Latest Institutional Purchases of Invesco ETF Tr Ii N Y Amt Fre (PZT)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii N Y Amt Fre (PZT) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
52.2K+ 78.06% |
$1.2M - $1.23M
|
119K
$2.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13.1K+ 4.08% |
$301K - $308K
|
334K
$7.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13KNew |
$299K - $306K
|
13K
$298K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
5K+ 30.77% |
$115K - $118K
|
21.3K
$487K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.89K+ 13.98% |
$112K - $115K
|
39.8K
$913K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
450+ 2.83% |
$10.4K - $10.6K
|
16.4K
$376K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
547K+ 1394.91% |
$12.3M - $12.7M
|
586K
$13.4M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.9K+ 32.75% |
$966K - $998K
|
174K
$3.98M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
17.9K+ 10.27% |
$404K - $417K
|
192K
$4.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.81KNew |
$221K - $228K
|
9.81K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.8KNew |
$198K - $205K
|
8.8K
$202K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.43K+ 6.49% |
$145K - $150K
|
106K
$2.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.51K+ 2.15% |
$79.1K - $81.7K
|
167K
$3.82M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.81K+ 20.16% |
$40.9K - $42.2K
|
10.8K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
790+ 6.16% |
$17.8K - $18.4K
|
13.6K
$312K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
739New |
$16.7K - $17.2K
|
739
$16.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
341+ 4.38% |
$7.69K - $7.94K
|
8.13K
$186K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
88+ 0.3% |
$1.98K - $2.05K
|
29.7K
$681K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
87+ 0.29% |
$1.96K - $2.03K
|
29.7K
$681K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9+ 1.6% |
$203 - $210
|
572
$13.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.75% |
$67.6 - $69.9
|
401
$9.19K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
29.5KNew |
$671K - $691K
|
29.5K
$677K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
10.3KNew |
$234K - $241K
|
10.3K
$236K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.9KNew |
$202K - $208K
|
8.9K
$204K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.3K+ 962.96% |
$29.5K - $30.4K
|
1.44K
$32.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.08K+ 9.19% |
$24.5K - $25.2K
|
12.8K
$294K
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
819+ 2.87% |
$18.6K - $19.2K
|
29.4K
$674K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
693New |
$15.7K - $16.2K
|
693
$15.9K
|
|
| Q4 2023 | |||||||
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
85.5KNew |
$1.77M - $1.98M
|
85.5K
$1.96M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.86K+ 22.2% |
$166K - $180K
|
43.3K
$992K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
9.8KNew |
$217K - $226K
|
9.8K
$225K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4.39KNew |
$97.2K - $101K
|
4.39K
$101K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.04K+ 33.26% |
$45.1K - $46.9K
|
8.15K
$187K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
892+ 8.49% |
$19.8K - $20.6K
|
11.4K
$261K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.6KNew |
$409K - $429K
|
18.6K
$426K
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
16.6KNew |
$366K - $384K
|
16.6K
$381K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.8KNew |
$216K - $226K
|
9.8K
$225K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.88KNew |
$196K - $205K
|
8.88K
$204K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.2KNew |
$26.4K - $27.7K
|
1.2K
$27.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.2KNew |
$524K - $569K
|
25.2K
$578K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.3KNew |
$235K - $255K
|
11.3K
$259K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9.85KNew |
$205K - $222K
|
9.85K
$226K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.13KNew |
$190K - $206K
|
9.13K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.63KNew |
$33.8K - $36.7K
|
1.63K
$37.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$24.9K - $27.1K
|
1.2K
$27.5K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.12KNew |
$23.2K - $25.2K
|
1.12K
$25.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
70New |
$1.45K - $1.58K
|
70
$1.61K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.37K+ 610.61% |
$93.2K - $102K
|
5.09K
$117K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
29.9KNew |
$659K - $713K
|
29.9K
$685K
|
|