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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
823+ 7.4% |
$12.7K - $14.6K
|
11.9K
$172K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
128KNew |
$1.97M - $2.26M
|
128K
$1.84M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.1KNew |
$387K - $445K
|
25.1K
$361K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
4.42K+ 247.65% |
$68.3K - $78.4K
|
6.2K
$89.4K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.7K+ 93.92% |
$243K - $279K
|
32.4K
$468K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
15.3KNew |
$237K - $272K
|
15.3K
$221K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.96K- 7.49% |
$30.3K - $34.8K
|
24.2K
$349K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
384+ 10.53% |
$5.93K - $6.82K
|
4.03K
$58.1K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
229+ 1.38% |
$3.54K - $4.06K
|
16.8K
$242K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.41KNew |
$21.8K - $25.1K
|
1.41K
$20.4K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.19K+ 9.66% |
$49.3K - $56.7K
|
36.2K
$523K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.26K+ 43.55% |
$19.4K - $22.3K
|
4.14K
$59.7K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
16.1KNew |
$249K - $287K
|
16.1K
$233K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 6.02% |
$15.9K - $18.2K
|
18.1K
$261K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3+ 0.18% |
$46.3 - $53.3
|
1.66K
$23.9K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
1.17K+ 7.64% |
$18K - $20.7K
|
16.4K
$237K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
10.8KNew |
$167K - $192K
|
10.8K
$156K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-35- 43.75% |
$541 - $621
|
45
$649
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-772- 30.98% |
$11.9K - $13.7K
|
1.72K
$24.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
66.6K+ 76.24% |
$1.03M - $1.18M
|
154K
$2.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
47.9KNew |
$741K - $851K
|
47.9K
$691K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
53.8KNew |
$832K - $956K
|
53.8K
$776K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
5.78K+ 48.78% |
$89.2K - $103K
|
17.6K
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
89.9K+ 146.34% |
$1.39M - $1.6M
|
151K
$2.18M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.6KNew |
$179K - $205K
|
11.6K
$167K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
661+ 3.68% |
$10.2K - $11.7K
|
18.6K
$269K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.55K+ 1798.84% |
$23.9K - $27.5K
|
1.63K
$23.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
249+ 0.16% |
$3.85K - $4.42K
|
155K
$2.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
116New |
$1.79K - $2.06K
|
116
$1.67K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
158New |
$2.44K - $2.8K
|
158
$2.28K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
59New |
$912 - $1.05K
|
59
$851
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
66New |
$1.02K - $1.17K
|
66
$952
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.79K+ 7.02% |
$27.7K - $31.8K
|
27.3K
$393K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
11.7KNew |
$181K - $208K
|
11.7K
$169K
|
|
|
Apr 25, 2025
Q1 2025
|
Henry James International Management Inc.
|
SELL
|
- |
-2.41K- 1.19% |
$37.2K - $42.7K
|
199K
$2.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
10.4KNew |
$161K - $185K
|
10.4K
$150K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-431- 3.09% |
$6.66K - $7.65K
|
13.5K
$195K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
225+ 66.18% |
$3.48K - $3.99K
|
565
$8.15K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
225New |
$3.48K - $3.99K
|
225
$3.24K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
449+ 11.04% |
$6.94K - $7.97K
|
4.52K
$65.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
14.4K+ 29.13% |
$223K - $256K
|
64K
$922K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
60New |
$927 - $1.07K
|
60
$865
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
152+ 12.07% |
$2.35K - $2.7K
|
1.41K
$20.3K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
68New |
$1.05K - $1.21K
|
68
$981
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-154K- 93.75% |
$2.37M - $2.73M
|
10.2K
$148K
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
480+ 3.31% |
$7.42K - $8.52K
|
15K
$216K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
127+ 0.85% |
$1.96K - $2.25K
|
15.1K
$218K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-43- 2.87% |
$664 - $763
|
1.45K
$21K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.01K+ 29.53% |
$40.1K - $49.1K
|
13.2K
$191K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.59K- 11.3% |
$21.1K - $25.8K
|
12.5K
$180K
|
|