Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PSI)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PSI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
295+ 159.46% |
$12.2K - $41.4K
|
480
$28.8K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
270+ 200.0% |
$11.2K - $37.9K
|
405
$24.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
250+ 200.0% |
$10.4K - $35.1K
|
375
$22.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
180+ 200.0% |
$7.46K - $25.3K
|
270
$16.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
152+ 200.0% |
$6.3K - $21.3K
|
228
$13.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
135New |
$5.59K - $19K
|
135
$8.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
130+ 200.0% |
$5.38K - $18.3K
|
195
$11.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
96+ 200.0% |
$3.98K - $13.5K
|
144
$8.64K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
56+ 200.0% |
$2.32K - $7.86K
|
84
$5.04K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
34+ 200.0% |
$1.41K - $4.77K
|
51
$3.06K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22+ 200.0% |
$911 - $3.09K
|
33
$1.98K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
14+ 200.0% |
$580 - $1.97K
|
21
$1.26K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.56KNew |
$170K - $213K
|
1.56K
$93.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500New |
$54.5K - $68.4K
|
500
$30K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
9.14KNew |
$907K - $1.13M
|
9.14K
$549K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.12KNew |
$211K - $262K
|
2.12K
$127K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.67KNew |
$165K - $206K
|
1.67K
$100K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
365New |
$36.2K - $45.1K
|
365
$21.9K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.26KNew |
$64.6K - $252K
|
2.26K
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.39KNew |
$39.8K - $156K
|
1.39K
$83.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
230+ 4.33% |
$6.57K - $25.7K
|
5.54K
$333K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
200New |
$5.71K - $22.3K
|
200
$12K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
103New |
$2.94K - $11.5K
|
103
$6.18K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
50New |
$1.43K - $5.58K
|
50
$3K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
42New |
$1.2K - $4.69K
|
42
$2.52K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
13New |
$371 - $1.45K
|
13
$780
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 0.22% |
$57.1 - $223
|
903
$54.2K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1KNew |
$30K - $39K
|
1K
$60K
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
978+ 2.38% |
$29.3K - $38.1K
|
42K
$2.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
200New |
$6K - $7.8K
|
200
$12K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
129New |
$3.87K - $5.03K
|
129
$7.74K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 1.1% |
$30 - $39
|
92
$5.52K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.57K+ 260.82% |
$180K - $239K
|
7.7K
$462K
|
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.2KNew |
$71K - $94.5K
|
2.2K
$132K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
325New |
$10.5K - $14K
|
325
$19.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1New |
$32.3 - $43
|
1
$60
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13KNew |
$501K - $674K
|
13K
$779K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
449New |
$17.3K - $23.3K
|
449
$26.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
112New |
$4.32K - $5.82K
|
112
$6.72K
|
|
| Q2 2021 | |||||||
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
197New |
$7.15K - $8.48K
|
197
$11.8K
|
|
| Q1 2021 | |||||||
|
Apr 26, 2021
Q1 2021
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
36.6KNew |
$1.28M - $1.57M
|
36.6K
$2.2M
|
|
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
147New |
$5.14K - $6.3K
|
147
$8.82K
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
68New |
$2.38K - $2.91K
|
68
$4.08K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.42K+ 554.9% |
$24.3K - $35.1K
|
1.67K
$100K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$60
|
|