Latest Institutional Purchases of Invesco S&P 500 Equal Weight E (RSP)
This list provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight E (RSP) 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 |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
102New |
$14.4K - $15.8K
|
102
$18.8K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
98New |
$13.8K - $15.2K
|
98
$18K
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
63New |
$8.89K - $9.77K
|
63
$11.6K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
56+ 0.45% |
$7.9K - $8.68K
|
12.5K
$2.3M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
43New |
$6.06K - $6.67K
|
43
$7.91K
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
10New |
$1.41K - $1.55K
|
10
$1.84K
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
10+ 333.33% |
$1.41K - $1.55K
|
13
$2.39K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3New |
$423 - $465
|
3
$552
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Dow Chemical CO
Midland, MI |
BUY
|
- |
684KNew |
$95.5M - $102M
|
684K
$126M
|
|
Aug 14, 2023
Q2 2023
|
Pfm Health Sciences, LP
San Francisco, CA |
BUY
|
PUT |
410KNew |
$57.3M - $61.4M
|
410K
$75.4M
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
276K+ 1026.31% |
$38.5M - $41.3M
|
303K
$55.7M
|
|
Aug 14, 2023
Q2 2023
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
CALL |
225KNew |
$31.4M - $33.7M
|
225K
$41.4M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
107KNew |
$14.9M - $16M
|
107K
$19.6M
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
59KNew |
$8.24M - $8.83M
|
59K
$10.8M
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
55KNew |
$7.68M - $8.23M
|
55K
$10.1M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
44.5K+ 8.45% |
$6.21M - $6.66M
|
571K
$105M
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15.8KNew |
$2.21M - $2.36M
|
15.8K
$2.91M
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
8.7K+ 9.87% |
$1.21M - $1.3M
|
96.9K
$17.8M
|
|
Jul 25, 2023
Q2 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
8.47KNew |
$1.18M - $1.27M
|
8.47K
$1.56M
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
7.2KNew |
$1M - $1.08M
|
7.2K
$1.32M
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.64KNew |
$787K - $844K
|
5.64K
$1.04M
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.62KNew |
$784K - $840K
|
5.62K
$1.03M
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
5KNew |
$698K - $748K
|
5K
$919K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4.79K+ 6.81% |
$669K - $717K
|
75.1K
$13.8M
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.54KNew |
$494K - $530K
|
3.54K
$651K
|
|
Aug 14, 2023
Q2 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
CALL |
3.4KNew |
$475K - $509K
|
3.4K
$625K
|
|
Aug 11, 2023
Q2 2023
|
Point Break Capital Management, LLC
Miami, FL |
BUY
|
- |
3.4KNew |
$475K - $509K
|
3.4K
$625K
|
|
Jul 07, 2023
Q2 2023
|
Reliant Wealth Planning
|
BUY
|
- |
3.25KNew |
$454K - $486K
|
3.25K
$598K
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3.23KNew |
$450K - $483K
|
3.23K
$593K
|
|
Aug 08, 2023
Q2 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
2.74K+ 4.22% |
$383K - $411K
|
67.8K
$12.5M
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.48KNew |
$346K - $370K
|
2.48K
$455K
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.38KNew |
$332K - $356K
|
2.38K
$437K
|
|
Jul 28, 2023
Q2 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2.25KNew |
$314K - $337K
|
2.25K
$414K
|
|
Jul 25, 2023
Q2 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.79KNew |
$250K - $268K
|
1.79K
$330K
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.69KNew |
$236K - $253K
|
1.69K
$311K
|
|
Aug 14, 2023
Q2 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
1.66KNew |
$232K - $249K
|
1.66K
$306K
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.48KNew |
$207K - $222K
|
1.48K
$273K
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.42KNew |
$198K - $212K
|
1.42K
$261K
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
1.41KNew |
$197K - $211K
|
1.41K
$260K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
CALL |
1KNew |
$140K - $150K
|
1K
$184K
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
635New |
$88.7K - $95K
|
635
$117K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
456+ 5.07% |
$63.7K - $68.2K
|
9.45K
$1.74M
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
232+ 178.46% |
$32.4K - $34.7K
|
362
$66.6K
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
108New |
$15.1K - $16.2K
|
108
$19.9K
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
10+ 76.92% |
$1.4K - $1.5K
|
23
$4.23K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.29% |
$140 - $150
|
351
$64.5K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
467KNew |
$64.1M - $72.4M
|
467K
$85.8M
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
136KNew |
$18.7M - $21.1M
|
136K
$25.1M
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
71.1KNew |
$9.76M - $11M
|
71.1K
$13.1M
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
67.5K+ 583.71% |
$9.27M - $10.5M
|
79.1K
$14.5M
|