Purchases and Sales Made in Q4 2023 in Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
88.3KNew |
$6.57M - $8.16M
|
88.3K
$8M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
88KNew |
$6.55M - $8.13M
|
88K
$7.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
45.4K+ 794.75% |
$3.38M - $4.2M
|
51.2K
$4.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.7K+ 147.36% |
$1.84M - $2.28M
|
41.4K
$3.75M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
14.7KNew |
$1.1M - $1.36M
|
14.7K
$1.33M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.6K+ 41.68% |
$863K - $1.07M
|
39.4K
$3.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.4K+ 19.38% |
$476K - $591K
|
39.4K
$3.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.52K+ 34.6% |
$411K - $510K
|
21.5K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
5.2KNew |
$387K - $481K
|
5.2K
$471K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.51KNew |
$261K - $324K
|
3.51K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.35KNew |
$249K - $310K
|
3.35K
$304K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.37KNew |
$176K - $219K
|
2.37K
$215K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.24KNew |
$166K - $207K
|
2.24K
$203K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.7K+ 13.2% |
$126K - $157K
|
14.5K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
880+ 7.81% |
$65.5K - $81.3K
|
12.2K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
640+ 4.83% |
$47.7K - $59.2K
|
13.9K
$1.26M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
580New |
$43.2K - $53.6K
|
580
$52.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
469+ 5.54% |
$34.9K - $43.4K
|
8.94K
$810K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
457+ 10.08% |
$34K - $42.2K
|
4.99K
$453K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
242New |
$18K - $22.4K
|
242
$21.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
231+ 1.1% |
$17.2K - $21.4K
|
21.2K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
211+ 4.88% |
$15.7K - $19.5K
|
4.54K
$411K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
171+ 3.49% |
$12.7K - $15.8K
|
5.07K
$459K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
107+ 24.43% |
$7.97K - $9.89K
|
545
$49.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
76+ 2.68% |
$5.66K - $7.03K
|
2.91K
$264K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
72+ 2.7% |
$5.36K - $6.66K
|
2.74K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
45+ 0.82% |
$3.35K - $4.16K
|
5.55K
$503K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16New |
$1.19K - $1.48K
|
16
$1.45K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7- 0.73% |
$521 - $647
|
958
$86.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-58- 32.58% |
$4.32K - $5.36K
|
120
$10.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-94- 1.34% |
$7K - $8.69K
|
6.94K
$629K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-108- 1.12% |
$8.04K - $9.98K
|
9.55K
$866K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-436- 3.51% |
$32.5K - $40.3K
|
12K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-474- 10.26% |
$35.3K - $43.8K
|
4.15K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-886- 16.61% |
$66K - $81.9K
|
4.45K
$403K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.39K- 20.87% |
$104K - $129K
|
5.28K
$479K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.6K- 53.36% |
$119K - $148K
|
1.4K
$127K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.77K- 22.03% |
$132K - $164K
|
6.28K
$569K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.85K- 4.5% |
$138K - $171K
|
39.3K
$3.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.13K- 39.84% |
$159K - $197K
|
3.22K
$292K
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-2.54KClosed |
$189K - $234K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.17K- 27.95% |
$534K - $663K
|
18.5K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.2K- 58.8% |
$757K - $939K
|
7.12K
$646K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.5K- 45.18% |
$782K - $971K
|
12.7K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.7K- 17.59% |
$868K - $1.08M
|
54.6K
$4.95M
|