Purchases and Sales Made in Q3 2023 in Invesco S&P Smallcap Health Ca (PSCH)
This table provides information about the institutional ownership of Invesco S&P Smallcap Health Ca (PSCH) during Q3 2023. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP HEALTH CA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
139K+ 239.77% |
$5.23M - $18.6M
|
197K
$8.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
121K+ 186.17% |
$4.56M - $16.2M
|
187K
$7.87M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.2K+ 188.26% |
$2.07M - $7.38M
|
84.6K
$3.57M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
42.7K+ 182.81% |
$1.6M - $5.71M
|
66.1K
$2.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.2K+ 206.63% |
$1.1M - $3.91M
|
43.4K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.1K+ 239.18% |
$1.09M - $3.88M
|
41.2K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.9K+ 622.67% |
$971K - $3.46M
|
30K
$1.27M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
23.9K+ 192.13% |
$897K - $3.19M
|
36.3K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.2K+ 32.97% |
$796K - $2.83M
|
85.4K
$3.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
20.1K+ 144.61% |
$756K - $2.69M
|
34.1K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.8K+ 282.66% |
$706K - $2.51M
|
25.5K
$1.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
18.5K+ 200.16% |
$694K - $2.47M
|
27.7K
$1.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.9K+ 174.34% |
$672K - $2.39M
|
28.2K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.4K+ 203.12% |
$652K - $2.32M
|
25.9K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.9K+ 170.16% |
$636K - $2.26M
|
26.9K
$1.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
16.9K+ 200.0% |
$634K - $2.26M
|
25.3K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.1K+ 49.57% |
$566K - $2.01M
|
45.5K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.9KNew |
$559K - $1.99M
|
14.9K
$628K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.6K+ 177.97% |
$472K - $1.68M
|
19.6K
$829K
|
|
|
Nov 08, 2023
Q3 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
12.4K+ 220.4% |
$466K - $1.66M
|
18K
$761K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12K+ 195.75% |
$451K - $1.61M
|
18.2K
$766K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.9K+ 456.73% |
$411K - $1.46M
|
13.3K
$562K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.67K+ 207.17% |
$326K - $1.16M
|
12.9K
$542K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.67K+ 185.31% |
$325K - $1.16M
|
13.3K
$563K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.61K+ 193.5% |
$323K - $1.15M
|
13.1K
$551K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
7.25K+ 200.0% |
$272K - $969K
|
10.9K
$459K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.15K+ 169.66% |
$269K - $956K
|
11.4K
$480K
|
|
|
Aug 13, 2025
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
7.15KNew |
$269K - $956K
|
7.15K
$302K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.88KNew |
$221K - $786K
|
5.88K
$248K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
BUY
|
- |
5.34K+ 200.0% |
$201K - $714K
|
8.02K
$338K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.01K+ 79.22% |
$188K - $669K
|
11.3K
$478K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.72K+ 185.58% |
$177K - $631K
|
7.27K
$307K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.6K+ 200.0% |
$173K - $615K
|
6.9K
$291K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.52K+ 62.47% |
$170K - $604K
|
11.8K
$496K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.25K+ 247.87% |
$159K - $568K
|
5.96K
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.59K+ 200.0% |
$135K - $480K
|
5.39K
$228K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.81K+ 42.78% |
$105K - $375K
|
9.37K
$395K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.65K+ 61.88% |
$99.4K - $354K
|
6.93K
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.07K+ 207.93% |
$77.8K - $277K
|
3.07K
$129K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.93K+ 196.34% |
$72.5K - $258K
|
2.91K
$123K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.6K+ 200.0% |
$60.2K - $214K
|
2.41K
$102K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
770+ 166.31% |
$28.9K - $103K
|
1.23K
$52K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
760+ 200.0% |
$28.5K - $102K
|
1.14K
$48.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
672+ 200.0% |
$25.2K - $89.8K
|
1.01K
$42.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
437+ 244.13% |
$16.4K - $58.4K
|
616
$26K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
436+ 162.69% |
$16.4K - $58.3K
|
704
$29.7K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
414+ 134.85% |
$15.5K - $55.3K
|
721
$30.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
400+ 200.0% |
$15K - $53.5K
|
600
$25.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
378+ 200.0% |
$14.2K - $50.5K
|
567
$23.9K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
375New |
$14.1K - $50.1K
|
375
$15.8K
|