Latest Institutional Transactions on Invesco ETF Tr Ii Solar ETF (TAN)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Solar ETF (TAN) 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 |
---|---|---|---|---|---|---|---|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-566- 6.51% |
$23.3K - $29.5K
|
8.13K
$326K
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-15- 3.86% |
$617 - $781
|
374
$15K
|
|
Q4 2023 | |||||||
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
100New |
$4.1K - $5.42K
|
100
$4.01K
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-7.13K- 98.62% |
$292K - $387K
|
100
$4.01K
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.44KNew |
$223K - $295K
|
5.44K
$218K
|
|
Feb 20, 2024
Q4 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
SELL
|
PUT |
-25K- 20.0% |
$1.02M - $1.36M
|
100K
$4.01M
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
17New |
$696 - $922
|
17
$682
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
35KNew |
$1.43M - $1.9M
|
35K
$1.4M
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.37K- 69.1% |
$220K - $291K
|
2.4K
$96.3K
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$432K - $572K
|
10.5K
$423K
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
12.2KNew |
$501K - $663K
|
12.2K
$491K
|
|
Feb 14, 2024
Q4 2023
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
75KNew |
$3.07M - $4.07M
|
75K
$3.01M
|
|
Feb 14, 2024
Q4 2023
|
Thomist Capital Management, LP
Houston, TX |
BUY
|
- |
104KNew |
$4.25M - $5.63M
|
104K
$4.16M
|
|
Feb 14, 2024
Q4 2023
|
Point State Capital LP
New York, NY |
BUY
|
PUT |
1.5MNew |
$61.4M - $81.3M
|
1.5M
$60.2M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
55.7K+ 471.76% |
$2.28M - $3.02M
|
67.5K
$2.71M
|
|
Feb 14, 2024
Q4 2023
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
25KNew |
$1.02M - $1.36M
|
25K
$1M
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.23K+ 676.74% |
$255K - $338K
|
7.15K
$287K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
554New |
$22.7K - $30K
|
554
$22.2K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
325New |
$13.3K - $17.6K
|
325
$13K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.33K- 20.85% |
$54.4K - $72K
|
5.04K
$202K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$410 - $542
|
10
$401
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
4.86KNew |
$199K - $264K
|
4.86K
$195K
|
|
Feb 13, 2024
Q4 2023
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
24.6KNew |
$1.01M - $1.33M
|
24.6K
$987K
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
6.73KNew |
$276K - $365K
|
6.73K
$270K
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
30New |
$1.23K - $1.63K
|
30
$1.2K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-80- 1.88% |
$3.28K - $4.34K
|
4.17K
$167K
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
7.5KNew |
$307K - $407K
|
7.5K
$301K
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.13K+ 19.25% |
$46.3K - $61.3K
|
7K
$281K
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
14.4K+ 37.69% |
$590K - $781K
|
52.6K
$2.11M
|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-180- 3.7% |
$7.37K - $9.76K
|
4.69K
$188K
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-15.5K- 52.54% |
$635K - $840K
|
14K
$562K
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.35K+ 44.48% |
$96.3K - $127K
|
7.64K
$306K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.14% |
$41 - $54.2
|
701
$28.1K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1New |
$41 - $54.2
|
1
$40.1
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.17% |
$41 - $54.2
|
592
$23.8K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-9.63K- 99.59% |
$395K - $522K
|
40
$1.6K
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
6KNew |
$246K - $325K
|
6K
$241K
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
443+ 9.15% |
$18.1K - $24K
|
5.29K
$212K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.92KNew |
$119K - $158K
|
2.92K
$117K
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.18KNew |
$212K - $281K
|
5.18K
$208K
|
|
Feb 08, 2024
Q4 2023
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
53.2KNew |
$2.18M - $2.89M
|
53.2K
$2.14M
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
378New |
$15.5K - $20.5K
|
378
$15.2K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12New |
$491 - $651
|
12
$481
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-50- 47.62% |
$2.05K - $2.71K
|
55
$2.21K
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
6KNew |
$246K - $325K
|
6K
$241K
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
5.03KNew |
$206K - $273K
|
5.03K
$202K
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-500- 10.31% |
$20.5K - $27.1K
|
4.35K
$175K
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-216- 5.73% |
$8.85K - $11.7K
|
3.55K
$143K
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.61KNew |
$271K - $358K
|
6.61K
$265K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-107- 2.51% |
$4.38K - $5.8K
|
4.15K
$167K
|