Latest Institutional Purchases of Invesco Actively (PSR)
This list provides information on the latest institutional transactions involving Invesco Actively (PSR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.46K+ 24.42% |
$130K - $145K
|
7.42K
$673K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.06K+ 11.69% |
$94.2K - $105K
|
10.1K
$916K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
862+ 40.55% |
$76.7K - $85.8K
|
2.99K
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
164+ 630.77% |
$14.6K - $16.3K
|
190
$17.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
18+ 0.73% |
$1.6K - $1.79K
|
2.5K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8+ 0.05% |
$712 - $796
|
15.8K
$1.43M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 0.41% |
$534 - $597
|
1.47K
$133K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 1.08% |
$89 - $99.6
|
94
$8.52K
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
16.6KNew |
$1.41M - $1.66M
|
16.6K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.58K+ 25.36% |
$219K - $258K
|
12.8K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.42K+ 8.71% |
$205K - $242K
|
30.2K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.44K+ 143.03% |
$122K - $143K
|
2.44K
$221K
|
|
|
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
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
250New |
$21.2K - $25K
|
250
$22.7K
|
|
|
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
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25+ 1.31% |
$2.12K - $2.5K
|
1.94K
$175K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12+ 0.5% |
$1.02K - $1.2K
|
2.41K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.45% |
$170 - $200
|
450
$40.8K
|
|
|
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 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.14% |
$84.8 - $99.9
|
89
$8.07K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.06K+ 244.81% |
$485K - $531K
|
8.53K
$773K
|
|
|
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
$490K
|
|
|
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 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
40New |
$3.2K - $3.5K
|
40
$3.62K
|
|
|
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
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.28KNew |
$448K - $488K
|
5.28K
$479K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.52K+ 34.6% |
$411K - $510K
|
21.5K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
5.2KNew |
$387K - $481K
|
5.2K
$471K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.35KNew |
$249K - $310K
|
3.35K
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.24KNew |
$166K - $207K
|
2.24K
$203K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
640+ 4.83% |
$47.7K - $59.2K
|
13.9K
$1.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
18.5K+ 11.32% |
$1.44M - $1.66M
|
182K
$16.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.74KNew |
$214K - $247K
|
2.74K
$249K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
500New |
$38.9K - $45K
|
500
$45.3K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
40New |
$3.12K - $3.6K
|
40
$3.62K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
3.38K+ 9.01% |
$274K - $296K
|
40.9K
$3.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.67KNew |
$216K - $234K
|
2.67K
$242K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.81K+ 20.1% |
$146K - $158K
|
10.8K
$978K
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
441+ 3.39% |
$35.7K - $38.6K
|
13.4K
$1.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
58+ 2.45% |
$4.7K - $5.08K
|
2.42K
$220K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.6KNew |
$211K - $257K
|
2.6K
$236K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
586+ 5.31% |
$47.6K - $57.8K
|
11.6K
$1.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
272New |
$22.1K - $26.9K
|
272
$24.6K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
150New |
$12.2K - $14.8K
|
150
$13.6K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$8.13K - $9.87K
|
100
$9.06K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
18New |
$1.46K - $1.78K
|
18
$1.63K
|
|