Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PUI)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PUI) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-12.7K- 95.53% |
$486K - $542K
|
593
$24.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.4K- 77.9% |
$707K - $787K
|
5.23K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-68- 1.11% |
$2.61K - $2.9K
|
6.07K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
8.36K+ 89.03% |
$320K - $357K
|
17.7K
$729K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-127- 1.05% |
$4.87K - $5.42K
|
12K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
429+ 15.26% |
$16.4K - $18.3K
|
3.24K
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
34KNew |
$1.3M - $1.45M
|
34K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
5.19KNew |
$199K - $221K
|
5.19K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.96K- 4.25% |
$75.1K - $83.7K
|
44.1K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
22+ 0.13% |
$843 - $940
|
17K
$698K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
86+ 3.52% |
$3.3K - $3.67K
|
2.53K
$104K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
132New |
$5.06K - $5.64K
|
132
$5.43K
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-170- 0.39% |
$6.52K - $7.26K
|
43.2K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-78.9K- 25.23% |
$3.02M - $3.37M
|
234K
$9.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-40.9K- 83.57% |
$1.57M - $1.75M
|
8.05K
$331K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-261- 4.03% |
$10K - $11.1K
|
6.21K
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.72% |
$38.3 - $42.7
|
140
$5.76K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
51.7KNew |
$1.98M - $2.21M
|
51.7K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
700New |
$26.8K - $29.9K
|
700
$28.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
136+ 1.63% |
$5.21K - $5.81K
|
8.46K
$348K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-79- 0.45% |
$3.03K - $3.37K
|
17.6K
$725K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.25K+ 60.11% |
$125K - $139K
|
8.65K
$356K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.51KNew |
$57.9K - $64.4K
|
1.51K
$62.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.41% |
$76.7 - $85.4
|
490
$20.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
34+ 0.45% |
$1.3K - $1.45K
|
7.58K
$311K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
28.5KNew |
$1.09M - $1.22M
|
28.5K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-24- 0.29% |
$920 - $1.03K
|
8.19K
$337K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.51K- 44.16% |
$52.2K - $61K
|
1.91K
$78.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.1KNew |
$38K - $44.5K
|
1.1K
$45.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30+ 49.18% |
$1.04K - $1.21K
|
91
$3.74K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
27.5KNew |
$950K - $1.11M
|
27.5K
$1.13M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.03K- 12.89% |
$65.4K - $73.9K
|
13.7K
$563K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-96- 52.17% |
$3.1K - $3.5K
|
88
$3.62K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-13.3K- 56.05% |
$430K - $486K
|
10.4K
$429K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-62- 19.02% |
$1.87K - $2.09K
|
264
$10.9K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
13.5KNew |
$408K - $455K
|
13.5K
$555K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.29K+ 65.21% |
$208K - $239K
|
18.5K
$760K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
16.9KNew |
$482K - $552K
|
16.9K
$694K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-10.2K- 58.05% |
$290K - $333K
|
7.35K
$302K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
155+ 2.25% |
$4.61K - $5.26K
|
7.05K
$290K
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
905New |
$28.8K - $30.9K
|
905
$37.2K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
51New |
$1.59K - $1.78K
|
51
$2.1K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-50- 6.54% |
$1.56K - $1.75K
|
715
$29.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.64K- 34.93% |
$301K - $337K
|
18K
$739K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
30New |
$923 - $1.07K
|
30
$1.23K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
288New |
$8.86K - $10.3K
|
288
$11.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
811New |
$25K - $28.9K
|
811
$33.3K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79New |
$2.53K - $3.03K
|
79
$3.25K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
44+ 6.16% |
$1.41K - $1.69K
|
758
$31.2K
|
|