Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PTF)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PTF) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
385New |
$18.1K - $22.6K
|
385
$29.4K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
150New |
$7.07K - $8.79K
|
150
$11.4K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.65KNew |
$188K - $239K
|
4.65K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.28KNew |
$173K - $220K
|
4.28K
$326K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.15KNew |
$168K - $214K
|
4.15K
$316K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.05KNew |
$164K - $209K
|
4.05K
$309K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
420New |
$17K - $21.6K
|
420
$32.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
375+ 75.3% |
$15.2K - $19.3K
|
873
$66.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
136+ 200.0% |
$5.5K - $7K
|
204
$15.6K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
60New |
$2.43K - $3.09K
|
60
$4.58K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
16.2K+ 200.0% |
$692K - $2.48M
|
24.3K
$1.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
9.04K+ 200.0% |
$386K - $1.38M
|
13.6K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.68KNew |
$285K - $1.02M
|
6.68K
$510K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3.8K+ 200.0% |
$162K - $582K
|
5.7K
$435K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.65K+ 200.0% |
$70.6K - $253K
|
2.48K
$189K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.63K+ 171.05% |
$69.4K - $249K
|
2.58K
$197K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
883+ 849.04% |
$37.7K - $135K
|
987
$75.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
600+ 200.0% |
$25.6K - $91.9K
|
900
$68.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
414New |
$17.7K - $63.4K
|
414
$31.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
268New |
$11.4K - $41K
|
268
$20.5K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.5KNew |
$178K - $221K
|
1.5K
$115K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
30New |
$3.56K - $4.42K
|
30
$2.29K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1New |
$119 - $147
|
1
$76.3
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
21New |
$2.33K - $2.75K
|
21
$1.6K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
407New |
$13.8K - $50.7K
|
407
$31.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
32New |
$1.08K - $3.99K
|
32
$2.44K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
984+ 12.12% |
$34.7K - $44.5K
|
9.11K
$695K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15New |
$530 - $679
|
15
$1.14K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
354New |
$12.5K - $16.3K
|
354
$27K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
333New |
$11.7K - $15.3K
|
333
$25.4K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4New |
$141 - $184
|
4
$305
|
|
| Q3 2021 | |||||||
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
200New |
$9.49K - $10.9K
|
200
$15.3K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
70New |
$2.86K - $3.59K
|
70
$5.34K
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
800New |
$34.8K - $46.1K
|
800
$61.1K
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10New |
$436 - $577
|
10
$763
|
|
| Q2 2019 | |||||||
|
Aug 07, 2019
Q2 2019
|
Fifth Third Bancorp
|
BUY
|
- |
273New |
N/A
|
273
$20.8K
|
|
| Q1 2019 | |||||||
|
Mar 24, 2023
Q1 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
751New |
N/A
|
751
$57.3K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
49.6KNew |
N/A
|
49.6K
$3.78M
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$76.3
|
|