Purchases and Sales Made in Q1 2022 in Invesco ETF Tr Ii N Y Amt Fre (PZT)
This table provides information about the institutional ownership of Invesco ETF Tr Ii N Y Amt Fre (PZT) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II N Y AMT -FRE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
55.7KNew |
$1.32M - $1.45M
|
55.7K
$1.28M
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
44.3K+ 66.34% |
$1.05M - $1.15M
|
111K
$2.56M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.8K+ 141.82% |
$541K - $594K
|
38.9K
$897K
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.8KNew |
$445K - $489K
|
18.8K
$433K
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
13.8KNew |
$326K - $358K
|
13.8K
$317K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.06KNew |
$215K - $236K
|
9.06K
$209K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.86K+ 169.06% |
$115K - $127K
|
7.74K
$179K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.27K+ 12.75% |
$101K - $111K
|
37.7K
$871K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.7K+ 64.84% |
$64.1K - $70.4K
|
6.86K
$158K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.58KNew |
$61.3K - $67.3K
|
2.58K
$59.6K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.04K+ 6.83% |
$24.7K - $27.1K
|
16.3K
$376K
|
|
May 16, 2022
Q1 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
935+ 11.84% |
$22.2K - $24.4K
|
8.84K
$204K
|
|
Apr 20, 2022
Q1 2022
|
Valicenti Advisory Services Inc
|
BUY
|
- |
375+ 2.27% |
$8.9K - $9.77K
|
16.9K
$390K
|
|
May 05, 2022
Q1 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
277+ 0.16% |
$6.58K - $7.22K
|
172K
$3.97M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
221+ 14.67% |
$5.25K - $5.76K
|
1.73K
$39.9K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
58+ 0.13% |
$1.38K - $1.51K
|
46.1K
$1.06M
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
28+ 1.4% |
$665 - $730
|
2.03K
$46.7K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3+ 0.42% |
$71.2 - $78.2
|
716
$16.5K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 06, 2022
Q1 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-60- 3.47% |
$1.42K - $1.56K
|
1.67K
$38.5K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-83- 0.2% |
$1.97K - $2.16K
|
42.2K
$973K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.49K- 4.37% |
$35.3K - $38.7K
|
32.5K
$750K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.18K- 8.96% |
$75.6K - $83K
|
32.3K
$747K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.3K- 13.04% |
$102K - $112K
|
28.7K
$661K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.14K- 12.81% |
$169K - $186K
|
48.6K
$1.12M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.27K- 38.73% |
$173K - $190K
|
11.5K
$266K
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.44K- 23.87% |
$177K - $194K
|
23.7K
$547K
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-8.07KClosed |
$192K - $210K
|
0
$0
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-10.3KClosed |
$244K - $267K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.5K- 49.01% |
$250K - $275K
|
11K
$253K
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-11.4K- 13.1% |
$271K - $297K
|
75.6K
$1.75M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.2K- 7.96% |
$409K - $449K
|
199K
$4.6M
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-18.2KClosed |
$432K - $474K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-24K- 35.52% |
$570K - $626K
|
43.6K
$1.01M
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-78KClosed |
$1.85M - $2.03M
|
0
$0
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-229K- 83.21% |
$5.42M - $5.96M
|
46.1K
$1.06M
|