Purchases and Sales Made in Q4 2023 in Invesco S&P Smallcap Consumer (PSCC)
This table provides information about the institutional ownership of Invesco S&P Smallcap Consumer (PSCC) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP CONSUMER .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Systelligence, LLC
|
BUY
|
- |
305KNew |
$10M - $11.8M
|
305K
$9.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
112K+ 2626.49% |
$3.68M - $4.33M
|
116K
$3.77M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
99.8KNew |
$3.29M - $3.87M
|
99.8K
$3.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
65.4KNew |
$2.16M - $2.54M
|
65.4K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.2K+ 94.7% |
$535K - $629K
|
33.3K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.9K+ 88.36% |
$492K - $579K
|
31.8K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.9KNew |
$358K - $421K
|
10.9K
$354K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.23KNew |
$271K - $319K
|
8.23K
$268K
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
5.94KNew |
$196K - $230K
|
5.94K
$193K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
5.66KNew |
$186K - $219K
|
5.66K
$184K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.87K+ 29.84% |
$161K - $189K
|
21.2K
$690K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.39K+ 72.12% |
$112K - $131K
|
8.08K
$263K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.18K+ 19.06% |
$105K - $123K
|
19.9K
$646K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.77K+ 4.0% |
$91.3K - $107K
|
72K
$2.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
132+ 103.94% |
$4.35K - $5.12K
|
259
$8.43K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31+ 0.31% |
$1.02K - $1.2K
|
10.2K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.36% |
$98.9 - $116
|
833
$27.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.06% |
$33 - $38.8
|
1.76K
$57.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-15- 0.87% |
$495 - $582
|
1.71K
$55.5K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-68- 0.21% |
$2.24K - $2.64K
|
32.4K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-139- 0.12% |
$4.58K - $5.39K
|
119K
$3.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-372- 5.71% |
$12.3K - $14.4K
|
6.14K
$200K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-584- 4.04% |
$19.3K - $22.7K
|
13.9K
$451K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.98K- 3.31% |
$65.3K - $76.8K
|
57.9K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.26K- 2.04% |
$74.5K - $87.7K
|
108K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.53K- 11.26% |
$182K - $215K
|
43.6K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.95K- 46.94% |
$229K - $270K
|
7.86K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.3K- 28.74% |
$571K - $671K
|
42.9K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.5K- 48.18% |
$609K - $716K
|
19.9K
$646K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-31.6K- 48.33% |
$1.04M - $1.23M
|
33.8K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.2K- 50.4% |
$1.75M - $2.06M
|
52.4K
$1.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-64.4K- 76.03% |
$2.12M - $2.5M
|
20.3K
$661K
|