Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (XLG)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XLG) 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 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
31.7K+ 23.65% |
$1.35M - $1.52M
|
166K
$8.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
31.3K+ 12.39% |
$1.33M - $1.5M
|
284K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
31.3KNew |
$1.33M - $1.5M
|
31.3K
$1.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
31.1KNew |
$1.32M - $1.49M
|
31.1K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
30.9K+ 197.67% |
$1.32M - $1.48M
|
46.6K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
30.8KNew |
$1.31M - $1.48M
|
30.8K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29.8K+ 257.53% |
$1.27M - $1.43M
|
41.3K
$2.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
27.8K+ 39.14% |
$1.18M - $1.33M
|
98.8K
$4.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
27K+ 101.88% |
$1.15M - $1.3M
|
53.6K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
25.5K+ 7507.94% |
$1.09M - $1.22M
|
25.9K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.5K+ 3.51% |
$1.04M - $1.18M
|
724K
$35.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.5KNew |
$1M - $1.13M
|
23.5K
$1.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
23.2KNew |
$989K - $1.11M
|
23.2K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
22.2K+ 131.52% |
$944K - $1.06M
|
39K
$1.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22.1KNew |
$939K - $1.06M
|
22.1K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.9K+ 44.18% |
$930K - $1.05M
|
71.3K
$3.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
20.3KNew |
$863K - $974K
|
20.3K
$996K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.4K+ 84.34% |
$825K - $930K
|
42.4K
$2.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
18.2KNew |
$773K - $872K
|
18.2K
$892K
|
|
|
Oct 15, 2024
Q3 2024
|
Client First Capital LLC
|
BUY
|
- |
17.6K+ 27.56% |
$750K - $846K
|
81.6K
$4.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
17.5K+ 99.14% |
$744K - $839K
|
35.1K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
16.5KNew |
$700K - $789K
|
16.5K
$808K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
16.3KNew |
$695K - $784K
|
16.3K
$802K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
16K+ 28.55% |
$680K - $767K
|
72K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
15.2K+ 5.85% |
$646K - $729K
|
275K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
15.1KNew |
$641K - $723K
|
15.1K
$740K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15KNew |
$636K - $717K
|
15K
$734K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
14.9K+ 39.17% |
$634K - $714K
|
52.9K
$2.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
14.6K+ 51.83% |
$622K - $701K
|
42.8K
$2.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
14.5KNew |
$619K - $697K
|
14.5K
$714K
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
14.1K+ 17.4% |
$600K - $677K
|
95.2K
$4.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
13.8KNew |
$589K - $664K
|
13.8K
$679K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
13.6K+ 0.57% |
$579K - $653K
|
2.41M
$119M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
12.9K+ 16.39% |
$549K - $619K
|
91.7K
$4.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.8K+ 127.58% |
$543K - $612K
|
22.8K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.3K+ 10.23% |
$523K - $590K
|
133K
$6.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
12KNew |
$511K - $576K
|
12K
$590K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11.9KNew |
$508K - $572K
|
11.9K
$586K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.3K+ 20.61% |
$481K - $543K
|
66.2K
$3.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.97K+ 16.05% |
$424K - $478K
|
72.1K
$3.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.49K+ 195.31% |
$404K - $455K
|
14.4K
$705K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.27K+ 5.65% |
$394K - $445K
|
173K
$8.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.69K+ 5.0% |
$370K - $417K
|
182K
$8.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
8.45KNew |
$359K - $405K
|
8.45K
$415K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.29K+ 61.15% |
$353K - $398K
|
21.8K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.08K+ 50.63% |
$344K - $387K
|
24K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
7.92KNew |
$337K - $380K
|
7.92K
$389K
|
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
7.29KNew |
$310K - $350K
|
7.29K
$358K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.26K+ 17.9% |
$309K - $348K
|
47.8K
$2.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
7.21KNew |
$307K - $346K
|
7.21K
$354K
|