Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PFM)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PFM) 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
833KNew |
$38.1M - $40.1M
|
833K
$39.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
105K+ 3543.8% |
$4.82M - $5.09M
|
108K
$5.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.5K+ 155.69% |
$1.9M - $2M
|
68.2K
$3.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
39.7K+ 229.5% |
$1.81M - $1.91M
|
56.9K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
38.8KNew |
$1.78M - $1.87M
|
38.8K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.2KNew |
$1.24M - $1.31M
|
27.2K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
23.8KNew |
$1.09M - $1.15M
|
23.8K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
17.1KNew |
$783K - $825K
|
17.1K
$815K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.9K+ 2.23% |
$682K - $719K
|
683K
$32.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.1K+ 2.64% |
$461K - $486K
|
392K
$18.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.76K+ 3.91% |
$400K - $422K
|
233K
$11.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
8.6KNew |
$393K - $414K
|
8.6K
$409K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.14KNew |
$372K - $392K
|
8.14K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.71K+ 20.13% |
$352K - $371K
|
46K
$2.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
6.69KNew |
$306K - $323K
|
6.69K
$319K
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
6.69KNew |
$306K - $322K
|
6.69K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.6KNew |
$302K - $318K
|
6.6K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.22KNew |
$284K - $300K
|
6.22K
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
5.86KNew |
$268K - $283K
|
5.86K
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.19K+ 4.74% |
$237K - $250K
|
115K
$5.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.82KNew |
$220K - $232K
|
4.82K
$229K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.79K+ 1.1% |
$219K - $231K
|
440K
$20.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.5KNew |
$206K - $217K
|
4.5K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.47K+ 7.09% |
$205K - $216K
|
67.5K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.27K+ 7.26% |
$195K - $206K
|
63K
$3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.17K+ 4.63% |
$191K - $201K
|
94.2K
$4.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.11K+ 5.46% |
$188K - $198K
|
79.4K
$3.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.69K+ 7.01% |
$169K - $178K
|
56.3K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.49K+ 298.72% |
$160K - $168K
|
4.66K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.15KNew |
$98.3K - $104K
|
2.15K
$102K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.14K+ 3.56% |
$97.7K - $103K
|
62.1K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.08K+ 2.33% |
$95.2K - $100K
|
91.3K
$4.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.62KNew |
$74K - $78K
|
1.62K
$77.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.57K+ 10.07% |
$71.8K - $75.7K
|
17.2K
$817K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.3KNew |
$59.3K - $62.5K
|
1.3K
$61.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.3K+ 3.58% |
$59.3K - $62.5K
|
37.5K
$1.79M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.2KNew |
$54.9K - $57.8K
|
1.2K
$57.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
815+ 11.15% |
$37.3K - $39.3K
|
8.13K
$387K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
756+ 1.78% |
$34.6K - $36.4K
|
43.1K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
606+ 3.32% |
$27.7K - $29.2K
|
18.9K
$898K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
568+ 1.37% |
$26K - $27.4K
|
42K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
383+ 0.32% |
$17.5K - $18.5K
|
119K
$5.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
350New |
$16K - $16.9K
|
350
$16.7K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
299+ 3.42% |
$13.7K - $14.4K
|
9.03K
$430K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
152+ 0.2% |
$6.95K - $7.33K
|
76.6K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
123+ 3.88% |
$5.62K - $5.93K
|
3.3K
$157K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28New |
$1.28K - $1.35K
|
28
$1.33K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
18New |
$823 - $868
|
18
$857
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
17+ 0.07% |
$777 - $819
|
22.9K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 0.23% |
$777 - $819
|
7.29K
$347K
|