Latest Institutional Transactions on Invesco S&P Smallcap Health Ca (PSCH)
This table provides information on the latest institutional transactions involving Invesco S&P Smallcap Health Ca (PSCH) 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 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
414+ 134.85% |
$15.5K - $55.3K
|
721
$34.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
100+ 15.38% |
$3.75K - $13.4K
|
750
$36K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
200+ 200.0% |
$7.51K - $26.7K
|
300
$14.4K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
375New |
$14.1K - $50.1K
|
375
$18K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.88KNew |
$221K - $786K
|
5.88K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
98+ 200.0% |
$3.68K - $13.1K
|
147
$7.05K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
760+ 200.0% |
$28.5K - $102K
|
1.14K
$54.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
400+ 200.0% |
$15K - $53.5K
|
600
$28.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
378+ 200.0% |
$14.2K - $50.5K
|
567
$27.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
66+ 200.0% |
$2.48K - $8.82K
|
99
$4.75K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
84New |
$3.15K - $11.2K
|
84
$4.03K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
94+ 200.0% |
$3.53K - $12.6K
|
141
$6.76K
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
3.8K+ 95.0% |
$143K - $508K
|
7.8K
$374K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
286+ 200.0% |
$10.7K - $38.2K
|
429
$20.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
164+ 200.0% |
$6.16K - $21.9K
|
246
$11.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12K+ 195.75% |
$451K - $1.61M
|
18.2K
$870K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
284+ 200.0% |
$10.7K - $38K
|
426
$20.4K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
314+ 200.0% |
$40.3K - $42.8K
|
471
$22.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
5K+ 200.0% |
$642K - $682K
|
7.5K
$360K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
10+ 0.67% |
$1.28K - $1.36K
|
1.51K
$72.4K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-98- 43.56% |
$12.4K - $14.3K
|
127
$6.09K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
2.6KNew |
$330K - $379K
|
2.6K
$125K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2New |
$254 - $292
|
2
$95.9
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33+ 2.06% |
$4.19K - $4.82K
|
1.63K
$78.3K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.6KNew |
$203K - $233K
|
1.6K
$76.7K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
78New |
$9.91K - $11.4K
|
78
$3.74K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
350+ 23.09% |
$44.5K - $51.1K
|
1.87K
$89.5K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.03K- 27.05% |
$131K - $150K
|
2.77K
$133K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-852- 30.77% |
$108K - $124K
|
1.92K
$91.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$25.4K - $29.2K
|
200
$9.59K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
41+ 2.64% |
$5.21K - $5.98K
|
1.6K
$76.5K
|
|
| Q4 2022 | |||||||
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
701+ 15.46% |
$30K - $99.9K
|
5.24K
$251K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.81K- 48.95% |
$77.5K - $258K
|
1.89K
$90.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
99New |
$4.24K - $14.1K
|
99
$4.75K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
242New |
$10.4K - $34.5K
|
242
$11.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.29KNew |
$55.2K - $184K
|
1.29K
$61.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
46+ 100.0% |
$1.97K - $6.56K
|
92
$4.41K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-64- 98.46% |
$2.74K - $9.12K
|
1
$47.9
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.27KNew |
$97.2K - $324K
|
2.27K
$109K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.2KNew |
$94.1K - $314K
|
2.2K
$105K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-112- 2.09% |
$4.79K - $16K
|
5.24K
$251K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$42.8 - $143
|
2.55K
$122K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
314New |
$13.4K - $44.7K
|
314
$15.1K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-23- 10.45% |
$988 - $3.59K
|
197
$9.44K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-400- 90.29% |
$17.2K - $62.4K
|
43
$2.06K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-277- 1.91% |
$11.9K - $43.2K
|
14.2K
$681K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-19Closed |
$2.4K - $3.14K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-60- 65.22% |
$7.58K - $9.9K
|
32
$1.53K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-100Closed |
$12.6K - $16.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.62KNew |
$204K - $267K
|
1.62K
$77.5K
|
|