Latest Institutional Transactions on Invesco Actively (PSR)
This table provides information on the latest institutional transactions involving Invesco Actively (PSR) 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 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 3.13% |
$84.8 - $99.9
|
33
$2.99K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12+ 0.5% |
$1.02K - $1.2K
|
2.41K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-876- 20.68% |
$74.3K - $87.5K
|
3.36K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-123- 1.9% |
$10.4K - $12.3K
|
6.34K
$575K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.1K- 84.3% |
$1.02M - $1.21M
|
2.25K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
322+ 37.53% |
$27.3K - $32.2K
|
1.18K
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.42K+ 8.71% |
$205K - $242K
|
30.2K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.18K- 21.08% |
$269K - $317K
|
11.9K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.3K- 86.4% |
$1.38M - $1.63M
|
2.57K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
250New |
$21.2K - $25K
|
250
$22.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-122- 2.18% |
$10.3K - $12.2K
|
5.48K
$497K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-383- 2.08% |
$32.5K - $38.3K
|
18K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.45% |
$170 - $200
|
450
$40.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25+ 1.31% |
$2.12K - $2.5K
|
1.94K
$175K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-846- 6.5% |
$71.8K - $84.5K
|
12.2K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
175+ 4.77% |
$14.8K - $17.5K
|
3.84K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.58K+ 25.36% |
$219K - $258K
|
12.8K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.67K- 8.21% |
$142K - $167K
|
18.7K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.44K+ 143.03% |
$122K - $143K
|
2.44K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-977K- 98.95% |
$82.8M - $97.6M
|
10.4K
$940K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.14% |
$84.8 - $99.9
|
89
$8.07K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.28K- 5.1% |
$193K - $227K
|
42.4K
$3.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16- 0.35% |
$1.36K - $1.6K
|
4.57K
$414K
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
16.6KNew |
$1.41M - $1.66M
|
16.6K
$1.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-164- 3.84% |
$13.9K - $16.4K
|
4.11K
$372K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
166+ 2.86% |
$14.1K - $16.6K
|
5.97K
$541K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.24KNew |
$190K - $224K
|
2.24K
$203K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-958- 25.58% |
$81.3K - $95.7K
|
2.79K
$253K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.24K- 9.87% |
$105K - $124K
|
11.3K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-358- 12.78% |
$30.4K - $35.8K
|
2.44K
$222K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
40+ 27.78% |
$3.39K - $4K
|
184
$16.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
355+ 2.31% |
$30.1K - $35.5K
|
15.7K
$1.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
37.1K+ 1058.26% |
$3.15M - $3.71M
|
40.7K
$3.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.13KNew |
$180K - $212K
|
2.13K
$193K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.34% |
$424 - $500
|
1.47K
$133K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
436+ 1.35% |
$37K - $43.6K
|
32.7K
$2.97M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-70- 2.74% |
$5.94K - $7K
|
2.48K
$225K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
33+ 0.37% |
$2.8K - $3.3K
|
9.05K
$821K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
40New |
$3.2K - $3.5K
|
40
$3.63K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-573- 6.35% |
$45.8K - $50.2K
|
8.46K
$766K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.06K+ 244.81% |
$485K - $531K
|
8.53K
$774K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
449New |
$35.9K - $39.3K
|
449
$40.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
68+ 12.48% |
$5.44K - $5.96K
|
613
$55.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.23KNew |
$418K - $458K
|
5.23K
$474K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
471+ 9.53% |
$37.7K - $41.3K
|
5.41K
$491K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-31- 3.21% |
$2.48K - $2.71K
|
935
$84.8K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
13New |
$1.04K - $1.14K
|
13
$1.18K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-68.3K- 77.62% |
$5.79M - $6.31M
|
19.7K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.28KNew |
$448K - $488K
|
5.28K
$479K
|
|