Purchases and Sales Made in Q3 2023 in Invesco S&P Smallcap Informati (PSCT)
This table provides information about the institutional ownership of Invesco S&P Smallcap Informati (PSCT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.08K+ 1.74% |
$88.9K - $311K
|
122K
$6.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.89K+ 200.0% |
$80.9K - $283K
|
2.84K
$141K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.7K+ 200.0% |
$72.6K - $254K
|
2.55K
$126K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.44K+ 200.0% |
$61.6K - $216K
|
2.16K
$107K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
870+ 200.0% |
$37.1K - $130K
|
1.31K
$64.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
793+ 492.55% |
$33.9K - $119K
|
954
$47.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
780+ 200.0% |
$33.3K - $117K
|
1.17K
$57.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
692+ 200.0% |
$29.5K - $103K
|
1.04K
$51.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
584+ 200.0% |
$24.9K - $87.3K
|
876
$43.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
533+ 200.38% |
$22.8K - $79.7K
|
799
$39.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
490+ 200.0% |
$20.9K - $73.3K
|
735
$36.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
414+ 200.0% |
$17.7K - $61.9K
|
621
$30.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
400+ 200.0% |
$17.1K - $59.8K
|
600
$29.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
342New |
$14.6K - $51.1K
|
342
$16.9K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
340+ 186.81% |
$14.5K - $50.8K
|
522
$25.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
300+ 200.0% |
$12.8K - $44.8K
|
450
$22.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
300+ 200.0% |
$12.8K - $44.8K
|
450
$22.3K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
273+ 200.74% |
$11.7K - $40.8K
|
409
$20.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
267+ 114.59% |
$11.4K - $39.9K
|
500
$24.7K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
164+ 200.0% |
$7K - $24.5K
|
246
$12.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
146+ 200.0% |
$6.23K - $21.8K
|
219
$10.8K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
130+ 200.0% |
$5.55K - $19.4K
|
195
$9.65K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
130+ 200.0% |
$5.55K - $19.4K
|
195
$9.65K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
118+ 200.0% |
$5.04K - $17.6K
|
177
$8.76K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
100+ 200.0% |
$4.27K - $14.9K
|
150
$7.42K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
92+ 200.0% |
$3.93K - $13.8K
|
138
$6.83K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
58+ 200.0% |
$2.48K - $8.67K
|
87
$4.3K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
53+ 79.1% |
$2.26K - $7.92K
|
120
$5.94K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-45- 28.85% |
$1.92K - $6.73K
|
111
$5.49K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-408- 99.27% |
$17.4K - $61K
|
3
$148
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-885- 92.77% |
$37.8K - $132K
|
69
$3.41K
|