Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PUI)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PUI) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-14.4K- 51.95% |
$496K - $581K
|
13.3K
$551K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.7KNew |
$818K - $957K
|
23.7K
$982K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-122- 1.0% |
$4.22K - $4.93K
|
12.1K
$502K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-322- 3.32% |
$11.1K - $13K
|
9.39K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 0.14% |
$829 - $971
|
17K
$703K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49KNew |
$1.69M - $1.98M
|
49K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.3K+ 45.03% |
$494K - $578K
|
46.1K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-133K- 97.93% |
$4.61M - $5.39M
|
2.81K
$117K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.51K- 44.16% |
$52.2K - $61K
|
1.91K
$79.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.1KNew |
$38K - $44.5K
|
1.1K
$45.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
834+ 11.13% |
$28.8K - $33.7K
|
8.33K
$345K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.2K+ 32.26% |
$2.63M - $3.08M
|
312K
$13M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
497+ 1.16% |
$17.2K - $20.1K
|
43.4K
$1.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.72% |
$34.6 - $40.5
|
139
$5.77K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
84+ 1.13% |
$2.9K - $3.4K
|
7.54K
$313K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.62% |
$104 - $121
|
488
$20.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30+ 49.18% |
$1.04K - $1.21K
|
91
$3.78K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
151+ 2.52% |
$5.22K - $6.11K
|
6.13K
$254K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.4KNew |
$187K - $219K
|
5.4K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
520+ 8.74% |
$18K - $21K
|
6.47K
$269K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
27.5KNew |
$950K - $1.11M
|
27.5K
$1.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-62Closed |
$2.14K - $2.51K
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.03K- 12.89% |
$65.4K - $73.9K
|
13.7K
$568K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-96- 52.17% |
$3.1K - $3.5K
|
88
$3.65K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.53K+ 166.96% |
$49.3K - $55.7K
|
2.44K
$101K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
279+ 1.6% |
$9.01K - $10.2K
|
17.7K
$735K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-590- 6.7% |
$19.1K - $21.5K
|
8.21K
$341K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-13.3K- 56.05% |
$430K - $486K
|
10.4K
$433K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-62- 19.02% |
$1.87K - $2.09K
|
264
$11K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
13.5KNew |
$408K - $455K
|
13.5K
$560K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.29K+ 65.21% |
$208K - $239K
|
18.5K
$767K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
16.9KNew |
$482K - $552K
|
16.9K
$700K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-10.2K- 58.05% |
$290K - $333K
|
7.35K
$305K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
155+ 2.25% |
$4.61K - $5.26K
|
7.05K
$292K
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
905New |
$28.8K - $30.9K
|
905
$37.5K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
51New |
$1.59K - $1.78K
|
51
$2.12K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-50- 6.54% |
$1.56K - $1.75K
|
715
$29.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.64K- 34.93% |
$301K - $337K
|
18K
$745K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
30New |
$923 - $1.07K
|
30
$1.24K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
288New |
$8.86K - $10.3K
|
288
$11.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
811New |
$25K - $28.9K
|
811
$33.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79New |
$2.53K - $3.03K
|
79
$3.28K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
44+ 6.16% |
$1.41K - $1.69K
|
758
$31.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-2.74K- 19.91% |
$87.7K - $105K
|
11K
$457K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
767+ 4.74% |
$24.6K - $29.4K
|
16.9K
$703K
|
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.33K+ 4.6% |
$42.6K - $50.9K
|
30.2K
$1.25M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.7K+ 85.2% |
$279K - $333K
|
18.9K
$785K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
79New |
$2.53K - $3.02K
|
79
$3.28K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
116New |
$3.72K - $4.43K
|
116
$4.81K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.8KClosed |
$57.7K - $68.8K
|
0
$0
|
|