Purchases and Sales Made in Q1 2023 in Invesco S&P Smallcap Informati (PSCT)
This table provides information about the institutional ownership of Invesco S&P Smallcap Informati (PSCT) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP INFORMATI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
9KNew |
$1.08M - $1.26M
|
9K
$458K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.96KNew |
$235K - $274K
|
1.96K
$99.6K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.9KNew |
$228K - $266K
|
1.9K
$96.7K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.8K+ 1.82% |
$216K - $253K
|
101K
$5.12M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.77K+ 78.98% |
$212K - $247K
|
4K
$204K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.68K+ 12.9% |
$202K - $235K
|
14.7K
$748K
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.64KNew |
$196K - $229K
|
1.64K
$83.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.02K+ 9.95% |
$122K - $143K
|
11.3K
$573K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
624+ 17.01% |
$74.9K - $87.4K
|
4.29K
$218K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
588+ 3.96% |
$70.6K - $82.3K
|
15.4K
$784K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
529+ 3.86% |
$63.5K - $74.1K
|
14.2K
$724K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
475New |
$57K - $66.5K
|
475
$24.2K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
403+ 5.18% |
$48.4K - $56.4K
|
8.18K
$416K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
254+ 16.81% |
$30.5K - $35.6K
|
1.77K
$89.8K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
193New |
$23.2K - $27K
|
193
$9.82K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
136New |
$16.3K - $19K
|
136
$6.92K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
136+ 1.55% |
$16.3K - $19K
|
8.92K
$453K
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
96+ 168.42% |
$11.5K - $13.4K
|
153
$7.78K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
80New |
$9.6K - $11.2K
|
80
$4.07K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
78New |
$9.36K - $10.9K
|
78
$3.97K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
61+ 50.41% |
$7.32K - $8.54K
|
182
$9.26K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 0.4% |
$600 - $700
|
1.26K
$63.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24- 0.57% |
$2.88K - $3.36K
|
4.19K
$213K
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-42- 0.15% |
$5.04K - $5.88K
|
28.1K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-54- 1.08% |
$6.48K - $7.56K
|
4.94K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-87- 36.71% |
$10.4K - $12.2K
|
150
$7.63K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-100- 0.24% |
$12K - $14K
|
41.8K
$2.13M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-100- 0.24% |
$12K - $14K
|
41.8K
$2.13M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-131- 0.5% |
$15.7K - $18.3K
|
26.1K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-157- 49.37% |
$18.8K - $22K
|
161
$8.19K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-185- 3.25% |
$22.2K - $25.9K
|
5.51K
$280K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-187- 2.24% |
$22.4K - $26.2K
|
8.17K
$415K
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-201- 11.22% |
$24.1K - $28.1K
|
1.59K
$80.9K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-202- 3.81% |
$24.2K - $28.3K
|
5.1K
$259K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-205- 3.28% |
$24.6K - $28.7K
|
6.05K
$308K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-207- 5.1% |
$24.8K - $29K
|
3.85K
$196K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-267- 53.4% |
$32K - $37.4K
|
233
$11.9K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-318- 0.35% |
$38.2K - $44.5K
|
90.2K
$4.59M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-335- 3.24% |
$40.2K - $46.9K
|
10K
$510K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-341- 6.27% |
$40.9K - $47.7K
|
5.1K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-431- 3.66% |
$51.7K - $60.3K
|
11.3K
$576K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-447- 6.98% |
$53.6K - $62.6K
|
5.95K
$303K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.75K- 11.37% |
$330K - $385K
|
21.4K
$1.09M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.63K- 34.88% |
$435K - $508K
|
6.77K
$344K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.84K- 58.74% |
$460K - $537K
|
2.7K
$137K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.3K- 10.31% |
$516K - $602K
|
37.4K
$1.9M
|