Latest Institutional Transactions on Invesco S&P Smallcap Consumer (PSCD)
This table provides information on the latest institutional transactions involving Invesco S&P Smallcap Consumer (PSCD) 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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.65% |
$97.3 - $111
|
155
$16.4K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
426+ 9.84% |
$41.5K - $47.5K
|
4.76K
$504K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7- 0.18% |
$681 - $780
|
3.8K
$402K
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
23+ 0.91% |
$2.24K - $2.56K
|
2.54K
$269K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.9K- 11.04% |
$184K - $207K
|
15.3K
$1.62M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
643+ 11.12% |
$62.2K - $70.1K
|
6.43K
$680K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
773+ 17.76% |
$74.8K - $84.2K
|
5.13K
$542K
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
957New |
$92.6K - $104K
|
957
$101K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.77K+ 40.26% |
$171K - $192K
|
6.15K
$651K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$96.8 - $109
|
1
$106
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.08K+ 54.9% |
$298K - $335K
|
8.68K
$918K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-755- 23.82% |
$73.1K - $82.3K
|
2.42K
$256K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-28- 1.88% |
$2.71K - $3.05K
|
1.46K
$154K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
139New |
$13.5K - $15.1K
|
139
$14.7K
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.89K+ 45.14% |
$667K - $751K
|
22.1K
$2.34M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-658- 15.55% |
$63.7K - $71.7K
|
3.57K
$378K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
17New |
$1.65K - $1.85K
|
17
$1.8K
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-60- 65.93% |
$5.81K - $6.54K
|
31
$3.28K
|
|
Q1 2024 | |||||||
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-14- 13.73% |
$1.36K - $1.53K
|
88
$9.31K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-87- 18.59% |
$8.46K - $9.49K
|
381
$40.3K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
61K+ 116.33% |
$5.93M - $6.65M
|
113K
$12M
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
PUT |
1New |
$97.3 - $109
|
1
$106
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-179- 6.56% |
$17.4K - $19.5K
|
2.55K
$270K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.31% |
$584 - $654
|
1.97K
$209K
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.88KNew |
$183K - $205K
|
1.88K
$199K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
52New |
$5.06K - $5.67K
|
52
$5.5K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.72KNew |
$373K - $497K
|
4.72K
$499K
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.8K+ 112.84% |
$300K - $400K
|
7.16K
$758K
|
|
Q3 2023 | |||||||
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
40New |
$3.3K - $3.86K
|
40
$4.23K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
113New |
$9.33K - $10.9K
|
113
$12K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-94- 98.95% |
$7.76K - $9.06K
|
1
$106
|
|
Q2 2023 | |||||||
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-76- 1.66% |
$6.29K - $6.97K
|
4.52K
$478K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
91New |
$7.53K - $8.34K
|
91
$9.63K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21- 12.73% |
$1.66K - $2.05K
|
144
$15.2K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
117New |
$9.27K - $11.4K
|
117
$12.4K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
113+ 100.0% |
$8.06K - $9.58K
|
226
$23.9K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
320New |
$22.8K - $27.1K
|
320
$33.9K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
23.9KNew |
$1.71M - $2.22M
|
23.9K
$2.53M
|
|
Q2 2022 | |||||||
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
210New |
$15.4K - $19.8K
|
210
$22.2K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-184Closed |
$13.5K - $17.4K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-333Closed |
$24.4K - $31.4K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.9K+ 81.46% |
$873K - $1.13M
|
26.5K
$2.81M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-67Closed |
$4.91K - $6.33K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
33New |
$2.42K - $3.12K
|
33
$3.49K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.43KClosed |
$178K - $229K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.79KClosed |
$204K - $263K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-163Closed |
$14.8K - $18.6K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.34KClosed |
$304K - $381K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.41KClosed |
$128K - $161K
|
0
$0
|