Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.65K- 58.84% |
$257K - $277K
|
3.95K
$188K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.56K- 14.61% |
$207K - $224K
|
26.6K
$1.27M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.38K- 29.11% |
$108K - $117K
|
5.79K
$276K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.73K- 29.49% |
$78.7K - $84.9K
|
4.14K
$197K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.29K- 17.25% |
$58.7K - $63.4K
|
6.19K
$295K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.11K- 14.32% |
$50.2K - $54.2K
|
6.61K
$315K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-763- 7.39% |
$34.7K - $37.5K
|
9.56K
$456K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-56- 11.02% |
$2.55K - $2.75K
|
452
$21.6K
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-2- 0.61% |
$90.9 - $98.2
|
328
$15.6K
|
|
Q3 2023 | |||||||
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.93K- 56.88% |
$283K - $327K
|
5.25K
$251K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-370- 38.91% |
$15.1K - $17.5K
|
581
$27.7K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-11.9K- 71.33% |
$492K - $635K
|
4.79K
$228K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-710- 13.32% |
$33.5K - $36.9K
|
4.62K
$220K
|
|
Q2 2022 | |||||||
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-4.92KClosed |
$230K - $287K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.73K- 19.15% |
$80.7K - $101K
|
7.29K
$348K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-300Closed |
$14K - $17.5K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-80Closed |
$3.74K - $4.66K
|
0
$0
|
|
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
$954
|
|
Q1 2022 | |||||||
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
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-230Closed |
$13K - $14.6K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-43KClosed |
$2.32M - $2.52M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.93KClosed |
$104K - $113K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-173Closed |
$9.35K - $10.1K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-20Closed |
$1.08K - $1.17K
|
0
$0
|
|
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
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-80- 50.0% |
$4.47K - $4.89K
|
80
$3.82K
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-59Closed |
$3.3K - $3.6K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-242- 37.69% |
$8.62K - $10.2K
|
400
$19.1K
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15Closed |
$534 - $631
|
0
$0
|
|
Q2 2020 | |||||||
Aug 12, 2020
Q2 2020
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-48.4KClosed |
$1.53M - $2.18M
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-12.4KClosed |
$392K - $559K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.87KClosed |
$185K - $265K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Xponance, Inc.
|
SELL
|
- |
-1.26KClosed |
$39.7K - $56.7K
|
0
$0
|
|
Feb 13, 2024
Q2 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200Closed |
$6.31K - $9.01K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-200Closed |
$6.31K - $9.01K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-98Closed |
$3.09K - $4.41K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-46Closed |
$1.45K - $2.07K
|
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
$15.5K
|
|
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 04, 2020
Q4 2019
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.03KClosed |
$54K - $59.4K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-900Closed |
$47.4K - $52.1K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-353Closed |
$18.6K - $20.5K
|
0
$0
|
|
Jan 10, 2020
Q4 2019
|
City Holding CO
|
SELL
|
- |
-200Closed |
$10.5K - $11.6K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-100Closed |
$5.27K - $5.79K
|
0
$0
|