Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PBW)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PBW) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
75+ 8.62% |
$5.17K - $7.17K
|
945
$17.9K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
37New |
$2.55K - $3.54K
|
37
$700
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
6New |
$413 - $573
|
6
$113
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
723+ 7.78% |
$53.1K - $66.7K
|
10K
$189K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
418New |
$30.7K - $38.6K
|
418
$7.9K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
231+ 1215.79% |
$17K - $21.3K
|
250
$4.73K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
14.7K+ 56.98% |
$1.06M - $1.46M
|
40.5K
$766K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
4.55KNew |
$327K - $452K
|
4.55K
$86.1K
|
|
|
Aug 13, 2021
Q2 2021
|
Wms Partners, LLC
|
BUY
|
- |
1K+ 6.67% |
$71.8K - $99.3K
|
16K
$303K
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
227New |
$16.3K - $22.5K
|
227
$4.29K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
142+ 197.22% |
$10.2K - $14.1K
|
214
$4.05K
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
125New |
$8.98K - $12.4K
|
125
$2.36K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
94New |
$6.75K - $9.33K
|
94
$1.78K
|
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
75New |
$5.39K - $7.44K
|
75
$1.42K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
41New |
$2.94K - $4.07K
|
41
$775
|
|
|
Jul 28, 2021
Q2 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
36New |
$2.58K - $3.57K
|
36
$681
|
|
| Q1 2021 | |||||||
|
Apr 01, 2021
Q1 2021
|
M&R Capital Management Inc
|
BUY
|
- |
425New |
$37.9K - $57.8K
|
425
$8.04K
|
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 11.11% |
$891 - $1.36K
|
100
$1.89K
|
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
BUY
|
- |
7New |
$623 - $952
|
7
$132
|
|
| Q4 2020 | |||||||
|
Jan 02, 2024
Q4 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
400New |
$25K - $43.5K
|
400
$7.56K
|
|
|
Feb 19, 2021
Q4 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
220New |
$13.7K - $23.9K
|
220
$4.16K
|
|
|
Jan 28, 2021
Q4 2020
|
Asset Dedication, LLC
|
BUY
|
- |
46New |
$2.87K - $5K
|
46
$870
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
5KNew |
$205K - $304K
|
5K
$94.6K
|
|
|
Oct 13, 2020
Q3 2020
|
Cordasco Financial Network
|
BUY
|
- |
210New |
$8.6K - $12.8K
|
210
$3.97K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
300New |
$6.86K - $13.4K
|
300
$5.67K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
160New |
$4.51K - $5.48K
|
160
$3.03K
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11New |
$315 - $346
|
11
$208
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Covington Capital Management
|
BUY
|
- |
17.5KNew |
$426K - $471K
|
17.5K
$331K
|
|