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 |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.23K+ 9.49% |
$54.6K - $60.2K
|
14.2K
$780K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.79K+ 45.37% |
$79.6K - $87.8K
|
5.74K
$316K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
230New |
$10.2K - $11.3K
|
230
$12.6K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.28% |
$44.4 - $49
|
360
$19.8K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.74K- 20.25% |
$122K - $134K
|
10.8K
$593K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.47K+ 15.88% |
$154K - $170K
|
25.3K
$1.39M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.31K- 80.03% |
$147K - $162K
|
826
$45.4K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-340- 5.14% |
$15.1K - $16.7K
|
6.27K
$345K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-816- 8.53% |
$36.3K - $40K
|
8.75K
$481K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-419- 6.77% |
$18.6K - $20.5K
|
5.77K
$317K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.99K+ 34.4% |
$88.5K - $97.6K
|
7.78K
$428K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
157+ 196.25% |
$6.98K - $7.7K
|
237
$13K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-109- 2.4% |
$4.84K - $5.34K
|
4.43K
$244K
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
128+ 39.02% |
$5.69K - $6.27K
|
456
$25.1K
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
4.01KNew |
$178K - $197K
|
4.01K
$221K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.56K- 14.61% |
$207K - $224K
|
26.6K
$1.46M
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.1KNew |
$823K - $888K
|
18.1K
$995K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1KNew |
$45.5K - $49.1K
|
1K
$55K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.55KNew |
$389K - $420K
|
8.55K
$470K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-56- 11.02% |
$2.55K - $2.75K
|
452
$24.9K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
227New |
$10.3K - $11.1K
|
227
$12.5K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
275+ 550.0% |
$10.6K - $13.8K
|
325
$17.9K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.7KNew |
$1.22M - $1.59M
|
31.7K
$1.74M
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-370- 38.91% |
$15.1K - $17.5K
|
581
$31.9K
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
7.46KNew |
$305K - $352K
|
7.46K
$410K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.93K- 56.88% |
$283K - $327K
|
5.25K
$289K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.75KNew |
$67.9K - $77.6K
|
1.75K
$96.2K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
36New |
$1.4K - $1.6K
|
36
$1.98K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15+ 15.0% |
$620 - $800
|
115
$6.32K
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-11.9K- 71.33% |
$492K - $635K
|
4.79K
$263K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-710- 13.32% |
$32.2K - $36.9K
|
4.62K
$254K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
204+ 100.0% |
$9.24K - $10.6K
|
408
$22.4K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
566New |
$25.4K - $31.4K
|
566
$31.1K
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
7+ 3.07% |
$314 - $388
|
235
$12.9K
|
|
Q2 2022 | |||||||
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
493New |
$23.1K - $28.7K
|
493
$27.1K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1KNew |
$46.8K - $58.3K
|
1K
$55K
|
|
Aug 15, 2022
Q2 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.73K- 19.15% |
$80.7K - $101K
|
7.29K
$401K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-53Closed |
$2.48K - $3.09K
|
0
$0
|
|
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
$1.1K
|
|
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
$27.5K
|
|
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
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-5.04KClosed |
$286K - $319K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-4.13KClosed |
$234K - $261K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
294New |
$17K - $18.7K
|
294
$16.2K
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.93KClosed |
$104K - $113K
|
0
$0
|