Purchases and Sales Made in Q4 2023 in Invesco S&P Smallcap Financial (PSCF)
This table provides information about the institutional ownership of Invesco S&P Smallcap Financial (PSCF) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP FINANCIAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.7KNew |
$1.22M - $1.59M
|
31.7K
$1.92M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
10.6K+ 159.53% |
$406K - $528K
|
17.2K
$1.04M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.26K+ 42.21% |
$356K - $463K
|
31.2K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.17KNew |
$314K - $409K
|
8.17K
$496K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
275+ 550.0% |
$10.6K - $13.8K
|
325
$19.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
223+ 208.41% |
$8.58K - $11.2K
|
330
$20K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-449- 5.5% |
$17.3K - $22.5K
|
7.72K
$468K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-685- 8.39% |
$26.4K - $34.3K
|
7.48K
$454K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-860- 12.79% |
$33.1K - $43K
|
5.87K
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.22K- 6.87% |
$46.9K - $60.9K
|
16.5K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.26K- 3.89% |
$48.6K - $63.3K
|
31.2K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.05K- 24.12% |
$117K - $153K
|
9.6K
$582K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.28K- 71.06% |
$242K - $314K
|
2.56K
$155K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-27.4K- 72.67% |
$1.06M - $1.37M
|
10.3K
$626K
|