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 |
---|---|---|---|---|---|---|---|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.53K- 15.2% |
$129K - $158K
|
14.1K
$933K
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
110New |
$5.62K - $6.86K
|
110
$7.28K
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
468+ 1.88% |
$23.9K - $29.2K
|
25.4K
$1.68M
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
586New |
$30K - $36.5K
|
586
$38.8K
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-395- 8.98% |
$20.2K - $24.6K
|
4K
$265K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
201New |
$10.3K - $12.5K
|
201
$13.3K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.3K+ 49.33% |
$985K - $1.2M
|
58.4K
$3.86M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.9K- 10.26% |
$710K - $866K
|
121K
$8.03M
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-91- 1.49% |
$4.65K - $5.67K
|
6.02K
$398K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1.54K- 98.21% |
$78.6K - $95.8K
|
28
$1.85K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
660+ 20.83% |
$33.7K - $41.2K
|
3.83K
$253K
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
9.4K+ 13.14% |
$481K - $586K
|
81K
$5.35M
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-190- 2.3% |
$9.71K - $11.8K
|
8.06K
$533K
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
20.9KNew |
$1.07M - $1.3M
|
20.9K
$1.38M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
335New |
$17.1K - $20.9K
|
335
$22.2K
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.06K- 14.35% |
$54.2K - $66.1K
|
6.33K
$418K
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
2.42K+ 22.84% |
$124K - $151K
|
13K
$860K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200+ 2000.0% |
$10.2K - $12.5K
|
210
$13.9K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-848- 3.6% |
$43.3K - $52.9K
|
22.7K
$1.5M
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-972- 18.13% |
$49.7K - $60.6K
|
4.39K
$290K
|
|
Q1 2024 | |||||||
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-57- 0.84% |
$2.69K - $3.34K
|
6.74K
$446K
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-914- 0.38% |
$43.1K - $53.6K
|
239K
$15.8M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.76KNew |
$225K - $279K
|
4.76K
$315K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.98K- 99.94% |
$235K - $292K
|
3
$198
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
500New |
$23.6K - $29.3K
|
500
$33.1K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.75K+ 25.22% |
$82.5K - $103K
|
8.69K
$575K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-20- 0.1% |
$943 - $1.17K
|
21K
$1.39M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-60- 75.0% |
$2.83K - $3.52K
|
20
$1.32K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-728- 5.14% |
$34.3K - $42.7K
|
13.4K
$890K
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-366- 4.33% |
$17.3K - $21.4K
|
8.09K
$535K
|
|
Apr 29, 2024
Q1 2024
|
Reik & Co., LLC
|
BUY
|
- |
3.6KNew |
$170K - $211K
|
3.6K
$238K
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-46.9K- 76.18% |
$2.21M - $2.75M
|
14.7K
$971K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.8KNew |
$84.9K - $105K
|
1.8K
$119K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.01K- 9.43% |
$94.6K - $118K
|
19.3K
$1.28M
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
385New |
$18.1K - $22.6K
|
385
$25.5K
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
150New |
$7.07K - $8.79K
|
150
$9.92K
|
|
Q4 2023 | |||||||
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
420New |
$17K - $21.6K
|
420
$27.8K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
60New |
$2.43K - $3.09K
|
60
$3.97K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-2.8K- 37.84% |
$113K - $144K
|
4.6K
$304K
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-450- 6.23% |
$18.2K - $23.2K
|
6.78K
$448K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.8K- 25.94% |
$477K - $607K
|
33.6K
$2.22M
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.28KNew |
$173K - $220K
|
4.28K
$283K
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-27- 0.13% |
$1.09K - $1.39K
|
21K
$1.39M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-650- 15.99% |
$26.3K - $33.5K
|
3.42K
$226K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.05KNew |
$164K - $209K
|
4.05K
$268K
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-800- 6.82% |
$32.4K - $41.2K
|
10.9K
$723K
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.65KNew |
$188K - $239K
|
4.65K
$308K
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-117- 1.2% |
$4.73K - $6.03K
|
9.63K
$637K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
253+ 2.61% |
$10.2K - $13K
|
9.96K
$659K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6.56KNew |
$266K - $338K
|
6.56K
$434K
|