Purchases and Sales Made in Q4 2024 in Invesco S&P Smallcap Materials (PSCM)
This table provides information about the institutional ownership of Invesco S&P Smallcap Materials (PSCM) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.12K+ 9.49% |
$230K - $269K
|
36K
$2.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.04K+ 35.13% |
$224K - $261K
|
11.7K
$768K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.97KNew |
$218K - $255K
|
2.97K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.74KNew |
$128K - $149K
|
1.74K
$114K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
533+ 383.45% |
$39.2K - $45.8K
|
672
$44.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
273+ 48.49% |
$20.1K - $23.5K
|
836
$54.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
20New |
$1.47K - $1.72K
|
20
$1.31K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-50- 1.34% |
$3.68K - $4.3K
|
3.68K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-51- 0.79% |
$3.75K - $4.38K
|
6.37K
$418K
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-463- 33.36% |
$34K - $39.8K
|
925
$60.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.86K- 15.9% |
$137K - $160K
|
9.83K
$645K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.2K- 29.27% |
$235K - $275K
|
7.73K
$507K
|