Latest Institutional Purchases of Invesco S&P Smallcap Health Ca (PSCH)
This list provides information on the latest institutional transactions involving Invesco S&P Smallcap Health Ca (PSCH) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.89KNew |
$240K - $301K
|
6.89K
$321K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
915New |
$31.8K - $40K
|
915
$42.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
240New |
$8.35K - $10.5K
|
240
$11.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
165New |
$5.74K - $7.21K
|
165
$7.68K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
34+ 5.52% |
$1.18K - $1.49K
|
650
$30.3K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12K+ 195.75% |
$451K - $1.61M
|
18.2K
$845K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.88KNew |
$221K - $786K
|
5.88K
$274K
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
3.8K+ 95.0% |
$143K - $508K
|
7.8K
$363K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
760+ 200.0% |
$28.5K - $102K
|
1.14K
$53.1K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
414+ 134.85% |
$15.5K - $55.3K
|
721
$33.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
400+ 200.0% |
$15K - $53.5K
|
600
$27.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
378+ 200.0% |
$14.2K - $50.5K
|
567
$26.4K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
375New |
$14.1K - $50.1K
|
375
$17.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
314+ 200.0% |
$11.8K - $42K
|
471
$21.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
286+ 200.0% |
$10.7K - $38.2K
|
429
$20K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
284+ 200.0% |
$10.7K - $38K
|
426
$19.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
200+ 200.0% |
$7.51K - $26.7K
|
300
$14K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
164+ 200.0% |
$6.16K - $21.9K
|
246
$11.4K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
132New |
$4.96K - $17.6K
|
132
$6.14K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
100+ 15.38% |
$3.75K - $13.4K
|
750
$34.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
98+ 200.0% |
$3.68K - $13.1K
|
147
$6.84K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
94+ 200.0% |
$3.53K - $12.6K
|
141
$6.56K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
84New |
$3.15K - $11.2K
|
84
$3.91K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
66+ 200.0% |
$2.48K - $8.82K
|
99
$4.61K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
5K+ 200.0% |
$642K - $682K
|
7.5K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
314+ 200.0% |
$40.3K - $42.8K
|
471
$21.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
10+ 0.67% |
$1.28K - $1.36K
|
1.51K
$70.3K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
2.6KNew |
$330K - $379K
|
2.6K
$121K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.6KNew |
$203K - $233K
|
1.6K
$74.5K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
350+ 23.09% |
$44.5K - $51.1K
|
1.87K
$86.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$25.4K - $29.2K
|
200
$9.31K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
78New |
$9.91K - $11.4K
|
78
$3.63K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
41+ 2.64% |
$5.21K - $5.98K
|
1.6K
$74.3K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33+ 2.06% |
$4.19K - $4.82K
|
1.63K
$76K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2New |
$254 - $292
|
2
$93.1
|
|
| Q4 2022 | |||||||
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.27KNew |
$97.2K - $324K
|
2.27K
$106K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.2KNew |
$94.1K - $314K
|
2.2K
$102K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.29KNew |
$55.2K - $184K
|
1.29K
$60.1K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
701+ 15.46% |
$30K - $99.9K
|
5.24K
$244K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
314New |
$13.4K - $44.7K
|
314
$14.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
242New |
$10.4K - $34.5K
|
242
$11.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
99New |
$4.24K - $14.1K
|
99
$4.61K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
46+ 100.0% |
$1.97K - $6.56K
|
92
$4.28K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.62KNew |
$204K - $267K
|
1.62K
$75.3K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
49.6KNew |
$7.4M - $8.95M
|
49.6K
$2.31M
|
|
| Q4 2021 | |||||||
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.65KNew |
$444K - $510K
|
2.65K
$123K
|
|
| Q3 2021 | |||||||
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
4.58KNew |
$827K - $895K
|
4.58K
$213K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
225New |
$40.7K - $44K
|
225
$10.5K
|
|
| Q2 2021 | |||||||
|
Jul 28, 2021
Q2 2021
|
Sp Asset Management
|
BUY
|
- |
2.27KNew |
$401K - $450K
|
2.27K
$106K
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
99New |
$17.5K - $19.6K
|
99
$4.61K
|
|