Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PSP)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PSP) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
151New |
$1.75K - $2.35K
|
151
$10.4K
|
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-14.8KClosed |
$172K - $231K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.13KNew |
$16.5K - $18.8K
|
1.13K
$77.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-60Closed |
$879 - $1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.04KClosed |
$15.2K - $17.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-981Closed |
$14.4K - $16.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.5KClosed |
$169K - $193K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.24KClosed |
$18.2K - $20.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-917Closed |
$13.4K - $15.3K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-39.6KClosed |
$581K - $661K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.7KClosed |
$200K - $228K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-358KClosed |
$5.24M - $5.96M
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-354Closed |
$5.19K - $5.9K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.06K+ 11.79% |
$133K - $151K
|
85.9K
$5.92M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5.64KClosed |
$82.7K - $94.1K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.36KClosed |
$20.3K - $22.4K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-98.7KClosed |
$1.48M - $1.63M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
222New |
$3.33K - $3.67K
|
222
$15.3K
|
|
| Q2 2021 | |||||||
|
Sep 13, 2023
Q2 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-2.71K- 12.73% |
$40.2K - $43.7K
|
18.6K
$1.28M
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.7KClosed |
$278K - $302K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-146Closed |
$2.17K - $2.35K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
5New |
$74.3 - $80.6
|
5
$345
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.8KClosed |
$41.6K - $45.2K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.08KClosed |
$54.8K - $60.8K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-68Closed |
$913 - $1.01K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-13.9KClosed |
$187K - $208K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-71.9KClosed |
$965K - $1.07M
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.98KClosed |
$26.6K - $29.5K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-11.9KClosed |
$128K - $160K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-633Closed |
$6.82K - $8.53K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Ellevest, Inc.
|
BUY
|
- |
450New |
$4.85K - $6.07K
|
450
$31K
|
|
|
Feb 03, 2021
Q4 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-25KClosed |
$269K - $336K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-40K- 71.43% |
$431K - $539K
|
16K
$1.1M
|
|
| Q3 2020 | |||||||
|
Jul 09, 2024
Q3 2020
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.88K- 10.77% |
$19.4K - $21.5K
|
15.5K
$1.07M
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
129KNew |
$1.34M - $1.48M
|
129K
$8.92M
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.67KClosed |
$17.3K - $19.1K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-175Closed |
$1.81K - $2K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
125New |
$1.29K - $1.43K
|
125
$8.62K
|
|
|
Nov 06, 2020
Q3 2020
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11.9KClosed |
$123K - $136K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8.6KClosed |
$88.9K - $98.5K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.16KClosed |
$12K - $13.3K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-103Closed |
$1.07K - $1.18K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-10.5KClosed |
$79K - $115K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.09KClosed |
$23.3K - $33.8K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-11.1KClosed |
$83.9K - $122K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-73Closed |
$551 - $801
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-10.6KClosed |
$80K - $116K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.5KClosed |
$23.7K - $46K
|
0
$0
|
|