Latest Institutional Purchases of Invesco ETF Tr Ii Solar ETF (TAN)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Solar ETF (TAN) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
101KNew |
$4.13M - $5.47M
|
101K
$5M
|
|
|
Feb 14, 2024
Q4 2023
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
75KNew |
$3.07M - $4.07M
|
75K
$3.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
53.2KNew |
$2.18M - $2.89M
|
53.2K
$2.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
35.3KNew |
$1.45M - $1.91M
|
35.3K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
35KNew |
$1.43M - $1.9M
|
35K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
25KNew |
$1.02M - $1.36M
|
25K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
24.6KNew |
$1.01M - $1.33M
|
24.6K
$1.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
15.7KNew |
$643K - $851K
|
15.7K
$777K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
14.4K+ 37.69% |
$590K - $781K
|
52.6K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
12.2KNew |
$501K - $663K
|
12.2K
$606K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$432K - $572K
|
10.5K
$522K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
7.5KNew |
$307K - $407K
|
7.5K
$371K
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
6.73KNew |
$276K - $365K
|
6.73K
$333K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.61KNew |
$271K - $358K
|
6.61K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.23K+ 676.74% |
$255K - $338K
|
7.15K
$354K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
6KNew |
$246K - $325K
|
6K
$297K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.44KNew |
$223K - $295K
|
5.44K
$269K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.18KNew |
$212K - $281K
|
5.18K
$256K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
5.03KNew |
$206K - $273K
|
5.03K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
4.86KNew |
$199K - $264K
|
4.86K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.13K+ 19.25% |
$46.3K - $61.3K
|
7K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
554New |
$22.7K - $30K
|
554
$27.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
443+ 9.15% |
$18.1K - $24K
|
5.29K
$262K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
378New |
$15.5K - $20.5K
|
378
$18.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
325New |
$13.3K - $17.6K
|
325
$16.1K
|
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
300New |
$12.3K - $16.3K
|
300
$14.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
205New |
$8.39K - $11.1K
|
205
$10.1K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
100New |
$4.1K - $5.42K
|
100
$4.95K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
30New |
$1.23K - $1.63K
|
30
$1.49K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
17New |
$696 - $922
|
17
$842
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12New |
$491 - $651
|
12
$594
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$410 - $542
|
10
$495
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 16.67% |
$410 - $542
|
70
$3.47K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.17% |
$41 - $54.2
|
592
$29.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.14% |
$41 - $54.2
|
701
$34.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Electron Capital Partners, LLC
New York, NY |
BUY
|
CALL |
2.45MNew |
$126M - $180M
|
2.45M
$121M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
171KNew |
$8.83M - $12.6M
|
171K
$8.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
39.5KNew |
$2.04M - $2.91M
|
39.5K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
37.9KNew |
$1.96M - $2.79M
|
37.9K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
30KNew |
$1.55M - $2.21M
|
30K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
10KNew |
$517K - $736K
|
10K
$495K
|
|
|
Nov 14, 2023
Q3 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
7.95K+ 29.46% |
$411K - $585K
|
35K
$1.73M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
6.83KNew |
$353K - $502K
|
6.83K
$338K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.36KNew |
$225K - $320K
|
4.36K
$216K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.45KNew |
$74.9K - $107K
|
1.45K
$71.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
452+ 10.13% |
$23.4K - $33.2K
|
4.91K
$243K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
164+ 39.14% |
$8.48K - $12.1K
|
583
$28.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
90New |
$4.65K - $6.62K
|
90
$4.46K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
56+ 2.29% |
$2.89K - $4.12K
|
2.5K
$124K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
47New |
$2.43K - $3.46K
|
47
$2.33K
|
|