Latest Institutional Transactions on Invesco Actively (PSR)
This table provides information on the latest institutional transactions involving Invesco Actively (PSR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
27+ 0.86% |
$2.21K - $2.51K
|
3.16K
$290K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-2.19K- 48.18% |
$180K - $204K
|
2.36K
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.48% |
$164 - $186
|
420
$38.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
8+ 3.35% |
$655 - $745
|
247
$22.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-5.76K- 40.18% |
$472K - $536K
|
8.58K
$787K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.08K- 19.54% |
$171K - $194K
|
8.58K
$787K
|
|
| Q1 2025 | |||||||
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-82- 3.53% |
$7.1K - $7.86K
|
2.24K
$206K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-246K- 98.37% |
$21.3M - $23.6M
|
4.08K
$375K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-426- 13.08% |
$36.9K - $40.8K
|
2.83K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.37K+ 14.56% |
$118K - $131K
|
10.8K
$988K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
220+ 0.84% |
$19K - $21.1K
|
26.4K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-45- 0.32% |
$3.9K - $4.31K
|
14K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.17KNew |
$275K - $304K
|
3.17K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.22KNew |
$279K - $309K
|
3.22K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.55KNew |
$221K - $244K
|
2.55K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.17K- 52.69% |
$275K - $304K
|
2.85K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12+ 0.46% |
$1.04K - $1.15K
|
2.64K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.08KNew |
$353K - $391K
|
4.08K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
203+ 5.94% |
$17.6K - $19.5K
|
3.62K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54New |
$4.67K - $5.18K
|
54
$4.96K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-108- 1.82% |
$9.35K - $10.4K
|
5.83K
$535K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.46K+ 11.42% |
$127K - $140K
|
14.3K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-128- 66.32% |
$11.1K - $12.3K
|
65
$5.97K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.94K+ 347.57% |
$601K - $665K
|
8.94K
$821K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-411- 7.48% |
$35.6K - $39.4K
|
5.09K
$467K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10+ 0.26% |
$866 - $958
|
3.9K
$358K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
201+ 8.19% |
$17.4K - $19.3K
|
2.66K
$244K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16K- 39.65% |
$1.39M - $1.54M
|
24.4K
$2.24M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.29KNew |
$198K - $219K
|
2.29K
$210K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
445+ 2.44% |
$38.5K - $42.6K
|
18.7K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.26K+ 22.76% |
$282K - $312K
|
17.6K
$1.61M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-41- 43.62% |
$3.55K - $3.93K
|
53
$4.87K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
639+ 14.45% |
$55.3K - $61.2K
|
5.06K
$465K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5New |
$433 - $479
|
5
$459
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
597+ 5.54% |
$51.7K - $57.2K
|
11.4K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.1K+ 3.54% |
$95.4K - $106K
|
32.2K
$2.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-460- 11.73% |
$39.8K - $44.1K
|
3.46K
$318K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
857+ 11.54% |
$74.2K - $82.1K
|
8.28K
$760K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-898- 34.62% |
$77.7K - $86.1K
|
1.7K
$156K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
65+ 2.6% |
$5.63K - $6.23K
|
2.57K
$235K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 0.41% |
$519 - $575
|
1.48K
$136K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-34.4K- 87.31% |
$2.98M - $3.3M
|
5K
$459K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
987+ 8.67% |
$87.9K - $98.3K
|
12.4K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
48.5KNew |
$4.32M - $4.83M
|
48.5K
$4.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
23New |
$2.05K - $2.29K
|
23
$2.11K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
35New |
$3.12K - $3.48K
|
35
$3.21K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.49KNew |
$667K - $746K
|
7.49K
$688K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
164+ 630.77% |
$14.6K - $16.3K
|
190
$17.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-11- 0.49% |
$979 - $1.1K
|
2.23K
$205K
|
|