Latest Institutional Transactions on Invesco S&P Smallcap Energy Et (PSCE)
This table provides information on the latest institutional transactions involving Invesco S&P Smallcap Energy Et (PSCE) 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-5Closed |
$46.3 - $297
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-7.52M- 80.0% |
$69.7M - $446M
|
1.88M
$98.4M
|
|
Q2 2023 | |||||||
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-27.5KClosed |
$230K - $272K
|
0
$0
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
601New |
$5.01K - $5.93K
|
601
$31.5K
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-120K- 68.18% |
$1M - $1.18M
|
56K
$2.93M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23KNew |
$192K - $227K
|
23K
$1.2M
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.37K+ 8.61% |
$11.5K - $13.6K
|
17.3K
$907K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.9K- 6.56% |
$132K - $157K
|
226K
$11.8M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.72K- 42.97% |
$72.8K - $86.1K
|
11.6K
$606K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-55.8K- 15.33% |
$465K - $551K
|
308K
$16.1M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18K+ 10.39% |
$150K - $178K
|
191K
$10M
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19.6K+ 53.35% |
$163K - $193K
|
56.2K
$2.94M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15.9K- 42.78% |
$133K - $157K
|
21.3K
$1.11M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-900- 22.5% |
$7.51K - $8.88K
|
3.1K
$162K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.3K+ 23.6% |
$119K - $141K
|
75K
$3.93M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.3K+ 165.13% |
$320K - $378K
|
61.5K
$3.22M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.54K+ 1.91% |
$21.2K - $25K
|
136K
$7.1M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-11.7K- 4.09% |
$97.9K - $116K
|
275K
$14.4M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15- 1.48% |
$125 - $148
|
998
$52.3K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.03K+ 24.96% |
$50.3K - $59.5K
|
30.2K
$1.58M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.31K+ 7.66% |
$19.2K - $22.8K
|
32.4K
$1.7M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-442- 1.16% |
$3.69K - $4.36K
|
37.6K
$1.97M
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
42.1K+ 70.87% |
$351K - $416K
|
102K
$5.32M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.2K- 10.62% |
$110K - $130K
|
111K
$5.82M
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.9K- 12.09% |
$15.9K - $18.8K
|
13.8K
$725K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.01K+ 9.56% |
$8.43K - $9.98K
|
11.6K
$607K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.12K- 2.34% |
$9.37K - $11.1K
|
46.8K
$2.45M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18+ 0.08% |
$150 - $178
|
22.2K
$1.16M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-40.8K- 19.87% |
$340K - $402K
|
164K
$8.61M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 0.19% |
$66.7 - $79
|
4.19K
$219K
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
383+ 0.2% |
$3.19K - $3.78K
|
190K
$9.96M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.4K- 55.13% |
$104K - $123K
|
10.1K
$529K
|
|
Q1 2023 | |||||||
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.5KNew |
$21.4K - $27.4K
|
2.5K
$131K
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-17.4KClosed |
$149K - $191K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.11K- 41.37% |
$35.2K - $45.1K
|
5.83K
$305K
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-5.71K- 16.65% |
$48.9K - $62.5K
|
28.6K
$1.5M
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
34New |
$291 - $373
|
34
$1.78K
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.3K- 3.09% |
$36.8K - $47.1K
|
135K
$7.07M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14+ 0.01% |
$120 - $153
|
115K
$6.02M
|
|
May 12, 2023
Q1 2023
|
Gendell Jeffrey L
Greenwich, CT |
BUY
|
- |
47.6K+ 12.98% |
$408K - $522K
|
414K
$21.7M
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
80.2KNew |
$687K - $878K
|
80.2K
$4.2M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.16K+ 6.03% |
$35.7K - $45.6K
|
73.2K
$3.83M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.7K- 23.44% |
$31.7K - $40.5K
|
12.1K
$632K
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-31.4K- 47.5% |
$269K - $344K
|
34.7K
$1.82M
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
291+ 0.78% |
$2.49K - $3.19K
|
37.7K
$1.97M
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-25- 2.56% |
$214 - $274
|
950
$49.7K
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
PUT |
200New |
$1.71K - $2.19K
|
200
$10.5K
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
4.34K+ 13.24% |
$37.2K - $47.5K
|
37.1K
$1.94M
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-562- 40.03% |
$4.82K - $6.16K
|
842
$44.1K
|