Latest Institutional Transactions on Invesco S&P Smallcap Informati (PSCT)
This table provides information on the latest institutional transactions involving Invesco S&P Smallcap Informati (PSCT) 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 |
---|---|---|---|---|---|---|---|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
755New |
$34.3K - $38.8K
|
755
$34.1K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.31K+ 3.06% |
$332K - $375K
|
246K
$11.1M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-344- 2.82% |
$15.6K - $17.7K
|
11.8K
$535K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-903- 7.19% |
$41K - $46.4K
|
11.7K
$527K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
188K+ 114.58% |
$8.54M - $9.65M
|
352K
$15.9M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.87KNew |
$130K - $148K
|
2.87K
$130K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.01K+ 7.0% |
$182K - $206K
|
61.4K
$2.77M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-633- 3.26% |
$28.8K - $32.5K
|
18.8K
$848K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.2K+ 19.15% |
$191K - $216K
|
26.1K
$1.18M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.75K+ 27.23% |
$125K - $141K
|
12.9K
$581K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
450New |
$20.5K - $23.1K
|
450
$20.3K
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.5KNew |
$250K - $282K
|
5.5K
$248K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
54New |
$2.45K - $2.77K
|
54
$2.44K
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.67K- 2.14% |
$76.1K - $86K
|
76.7K
$3.47M
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.01K+ 2365.62% |
$410K - $463K
|
9.39K
$425K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-125- 0.74% |
$5.68K - $6.42K
|
16.7K
$754K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.09K- 70.27% |
$322K - $364K
|
3K
$136K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
628+ 2.88% |
$28.5K - $32.3K
|
22.4K
$1.01M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.1K- 30.97% |
$732K - $828K
|
35.9K
$1.62M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.33K- 81.54% |
$60.2K - $68.1K
|
300
$13.6K
|
|
Feb 12, 2025
Q4 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-5.41K- 45.3% |
$246K - $278K
|
6.54K
$295K
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-633- 45.05% |
$28.8K - $32.5K
|
772
$34.9K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.8K+ 118.18% |
$309K - $349K
|
12.6K
$567K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-129- 0.56% |
$5.86K - $6.63K
|
23.1K
$1.04M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.02K- 4.53% |
$228K - $258K
|
106K
$4.78M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.3K- 7.31% |
$786K - $888K
|
219K
$9.91M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54.1K+ 312.23% |
$2.46M - $2.78M
|
71.4K
$3.23M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.78K- 1.7% |
$80.7K - $91.3K
|
103K
$4.65M
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
20.1KNew |
$912K - $1.03M
|
20.1K
$907K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-760- 1.4% |
$34.5K - $39K
|
53.6K
$2.42M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-728- 7.33% |
$33.1K - $37.4K
|
9.2K
$416K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24- 0.35% |
$1.09K - $1.23K
|
6.91K
$312K
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.4K- 11.05% |
$109K - $123K
|
19.3K
$873K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-642- 2.22% |
$29.2K - $33K
|
28.3K
$1.28M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
347+ 5.56% |
$15.8K - $17.8K
|
6.59K
$298K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
34.8KNew |
$1.58M - $1.79M
|
34.8K
$1.57M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
934+ 155.67% |
$42.5K - $48K
|
1.53K
$69.3K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
600New |
$27.3K - $30.8K
|
600
$27.1K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
464+ 0.68% |
$21.1K - $23.8K
|
68.5K
$3.1M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.76K+ 4.15% |
$80K - $90.4K
|
44.2K
$2M
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
5.8KNew |
$264K - $298K
|
5.8K
$262K
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
20+ 0.09% |
$909 - $1.03K
|
22.5K
$1.02M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-200- 6.56% |
$9.09K - $10.3K
|
2.85K
$129K
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-2.18K- 37.93% |
$98.9K - $112K
|
3.56K
$161K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
72New |
$3.27K - $3.7K
|
72
$3.25K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.85K+ 48.83% |
$129K - $146K
|
8.68K
$392K
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.01% |
$45.5 - $51.4
|
11.1K
$502K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100+ 133.33% |
$4.55K - $5.14K
|
175
$7.91K
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-235- 4.23% |
$10.7K - $12.1K
|
5.32K
$240K
|