Latest Institutional Transactions on Invesco Exchange Traded Self I (OMFL)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Self I (OMFL) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.7K+ 7.81% |
$557K - $619K
|
161K
$8.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
431New |
$20.5K - $22.8K
|
431
$24K
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-207K- 96.81% |
$9.86M - $11M
|
6.82K
$379K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
46KNew |
$2.19M - $2.44M
|
46K
$2.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-510- 7.84% |
$24.3K - $27K
|
6K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
36K+ 45.29% |
$1.72M - $1.91M
|
116K
$6.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-380- 6.54% |
$18.1K - $20.1K
|
5.43K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-22.3K- 11.45% |
$1.06M - $1.18M
|
172K
$9.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-129K- 23.91% |
$6.13M - $6.82M
|
409K
$22.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-873K- 36.96% |
$41.6M - $46.3M
|
1.49M
$82.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.4K+ 172.53% |
$497K - $552K
|
16.5K
$916K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.8K+ 8.17% |
$85.6K - $95.2K
|
23.8K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.08K+ 43.79% |
$147K - $163K
|
10.1K
$562K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-266- 6.1% |
$12.7K - $14.1K
|
4.1K
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-46.2K- 74.39% |
$2.2M - $2.45M
|
15.9K
$885K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.56K- 5.21% |
$169K - $188K
|
64.8K
$3.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-602K- 99.12% |
$28.7M - $31.9M
|
5.35K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-56.9K- 24.14% |
$2.71M - $3.01M
|
179K
$9.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-775K- 48.15% |
$36.9M - $41.1M
|
835K
$46.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-530K- 28.84% |
$25.2M - $28.1M
|
1.31M
$72.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.25K+ 51.18% |
$441K - $490K
|
27.3K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.98K- 42.99% |
$142K - $158K
|
3.95K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1+ 0.03% |
$47.7 - $53
|
3.81K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-365K- 48.89% |
$17.4M - $19.3M
|
382K
$21.2M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.35K- 7.88% |
$112K - $125K
|
27.5K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-23- 0.25% |
$1.1K - $1.22K
|
9.21K
$512K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.77K- 23.85% |
$132K - $147K
|
8.85K
$492K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
939+ 1.32% |
$44.7K - $49.8K
|
72.1K
$4.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
227+ 1.69% |
$10.8K - $12K
|
13.7K
$761K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
64.5K+ 490.32% |
$3.07M - $3.42M
|
77.7K
$4.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-28.2K- 39.34% |
$1.34M - $1.49M
|
43.5K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
1.45K+ 12.85% |
$69K - $76.7K
|
12.7K
$708K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
534K+ 2.44% |
$25.5M - $28.3M
|
22.5M
$1.25B
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-70- 1.3% |
$3.34K - $3.71K
|
5.32K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-21.6K- 1.13% |
$1.03M - $1.15M
|
1.89M
$105M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-110K- 17.63% |
$5.24M - $5.83M
|
514K
$28.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
3+ 0.06% |
$143 - $159
|
5.23K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
20.4K+ 6413.52% |
$972K - $1.08M
|
20.7K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.76KNew |
$465K - $517K
|
9.76K
$543K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.26K- 4.44% |
$59.8K - $66.5K
|
27K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.6K- 25.14% |
$219K - $244K
|
13.7K
$762K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
114K+ 199.37% |
$5.43M - $6.04M
|
171K
$9.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.19K+ 5.68% |
$152K - $169K
|
59.3K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-17.1K- 19.2% |
$814K - $905K
|
71.9K
$4M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-634- 11.34% |
$30.2K - $33.6K
|
4.96K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
56.1K+ 24.36% |
$2.68M - $2.98M
|
287K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
41.7K+ 24.47% |
$1.99M - $2.21M
|
212K
$11.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.52M- 24.47% |
$72.5M - $80.6M
|
4.69M
$261M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-723K- 67.36% |
$34.5M - $38.3M
|
350K
$19.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7.02K- 46.2% |
$335K - $372K
|
8.17K
$455K
|