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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
130+ 200.0% |
$5.55K - $19.4K
|
195
$11.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
118+ 200.0% |
$5.04K - $17.6K
|
177
$10.1K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
386+ 200.0% |
$45.7K - $56.9K
|
579
$33K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.13KNew |
$252K - $314K
|
2.13K
$121K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-500- 50.0% |
$59.1K - $73.7K
|
500
$28.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 0.4% |
$591 - $737
|
1.25K
$71.2K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-267- 53.4% |
$32K - $37.4K
|
233
$13.3K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
78New |
$9.36K - $10.9K
|
78
$4.44K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-187- 2.24% |
$22.4K - $26.2K
|
8.17K
$465K
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-201- 11.22% |
$24.1K - $28.1K
|
1.59K
$90.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
9KNew |
$1.08M - $1.26M
|
9K
$513K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
12+ 0.38% |
$439 - $1.56K
|
3.16K
$180K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
202+ 100.0% |
$7.4K - $26.3K
|
404
$23K
|
|
|
Jan 24, 2023
Q4 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
34.2KNew |
$1.25M - $4.45M
|
34.2K
$1.95M
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-31- 12.4% |
$1.13K - $4.18K
|
219
$12.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-577- 0.34% |
$21.1K - $77.8K
|
170K
$9.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.9K+ 0.82% |
$143K - $526K
|
481K
$27.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
200New |
$7.32K - $27K
|
200
$11.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
50New |
$1.83K - $6.74K
|
50
$2.85K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
13New |
$476 - $1.75K
|
13
$740
|
|
| Q2 2022 | |||||||
|
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
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
913New |
$101K - $128K
|
913
$52K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-301- 65.43% |
$33.3K - $42K
|
159
$9.06K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.44KClosed |
$159K - $201K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-40Closed |
$4.42K - $5.59K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
395New |
$43.7K - $55.2K
|
395
$22.5K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
48+ 39.34% |
$6.17K - $7.52K
|
170
$9.68K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-166- 48.26% |
$21.3K - $26K
|
178
$10.1K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-37Closed |
$4.75K - $5.8K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
300New |
$38.6K - $47K
|
300
$17.1K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-119Closed |
$15.3K - $18.6K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-325Closed |
$41.8K - $50.9K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-48- 27.59% |
$6.17K - $7.52K
|
126
$7.18K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-300Closed |
$38.6K - $47K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-6Closed |
$771 - $940
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-150- 7.58% |
$19.3K - $23.5K
|
1.83K
$104K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.15KClosed |
$572K - $647K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.35KClosed |
$187K - $211K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3.75KClosed |
$518K - $585K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-51Closed |
$7.04K - $7.96K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-487Closed |
$67.2K - $76K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-262Closed |
$36.2K - $40.9K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.44KNew |
$751K - $849K
|
5.44K
$310K
|
|
| Q3 2021 | |||||||
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-100Closed |
$13K - $14.9K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-9- 0.57% |
$1.17K - $1.34K
|
1.58K
$90K
|
|
|
Nov 12, 2021
Q3 2021
|
Concentrum Wealth Management
|
SELL
|
- |
-1.42KClosed |
$185K - $212K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-236Closed |
$30.7K - $35.2K
|
0
$0
|
|