Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PTF)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PTF) 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
393+ 0.36% |
$24.5K - $31.6K
|
110K
$7.77M
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-100- 1.76% |
$6.23K - $8.05K
|
5.58K
$395K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100New |
$6.23K - $8.05K
|
100
$7.08K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.19K- 3.0% |
$324K - $418K
|
168K
$11.9M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-43- 0.44% |
$2.68K - $3.46K
|
9.69K
$685K
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 5.55% |
$76.3K - $98.5K
|
20.8K
$1.47M
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-565- 7.16% |
$35.2K - $45.5K
|
7.33K
$519K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-241- 0.73% |
$15K - $19.4K
|
32.9K
$2.33M
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.28K- 22.52% |
$79.8K - $103K
|
4.41K
$312K
|
|
Q3 2024 | |||||||
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.95K- 5.38% |
$319K - $390K
|
105K
$7.4M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.5K- 63.24% |
$562K - $688K
|
6.09K
$431K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-49.5K- 33.36% |
$2.65M - $3.25M
|
98.8K
$6.99M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.9K- 78.58% |
$748K - $916K
|
3.8K
$269K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-56- 1.46% |
$3K - $3.68K
|
3.77K
$267K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.01K- 32.86% |
$108K - $132K
|
4.11K
$291K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-3.1K- 33.99% |
$166K - $204K
|
6.03K
$427K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
537+ 0.11% |
$28.8K - $35.3K
|
477K
$33.8M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
65+ 1.7% |
$3.49K - $4.27K
|
3.89K
$275K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
722+ 0.79% |
$38.7K - $47.4K
|
92.3K
$6.53M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.1K- 6.89% |
$649K - $794K
|
163K
$11.6M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.08KNew |
$219K - $268K
|
4.08K
$289K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
400New |
$21.4K - $26.3K
|
400
$28.3K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.54KNew |
$351K - $430K
|
6.54K
$463K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.38K+ 2.14% |
$288K - $353K
|
256K
$18.1M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
99.8K+ 21.08% |
$5.35M - $6.56M
|
573K
$40.6M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.79K+ 8.18% |
$257K - $315K
|
63.4K
$4.49M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
24+ 0.05% |
$1.29K - $1.58K
|
48.8K
$3.45M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-16.4K- 85.2% |
$881K - $1.08M
|
2.85K
$202K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
200New |
$10.7K - $13.1K
|
200
$14.2K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.85K+ 8.35% |
$528K - $647K
|
128K
$9.04M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.33K- 3.83% |
$71.5K - $87.5K
|
33.5K
$2.37M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.89KNew |
$423K - $518K
|
7.89K
$558K
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-236- 0.1% |
$12.7K - $15.5K
|
239K
$16.9M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
272+ 1.48% |
$14.6K - $17.9K
|
18.6K
$1.32M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.32K- 40.11% |
$124K - $152K
|
3.46K
$245K
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
13.6KNew |
$727K - $890K
|
13.6K
$960K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
235New |
$12.6K - $15.4K
|
235
$16.6K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5.83KNew |
$312K - $383K
|
5.83K
$412K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-338- 1.43% |
$18.1K - $22.2K
|
23.4K
$1.65M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-497- 6.26% |
$26.6K - $32.6K
|
7.44K
$526K
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.81K+ 5.64% |
$96.9K - $119K
|
33.9K
$2.4M
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
228+ 4.07% |
$12.2K - $15K
|
5.83K
$413K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.95K- 57.28% |
$158K - $194K
|
2.2K
$156K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
644+ 1110.34% |
$34.5K - $42.3K
|
702
$49.7K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-610- 6.13% |
$32.7K - $40.1K
|
9.35K
$661K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
78New |
$4.18K - $5.12K
|
78
$5.52K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.69K+ 0.64% |
$198K - $243K
|
577K
$40.8M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-218- 3.21% |
$11.7K - $14.3K
|
6.58K
$465K
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
18.1K+ 22.31% |
$969K - $1.19M
|
99K
$7.01M
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
18.1K+ 60.62% |
$969K - $1.19M
|
47.9K
$3.39M
|