Latest Institutional Sells 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 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, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-98- 43.56% |
$12.4K - $14.3K
|
127
$4.92K
|
|
Q4 2022 | |||||||
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.81K- 48.95% |
$77.5K - $258K
|
1.89K
$73.2K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-112- 2.09% |
$4.79K - $16K
|
5.24K
$203K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-64- 98.46% |
$2.74K - $9.12K
|
1
$38.8
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$42.8 - $143
|
2.55K
$98.7K
|
|
Q3 2022 | |||||||
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-400- 90.29% |
$17.2K - $62.4K
|
43
$1.67K
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-277- 1.91% |
$11.9K - $43.2K
|
14.2K
$550K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-23- 10.45% |
$988 - $3.59K
|
197
$7.64K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.18KClosed |
$781K - $1.02M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.08KClosed |
$263K - $344K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.33KClosed |
$168K - $220K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.3KClosed |
$165K - $215K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.28KClosed |
$161K - $210K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-794Closed |
$100K - $131K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-637Closed |
$80.5K - $105K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-588Closed |
$74.3K - $97K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-365Closed |
$46.1K - $60.2K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-242Closed |
$30.6K - $39.9K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-194Closed |
$24.5K - $32K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-100Closed |
$12.6K - $16.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-60- 65.22% |
$7.58K - $9.9K
|
32
$1.24K
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-19Closed |
$2.4K - $3.14K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-6- 3.57% |
$758 - $990
|
162
$6.28K
|
|
Q1 2022 | |||||||
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
SELL
|
- |
-6.16KClosed |
$919K - $1.11M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-3.31KClosed |
$494K - $597K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.6KClosed |
$238K - $288K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
SELL
|
- |
-1.16KClosed |
$173K - $209K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1KClosed |
$149K - $181K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-772Closed |
$115K - $139K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-618Closed |
$92.2K - $112K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-265Closed |
$39.5K - $47.8K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-245Closed |
$36.6K - $44.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-157- 59.7% |
$23.4K - $28.3K
|
106
$4.11K
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-137Closed |
$20.4K - $24.7K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-27Closed |
$4.03K - $4.87K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-11.1KClosed |
$1.85M - $2.13M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.46KClosed |
$244K - $280K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-816Closed |
$137K - $157K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-588Closed |
$98.4K - $113K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-128Closed |
$21.4K - $24.6K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-56Closed |
$9.37K - $10.8K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 27, 2021
Q3 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-6.55KClosed |
$1.18M - $1.28M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.78KClosed |
$322K - $348K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-805Closed |
$145K - $157K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-630Closed |
$114K - $123K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-199- 48.89% |
$36K - $38.9K
|
208
$8.06K
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7- 2.93% |
$1.26K - $1.37K
|
232
$8.99K
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7Closed |
$1.26K - $1.37K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 10, 2021
Q2 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-125Closed |
$22.1K - $24.8K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-73Closed |
$12.9K - $14.5K
|
0
$0
|