Latest Institutional Purchases of Invesco S&P Smallcap Health Ca (PSCH)
This list provides information on the latest institutional transactions involving Invesco S&P Smallcap Health Ca (PSCH) 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.3KNew |
$750K - $845K
|
17.3K
$829K
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
9.7K+ 10.46% |
$421K - $474K
|
103K
$4.91M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.79KNew |
$381K - $430K
|
8.79K
$421K
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
6.1KNew |
$264K - $298K
|
6.1K
$292K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.23K+ 5.08% |
$184K - $207K
|
87.6K
$4.2M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.98K+ 25.87% |
$129K - $146K
|
14.5K
$695K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.55K+ 10.83% |
$110K - $124K
|
26.1K
$1.25M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.48KNew |
$107K - $121K
|
2.48K
$119K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.76K+ 34.04% |
$76.2K - $85.9K
|
6.92K
$332K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.57K+ 5.34% |
$68.2K - $76.9K
|
31K
$1.49M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.41K+ 8.78% |
$61.1K - $68.8K
|
17.4K
$836K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.31KNew |
$56.6K - $63.8K
|
1.31K
$62.6K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.28K+ 10.55% |
$55.3K - $62.4K
|
13.4K
$641K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
705New |
$30.6K - $34.5K
|
705
$33.8K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
705New |
$30.6K - $34.5K
|
705
$33.8K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
534+ 494.44% |
$23.2K - $26.1K
|
642
$30.8K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
529+ 0.95% |
$22.9K - $25.9K
|
56K
$2.69M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
396New |
$17.2K - $19.4K
|
396
$19K
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
99+ 1.1% |
$4.29K - $4.84K
|
9.08K
$435K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
75New |
$3.25K - $3.67K
|
75
$3.6K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
61+ 2.12% |
$2.64K - $2.98K
|
2.94K
$141K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
21New |
$911 - $1.03K
|
21
$1.01K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4New |
$173 - $195
|
4
$192
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.04% |
$86.7 - $97.7
|
5.41K
$259K
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.04% |
$86.7 - $97.7
|
4.47K
$214K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 0.26% |
$86.7 - $97.7
|
771
$37K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$43.4 - $48.9
|
4.91K
$235K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$43.4 - $48.9
|
4.58K
$219K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$43.4 - $48.9
|
5.06K
$243K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$43.4 - $48.9
|
6.25K
$300K
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.0% |
$43.4 - $48.9
|
27K
$1.3M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.5KNew |
$189K - $212K
|
4.5K
$216K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
300New |
$12.6K - $14.2K
|
300
$14.4K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
138New |
$5.8K - $6.52K
|
138
$6.62K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
100+ 8.89% |
$4.2K - $4.72K
|
1.23K
$58.7K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
68+ 1.21% |
$2.86K - $3.21K
|
5.68K
$272K
|
|
Q2 2024 | |||||||
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
20.4KNew |
$816K - $890K
|
20.4K
$977K
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
1.95KNew |
$78.1K - $85.2K
|
1.95K
$93.5K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
300New |
$12K - $13.1K
|
300
$14.4K
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
207New |
$8.29K - $9.05K
|
207
$9.92K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
192+ 168.42% |
$7.69K - $8.39K
|
306
$14.7K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
48New |
$1.92K - $2.1K
|
48
$2.3K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
45New |
$1.8K - $1.97K
|
45
$2.16K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.35% |
$40.1 - $43.7
|
289
$13.9K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
35.5KNew |
$1.45M - $1.56M
|
35.5K
$1.7M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.65KNew |
$353K - $379K
|
8.65K
$415K
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.7KNew |
$233K - $250K
|
5.7K
$273K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
543New |
$22.2K - $23.8K
|
543
$26K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
144New |
$5.88K - $6.31K
|
144
$6.9K
|