Latest Institutional Purchases of Invesco S&P Smallcap Informati (PSCT)
This list provides information on the latest institutional transactions involving Invesco S&P Smallcap Informati (PSCT) 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 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.33KNew |
$90.2K - $114K
|
2.33K
$113K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.11KNew |
$42.9K - $54.2K
|
1.11K
$53.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
468New |
$18.1K - $22.9K
|
468
$22.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
180New |
$6.98K - $8.82K
|
180
$8.77K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
133+ 2.17% |
$5.16K - $6.52K
|
6.26K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
102New |
$3.96K - $5K
|
102
$4.97K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2+ 0.02% |
$77.6 - $98
|
12.3K
$598K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.04% |
$77.6 - $98
|
5.45K
$266K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
51.7K+ 179.68% |
$2.21M - $7.72M
|
80.4K
$3.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.6K+ 202.03% |
$1.14M - $3.98M
|
39.8K
$1.94M
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
BUY
|
- |
8.96K+ 200.0% |
$383K - $1.34M
|
13.4K
$655K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
8.91K+ 200.0% |
$380K - $1.33M
|
13.4K
$652K
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
5.23KNew |
$223K - $782K
|
5.23K
$255K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.38K+ 204.67% |
$187K - $655K
|
6.53K
$318K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3.11K+ 200.0% |
$133K - $466K
|
4.67K
$228K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.83K+ 200.0% |
$121K - $422K
|
4.24K
$207K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.39KNew |
$102K - $357K
|
2.39K
$116K
|
|
|
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
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.7K+ 200.0% |
$72.6K - $254K
|
2.55K
$124K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.44K+ 200.0% |
$61.6K - $216K
|
2.16K
$105K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
870+ 200.0% |
$37.1K - $130K
|
1.31K
$63.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
780+ 200.0% |
$33.3K - $117K
|
1.17K
$57K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
692+ 200.0% |
$29.5K - $103K
|
1.04K
$50.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
584+ 200.0% |
$24.9K - $87.3K
|
876
$42.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
490+ 200.0% |
$20.9K - $73.3K
|
735
$35.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
414+ 200.0% |
$17.7K - $61.9K
|
621
$30.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
400+ 200.0% |
$17.1K - $59.8K
|
600
$29.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
342New |
$14.6K - $51.1K
|
342
$16.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
300+ 200.0% |
$12.8K - $44.8K
|
450
$21.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
300+ 200.0% |
$12.8K - $44.8K
|
450
$21.9K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
164+ 200.0% |
$7K - $24.5K
|
246
$12K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
146+ 200.0% |
$6.23K - $21.8K
|
219
$10.7K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
130+ 200.0% |
$5.55K - $19.4K
|
195
$9.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
130+ 200.0% |
$5.55K - $19.4K
|
195
$9.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
118+ 200.0% |
$5.04K - $17.6K
|
177
$8.63K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
100+ 200.0% |
$4.27K - $14.9K
|
150
$7.31K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
92+ 200.0% |
$3.93K - $13.8K
|
138
$6.73K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
58+ 200.0% |
$2.48K - $8.67K
|
87
$4.24K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
53+ 79.1% |
$2.26K - $7.92K
|
120
$5.85K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.13KNew |
$252K - $314K
|
2.13K
$104K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
386+ 200.0% |
$45.7K - $56.9K
|
579
$28.2K
|
|
| Q1 2023 | |||||||
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
9KNew |
$1.08M - $1.26M
|
9K
$439K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
80New |
$9.6K - $11.2K
|
80
$3.9K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
78New |
$9.36K - $10.9K
|
78
$3.8K
|
|
| Q4 2022 | |||||||
|
Jan 24, 2023
Q4 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
34.2KNew |
$1.25M - $4.45M
|
34.2K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
202+ 100.0% |
$7.4K - $26.3K
|
404
$19.7K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
12+ 0.38% |
$439 - $1.56K
|
3.16K
$154K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.9K+ 0.82% |
$143K - $526K
|
481K
$23.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
200New |
$7.32K - $27K
|
200
$9.75K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
50New |
$1.83K - $6.74K
|
50
$2.44K
|
|