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 |
---|---|---|---|---|---|---|---|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
297New |
$13.3K - $14.4K
|
297
$14.4K
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.08KNew |
$272K - $294K
|
6.08K
$294K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.8KNew |
$80.6K - $87.1K
|
1.8K
$87.1K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
761+ 2.59% |
$34.1K - $36.8K
|
30.2K
$1.46M
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
129New |
$5.77K - $6.24K
|
129
$6.24K
|
|
Q4 2023 | |||||||
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
11.1KNew |
$431K - $544K
|
11.1K
$537K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-136- 33.25% |
$5.27K - $6.67K
|
273
$13.2K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
102New |
$3.96K - $5K
|
102
$4.94K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-51- 9.77% |
$1.98K - $2.5K
|
471
$22.8K
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2+ 0.02% |
$77.6 - $98
|
12.3K
$594K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-471- 49.37% |
$18.3K - $23.1K
|
483
$23.4K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.33KNew |
$90.2K - $114K
|
2.33K
$113K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.5KNew |
$175K - $221K
|
4.5K
$218K
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
20.6KNew |
$800K - $1.01M
|
20.6K
$999K
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.04% |
$77.6 - $98
|
5.45K
$264K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
180New |
$6.98K - $8.82K
|
180
$8.71K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-990- 18.9% |
$38.4K - $48.5K
|
4.25K
$206K
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
12KNew |
$463K - $586K
|
12K
$578K
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
4.2KNew |
$163K - $206K
|
4.2K
$203K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
468New |
$18.1K - $22.9K
|
468
$22.7K
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-100- 1.93% |
$3.88K - $4.9K
|
5.08K
$246K
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
133+ 2.17% |
$5.16K - $6.52K
|
6.26K
$303K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.11KNew |
$42.9K - $54.2K
|
1.11K
$53.5K
|
|
Q3 2023 | |||||||
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
130+ 200.0% |
$5.55K - $19.4K
|
195
$9.44K
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
164+ 200.0% |
$7K - $24.5K
|
246
$11.9K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.39KNew |
$102K - $357K
|
2.39K
$115K
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
490+ 200.0% |
$20.9K - $73.3K
|
735
$35.6K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.77K+ 265.67% |
$246K - $863K
|
7.95K
$385K
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
51.7K+ 179.68% |
$2.21M - $7.72M
|
80.4K
$3.89M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
692+ 200.0% |
$29.5K - $103K
|
1.04K
$50.2K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
100+ 200.0% |
$4.27K - $14.9K
|
150
$7.26K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.7K+ 200.0% |
$72.6K - $254K
|
2.55K
$123K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-885- 92.77% |
$37.8K - $132K
|
69
$3.34K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.89K+ 200.0% |
$80.9K - $283K
|
2.84K
$138K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
414+ 200.0% |
$17.7K - $61.9K
|
621
$30.1K
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
52.3K+ 200.0% |
$2.23M - $7.81M
|
78.4K
$3.8M
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
584+ 200.0% |
$24.9K - $87.3K
|
876
$42.4K
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.6K+ 202.03% |
$1.14M - $3.98M
|
39.8K
$1.93M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.38K+ 204.67% |
$187K - $655K
|
6.53K
$316K
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
5.23KNew |
$223K - $782K
|
5.23K
$253K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
92+ 200.0% |
$3.93K - $13.8K
|
138
$6.68K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.83K+ 200.0% |
$121K - $422K
|
4.24K
$205K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
146+ 200.0% |
$6.23K - $21.8K
|
219
$10.6K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
342New |
$14.6K - $51.1K
|
342
$16.6K
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3.11K+ 200.0% |
$133K - $466K
|
4.67K
$226K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
58+ 200.0% |
$2.48K - $8.67K
|
87
$4.21K
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
300+ 200.0% |
$12.8K - $44.8K
|
450
$21.8K
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.63K+ 214.9% |
$155K - $543K
|
5.33K
$258K
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
8.91K+ 200.0% |
$380K - $1.33M
|
13.4K
$647K
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
BUY
|
- |
8.96K+ 200.0% |
$383K - $1.34M
|
13.4K
$651K
|