Latest Institutional Purchases of Invesco S&P Smallcap Financial (PSCF)
This list provides information on the latest institutional transactions involving Invesco S&P Smallcap Financial (PSCF) 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
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
9.72KNew |
$458K - $552K
|
9.72K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.14KNew |
$431K - $519K
|
9.14K
$510K
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
4.28K+ 939.04% |
$202K - $243K
|
4.74K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.59K+ 6.29% |
$75.2K - $90.5K
|
26.9K
$1.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
688+ 17.15% |
$32.5K - $39.1K
|
4.7K
$262K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
511New |
$24.1K - $29K
|
511
$28.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
496+ 6.37% |
$23.4K - $28.2K
|
8.28K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16+ 0.07% |
$755 - $908
|
22K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.56% |
$94.3 - $114
|
362
$20.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1+ 0.02% |
$47.2 - $56.8
|
6.27K
$350K
|
|
|
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
$792K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
230New |
$10.2K - $11.3K
|
230
$12.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
157+ 196.25% |
$6.98K - $7.7K
|
237
$13.2K
|
|
| Q1 2024 | |||||||
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.1KNew |
$823K - $888K
|
18.1K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1KNew |
$45.5K - $49.1K
|
1K
$55.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
227New |
$10.3K - $11.1K
|
227
$12.7K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.7KNew |
$1.22M - $1.59M
|
31.7K
$1.77M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.75KNew |
$67.9K - $77.6K
|
1.75K
$97.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
36New |
$1.4K - $1.6K
|
36
$2.01K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15+ 15.0% |
$620 - $800
|
115
$6.42K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
204+ 100.0% |
$9.24K - $10.6K
|
408
$22.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
566New |
$25.4K - $31.4K
|
566
$31.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
7+ 3.07% |
$314 - $388
|
235
$13.1K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1KNew |
$46.8K - $58.3K
|
1K
$55.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
500New |
$23.4K - $29.1K
|
500
$27.9K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
493New |
$23.1K - $28.7K
|
493
$27.5K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
294New |
$17K - $18.7K
|
294
$16.4K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
83.7KNew |
$4.52M - $4.91M
|
83.7K
$4.67M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
200New |
$10.8K - $11.7K
|
200
$11.2K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
143New |
$7.73K - $8.39K
|
143
$7.98K
|
|
| Q4 2020 | |||||||
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
437New |
$16.8K - $21.6K
|
437
$24.4K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
305New |
$10.9K - $12.8K
|
305
$17K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$52.4 - $59.1
|
1
$55.8
|
|
| Q1 2016 | |||||||
|
Jan 03, 2024
Q1 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
0New |
N/A
|
0
$0
|
|