Latest Institutional Transactions on Pearson PLC (PSO)
This table provides information on the latest institutional transactions involving Pearson PLC (PSO) 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
18+ 25.71% |
$278 - $320
|
88
$1.16K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
384+ 10.53% |
$5.93K - $6.82K
|
4.03K
$53.2K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
15.3KNew |
$237K - $272K
|
15.3K
$202K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
229+ 1.38% |
$3.54K - $4.06K
|
16.8K
$222K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.41KNew |
$21.8K - $25.1K
|
1.41K
$18.7K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
16.1KNew |
$249K - $287K
|
16.1K
$213K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
10.8KNew |
$167K - $192K
|
10.8K
$142K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
53.8KNew |
$832K - $956K
|
53.8K
$711K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
661+ 3.68% |
$10.2K - $11.7K
|
18.6K
$246K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
158New |
$2.44K - $2.8K
|
158
$2.09K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
116New |
$1.79K - $2.06K
|
116
$1.53K
|
|
|
Apr 25, 2025
Q1 2025
|
Henry James International Management Inc.
|
SELL
|
- |
-2.41K- 1.19% |
$37.2K - $42.7K
|
199K
$2.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
10.4KNew |
$161K - $185K
|
10.4K
$137K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
225New |
$3.48K - $3.99K
|
225
$2.97K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
60New |
$927 - $1.07K
|
60
$792
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.3KNew |
$110K - $135K
|
8.3K
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.94K- 13.11% |
$25.7K - $31.5K
|
12.8K
$169K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-252- 79.75% |
$3.35K - $4.1K
|
64
$845
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
16+ 12.7% |
$213 - $260
|
142
$1.87K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
77+ 0.72% |
$1.02K - $1.25K
|
10.8K
$143K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
831New |
$11.1K - $13.5K
|
831
$11K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-1.6K- 5.65% |
$21.3K - $26K
|
26.7K
$352K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
101New |
$1.34K - $1.64K
|
101
$1.33K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
106New |
$1.41K - $1.73K
|
106
$1.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-367- 3.41% |
$4.88K - $5.97K
|
10.4K
$137K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
252New |
$3.35K - $4.1K
|
252
$3.33K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-8- 34.78% |
$106 - $130
|
15
$198
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-423- 36.69% |
$5.24K - $5.94K
|
730
$9.64K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.48KNew |
$43.2K - $49K
|
3.48K
$46K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
73.2K+ 23.62% |
$907K - $1.03M
|
383K
$5.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.44K+ 25.02% |
$105K - $119K
|
42.2K
$556K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-77.6K- 47.55% |
$962K - $1.09M
|
85.6K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
108New |
$1.34K - $1.52K
|
108
$1.43K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
15.3KNew |
$190K - $216K
|
15.3K
$203K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-697- 2.84% |
$8.64K - $9.79K
|
23.9K
$315K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.8KNew |
$245K - $278K
|
19.8K
$261K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.46K+ 86.87% |
$18.1K - $20.5K
|
3.15K
$41.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
21.2KNew |
$262K - $297K
|
21.2K
$279K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
125New |
$1.55K - $1.76K
|
125
$1.65K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-51- 10.99% |
$632 - $717
|
413
$5.45K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
137New |
$1.7K - $1.92K
|
137
$1.81K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
3.76KNew |
$44.3K - $49K
|
3.76K
$49.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.12K- 75.87% |
$13.2K - $14.5K
|
355
$4.69K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
22.6K+ 1.2% |
$266K - $294K
|
1.91M
$25.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.2K+ 2035.19% |
$25.9K - $28.6K
|
2.31K
$30.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
233+ 0.98% |
$2.75K - $3.03K
|
24K
$316K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
152New |
$1.79K - $1.98K
|
152
$2.01K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-925- 7.9% |
$10.9K - $12K
|
10.8K
$142K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2.26K- 13.36% |
$26.6K - $29.4K
|
14.6K
$193K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 2.94% |
$94.3 - $104
|
264
$3.48K
|
|