Latest Institutional Transactions on Intercorp Financial Services Inc. (IFS)
This table provides information on the latest institutional transactions involving Intercorp Financial Services Inc. (IFS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-104- 30.14% |
$2.2K - $2.58K
|
241
$8.94K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
14.8KNew |
$321K - $380K
|
14.8K
$547K
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
3.67K+ 5.98% |
$79.8K - $94.5K
|
65K
$2.41M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22New |
$479 - $567
|
22
$816
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.5KNew |
$903K - $1.07M
|
41.5K
$1.54M
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-8.05K- 28.04% |
$175K - $207K
|
20.7K
$766K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-14.5K- 44.95% |
$289K - $376K
|
17.7K
$657K
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
400New |
$7.99K - $10.4K
|
400
$14.8K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1+ 0.01% |
$19.9 - $25.4
|
13.7K
$508K
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
51+ 0.38% |
$1.01K - $1.3K
|
13.4K
$498K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Nwi Management LP
New York, NY |
BUY
|
- |
1.02MNew |
$23.4M - $37.3M
|
1.02M
$37.9M
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-14.1KClosed |
$323K - $515K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-6.51KClosed |
$149K - $238K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-8.74KClosed |
$200K - $319K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-6.87K- 33.39% |
$157K - $251K
|
13.7K
$508K
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-12.7KClosed |
$292K - $464K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-12.5KClosed |
$333K - $434K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Amundi
Paris, I0 |
BUY
|
- |
66New |
$1.75K - $2.28K
|
66
$2.45K
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
4KNew |
$106K - $138K
|
4K
$148K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-32.1KClosed |
$708K - $932K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-10Closed |
$220 - $290
|
0
$0
|
|
Q2 2021 | |||||||
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-397Closed |
$9.83K - $12.7K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-6.24KClosed |
$176K - $219K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Newfoundland Capital Management
Sao Paulo, D5 |
SELL
|
- |
-36KClosed |
$1.02M - $1.26M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-80.6KClosed |
$2.28M - $2.83M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.91K- 25.94% |
$110K - $137K
|
11.2K
$414K
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Brown Advisory Inc
|
SELL
|
- |
-35.8KClosed |
$711K - $1.16M
|
0
$0
|
|
Q3 2020 | |||||||
Oct 28, 2020
Q3 2020
|
Kbc Group Nv
|
SELL
|
- |
-1.6KClosed |
$36.5K - $45K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-246KClosed |
$5.7M - $7.64M
|
0
$0
|
|
Q1 2020 | |||||||
Apr 27, 2020
Q1 2020
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-6.07KClosed |
$145K - $270K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-9.94KClosed |
$384K - $419K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Prince Street Capital Management LLC
New York, NY |
SELL
|
- |
-62.7KClosed |
$2.42M - $2.65M
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-13KClosed |
$503K - $549K
|
0
$0
|
|
Feb 06, 2020
Q4 2019
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-130Closed |
$5.02K - $5.49K
|
0
$0
|