Purchases and Sales Made in Q4 2023 in Pearson PLC (PSO)
This table provides information about the institutional ownership of Pearson PLC (PSO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
191New |
$1.97K - $2.36K
|
191
$3.01K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
183+ 9.04% |
$1.89K - $2.26K
|
2.21K
$34.7K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
133New |
$1.37K - $1.64K
|
133
$2.09K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
98+ 1.4% |
$1.01K - $1.21K
|
7.1K
$112K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
63+ 3.05% |
$650 - $778
|
2.13K
$33.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
63+ 17.26% |
$650 - $778
|
428
$6.74K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
62New |
$640 - $766
|
62
$976
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
44+ 0.33% |
$454 - $543
|
13.4K
$210K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
37+ 0.26% |
$382 - $457
|
14.3K
$225K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
34+ 0.92% |
$351 - $420
|
3.73K
$58.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
28+ 0.1% |
$289 - $346
|
28.9K
$456K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22New |
$227 - $272
|
22
$346
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20+ 8.13% |
$206 - $247
|
266
$4.19K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 0.3% |
$165 - $198
|
5.4K
$85K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
11+ 47.83% |
$114 - $136
|
34
$535
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-55- 10.54% |
$568 - $679
|
467
$7.35K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-68- 64.15% |
$702 - $840
|
38
$598
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-90- 1.79% |
$929 - $1.11K
|
4.93K
$77.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-112- 1.37% |
$1.16K - $1.38K
|
8.06K
$127K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-147- 0.28% |
$1.52K - $1.82K
|
52.6K
$829K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-225- 1.05% |
$2.32K - $2.78K
|
21.3K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-235- 1.39% |
$2.43K - $2.9K
|
16.7K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-241- 28.97% |
$2.49K - $2.98K
|
591
$9.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-253- 16.47% |
$2.61K - $3.12K
|
1.28K
$20.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-294- 5.14% |
$3.03K - $3.63K
|
5.43K
$85.5K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-309- 2.39% |
$3.19K - $3.82K
|
12.6K
$198K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-374- 14.31% |
$3.86K - $4.62K
|
2.24K
$35.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-549- 4.41% |
$5.67K - $6.78K
|
11.9K
$187K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-692- 33.16% |
$7.14K - $8.55K
|
1.4K
$22K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-707- 57.67% |
$7.3K - $8.73K
|
519
$8.17K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-744- 1.18% |
$7.68K - $9.19K
|
62.3K
$980K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.17K- 10.23% |
$12.1K - $14.4K
|
10.3K
$161K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.28K- 2.19% |
$13.2K - $15.8K
|
57K
$897K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.54K- 0.31% |
$15.9K - $19K
|
497K
$7.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.03K- 10.43% |
$21K - $25.1K
|
17.5K
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.2K- 6.22% |
$22.7K - $27.2K
|
33.2K
$522K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.84K- 7.29% |
$29.3K - $35K
|
36.1K
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-3.5K- 74.47% |
$36.1K - $43.2K
|
1.2K
$18.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-4.3K- 9.15% |
$44.4K - $53.1K
|
42.7K
$672K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.91K- 5.1% |
$50.7K - $60.7K
|
91.5K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.41K- 48.05% |
$66.2K - $79.2K
|
6.94K
$109K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.79K- 11.42% |
$70.1K - $83.8K
|
52.7K
$829K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.34K- 54.61% |
$86.1K - $103K
|
6.94K
$109K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.88K- 88.51% |
$91.7K - $110K
|
1.15K
$18.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-8.9K- 42.48% |
$91.8K - $110K
|
12.1K
$190K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.4K- 41.28% |
$128K - $154K
|
17.7K
$279K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-14.6K- 49.73% |
$151K - $181K
|
14.8K
$233K
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-54.8K- 2.34% |
$565K - $677K
|
2.28M
$35.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Henry James International Management Inc.
|
SELL
|
- |
-76.2K- 21.99% |
$786K - $941K
|
270K
$4.26M
|