Purchases and Sales Made in Q2 2023 in Pearson PLC (PSO)
This table provides information about the institutional ownership of Pearson PLC (PSO) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32New |
$300 - $353
|
32
$533
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 1.83% |
$112 - $132
|
669
$11.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
7+ 0.53% |
$65.5 - $77.3
|
1.34K
$22.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 1.98% |
$18.7 - $22.1
|
103
$1.72K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-67- 29.65% |
$627 - $740
|
159
$2.65K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-76- 0.13% |
$711 - $839
|
56.8K
$947K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-84- 0.79% |
$786 - $927
|
10.5K
$176K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-85- 16.07% |
$796 - $938
|
444
$7.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-97- 1.9% |
$908 - $1.07K
|
5K
$83.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-106- 21.12% |
$992 - $1.17K
|
396
$6.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-114- 3.04% |
$1.07K - $1.26K
|
3.63K
$60.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-231Closed |
$2.16K - $2.55K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-272- 14.12% |
$2.55K - $3K
|
1.66K
$27.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-330- 10.35% |
$3.09K - $3.64K
|
2.86K
$47.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-423- 4.05% |
$3.96K - $4.67K
|
10K
$167K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
SELL
|
- |
-504- 4.69% |
$4.72K - $5.56K
|
10.2K
$171K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-621- 4.95% |
$5.81K - $6.86K
|
11.9K
$199K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-666- 23.73% |
$6.23K - $7.35K
|
2.14K
$35.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-698- 3.28% |
$6.53K - $7.71K
|
20.6K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-793- 64.68% |
$7.42K - $8.75K
|
433
$7.22K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-931- 4.3% |
$8.71K - $10.3K
|
20.7K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.41K- 50.94% |
$13.2K - $15.5K
|
1.36K
$22.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.83K- 2.37% |
$17.1K - $20.2K
|
75.2K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.19K- 0.45% |
$20.5K - $24.2K
|
481K
$8.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.51K- 14.59% |
$23.5K - $27.7K
|
14.7K
$245K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-2.53K- 12.12% |
$23.6K - $27.9K
|
18.3K
$305K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.9K- 3.93% |
$27.2K - $32K
|
70.9K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.04K- 11.45% |
$28.5K - $33.6K
|
23.5K
$392K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.54K- 14.45% |
$33.1K - $39K
|
20.9K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.38K- 10.05% |
$50.4K - $59.4K
|
48.2K
$803K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-11K- 2.15% |
$103K - $121K
|
500K
$8.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15K- 25.32% |
$140K - $165K
|
44.1K
$736K
|
|
|
Aug 14, 2023
Q2 2023
|
13 D Management LLC
New York, NY |
SELL
|
- |
-21.9K- 3.76% |
$205K - $241K
|
559K
$9.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-30.7K- 52.8% |
$288K - $339K
|
27.5K
$458K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.2K- 3.94% |
$301K - $355K
|
784K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-148K- 60.6% |
$1.39M - $1.64M
|
96.4K
$1.61M
|
|
|
Aug 03, 2023
Q2 2023
|
Henry James International Management Inc.
|
SELL
|
- |
-149K- 30.04% |
$1.39M - $1.64M
|
347K
$5.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-154K- 5.3% |
$1.44M - $1.7M
|
2.75M
$45.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-214K- 83.79% |
$2M - $2.36M
|
41.4K
$690K
|
|
|
Aug 10, 2023
Q2 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-288K- 67.05% |
$2.69M - $3.18M
|
141K
$2.36M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-427K- 19.14% |
$4M - $4.71M
|
1.8M
$30.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-427K- 19.14% |
$4M - $4.71M
|
1.8M
$30.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-599K- 84.71% |
$5.61M - $6.61M
|
108K
$1.8M
|