Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-41.8K- 31.69% |
$1.78M - $1.94M
|
90K
$4.19M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.3K- 62.36% |
$906K - $989K
|
12.8K
$597K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.1K- 5.94% |
$731K - $798K
|
271K
$12.6M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-12K- 1.44% |
$511K - $557K
|
820K
$38.2M
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-11.7K- 8.41% |
$501K - $547K
|
128K
$5.96M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.82K- 6.41% |
$376K - $411K
|
129K
$6M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.81K- 88.29% |
$376K - $410K
|
1.17K
$54.4K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.71K- 0.38% |
$329K - $359K
|
2.04M
$94.9M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.23K- 0.78% |
$223K - $243K
|
668K
$31.1M
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.9K- 15.69% |
$124K - $135K
|
15.6K
$727K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.24K- 12.42% |
$52.8K - $57.6K
|
8.73K
$407K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-876- 0.81% |
$37.4K - $40.8K
|
107K
$4.98M
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-838- 9.05% |
$35.7K - $39K
|
8.42K
$392K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-771- 2.34% |
$32.9K - $35.9K
|
32.1K
$1.5M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-702- 0.6% |
$29.9K - $32.7K
|
117K
$5.45M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-552- 5.6% |
$23.5K - $25.7K
|
9.31K
$434K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-533- 2.6% |
$22.7K - $24.8K
|
19.9K
$929K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-511- 0.47% |
$21.8K - $23.8K
|
108K
$5.02M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-492- 1.25% |
$21K - $22.9K
|
38.8K
$1.81M
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-490- 49.7% |
$20.9K - $22.8K
|
496
$23.1K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-451- 5.46% |
$19.2K - $21K
|
7.82K
$364K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-351- 0.62% |
$15K - $16.3K
|
56.1K
$2.61M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-331- 0.87% |
$14.1K - $15.4K
|
37.7K
$1.75M
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-143- 0.62% |
$6.1K - $6.66K
|
22.9K
$1.06M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-93- 0.18% |
$3.97K - $4.33K
|
51.5K
$2.4M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-90- 0.97% |
$3.84K - $4.19K
|
9.22K
$430K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-71- 0.57% |
$3.03K - $3.31K
|
12.3K
$572K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-65- 0.2% |
$2.77K - $3.03K
|
32.1K
$1.49M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-40- 0.04% |
$1.71K - $1.86K
|
89.2K
$4.16M
|
|
Q2 2024 | |||||||
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.46K- 23.92% |
$180K - $193K
|
14.2K
$660K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1K- 9.96% |
$40.5K - $43.2K
|
9.04K
$421K
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-517- 50.84% |
$20.9K - $22.3K
|
500
$23.3K
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-469- 45.14% |
$19K - $20.3K
|
570
$26.6K
|
|
Q1 2024 | |||||||
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-103K- 97.19% |
$4.07M - $4.38M
|
2.98K
$139K
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.2K- 41.43% |
$483K - $521K
|
17.3K
$805K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.63K- 1.07% |
$183K - $197K
|
427K
$19.9M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.58K- 30.86% |
$102K - $110K
|
5.78K
$269K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.7K- 75.53% |
$67.3K - $72.5K
|
552
$25.7K
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.2K- 19.67% |
$47.4K - $51.1K
|
4.9K
$228K
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-363- 54.34% |
$14.3K - $15.5K
|
305
$14.2K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-360- 3.31% |
$14.2K - $15.3K
|
10.5K
$490K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-243- 1.85% |
$8.57K - $9.7K
|
12.9K
$602K
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-130- 0.32% |
$4.58K - $5.19K
|
40.5K
$1.89M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-27- 0.2% |
$952 - $1.08K
|
13.8K
$643K
|
|
Q3 2023 | |||||||
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-661- 5.14% |
$24.1K - $25.9K
|
12.2K
$568K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-650- 9.22% |
$23.7K - $25.5K
|
6.4K
$298K
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-287- 53.95% |
$10.5K - $11.3K
|
245
$11.4K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-19.7K- 4.44% |
$712K - $754K
|
425K
$19.8M
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.66K- 29.27% |
$96.1K - $102K
|
6.44K
$300K
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-260- 4.22% |
$9.39K - $9.94K
|
5.89K
$275K
|