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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2020
Q1 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-20.2KClosed |
$137K - $265K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.02KClosed |
$13.6K - $26.5K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-3Closed |
$20.3 - $39.4
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-29.2KClosed |
$197K - $383K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-1.93KClosed |
$13K - $25.3K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-39.5KClosed |
$267K - $519K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Mar 24, 2023
Q4 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.66KNew |
$41.7K - $47.5K
|
3.66K
$259K
|
|
|
Feb 04, 2020
Q4 2019
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-43.2KClosed |
$492K - $560K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-16.1KClosed |
$182K - $199K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-12.7KClosed |
$144K - $157K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-66Closed |
$745 - $814
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-121Closed |
$1.37K - $1.49K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-26.8KClosed |
$303K - $331K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
250New |
$2.82K - $3.09K
|
250
$17.7K
|
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2KClosed |
$22.6K - $24.7K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-290Closed |
$3.31K - $3.54K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Simplex Trading, LLC
|
SELL
|
- |
-552Closed |
$6.31K - $6.73K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Camelot Portfolios, LLC
|
SELL
|
- |
-34.7KClosed |
$396K - $423K
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.7KClosed |
$30.8K - $32.9K
|
0
$0
|
|
|
Jul 11, 2019
Q2 2019
|
Rothschild Investment Corp
|
SELL
|
- |
-14KClosed |
$160K - $171K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-71.4KClosed |
$703K - $828K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-6KClosed |
$59K - $69.6K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Coldstream Capital Management Inc
|
SELL
|
- |
-16.2KClosed |
$160K - $188K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-444Closed |
$4.37K - $5.15K
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Telemus Capital, LLC
|
SELL
|
- |
-17.9KClosed |
$176K - $208K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 20, 2019
Q4 2018
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-20.1KClosed |
$195K - $248K
|
0
$0
|
|
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
400New |
$3.89K - $4.94K
|
400
$28.3K
|
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
800+ 72.6% |
$7.78K - $9.87K
|
1.9K
$135K
|
|
|
Feb 13, 2019
Q4 2018
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-23.5KClosed |
$228K - $290K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-39KClosed |
$379K - $482K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-233Closed |
$2.26K - $2.88K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Fluent Financial, LLC
|
SELL
|
- |
-107KClosed |
$1.04M - $1.32M
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Lincoln National Corp
|
SELL
|
- |
-21.1KClosed |
$206K - $261K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.01KClosed |
$77.9K - $98.9K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-500Closed |
$4.86K - $6.17K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-22.7KClosed |
$220K - $280K
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Gradient Investments LLC
|
SELL
|
- |
-89- 32.96% |
$865 - $1.1K
|
181
$12.8K
|
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-10Closed |
$97.2 - $123
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
22.7KNew |
$272K - $292K
|
22.7K
$1.61M
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-38KClosed |
$456K - $490K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-742Closed |
$8.9K - $9.56K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-64.3KClosed |
$772K - $829K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$11.8 - $12.5
|
1
$70.8
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.5KNew |
$29.6K - $31.2K
|
2.5K
$177K
|
|
|
Aug 06, 2018
Q2 2018
|
Brighton Jones LLC
|
BUY
|
- |
30KNew |
$355K - $374K
|
30K
$2.12M
|
|