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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
490+ 200.0% |
$20.9K - $73.3K
|
735
$36.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.89K+ 200.0% |
$80.9K - $283K
|
2.84K
$140K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.7K+ 200.0% |
$72.6K - $254K
|
2.55K
$126K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
414+ 200.0% |
$17.7K - $61.9K
|
621
$30.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
100+ 200.0% |
$4.27K - $14.9K
|
150
$7.39K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.6K+ 202.03% |
$1.14M - $3.98M
|
39.8K
$1.96M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
584+ 200.0% |
$24.9K - $87.3K
|
876
$43.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
92+ 200.0% |
$3.93K - $13.8K
|
138
$6.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
5.23KNew |
$223K - $782K
|
5.23K
$258K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.38K+ 204.67% |
$187K - $655K
|
6.53K
$322K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.83K+ 200.0% |
$121K - $422K
|
4.24K
$209K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
146+ 200.0% |
$6.23K - $21.8K
|
219
$10.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
342New |
$14.6K - $51.1K
|
342
$16.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3.11K+ 200.0% |
$133K - $466K
|
4.67K
$230K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
58+ 200.0% |
$2.48K - $8.67K
|
87
$4.29K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
300+ 200.0% |
$12.8K - $44.8K
|
450
$22.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
BUY
|
- |
8.96K+ 200.0% |
$383K - $1.34M
|
13.4K
$662K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
8.91K+ 200.0% |
$380K - $1.33M
|
13.4K
$659K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
400+ 200.0% |
$17.1K - $59.8K
|
600
$29.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
780+ 200.0% |
$33.3K - $117K
|
1.17K
$57.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
300+ 200.0% |
$12.8K - $44.8K
|
450
$22.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
870+ 200.0% |
$37.1K - $130K
|
1.31K
$64.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.44K+ 200.0% |
$61.6K - $216K
|
2.16K
$107K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
53+ 79.1% |
$2.26K - $7.92K
|
120
$5.91K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
130+ 200.0% |
$5.55K - $19.4K
|
195
$9.61K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
118+ 200.0% |
$5.04K - $17.6K
|
177
$8.72K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.13KNew |
$252K - $314K
|
2.13K
$105K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
386+ 200.0% |
$45.7K - $56.9K
|
579
$28.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-500- 50.0% |
$59.1K - $73.7K
|
500
$24.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 0.4% |
$591 - $737
|
1.25K
$61.6K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-267- 53.4% |
$32K - $37.4K
|
233
$11.5K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
78New |
$9.36K - $10.9K
|
78
$3.84K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-187- 2.24% |
$22.4K - $26.2K
|
8.17K
$403K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
80New |
$9.6K - $11.2K
|
80
$3.94K
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-201- 11.22% |
$24.1K - $28.1K
|
1.59K
$78.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
9KNew |
$1.08M - $1.26M
|
9K
$444K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
12+ 0.38% |
$439 - $1.56K
|
3.16K
$156K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
202+ 100.0% |
$7.4K - $26.3K
|
404
$19.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
34.2KNew |
$1.25M - $4.45M
|
34.2K
$1.69M
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-31- 12.4% |
$1.13K - $4.18K
|
219
$10.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-577- 0.34% |
$21.1K - $77.8K
|
170K
$8.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.9K+ 0.82% |
$143K - $526K
|
481K
$23.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
200New |
$7.32K - $27K
|
200
$9.86K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
50New |
$1.83K - $6.74K
|
50
$2.46K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
13New |
$476 - $1.75K
|
13
$641
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.61K+ 39.11% |
$289K - $365K
|
9.29K
$458K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-800Closed |
$88.5K - $112K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.96KClosed |
$549K - $693K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-100Closed |
$11.1K - $14K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-5Closed |
$553 - $698
|
0
$0
|
|