Latest Institutional Transactions on Invesco S&P Smallcap Informati (PSCT)
This table provides information on the latest institutional transactions involving Invesco S&P Smallcap Informati (PSCT) 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 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-108- 22.93% |
$4.58K - $5.19K
|
363
$20.7K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.31KNew |
$141K - $159K
|
3.31K
$189K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12- 17.39% |
$509 - $577
|
57
$3.25K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.11KNew |
$47.1K - $53.3K
|
1.11K
$63.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
99New |
$4.2K - $4.76K
|
99
$5.64K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-6.39K- 21.26% |
$286K - $309K
|
23.7K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
225+ 4.56% |
$10.1K - $10.9K
|
5.16K
$294K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
5New |
$224 - $242
|
5
$285
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-799Closed |
$35.8K - $38.7K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
530New |
$23.7K - $25.7K
|
530
$30.2K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3- 0.76% |
$134 - $145
|
394
$22.4K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-3.65K- 12.59% |
$163K - $176K
|
25.3K
$1.44M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
108New |
$4.83K - $5.23K
|
108
$6.15K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
297New |
$13.3K - $14.4K
|
297
$16.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.8KNew |
$80.6K - $87.1K
|
1.8K
$103K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-136- 33.25% |
$5.27K - $6.67K
|
273
$15.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
102New |
$3.96K - $5K
|
102
$5.81K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
180New |
$6.98K - $8.82K
|
180
$10.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
4.2KNew |
$163K - $206K
|
4.2K
$239K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
468New |
$18.1K - $22.9K
|
468
$26.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-100- 1.93% |
$3.88K - $4.9K
|
5.08K
$289K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
133+ 2.17% |
$5.16K - $6.52K
|
6.26K
$357K
|
|
| Q3 2023 | |||||||
|
Jul 31, 2025
Q3 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.13KClosed |
$90.9K - $318K
|
0
$0
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
130+ 200.0% |
$5.55K - $19.4K
|
195
$11.1K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
164+ 200.0% |
$7K - $24.5K
|
246
$14K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
692+ 200.0% |
$29.5K - $103K
|
1.04K
$59.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
51.7K+ 179.68% |
$2.21M - $7.72M
|
80.4K
$4.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
490+ 200.0% |
$20.9K - $73.3K
|
735
$41.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
100+ 200.0% |
$4.27K - $14.9K
|
150
$8.54K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
414+ 200.0% |
$17.7K - $61.9K
|
621
$35.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.7K+ 200.0% |
$72.6K - $254K
|
2.55K
$145K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.89K+ 200.0% |
$80.9K - $283K
|
2.84K
$162K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
584+ 200.0% |
$24.9K - $87.3K
|
876
$49.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
92+ 200.0% |
$3.93K - $13.8K
|
138
$7.86K
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
5.23KNew |
$223K - $782K
|
5.23K
$298K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.38K+ 204.67% |
$187K - $655K
|
6.53K
$372K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.83K+ 200.0% |
$121K - $422K
|
4.24K
$241K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
146+ 200.0% |
$6.23K - $21.8K
|
219
$12.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
342New |
$14.6K - $51.1K
|
342
$19.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3.11K+ 200.0% |
$133K - $466K
|
4.67K
$266K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
58+ 200.0% |
$2.48K - $8.67K
|
87
$4.95K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
300+ 200.0% |
$12.8K - $44.8K
|
450
$25.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
BUY
|
- |
8.96K+ 200.0% |
$383K - $1.34M
|
13.4K
$766K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
8.91K+ 200.0% |
$380K - $1.33M
|
13.4K
$761K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
400+ 200.0% |
$17.1K - $59.8K
|
600
$34.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
300+ 200.0% |
$12.8K - $44.8K
|
450
$25.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
780+ 200.0% |
$33.3K - $117K
|
1.17K
$66.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.44K+ 200.0% |
$61.6K - $216K
|
2.16K
$123K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
870+ 200.0% |
$37.1K - $130K
|
1.31K
$74.3K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
53+ 79.1% |
$2.26K - $7.92K
|
120
$6.83K
|
|