Purchases and Sales Made in Q1 2024 in Pearson PLC (PSO)
This table provides information about the institutional ownership of Pearson PLC (PSO) during Q1 2024. The information is specifically focused on institutions that hold shares of PEARSON PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.05K+ 1.99% |
$12.3K - $13.8K
|
53.7K
$857K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.01K+ 8.46% |
$11.8K - $13.3K
|
12.9K
$206K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
993+ 6.84% |
$11.7K - $13.1K
|
15.5K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
935+ 3.99% |
$11K - $12.3K
|
24.4K
$389K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
753+ 4.51% |
$8.86K - $9.91K
|
17.4K
$278K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
612+ 3.37% |
$7.2K - $8.05K
|
18.8K
$300K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
590+ 11.96% |
$6.94K - $7.76K
|
5.52K
$88.2K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
567+ 3.48% |
$6.67K - $7.46K
|
16.9K
$269K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
497+ 3.72% |
$5.84K - $6.54K
|
13.9K
$221K
|
|
|
May 15, 2024
Q1 2024
|
13 D Management LLC
New York, NY |
BUY
|
- |
497+ 0.11% |
$5.84K - $6.54K
|
441K
$7.04M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
418+ 0.69% |
$4.92K - $5.5K
|
61.2K
$976K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
414+ 27.08% |
$4.87K - $5.45K
|
1.94K
$31K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
353+ 1038.24% |
$4.15K - $4.65K
|
387
$6.18K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
263+ 33.29% |
$3.09K - $3.46K
|
1.05K
$16.8K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
162+ 121.8% |
$1.91K - $2.13K
|
295
$4.71K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
140New |
$1.65K - $1.84K
|
140
$2.23K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
108New |
$1.27K - $1.42K
|
108
$1.72K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
72New |
$847 - $948
|
72
$1.15K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
68+ 178.95% |
$800 - $895
|
106
$1.69K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
39+ 30.0% |
$459 - $513
|
169
$2.7K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36New |
$423 - $474
|
36
$575
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
23+ 0.16% |
$270 - $303
|
14.3K
$228K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
22+ 0.31% |
$259 - $290
|
7.12K
$114K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
19+ 3.66% |
$223 - $250
|
538
$8.59K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18+ 81.82% |
$212 - $237
|
40
$638
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14+ 73.68% |
$165 - $184
|
33
$527
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 2.26% |
$70.6 - $79
|
272
$4.34K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2- 0.45% |
$23.5 - $26.3
|
442
$7.05K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-41- 9.58% |
$482 - $540
|
387
$6.18K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-117- 9.23% |
$1.38K - $1.54K
|
1.15K
$18.4K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-153- 0.29% |
$1.8K - $2.01K
|
52.5K
$838K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-227- 0.06% |
$2.67K - $2.99K
|
395K
$6.3M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-230- 38.92% |
$2.7K - $3.03K
|
361
$5.76K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-253- 64.38% |
$2.98K - $3.33K
|
140
$2.23K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-346- 48.94% |
$4.07K - $4.55K
|
361
$5.76K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-478- 2.89% |
$5.62K - $6.29K
|
16K
$256K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-982- 70.39% |
$11.5K - $12.9K
|
413
$6.59K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.17K- 1.4% |
$13.8K - $15.4K
|
82.3K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.35K- 8.88% |
$15.9K - $17.8K
|
13.9K
$221K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.38K- 25.45% |
$16.3K - $18.2K
|
4.05K
$64.6K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.63K- 9.3% |
$19.1K - $21.4K
|
15.8K
$253K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.66K- 5.55% |
$19.5K - $21.8K
|
28.2K
$450K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.7K- 6.98% |
$20K - $22.3K
|
22.6K
$361K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.7K- 7.65% |
$20K - $22.3K
|
20.5K
$327K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.89K- 18.43% |
$22.2K - $24.9K
|
8.37K
$134K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.14K- 10.06% |
$25.2K - $28.1K
|
19.1K
$305K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.25K- 4.19% |
$26.4K - $29.6K
|
51.4K
$820K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.5K- 6.92% |
$29.4K - $32.9K
|
33.6K
$536K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.08K- 44.37% |
$36.2K - $40.5K
|
3.86K
$61.6K
|