Latest Institutional Transactions on Invesco Actively Managed ETF T (GTO)
This table provides information on the latest institutional transactions involving Invesco Actively Managed ETF T (GTO) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.01K+ 14.89% |
$191K - $210K
|
30.9K
$1.43M
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-8.34KClosed |
$398K - $437K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
SELL
|
- |
-366- 2.22% |
$17.5K - $19.2K
|
16.1K
$746K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-135Closed |
$6.44K - $7.08K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.38K+ 19.3% |
$65.6K - $72.1K
|
8.5K
$393K
|
|
| Q1 2022 | |||||||
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
85.3KNew |
$4.42M - $4.77M
|
85.3K
$3.95M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-443Closed |
$22.9K - $24.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15.8KClosed |
$817K - $883K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-5.79K- 98.3% |
$300K - $324K
|
100
$4.62K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-133KClosed |
$6.88M - $7.43M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-40Closed |
$2.07K - $2.24K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
76New |
$3.93K - $4.25K
|
76
$3.51K
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-12.6KClosed |
$654K - $707K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-20.7KClosed |
$1.07M - $1.16M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.11KNew |
$57.3K - $61.9K
|
1.11K
$51.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.51KClosed |
$233K - $252K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-41KClosed |
$2.3M - $2.33M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.43KClosed |
$136K - $138K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-25.9KClosed |
$1.45M - $1.48M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.57KClosed |
$256K - $260K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-10.7KClosed |
$599K - $609K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.09KClosed |
$229K - $233K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-29.7KClosed |
$1.67M - $1.69M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-56Closed |
$3.18K - $3.23K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.66KClosed |
$208K - $211K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
45.2KNew |
$2.57M - $2.61M
|
45.2K
$2.09M
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-32.6KClosed |
$1.85M - $1.88M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-794Closed |
$44.6K - $45.4K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5.35KClosed |
$300K - $306K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10.7KClosed |
$598K - $609K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.16KClosed |
$121K - $123K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.99KClosed |
$223K - $230K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-255Closed |
$14.2K - $14.7K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.58KClosed |
$312K - $322K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Mc Adam, LLC
|
SELL
|
- |
-3.97KClosed |
$221K - $229K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-31.7KClosed |
$1.77M - $1.83M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-32.3KClosed |
$1.86M - $1.9M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-880Closed |
$50.5K - $51.6K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-2.61KClosed |
$150K - $153K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
BUY
|
- |
296New |
$17K - $17.4K
|
296
$13.7K
|
|
| Q3 2020 | |||||||
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.81KClosed |
$103K - $106K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
772+ 18.44% |
$40.8K - $44.2K
|
4.96K
$229K
|
|
| Q1 2020 | |||||||
|
Aug 06, 2024
Q1 2020
|
Hantz Financial Services, Inc.
|
BUY
|
- |
56New |
$2.81K - $3.17K
|
56
$2.59K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-206Closed |
$10.9K - $11.3K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Patten Group, Inc.
|
SELL
|
- |
-300Closed |
$15.4K - $15.7K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-200Closed |
$10.3K - $10.4K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Sanchez Wealth Management Group
|
SELL
|
- |
-129KClosed |
$6.61M - $6.71M
|
0
$0
|
|
| Q3 2017 | |||||||
|
Jan 03, 2024
Q3 2017
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
886New |
$46.6K - $46.7K
|
886
$41K
|
|