Purchases and Sales Made in Q2 2024 in Pearson PLC (PSO)
This table provides information about the institutional ownership of Pearson PLC (PSO) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
579+ 15.01% |
$6.83K - $7.54K
|
4.44K
$70.8K
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
459+ 0.02% |
$5.41K - $5.98K
|
1.99M
$31.7M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
346+ 95.84% |
$4.08K - $4.5K
|
707
$11.3K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
301+ 0.56% |
$3.55K - $3.92K
|
54K
$862K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
293+ 4.12% |
$3.45K - $3.81K
|
7.41K
$118K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
253+ 180.71% |
$2.98K - $3.29K
|
393
$6.27K
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
233+ 0.98% |
$2.75K - $3.03K
|
24K
$382K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
212+ 9.97% |
$2.5K - $2.76K
|
2.34K
$37.3K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
152New |
$1.79K - $1.98K
|
152
$2.43K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
132+ 0.83% |
$1.56K - $1.72K
|
16K
$255K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
125+ 0.9% |
$1.47K - $1.63K
|
14K
$223K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
91New |
$1.07K - $1.18K
|
91
$1.45K
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
86New |
$1.01K - $1.12K
|
86
$1.37K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
50+ 0.65% |
$590 - $651
|
7.74K
$124K
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
43+ 0.18% |
$507 - $560
|
24.5K
$391K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
24+ 0.64% |
$283 - $312
|
3.75K
$59.9K
|
|
Jul 12, 2024
Q2 2024
|
Henry James International Management Inc.
|
BUY
|
- |
23+ 0.01% |
$271 - $299
|
297K
$4.74M
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
15New |
$177 - $195
|
15
$239
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
15+ 0.09% |
$177 - $195
|
16.9K
$270K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 1.48% |
$118 - $130
|
685
$10.9K
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
10+ 30.3% |
$118 - $130
|
43
$686
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2+ 0.17% |
$23.6 - $26
|
1.15K
$18.4K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.96% |
$11.8 - $13
|
105
$1.68K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 2.5% |
$11.8 - $13
|
41
$654
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3- 0.64% |
$35.4 - $39.1
|
464
$7.41K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 2.94% |
$94.3 - $104
|
264
$4.21K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-53- 17.97% |
$625 - $690
|
242
$3.86K
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-126- 28.51% |
$1.49K - $1.64K
|
316
$5.04K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-476- 8.62% |
$5.61K - $6.2K
|
5.05K
$80.6K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-509- 3.67% |
$6K - $6.63K
|
13.4K
$213K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-522- 3.36% |
$6.15K - $6.8K
|
15K
$239K
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-631- 2.59% |
$7.44K - $8.22K
|
23.8K
$379K
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-800- 3.12% |
$9.43K - $10.4K
|
24.8K
$396K
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-804- 1.31% |
$9.48K - $10.5K
|
60.4K
$964K
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-925- 7.9% |
$10.9K - $12K
|
10.8K
$172K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-929- 5.33% |
$11K - $12.1K
|
16.5K
$263K
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1K- 4.35% |
$11.8K - $13K
|
22K
$351K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.12K- 75.87% |
$13.2K - $14.5K
|
355
$5.67K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.24K- 8.82% |
$14.6K - $16.1K
|
12.8K
$204K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.55K- 2.09% |
$18.2K - $20.1K
|
72.5K
$1.16M
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.62K- 8.64% |
$19.1K - $21.1K
|
17.1K
$274K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.74K- 10.08% |
$20.5K - $22.6K
|
15.5K
$248K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.08K- 24.87% |
$24.5K - $27.1K
|
6.29K
$100K
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.23K- 17.29% |
$26.3K - $29K
|
10.7K
$170K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2.26K- 13.36% |
$26.6K - $29.4K
|
14.6K
$234K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.43K- 15.1% |
$28.6K - $31.6K
|
13.6K
$218K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.67K- 13.95% |
$31.5K - $34.8K
|
16.5K
$263K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.9K- 0.74% |
$34.2K - $37.8K
|
392K
$6.25M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.29K- 9.45% |
$38.8K - $42.8K
|
31.5K
$503K
|