Latest Institutional Transactions on Pearson PLC (PSO)
This table provides information on the latest institutional transactions involving Pearson PLC (PSO) 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2.26K- 13.36% |
$26.6K - $29.4K
|
14.6K
$199K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
212+ 9.97% |
$2.5K - $2.76K
|
2.34K
$31.7K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2+ 0.17% |
$23.6 - $26
|
1.15K
$15.6K
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-8K- 29.13% |
$94.3K - $104K
|
19.5K
$264K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.68K+ 1374.33% |
$66.9K - $73.9K
|
6.09K
$82.6K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 2.94% |
$94.3 - $104
|
264
$3.58K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
125+ 0.9% |
$1.47K - $1.63K
|
14K
$190K
|
|
Jul 12, 2024
Q2 2024
|
Henry James International Management Inc.
|
BUY
|
- |
23+ 0.01% |
$271 - $299
|
297K
$4.03M
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.62K- 8.64% |
$19.1K - $21.1K
|
17.1K
$233K
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
15New |
$177 - $195
|
15
$204
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
2.31K+ 14.43% |
$27.3K - $30.1K
|
18.4K
$249K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
855+ 22.53% |
$10.1K - $11.1K
|
4.65K
$63.1K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
839+ 43.18% |
$9.89K - $10.9K
|
2.78K
$37.8K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
288K+ 11.32% |
$3.39M - $3.79M
|
2.83M
$38.4M
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
19+ 3.66% |
$223 - $250
|
538
$7.3K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36New |
$423 - $474
|
36
$489
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
46.9KNew |
$551K - $617K
|
46.9K
$636K
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
15.4KNew |
$181K - $203K
|
15.4K
$209K
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
15.8KNew |
$186K - $208K
|
15.8K
$215K
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-5.24K- 43.46% |
$61.6K - $68.9K
|
6.81K
$92.5K
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.38K- 25.45% |
$16.3K - $18.2K
|
4.05K
$54.9K
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.62K+ 26.05% |
$42.5K - $47.6K
|
17.5K
$237K
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
39+ 30.0% |
$459 - $513
|
169
$2.29K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-41- 9.58% |
$482 - $540
|
387
$5.25K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.21KNew |
$37.7K - $42.2K
|
3.21K
$43.5K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
72New |
$847 - $948
|
72
$977
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
5.59KNew |
$65.7K - $73.5K
|
5.59K
$75.8K
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
30.3KNew |
$356K - $399K
|
30.3K
$411K
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
23+ 0.16% |
$270 - $303
|
14.3K
$194K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.66K- 5.55% |
$19.5K - $21.8K
|
28.2K
$382K
|
|
Q4 2023 | |||||||
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-68- 64.15% |
$702 - $840
|
38
$516
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.1K+ 57.59% |
$63K - $75.4K
|
16.7K
$227K
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
20.8KNew |
$215K - $257K
|
20.8K
$283K
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.7KNew |
$110K - $132K
|
10.7K
$145K
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
51.9KNew |
$536K - $642K
|
51.9K
$705K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-374- 14.31% |
$3.86K - $4.62K
|
2.24K
$30.4K
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-14.6K- 49.73% |
$151K - $181K
|
14.8K
$201K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
236New |
$2.44K - $2.91K
|
236
$3.2K
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
10.2KNew |
$106K - $126K
|
10.2K
$139K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
62New |
$640 - $766
|
62
$841
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
11+ 47.83% |
$114 - $136
|
34
$461
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
13.7KNew |
$141K - $169K
|
13.7K
$186K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
191New |
$1.97K - $2.36K
|
191
$2.59K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
367New |
$3.79K - $4.53K
|
367
$4.98K
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.12KNew |
$11.5K - $13.8K
|
1.12K
$15.2K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.88K- 88.51% |
$91.7K - $110K
|
1.15K
$15.6K
|
|
Q3 2023 | |||||||
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-272- 75.98% |
$2.81K - $3.04K
|
86
$1.17K
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.82% |
$20.7 - $22.3
|
245
$3.32K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
134+ 10.02% |
$1.39K - $1.5K
|
1.47K
$20K
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
15.3K+ 5.46% |
$158K - $170K
|
294K
$4M
|