Purchases and Sales Made in Q1 2023 in Invesco S&P Smallcap Materials (PSCM)
This table provides information about the institutional ownership of Invesco S&P Smallcap Materials (PSCM) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP MATERIALS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.4K+ 66.29% |
$952K - $1.14M
|
38.7K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.45K+ 37.29% |
$336K - $401K
|
20.1K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.51KNew |
$278K - $332K
|
4.51K
$342K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.18KNew |
$258K - $307K
|
4.18K
$316K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.06KNew |
$189K - $225K
|
3.06K
$232K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
158New |
$9.75K - $11.6K
|
158
$12K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26+ 200.0% |
$1.6K - $1.91K
|
39
$2.95K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2- 0.05% |
$123 - $147
|
4.2K
$318K
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-137- 72.11% |
$8.45K - $10.1K
|
53
$4.01K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-313- 80.46% |
$19.3K - $23K
|
76
$5.76K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-437- 36.75% |
$27K - $32.2K
|
752
$56.9K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.1K- 38.3% |
$130K - $155K
|
3.39K
$256K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.45K- 45.55% |
$213K - $254K
|
4.12K
$312K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11K- 78.41% |
$679K - $810K
|
3.03K
$229K
|