Purchases and Sales Made in Q4 2024 in Invesco S&P Smallcap Informati (PSCT)
This table provides information about the institutional ownership of Invesco S&P Smallcap Informati (PSCT) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
188K+ 114.58% |
$8.54M - $9.65M
|
352K
$15.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54.1K+ 312.23% |
$2.46M - $2.78M
|
71.4K
$3.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
34.8KNew |
$1.58M - $1.79M
|
34.8K
$1.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
28.6K+ 46.72% |
$1.3M - $1.47M
|
89.7K
$4.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
20.1KNew |
$912K - $1.03M
|
20.1K
$907K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.01K+ 2365.62% |
$410K - $463K
|
9.39K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.31K+ 3.06% |
$332K - $375K
|
246K
$11.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.8K+ 118.18% |
$309K - $349K
|
12.6K
$567K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
5.8KNew |
$264K - $298K
|
5.8K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.5KNew |
$250K - $282K
|
5.5K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.2K+ 19.15% |
$191K - $216K
|
26.1K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.01K+ 7.0% |
$182K - $206K
|
61.4K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.87KNew |
$130K - $148K
|
2.87K
$130K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.85K+ 48.83% |
$129K - $146K
|
8.68K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.75K+ 27.23% |
$125K - $141K
|
12.9K
$581K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.76K+ 4.15% |
$80K - $90.4K
|
44.2K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
934+ 155.67% |
$42.5K - $48K
|
1.53K
$69.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
755New |
$34.3K - $38.8K
|
755
$34.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
628+ 2.88% |
$28.5K - $32.3K
|
22.4K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
600New |
$27.3K - $30.8K
|
600
$27.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
464+ 0.68% |
$21.1K - $23.8K
|
68.5K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
450New |
$20.5K - $23.1K
|
450
$20.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
347+ 5.56% |
$15.8K - $17.8K
|
6.59K
$298K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100+ 133.33% |
$4.55K - $5.14K
|
175
$7.91K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
72New |
$3.27K - $3.7K
|
72
$3.25K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
54New |
$2.45K - $2.77K
|
54
$2.44K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
20+ 0.09% |
$909 - $1.03K
|
22.5K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 0.21% |
$90.9 - $103
|
942
$42.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.01% |
$45.5 - $51.4
|
11.1K
$502K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24- 0.35% |
$1.09K - $1.23K
|
6.91K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-125- 0.74% |
$5.68K - $6.42K
|
16.7K
$754K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-126- 2.46% |
$5.73K - $6.47K
|
4.99K
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-129- 0.56% |
$5.86K - $6.63K
|
23.1K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-200- 6.56% |
$9.09K - $10.3K
|
2.85K
$129K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-235- 4.23% |
$10.7K - $12.1K
|
5.32K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-344- 2.82% |
$15.6K - $17.7K
|
11.8K
$535K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-631- 4.57% |
$28.7K - $32.4K
|
13.2K
$595K
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-633- 45.05% |
$28.8K - $32.5K
|
772
$34.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-633- 3.26% |
$28.8K - $32.5K
|
18.8K
$848K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-642- 2.22% |
$29.2K - $33K
|
28.3K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-728- 7.33% |
$33.1K - $37.4K
|
9.2K
$416K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-760- 1.4% |
$34.5K - $39K
|
53.6K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-903- 7.19% |
$41K - $46.4K
|
11.7K
$527K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.33K- 81.54% |
$60.2K - $68.1K
|
300
$13.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.67K- 2.14% |
$76.1K - $86K
|
76.7K
$3.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.78K- 1.7% |
$80.7K - $91.3K
|
103K
$4.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-2.18K- 37.93% |
$98.9K - $112K
|
3.56K
$161K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.4K- 11.05% |
$109K - $123K
|
19.3K
$873K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.46K- 12.28% |
$157K - $178K
|
24.7K
$1.12M
|