Purchases and Sales Made in Q4 2023 in Invesco S&P Smallcap Informati (PSCT)
This table provides information about the institutional ownership of Invesco S&P Smallcap Informati (PSCT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
192K+ 205.39% |
$7.43M - $9.39M
|
285K
$13.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
41.8K+ 631.94% |
$1.62M - $2.05M
|
48.4K
$2.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
20.6KNew |
$800K - $1.01M
|
20.6K
$964K
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
16.3KNew |
$630K - $797K
|
16.3K
$759K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.4K+ 83.71% |
$520K - $657K
|
29.4K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.5K+ 23.37% |
$486K - $614K
|
66.2K
$3.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
12KNew |
$463K - $586K
|
12K
$558K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
11.1KNew |
$431K - $544K
|
11.1K
$519K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.73K+ 3.97% |
$377K - $477K
|
255K
$11.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.1K+ 6.32% |
$275K - $348K
|
119K
$5.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.69K+ 23.74% |
$259K - $328K
|
34.9K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.52K+ 7.35% |
$253K - $320K
|
95.3K
$4.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.99KNew |
$232K - $294K
|
5.99K
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.93KNew |
$191K - $242K
|
4.93K
$230K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
4.6K+ 18.07% |
$178K - $225K
|
30.1K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.5KNew |
$175K - $221K
|
4.5K
$210K
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
4.2KNew |
$163K - $206K
|
4.2K
$196K
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
3.66K+ 12.92% |
$142K - $179K
|
32K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.33KNew |
$90.2K - $114K
|
2.33K
$109K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.2K+ 9.81% |
$85.4K - $108K
|
24.7K
$1.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.78K+ 12.38% |
$69K - $87.2K
|
16.2K
$755K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.11KNew |
$42.9K - $54.2K
|
1.11K
$51.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.03K+ 3.93% |
$40K - $50.5K
|
27.3K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
672+ 605.41% |
$26.1K - $32.9K
|
783
$36.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
492+ 6.31% |
$19.1K - $24.1K
|
8.3K
$387K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
468New |
$18.1K - $22.9K
|
468
$21.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
449+ 2.88% |
$17.4K - $22K
|
16K
$749K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
414+ 5.47% |
$16.1K - $20.3K
|
7.98K
$373K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
180New |
$6.98K - $8.82K
|
180
$8.41K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
133+ 2.17% |
$5.16K - $6.52K
|
6.26K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
102New |
$3.96K - $5K
|
102
$4.76K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.04% |
$77.6 - $98
|
5.45K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2+ 0.02% |
$77.6 - $98
|
12.3K
$573K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-51- 9.77% |
$1.98K - $2.5K
|
471
$22K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-100- 1.93% |
$3.88K - $4.9K
|
5.08K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-136- 33.25% |
$5.27K - $6.67K
|
273
$12.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-211- 2.15% |
$8.18K - $10.3K
|
9.59K
$448K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-216- 3.75% |
$8.38K - $10.6K
|
5.54K
$259K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-265- 2.03% |
$10.3K - $13K
|
12.8K
$596K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-471- 49.37% |
$18.3K - $23.1K
|
483
$22.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-656- 5.15% |
$25.4K - $32.2K
|
12.1K
$565K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-990- 18.9% |
$38.4K - $48.5K
|
4.25K
$198K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.06K- 4.23% |
$41.1K - $52K
|
24K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.09K- 5.52% |
$42.1K - $53.2K
|
18.6K
$869K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 5.95% |
$51.8K - $65.4K
|
21.1K
$986K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.08K- 1.71% |
$80.7K - $102K
|
120K
$5.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-2.47K- 86.16% |
$95.8K - $121K
|
397
$18.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.78K- 18.73% |
$108K - $136K
|
12.1K
$563K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.63K- 11.79% |
$141K - $178K
|
27.2K
$1.27M
|