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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 15.38% |
$2.36K - $2.84K
|
275
$16.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
9.72KNew |
$458K - $552K
|
9.72K
$590K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.14KNew |
$431K - $519K
|
9.14K
$554K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1+ 0.02% |
$47.2 - $56.8
|
6.27K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16+ 0.07% |
$755 - $908
|
22K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.79K- 31.23% |
$84.6K - $102K
|
3.95K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.59K+ 6.29% |
$75.2K - $90.5K
|
26.9K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.71K- 15.85% |
$80.6K - $97K
|
9.07K
$551K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-181- 21.91% |
$8.54K - $10.3K
|
645
$39.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.15K- 24.54% |
$101K - $122K
|
6.6K
$400K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.56% |
$94.3 - $114
|
362
$22K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-515- 8.92% |
$24.3K - $29.2K
|
5.26K
$319K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-225- 49.78% |
$10.6K - $12.8K
|
227
$13.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
688+ 17.15% |
$32.5K - $39.1K
|
4.7K
$285K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
496+ 6.37% |
$23.4K - $28.2K
|
8.28K
$502K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
511New |
$24.1K - $29K
|
511
$31K
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
4.28K+ 939.04% |
$202K - $243K
|
4.74K
$288K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-22- 0.5% |
$1.04K - $1.25K
|
4.41K
$268K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| 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
$861K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
230New |
$10.2K - $11.3K
|
230
$14K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
157+ 196.25% |
$6.98K - $7.7K
|
237
$14.4K
|
|
| Q1 2024 | |||||||
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.1KNew |
$823K - $888K
|
18.1K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1KNew |
$45.5K - $49.1K
|
1K
$60.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
227New |
$10.3K - $11.1K
|
227
$13.8K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.7KNew |
$1.22M - $1.59M
|
31.7K
$1.92M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-370- 38.91% |
$15.1K - $17.5K
|
581
$35.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.93K- 56.88% |
$283K - $327K
|
5.25K
$319K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.75KNew |
$67.9K - $77.6K
|
1.75K
$106K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
36New |
$1.4K - $1.6K
|
36
$2.18K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15+ 15.0% |
$620 - $800
|
115
$6.98K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-11.9K- 71.33% |
$492K - $635K
|
4.79K
$290K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-710- 13.32% |
$32.2K - $36.9K
|
4.62K
$280K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
204+ 100.0% |
$9.24K - $10.6K
|
408
$24.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
566New |
$25.4K - $31.4K
|
566
$34.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
7+ 3.07% |
$314 - $388
|
235
$14.3K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
493New |
$23.1K - $28.7K
|
493
$29.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1KNew |
$46.8K - $58.3K
|
1K
$60.7K
|
|
|
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
$442K
|
|
|
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
$1.21K
|
|
|
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
$30.3K
|
|
|
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
|
|
|
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
$17.8K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.93KClosed |
$104K - $113K
|
0
$0
|
|