Latest Institutional Transactions on Invesco S&P Smallcap Financial (PSCF)
This table provides information on the latest institutional transactions involving Invesco S&P Smallcap Financial (PSCF) 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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-19.5K- 90.83% |
$999K - $1.12M
|
1.97K
$103K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.09K- 3.84% |
$55.9K - $62.7K
|
27.3K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-304- 5.75% |
$15.6K - $17.5K
|
4.99K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.61K- 43.27% |
$185K - $208K
|
4.73K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.35K+ 178.43% |
$326K - $366K
|
9.92K
$518K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-125- 1.93% |
$6.41K - $7.2K
|
6.36K
$333K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
91+ 33.09% |
$4.67K - $5.24K
|
366
$19.1K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-149- 2.85% |
$7.64K - $8.58K
|
5.09K
$266K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
504+ 22.36% |
$25.9K - $29K
|
2.76K
$144K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
949+ 147.13% |
$48.7K - $54.6K
|
1.59K
$83.3K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.64KNew |
$340K - $382K
|
6.64K
$347K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.15KNew |
$213K - $239K
|
4.15K
$217K
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-355- 3.16% |
$18.2K - $20.4K
|
10.9K
$568K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-122- 2.05% |
$6.26K - $7.02K
|
5.82K
$304K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-796- 25.69% |
$40.8K - $45.8K
|
2.3K
$120K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.51KNew |
$488K - $547K
|
9.51K
$497K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
23.9K+ 285.02% |
$1.23M - $1.38M
|
32.3K
$1.69M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-341- 7.33% |
$17.5K - $19.6K
|
4.31K
$225K
|
|
| Q4 2024 | |||||||
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-219- 42.86% |
$11.8K - $13.5K
|
292
$15.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 1.1% |
$216 - $247
|
366
$19.1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.14KNew |
$431K - $519K
|
9.14K
$477K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-225- 49.78% |
$10.6K - $12.8K
|
227
$11.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-22- 0.5% |
$1.04K - $1.25K
|
4.41K
$231K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.23K+ 9.49% |
$54.6K - $60.2K
|
14.2K
$741K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
157+ 196.25% |
$6.98K - $7.7K
|
237
$12.4K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1KNew |
$45.5K - $49.1K
|
1K
$52.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
227New |
$10.3K - $11.1K
|
227
$11.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-370- 38.91% |
$15.1K - $17.5K
|
581
$30.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.93K- 56.88% |
$283K - $327K
|
5.25K
$274K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.75KNew |
$67.9K - $77.6K
|
1.75K
$91.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
36New |
$1.4K - $1.6K
|
36
$1.88K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15+ 15.0% |
$620 - $800
|
115
$6.01K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-11.9K- 71.33% |
$492K - $635K
|
4.79K
$250K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-710- 13.32% |
$32.2K - $36.9K
|
4.62K
$241K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
204+ 100.0% |
$9.24K - $10.6K
|
408
$21.3K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
566New |
$25.4K - $31.4K
|
566
$29.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
7+ 3.07% |
$314 - $388
|
235
$12.3K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
493New |
$23.1K - $28.7K
|
493
$25.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1KNew |
$46.8K - $58.3K
|
1K
$52.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-53Closed |
$2.48K - $3.09K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.73K- 19.15% |
$80.7K - $101K
|
7.29K
$381K
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-31Closed |
$1.45K - $1.81K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-30- 60.0% |
$1.4K - $1.75K
|
20
$1.05K
|
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-4.92KClosed |
$230K - $287K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
500New |
$23.4K - $29.1K
|
500
$26.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-80Closed |
$3.74K - $4.66K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-300Closed |
$14K - $17.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-230Closed |
$13K - $14.6K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
294New |
$17K - $18.7K
|
294
$15.4K
|
|