Latest Institutional Transactions on Invesco Dwa Industrials Moment (PRN)
This table provides information on the latest institutional transactions involving Invesco Dwa Industrials Moment (PRN) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.11KNew |
$472K - $553K
|
3.11K
$523K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
710+ 473.33% |
$108K - $126K
|
860
$145K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-18- 0.76% |
$2.73K - $3.2K
|
2.37K
$398K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-350- 20.0% |
$53.2K - $62.2K
|
1.4K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.75K+ 179.52% |
$570K - $667K
|
5.84K
$982K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.16K- 12.7% |
$327K - $383K
|
14.8K
$2.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
9.19KNew |
$1.4M - $1.63M
|
9.19K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-801- 1.54% |
$122K - $142K
|
51.1K
$8.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
27New |
$4.1K - $4.8K
|
27
$4.54K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-23- 0.94% |
$3.49K - $4.09K
|
2.43K
$409K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.54KNew |
$233K - $273K
|
1.54K
$258K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-380- 1.4% |
$57.7K - $67.5K
|
26.8K
$4.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-132- 1.73% |
$20.1K - $23.5K
|
7.52K
$1.26M
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.87K- 83.68% |
$375K - $438K
|
559
$94K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
448+ 13.07% |
$58.7K - $68.5K
|
3.88K
$652K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
126KNew |
$16.5M - $19.3M
|
126K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.73K- 19.31% |
$226K - $264K
|
7.21K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-445- 3.32% |
$58.3K - $68.1K
|
13K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.03K+ 14.53% |
$265K - $310K
|
16K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.81KNew |
$238K - $278K
|
1.81K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-462- 0.96% |
$60.5K - $70.7K
|
47.8K
$8.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.6KNew |
$2.3M - $2.69M
|
17.6K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
72.5K+ 106.16% |
$9.5M - $11.1M
|
141K
$23.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.1K+ 471.14% |
$3.29M - $3.84M
|
30.4K
$5.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
2K+ 100.0% |
$262K - $306K
|
4K
$672K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
362+ 1.25% |
$47.4K - $55.4K
|
29.2K
$4.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
19KNew |
$2.48M - $2.9M
|
19K
$3.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
200New |
$26.2K - $30.6K
|
200
$33.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
614+ 37.67% |
$80.4K - $93.9K
|
2.24K
$377K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.1K+ 14.1% |
$2.51M - $2.93M
|
155K
$26M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.11K+ 3.06% |
$145K - $169K
|
37.2K
$6.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.89K- 79.2% |
$771K - $900K
|
1.55K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-219- 0.19% |
$28.7K - $33.5K
|
113K
$19M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
432+ 5.0% |
$56.6K - $66.1K
|
9.06K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-186- 2.77% |
$24.4K - $28.5K
|
6.54K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
255+ 49.13% |
$33.4K - $39K
|
774
$130K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
4.1KNew |
$537K - $627K
|
4.1K
$689K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.45K- 9.72% |
$190K - $222K
|
13.5K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
5.4KNew |
$707K - $826K
|
5.4K
$907K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
636+ 4.54% |
$83.3K - $97.3K
|
14.6K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
318New |
$41.6K - $48.7K
|
318
$53.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
806+ 19.85% |
$106K - $123K
|
4.87K
$818K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
100+ 12.9% |
$13.1K - $15.3K
|
875
$147K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
95+ 5.08% |
$12.4K - $14.5K
|
1.96K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
383New |
$50.2K - $58.6K
|
383
$64.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.1K+ 54.11% |
$3.81M - $4.45M
|
82.8K
$13.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-199- 4.16% |
$26.1K - $30.4K
|
4.58K
$770K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.15KNew |
$282K - $329K
|
2.15K
$361K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.29K+ 45.05% |
$300K - $351K
|
7.38K
$1.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-63- 1.34% |
$8.25K - $9.64K
|
4.63K
$779K
|
|