Latest Institutional Purchases of Invesco Exchange Traded Self I (OMFL)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Self I (OMFL) 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 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$95.3 - $106
|
8.15K
$453K
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1+ 0.02% |
$47.7 - $53
|
5.13K
$285K
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1+ 0.03% |
$47.7 - $53
|
3.81K
$212K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
180KNew |
$9.2M - $9.85M
|
180K
$9.99M
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
33.7K+ 23.96% |
$1.72M - $1.85M
|
174K
$9.69M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.9KNew |
$817K - $875K
|
15.9K
$887K
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
12.6K+ 2.98% |
$644K - $690K
|
435K
$24.2M
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.8KNew |
$554K - $593K
|
10.8K
$601K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.12KNew |
$416K - $446K
|
8.12K
$452K
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
5.89K+ 2.22% |
$302K - $323K
|
271K
$15.1M
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5.76KNew |
$295K - $316K
|
5.76K
$320K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.69KNew |
$291K - $312K
|
5.69K
$316K
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.36K+ 2.95% |
$275K - $294K
|
187K
$10.4M
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
5.22KNew |
$268K - $287K
|
5.22K
$291K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.72K+ 14.44% |
$242K - $259K
|
37.4K
$2.08M
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
BUY
|
- |
4.68KNew |
$240K - $257K
|
4.68K
$260K
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.63KNew |
$237K - $254K
|
4.63K
$258K
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.44KNew |
$227K - $243K
|
4.44K
$247K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.19K+ 6.28% |
$215K - $230K
|
70.9K
$3.94M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.62KNew |
$134K - $144K
|
2.62K
$146K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.05KNew |
$105K - $113K
|
2.05K
$114K
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.44K+ 25.44% |
$73.8K - $79.1K
|
7.11K
$395K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.13KNew |
$57.8K - $61.9K
|
1.13K
$62.8K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.11KNew |
$56.8K - $60.8K
|
1.11K
$61.6K
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
900New |
$46.1K - $49.4K
|
900
$50.1K
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
675New |
$34.6K - $37.1K
|
675
$37.6K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
456New |
$23.4K - $25K
|
456
$25.4K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
258New |
$13.2K - $14.2K
|
258
$14.4K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
194New |
$9.94K - $10.6K
|
194
$10.8K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
144+ 106.67% |
$7.38K - $7.9K
|
279
$15.5K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$5.12K - $5.49K
|
100
$5.56K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
68New |
$3.48K - $3.73K
|
68
$3.78K
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 0.55% |
$102 - $110
|
364
$20.2K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.11% |
$51.2 - $54.9
|
918
$51.1K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.57% |
$51.2 - $54.9
|
175
$9.74K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.75% |
$51.2 - $54.9
|
135
$7.51K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 4.76% |
$51.2 - $54.9
|
22
$1.22K
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 2.7% |
$51.2 - $54.9
|
38
$2.11K
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
196KNew |
$9.58M - $10.8M
|
196K
$10.9M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
60.5K+ 188.37% |
$2.96M - $3.34M
|
92.6K
$5.15M
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
51.4K+ 15.63% |
$2.51M - $2.84M
|
380K
$21.1M
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
50KNew |
$2.45M - $2.76M
|
50K
$2.78M
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.53KNew |
$271K - $306K
|
5.53K
$308K
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
4.5KNew |
$220K - $249K
|
4.5K
$250K
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.27KNew |
$209K - $236K
|
4.27K
$237K
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.11KNew |
$201K - $227K
|
4.11K
$228K
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3.63KNew |
$177K - $200K
|
3.63K
$202K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.47K+ 33.87% |
$72.1K - $81.4K
|
5.82K
$324K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
1K+ 20.23% |
$49K - $55.2K
|
5.94K
$331K
|