $138K
|
63.8K
$10.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.89K- 6.16% |
$178K - $225K
|
28.8K
$4.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.09K- 6.45% |
$197K - $248K
|
30.2K
$5.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.55K- 5.06% |
$240K - $303K
|
47.8K
$8.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.92K- 8.82% |
$275K - $347K
|
30.1K
$5.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.14K- 2.45% |
$297K - $374K
|
125K
$21.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.03K- 22.08% |
$380K - $480K
|
14.2K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.23K- 68.76% |
$778K - $981K
|
3.74K
$633K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12.1K- 9.56% |
$1.14M - $1.44M
|
115K
$19.4M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.3K- 31.2% |
$2.01M - $2.54M
|
47K
$7.96M
|