Purchases and Sales Made in Q3 2023 in Invesco Actively (PSR)
This table provides information about the institutional ownership of Invesco Actively (PSR) during Q3 2023. The information is specifically focused on institutions that hold shares of INVESCO ACTIVELY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
18.5K+ 11.32% |
$1.44M - $1.66M
|
182K
$18M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.91K+ 34.1% |
$461K - $532K
|
23.3K
$2.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.53K+ 59.94% |
$275K - $317K
|
9.41K
$932K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.19K+ 22.65% |
$249K - $287K
|
17.3K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.74KNew |
$214K - $247K
|
2.74K
$272K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.61K+ 19.6% |
$204K - $235K
|
15.9K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.55K+ 40.89% |
$121K - $139K
|
5.33K
$528K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.22K+ 27.15% |
$95.1K - $110K
|
5.72K
$566K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.09K+ 4.42% |
$84.5K - $97.6K
|
25.7K
$2.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.02K+ 2.54% |
$79.3K - $91.5K
|
41.2K
$4.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
500New |
$38.9K - $45K
|
500
$49.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
363+ 9.16% |
$28.3K - $32.6K
|
4.32K
$428K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
258+ 3.81% |
$20.1K - $23.2K
|
7.03K
$696K
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
243+ 5.66% |
$18.9K - $21.8K
|
4.54K
$449K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
120+ 0.91% |
$9.35K - $10.8K
|
13.2K
$1.31M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
95+ 3.7% |
$7.4K - $8.54K
|
2.67K
$264K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
40New |
$3.12K - $3.6K
|
40
$3.96K
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
20+ 0.41% |
$1.56K - $1.8K
|
4.9K
$485K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 0.73% |
$545 - $629
|
965
$95.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.17% |
$389 - $450
|
3K
$297K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
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 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12- 10.71% |
$935 - $1.08K
|
100
$9.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-69- 1.24% |
$5.37K - $6.2K
|
5.5K
$545K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-530- 4.09% |
$41.3K - $47.7K
|
12.4K
$1.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-661- 4.89% |
$51.5K - $59.4K
|
12.8K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-687- 3.17% |
$53.5K - $61.8K
|
21K
$2.08M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-835- 9.4% |
$65K - $75.1K
|
8.05K
$797K
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-891- 14.26% |
$69.4K - $80.1K
|
5.36K
$530K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1K- 40.0% |
$77.9K - $89.9K
|
1.5K
$149K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.2K- 20.58% |
$93.2K - $108K
|
4.62K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.16K- 11.44% |
$168K - $194K
|
16.7K
$1.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.51K- 89.36% |
$196K - $226K
|
299
$29.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.6K- 23.45% |
$202K - $233K
|
8.47K
$839K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.62K- 48.09% |
$204K - $236K
|
2.83K
$281K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.7K- 21.82% |
$210K - $242K
|
9.66K
$956K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.37K- 9.25% |
$262K - $303K
|
33K
$3.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.23K- 38.8% |
$329K - $380K
|
6.67K
$661K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.09K- 31.1% |
$396K - $457K
|
11.3K
$1.12M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.54K- 14.3% |
$432K - $498K
|
33.2K
$3.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.78K- 10.51% |
$606K - $699K
|
66.3K
$6.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.37K- 53.94% |
$730K - $842K
|
8K
$792K
|