Purchases and Sales Made in Q3 2024 in Invesco S&P Smallcap Financial (PSCF)
This table provides information about the institutional ownership of Invesco S&P Smallcap Financial (PSCF) during Q3 2024. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP FINANCIAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
9.72KNew |
$458K - $552K
|
9.72K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.14KNew |
$431K - $519K
|
9.14K
$510K
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
4.28K+ 939.04% |
$202K - $243K
|
4.74K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.59K+ 6.29% |
$75.2K - $90.5K
|
26.9K
$1.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
688+ 17.15% |
$32.5K - $39.1K
|
4.7K
$262K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
511New |
$24.1K - $29K
|
511
$28.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
496+ 6.37% |
$23.4K - $28.2K
|
8.28K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16+ 0.07% |
$755 - $908
|
22K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.56% |
$94.3 - $114
|
362
$20.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1+ 0.02% |
$47.2 - $56.8
|
6.27K
$350K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-22- 0.5% |
$1.04K - $1.25K
|
4.41K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 15.38% |
$2.36K - $2.84K
|
275
$15.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-181- 21.91% |
$8.54K - $10.3K
|
645
$36K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-225- 49.78% |
$10.6K - $12.8K
|
227
$12.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-515- 8.92% |
$24.3K - $29.2K
|
5.26K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.71K- 15.85% |
$80.6K - $97K
|
9.07K
$506K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.79K- 31.23% |
$84.6K - $102K
|
3.95K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.15K- 24.54% |
$101K - $122K
|
6.6K
$368K
|