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 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-20Closed |
$1.08K - $1.17K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-173Closed |
$9.35K - $10.1K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
83.7KNew |
$4.52M - $4.91M
|
83.7K
$5.15M
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
143New |
$7.73K - $8.39K
|
143
$8.8K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-43KClosed |
$2.32M - $2.52M
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
200New |
$10.8K - $11.7K
|
200
$12.3K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-895Closed |
$50K - $54.7K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-348Closed |
$19.5K - $21.3K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-59Closed |
$3.3K - $3.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
437New |
$16.8K - $21.6K
|
437
$26.9K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15Closed |
$534 - $631
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
305New |
$10.9K - $12.8K
|
305
$18.8K
|
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-242- 37.69% |
$8.62K - $10.2K
|
400
$24.6K
|
|
| Q2 2020 | |||||||
|
Feb 13, 2024
Q2 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200Closed |
$6.31K - $9.01K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Xponance, Inc.
|
SELL
|
- |
-1.26KClosed |
$39.7K - $56.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-98Closed |
$3.09K - $4.41K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.87KClosed |
$185K - $265K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-46Closed |
$1.45K - $2.07K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-48.4KClosed |
$1.53M - $2.18M
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-200Closed |
$6.31K - $9.01K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-12.4KClosed |
$392K - $559K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-100Closed |
$3.03K - $5.71K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-97- 23.04% |
$2.94K - $5.53K
|
324
$19.9K
|
|
|
Apr 15, 2020
Q1 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.7KClosed |
$827K - $910K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-100Closed |
$5.27K - $5.79K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-353Closed |
$18.6K - $20.5K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-900Closed |
$47.4K - $52.1K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.03KClosed |
$54K - $59.4K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-42- 17.21% |
$2.21K - $2.43K
|
202
$12.4K
|
|
|
Jan 10, 2020
Q4 2019
|
City Holding CO
|
SELL
|
- |
-200Closed |
$10.5K - $11.6K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Sep 07, 2021
Q3 2019
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-21Closed |
$1.08K - $1.16K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Barclays PLC
London, X0 |
SELL
|
- |
-56Closed |
$2.88K - $3.1K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Wrapmanager Inc
|
SELL
|
- |
-6.61KClosed |
$340K - $366K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-18.1KClosed |
$929K - $998K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Envestnet Asset Management Inc
|
SELL
|
- |
-52KClosed |
$2.68M - $2.87M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Nov 09, 2023
Q2 2019
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-19Closed |
$990 - $1.06K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4KClosed |
$208K - $223K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-48KClosed |
$2.5M - $2.68M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.11KClosed |
$214K - $229K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-52Closed |
$2.71K - $2.9K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Essex Savings Bank
|
SELL
|
- |
-450Closed |
$23.4K - $25.1K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-138Closed |
$7.19K - $7.71K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-67Closed |
$3.49K - $3.74K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-491Closed |
$25.6K - $27.4K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-259Closed |
$13.5K - $14.5K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.72KClosed |
$321K - $373K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-11.6KClosed |
$554K - $644K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-211Closed |
$10.1K - $11.7K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.21KClosed |
$201K - $234K
|
0
$0
|
|