Latest Institutional Purchases of Invesco ETF Tr Ii Kbw Premium (KBWY)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Kbw Premium (KBWY) 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 |
---|---|---|---|---|---|---|---|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.75K+ 62.59% |
$129K - $176K
|
20.1K
$364K
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
759New |
$12.6K - $17.2K
|
759
$13.7K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.23K+ 3.45% |
$40.8K - $47.2K
|
67K
$1.21M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.11KNew |
$38.6K - $44.6K
|
2.11K
$38.2K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.59KNew |
$29.1K - $33.6K
|
1.59K
$28.8K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.04KNew |
$19K - $22K
|
1.04K
$18.8K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
293New |
$5.36K - $6.19K
|
293
$5.3K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
74New |
$1.35K - $1.56K
|
74
$1.34K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
25New |
$457 - $529
|
25
$452
|
|
Q3 2022 | |||||||
Oct 12, 2022
Q3 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
20.7K+ 193.64% |
$384K - $500K
|
31.4K
$568K
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.7KNew |
$235K - $307K
|
12.7K
$230K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
505New |
$9.36K - $12.2K
|
505
$9.14K
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
39New |
$723 - $943
|
39
$706
|
|
Q2 2022 | |||||||
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
45.8K+ 54.64% |
$967K - $1.18M
|
130K
$2.34M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.49K+ 13.01% |
$31.4K - $38.5K
|
12.9K
$234K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
175New |
$3.7K - $4.52K
|
175
$3.17K
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.28KNew |
$30.2K - $33.5K
|
1.28K
$23.1K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
286New |
$6.78K - $7.51K
|
286
$5.17K
|
|
Q4 2021 | |||||||
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
145New |
$3.29K - $3.72K
|
145
$2.62K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
62New |
$1.42K - $1.51K
|
62
$1.12K
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
6New |
$132 - $145
|
6
$109
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
25New |
$508 - $594
|
25
$452
|
|
Q4 2020 | |||||||
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
56New |
$907 - $1.21K
|
56
$1.01K
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.42KNew |
$19.8K - $45.4K
|
1.42K
$25.7K
|
|
Apr 08, 2020
Q1 2020
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25New |
$348 - $800
|
25
$452
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
970+ 447.0% |
N/A
|
1.19K
$21.5K
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
25New |
N/A
|
25
$452
|
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$18.1
|
|
Q3 2017 | |||||||
Jan 03, 2024
Q3 2017
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.27KNew |
N/A
|
1.27K
$23K
|