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 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
30.3KNew |
$356K - $399K
|
30.3K
$477K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
23+ 0.16% |
$270 - $303
|
14.3K
$225K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-68- 64.15% |
$702 - $840
|
38
$598
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.1K+ 57.59% |
$63K - $75.4K
|
16.7K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
51.9KNew |
$536K - $642K
|
51.9K
$818K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
20.8KNew |
$215K - $257K
|
20.8K
$328K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-14.6K- 49.73% |
$151K - $181K
|
14.8K
$233K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
62New |
$640 - $766
|
62
$976
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
10.2KNew |
$106K - $126K
|
10.2K
$161K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
236New |
$2.44K - $2.91K
|
236
$3.71K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
11+ 47.83% |
$114 - $136
|
34
$535
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
13.7KNew |
$141K - $169K
|
13.7K
$216K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
191New |
$1.97K - $2.36K
|
191
$3.01K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
367New |
$3.79K - $4.53K
|
367
$5.78K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.12KNew |
$11.5K - $13.8K
|
1.12K
$17.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.88K- 88.51% |
$91.7K - $110K
|
1.15K
$18.1K
|
|
| Q3 2023 | |||||||
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-272- 75.98% |
$2.81K - $3.04K
|
86
$1.35K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.82% |
$20.7 - $22.3
|
245
$3.86K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
134+ 10.02% |
$1.39K - $1.5K
|
1.47K
$23.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
818+ 1.44% |
$8.46K - $9.14K
|
57.6K
$907K
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-4.33K- 7.83% |
$44.7K - $48.3K
|
50.9K
$801K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
47+ 22.38% |
$486 - $525
|
257
$4.05K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.31KNew |
$13.5K - $14.6K
|
1.31K
$20.6K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32New |
$300 - $353
|
32
$504
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
79New |
$739 - $872
|
79
$1.24K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
25.8KNew |
$241K - $284K
|
25.8K
$405K
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
13.9KNew |
$130K - $154K
|
13.9K
$219K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
14.2KNew |
$133K - $157K
|
14.2K
$224K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
24.4KNew |
$228K - $269K
|
24.4K
$384K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-84- 0.79% |
$786 - $927
|
10.5K
$166K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-231Closed |
$2.16K - $2.55K
|
0
$0
|
|
| Q1 2023 | |||||||
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-9.6KClosed |
$95.6K - $112K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.5K- 79.54% |
$14.9K - $17.4K
|
385
$6.06K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
56New |
$558 - $651
|
56
$881
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-14.7KClosed |
$146K - $171K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
640New |
$6.37K - $7.44K
|
640
$10.1K
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
463KNew |
$4.62M - $5.39M
|
463K
$7.29M
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
999New |
$9.95K - $11.6K
|
999
$15.7K
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-9K- 36.0% |
$89.6K - $105K
|
16K
$252K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.7K- 99.98% |
$56.7K - $66.2K
|
1
$15.7
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-647- 82.84% |
$6.44K - $7.52K
|
134
$2.11K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
280New |
$2.79K - $3.25K
|
280
$4.41K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-8- 7.08% |
$79.7 - $93
|
105
$1.65K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19K- 46.54% |
$190K - $221K
|
21.9K
$344K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
196+ 123.27% |
$1.95K - $2.28K
|
355
$5.59K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-195- 30.85% |
$1.94K - $2.27K
|
437
$6.88K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
272+ 2.31% |
$2.71K - $3.16K
|
12K
$189K
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
26.2KNew |
$259K - $315K
|
26.2K
$413K
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-72.5KClosed |
$716K - $871K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
46.7KNew |
$462K - $561K
|
46.7K
$736K
|
|