Latest Institutional Purchases of Invesco S&P Smallcap Consumer (PSCC)
This list provides information on the latest institutional transactions involving Invesco S&P Smallcap Consumer (PSCC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.9KNew |
$653K - $719K
|
18.9K
$753K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.56KNew |
$262K - $288K
|
7.56K
$302K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.59KNew |
$193K - $213K
|
5.59K
$223K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.28K+ 14.81% |
$183K - $201K
|
40.9K
$1.63M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.16K+ 34.73% |
$144K - $159K
|
16.2K
$645K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.09K+ 34.97% |
$142K - $156K
|
15.8K
$630K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.32KNew |
$115K - $127K
|
3.32K
$133K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.07K+ 18.4% |
$106K - $117K
|
19.8K
$788K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
916+ 2.12% |
$31.7K - $34.9K
|
44.1K
$1.76M
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
846New |
$29.3K - $32.2K
|
846
$33.8K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
791+ 3.74% |
$27.4K - $30.1K
|
21.9K
$876K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
171New |
$5.92K - $6.52K
|
171
$6.82K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.7% |
$69.2 - $76.2
|
289
$11.5K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.48KNew |
$260K - $280K
|
7.48K
$298K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.3K+ 59.01% |
$149K - $161K
|
11.6K
$462K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.39K+ 37.84% |
$83.1K - $89.5K
|
8.7K
$347K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.3KNew |
$80.1K - $86.3K
|
2.3K
$92K
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
499+ 4.49% |
$17.4K - $18.7K
|
11.6K
$463K
|
|
Q1 2024 | |||||||
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
BUY
|
- |
12K+ 3.95% |
$437K - $466K
|
317K
$12.6M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.56K+ 10.68% |
$129K - $138K
|
36.9K
$1.47M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
1.9KNew |
$69K - $73.5K
|
1.9K
$75.8K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
995+ 1.52% |
$36.1K - $38.5K
|
66.4K
$2.65M
|
|
Q4 2023 | |||||||
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
99.8KNew |
$3.29M - $3.87M
|
99.8K
$3.98M
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
5.66KNew |
$186K - $219K
|
5.66K
$226K
|
|
Q3 2023 | |||||||
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.4K+ 200.0% |
$48.5K - $154K
|
2.1K
$83.8K
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
800+ 200.0% |
$27.7K - $87.9K
|
1.2K
$47.9K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
600+ 200.0% |
$20.8K - $65.9K
|
900
$35.9K
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
388+ 200.0% |
$13.4K - $42.6K
|
582
$23.2K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
200+ 200.0% |
$6.93K - $22K
|
300
$12K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
138+ 200.0% |
$4.78K - $15.2K
|
207
$8.26K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
70+ 200.0% |
$2.42K - $7.69K
|
105
$4.19K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
66+ 200.0% |
$2.29K - $7.25K
|
99
$3.95K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
60+ 200.0% |
$2.08K - $6.59K
|
90
$3.59K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50+ 200.0% |
$1.73K - $5.49K
|
75
$2.99K
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
10+ 200.0% |
$346 - $1.1K
|
15
$599
|
|
Q2 2023 | |||||||
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.24KNew |
$132K - $140K
|
1.24K
$49.6K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.24KNew |
$131K - $140K
|
1.24K
$49.5K
|
|
Q4 2022 | |||||||
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
30.8KNew |
$964K - $3.4M
|
30.8K
$1.23M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.04KNew |
$32.6K - $115K
|
1.04K
$41.5K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
325New |
$10.2K - $35.9K
|
325
$13K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
293New |
$9.19K - $32.4K
|
293
$11.7K
|
|
Q3 2022 | |||||||
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.36KNew |
$73.5K - $257K
|
2.36K
$94.2K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.7KNew |
$2.21M - $2.64M
|
23.7K
$947K
|
|
Q4 2021 | |||||||
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
195New |
$19.6K - $21.6K
|
195
$7.78K
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.48KNew |
$98.7K - $122K
|
1.48K
$59K
|
|
Q2 2018 | |||||||
Mar 24, 2023
Q2 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
101New |
$6.87K - $8.25K
|
101
$4.03K
|
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$68 - $81.7
|
1
$39.9
|