Purchases and Sales Made in Q2 2023 in Invesco S&P Smallcap Informati (PSCT)
This table provides information about the institutional ownership of Invesco S&P Smallcap Informati (PSCT) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP INFORMATI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.96KNew |
$1.06M - $1.32M
|
8.96K
$412K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.87KNew |
$930K - $1.16M
|
7.87K
$362K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.37KNew |
$517K - $644K
|
4.37K
$201K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.66K+ 66.39% |
$314K - $392K
|
6.66K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.17KNew |
$257K - $320K
|
2.17K
$100K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.13KNew |
$252K - $314K
|
2.13K
$97.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.97K+ 73.25% |
$233K - $291K
|
4.67K
$215K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.71K+ 33.59% |
$203K - $252K
|
6.81K
$313K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.5KNew |
$177K - $221K
|
1.5K
$69K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.41K+ 23.34% |
$167K - $208K
|
7.47K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.39K+ 9.78% |
$165K - $205K
|
15.6K
$719K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
866+ 9.71% |
$102K - $128K
|
9.78K
$450K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
804+ 536.0% |
$95.1K - $118K
|
954
$43.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
647+ 2.3% |
$76.5K - $95.3K
|
28.8K
$1.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
615+ 7.52% |
$72.7K - $90.6K
|
8.79K
$404K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
386+ 200.0% |
$45.7K - $56.9K
|
579
$26.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
287+ 4.82% |
$33.9K - $42.3K
|
6.24K
$287K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
200+ 105.26% |
$23.7K - $29.5K
|
390
$17.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
165+ 163.37% |
$19.5K - $24.3K
|
266
$12.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
150+ 263.16% |
$17.7K - $22.1K
|
207
$9.52K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
99New |
$11.7K - $14.6K
|
99
$4.55K
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
55+ 3.36% |
$6.51K - $8.11K
|
1.69K
$77.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
51New |
$6.03K - $7.52K
|
51
$2.35K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
45+ 1.76% |
$5.32K - $6.63K
|
2.6K
$120K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
29New |
$3.43K - $4.27K
|
29
$1.33K
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
3+ 1.96% |
$355 - $442
|
156
$7.18K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 0.4% |
$591 - $737
|
1.25K
$57.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-16- 0.84% |
$1.89K - $2.36K
|
1.89K
$86.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-19- 1.08% |
$2.25K - $2.8K
|
1.75K
$80.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-27- 0.31% |
$3.19K - $3.98K
|
8.65K
$398K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30- 0.2% |
$3.55K - $4.42K
|
14.7K
$675K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-40- 2.04% |
$4.73K - $5.89K
|
1.92K
$88.2K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-43- 39.09% |
$5.09K - $6.34K
|
67
$3.08K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-58- 1.14% |
$6.86K - $8.55K
|
5.04K
$232K
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-75- 0.41% |
$8.87K - $11.1K
|
18.2K
$836K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-151- 3.6% |
$17.9K - $22.3K
|
4.04K
$186K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-205- 0.49% |
$24.2K - $30.2K
|
41.6K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-205- 0.49% |
$24.2K - $30.2K
|
41.6K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-500- 9.08% |
$59.1K - $73.7K
|
5.01K
$230K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-500- 50.0% |
$59.1K - $73.7K
|
500
$23K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-539- 14.0% |
$63.8K - $79.4K
|
3.31K
$152K
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-781- 7.8% |
$92.4K - $115K
|
9.24K
$425K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-963- 8.54% |
$114K - $142K
|
10.3K
$474K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.17K- 10.33% |
$138K - $172K
|
10.2K
$467K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.3K- 3.48% |
$154K - $192K
|
36.1K
$1.66M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.38K- 20.42% |
$163K - $204K
|
5.39K
$248K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.67K- 6.4% |
$197K - $246K
|
24.4K
$1.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.24K- 14.52% |
$265K - $330K
|
13.2K
$606K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.62K- 2.9% |
$310K - $386K
|
87.6K
$4.03M
|