Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PYZ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PYZ) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.1K+ 9.9% |
$851K - $955K
|
124K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 3.98% |
$781K - $876K
|
267K
$24.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.7K+ 13.25% |
$665K - $746K
|
74.3K
$6.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.96K+ 101.66% |
$379K - $425K
|
9.83K
$918K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.39K+ 34.29% |
$335K - $376K
|
17.2K
$1.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.05KNew |
$310K - $347K
|
4.05K
$378K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.9KNew |
$222K - $249K
|
2.9K
$271K
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.98K+ 17.86% |
$152K - $170K
|
13.1K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.75K+ 4.51% |
$134K - $150K
|
40.5K
$3.78M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.69K+ 21.58% |
$129K - $145K
|
9.53K
$890K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.33K+ 4.6% |
$102K - $114K
|
30.4K
$2.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.24K+ 1.66% |
$94.5K - $106K
|
75.7K
$7.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.12K+ 22.77% |
$85.9K - $96.4K
|
6.06K
$566K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
710+ 9.91% |
$54.3K - $60.9K
|
7.88K
$736K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
528+ 9.65% |
$40.4K - $45.3K
|
6K
$560K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
358+ 2.05% |
$27.4K - $30.7K
|
17.8K
$1.67M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
220+ 0.84% |
$16.8K - $18.9K
|
26.4K
$2.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
188+ 5.18% |
$14.4K - $16.1K
|
3.82K
$356K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
179+ 1.38% |
$13.7K - $15.3K
|
13.2K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
49New |
$3.75K - $4.2K
|
49
$4.58K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
11+ 68.75% |
$841 - $943
|
27
$2.52K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11+ 0.32% |
$841 - $943
|
3.5K
$326K
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
8+ 0.21% |
$612 - $686
|
3.74K
$349K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-35- 0.67% |
$2.68K - $3K
|
5.16K
$482K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-62- 1.9% |
$4.74K - $5.32K
|
3.2K
$298K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-100- 0.95% |
$7.64K - $8.57K
|
10.4K
$974K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-211- 1.39% |
$16.1K - $18.1K
|
14.9K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-243- 2.92% |
$18.6K - $20.8K
|
8.08K
$755K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-748- 49.9% |
$57.2K - $64.1K
|
751
$70.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-798- 6.97% |
$61K - $68.4K
|
10.7K
$995K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-868- 28.15% |
$66.3K - $74.4K
|
2.22K
$207K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.93K- 28.19% |
$147K - $165K
|
4.91K
$459K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.1K- 13.85% |
$160K - $180K
|
13K
$1.22M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.13K- 5.66% |
$162K - $182K
|
35.4K
$3.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.87K- 1.83% |
$219K - $246K
|
154K
$14.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.95K- 35.21% |
$378K - $424K
|
9.11K
$851K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.95K- 35.21% |
$378K - $424K
|
9.11K
$851K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5K- 54.84% |
$382K - $428K
|
4.12K
$384K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.1K- 49.33% |
$998K - $1.12M
|
13.4K
$1.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.5K- 27.47% |
$1.8M - $2.02M
|
62.1K
$5.8M
|