Purchases and Sales Made in Q3 2023 in Invesco S&P Smallcap Informati (PSCT)
This table provides information about the institutional ownership of Invesco S&P Smallcap Informati (PSCT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
176K+ 201.08% |
$7.52M - $26.3M
|
264K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
80.5K+ 193.32% |
$3.43M - $12M
|
122K
$5.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76.2K+ 210.97% |
$3.25M - $11.4M
|
112K
$5.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.3K+ 263.57% |
$2.75M - $9.62M
|
88.8K
$4.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
52.3K+ 200.0% |
$2.23M - $7.81M
|
78.4K
$3.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
51.7K+ 179.68% |
$2.21M - $7.72M
|
80.4K
$3.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38K+ 243.09% |
$1.62M - $5.68M
|
53.6K
$2.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
36.2K+ 198.05% |
$1.55M - $5.41M
|
54.5K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
35.9K+ 197.25% |
$1.53M - $5.36M
|
54K
$2.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.9K+ 183.18% |
$1.15M - $4.02M
|
41.6K
$1.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.6K+ 202.03% |
$1.14M - $3.98M
|
39.8K
$1.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
25.5KNew |
$1.09M - $3.8M
|
25.5K
$1.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.5K+ 198.9% |
$875K - $3.06M
|
30.8K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.4K+ 227.82% |
$871K - $3.05M
|
29.4K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
20K+ 320.48% |
$854K - $2.99M
|
26.2K
$1.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19.4K+ 220.32% |
$827K - $2.9M
|
28.2K
$1.32M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
19.1K+ 206.67% |
$815K - $2.85M
|
28.3K
$1.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
18.8K+ 186.44% |
$804K - $2.82M
|
28.9K
$1.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.3K+ 187.22% |
$782K - $2.74M
|
28.1K
$1.31M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
16.4K+ 190.11% |
$702K - $2.46M
|
25.1K
$1.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15K+ 200.75% |
$640K - $2.24M
|
22.5K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.6K+ 185.26% |
$622K - $2.18M
|
22.4K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.9K+ 189.02% |
$550K - $1.92M
|
19.7K
$920K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.8K+ 267.44% |
$461K - $1.61M
|
14.8K
$693K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.6K+ 215.61% |
$455K - $1.59M
|
15.6K
$728K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.6K+ 197.16% |
$453K - $1.59M
|
16K
$748K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.34K+ 185.49% |
$399K - $1.4M
|
14.4K
$672K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
BUY
|
- |
8.96K+ 200.0% |
$383K - $1.34M
|
13.4K
$628K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
8.91K+ 200.0% |
$380K - $1.33M
|
13.4K
$624K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.66K+ 198.28% |
$370K - $1.29M
|
13K
$609K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.16K+ 198.54% |
$348K - $1.22M
|
12.3K
$573K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.74K+ 154.51% |
$330K - $1.16M
|
12.7K
$595K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.79K+ 66.82% |
$290K - $1.01M
|
16.9K
$792K
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6.61KNew |
$282K - $988K
|
6.61K
$309K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.49K+ 196.16% |
$277K - $971K
|
9.8K
$458K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.77K+ 265.67% |
$246K - $863K
|
7.95K
$371K
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
5.23KNew |
$223K - $782K
|
5.23K
$244K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.2K+ 200.0% |
$222K - $778K
|
7.8K
$364K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.38K+ 204.67% |
$187K - $655K
|
6.53K
$305K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.24K+ 224.92% |
$181K - $634K
|
6.13K
$286K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.84K+ 200.0% |
$164K - $573K
|
5.75K
$269K
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.63K+ 214.9% |
$155K - $543K
|
5.33K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.63K+ 200.0% |
$155K - $543K
|
5.45K
$255K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
3.49K+ 200.06% |
$149K - $522K
|
5.24K
$245K
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
3.45K+ 200.0% |
$147K - $516K
|
5.18K
$242K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3.11K+ 200.0% |
$133K - $466K
|
4.67K
$218K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.9K+ 62.09% |
$124K - $433K
|
7.57K
$354K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.87KNew |
$122K - $429K
|
2.87K
$134K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.83K+ 200.0% |
$121K - $422K
|
4.24K
$198K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.39KNew |
$102K - $357K
|
2.39K
$111K
|