Purchases and Sales Made in Q3 2023 in Pearson PLC (PSO)
This table provides information about the institutional ownership of Pearson PLC (PSO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
26+ 25.0% |
$269 - $290
|
130
$1.98K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
26+ 0.52% |
$269 - $290
|
5.02K
$76.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
18+ 360.0% |
$186 - $201
|
23
$351
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.9% |
$62 - $67
|
675
$10.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 2.5% |
$62 - $67
|
246
$3.75K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.82% |
$20.7 - $22.3
|
245
$3.73K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.97% |
$10.3 - $11.2
|
104
$1.58K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-31- 7.83% |
$321 - $346
|
365
$5.56K
|
|
|
Oct 26, 2023
Q3 2023
|
Henry James International Management Inc.
|
SELL
|
- |
-46- 0.01% |
$476 - $514
|
347K
$5.28M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-54- 2.52% |
$558 - $603
|
2.09K
$31.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-165- 1.31% |
$1.71K - $1.84K
|
12.4K
$190K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-180- 0.24% |
$1.86K - $2.01K
|
75K
$1.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-245- 8.57% |
$2.53K - $2.74K
|
2.61K
$39.8K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-272- 75.98% |
$2.81K - $3.04K
|
86
$1.31K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-310- 22.51% |
$3.21K - $3.46K
|
1.07K
$16.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-349- 1.91% |
$3.61K - $3.9K
|
18K
$274K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-471- 0.74% |
$4.87K - $5.26K
|
63K
$961K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-472- 34.81% |
$4.88K - $5.27K
|
884
$13.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-489- 4.1% |
$5.06K - $5.46K
|
11.4K
$174K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-664- 30.18% |
$6.87K - $7.42K
|
1.54K
$23.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.44K- 3.92% |
$14.9K - $16.1K
|
35.4K
$539K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.79K- 0.36% |
$18.5K - $19.9K
|
498K
$7.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.17K- 14.78% |
$22.4K - $24.3K
|
12.5K
$191K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.01K- 17.07% |
$41.5K - $44.8K
|
19.5K
$297K
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-4.33K- 7.83% |
$44.7K - $48.3K
|
50.9K
$776K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.23K- 11.85% |
$54.1K - $58.4K
|
38.9K
$593K
|
|
|
Nov 14, 2023
Q3 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-5.8K- 35.37% |
$60K - $64.8K
|
10.6K
$162K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-6.76K- 26.25% |
$69.9K - $75.5K
|
19K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-7.47K- 56.61% |
$77.2K - $83.4K
|
5.72K
$87.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.7K- 16.89% |
$111K - $120K
|
52.8K
$805K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-13.2K- 3.27% |
$137K - $148K
|
391K
$5.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-17.6K- 23.2% |
$182K - $197K
|
58.3K
$888K
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-19.1K- 45.08% |
$197K - $213K
|
23.3K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.7K- 55.37% |
$276K - $298K
|
21.5K
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-48.7K- 45.01% |
$503K - $543K
|
59.4K
$906K
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-75.2K- 3.11% |
$777K - $840K
|
2.34M
$35.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-83K- 3.02% |
$859K - $927K
|
2.66M
$40.6M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-143K- 6.38% |
$1.48M - $1.6M
|
2.1M
$32M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-152K- 99.96% |
$1.57M - $1.7M
|
61
$930
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-173K- 94.48% |
$1.79M - $1.94M
|
10.1K
$154K
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-302K- 31.11% |
$3.12M - $3.37M
|
668K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-468K- 97.22% |
$4.84M - $5.22M
|
13.3K
$203K
|