Purchases and Sales Made in Q4 2024 in Invesco S&P Smallcap Financial (PSCF)
This table provides information about the institutional ownership of Invesco S&P Smallcap Financial (PSCF) during Q4 2024. 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 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.39K+ 29.12% |
$345K - $394K
|
28.3K
$1.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.24KNew |
$282K - $323K
|
5.24K
$292K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
4.65KNew |
$251K - $287K
|
4.65K
$259K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.69K+ 78.53% |
$199K - $228K
|
8.39K
$468K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.51K+ 15.48% |
$81.2K - $92.8K
|
11.2K
$626K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.34K+ 33.96% |
$72.3K - $82.7K
|
5.29K
$295K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
791+ 343.91% |
$42.7K - $48.8K
|
1.02K
$57K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
687+ 13.07% |
$37.1K - $42.4K
|
5.95K
$332K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
64+ 0.77% |
$3.45K - $3.95K
|
8.34K
$465K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 1.1% |
$216 - $247
|
366
$20.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-110- 1.67% |
$5.93K - $6.78K
|
6.49K
$362K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-219- 42.86% |
$11.8K - $13.5K
|
292
$16.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.64K- 34.59% |
$88.4K - $101K
|
3.1K
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.02K- 64.06% |
$217K - $248K
|
2.25K
$126K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.51K- 60.76% |
$297K - $340K
|
3.56K
$199K
|