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 |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.28K- 16.25% |
$351K - $399K
|
22.1K
$1.99M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.97K+ 3036.92% |
$162K - $184K
|
2.04K
$184K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
134+ 5.09% |
$11K - $12.5K
|
2.77K
$249K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.97K- 77.98% |
$571K - $649K
|
1.97K
$177K
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.72K+ 162.23% |
$304K - $346K
|
6.01K
$541K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
186+ 6.53% |
$15.2K - $17.3K
|
3.04K
$273K
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10- 0.26% |
$819 - $931
|
3.89K
$350K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.17K- 8.36% |
$95.9K - $109K
|
12.8K
$1.16M
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
5.98KNew |
$489K - $556K
|
5.98K
$538K
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.49K- 13.87% |
$122K - $139K
|
9.27K
$835K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
382+ 2.68% |
$31.3K - $35.6K
|
14.6K
$1.32M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.24K- 30.48% |
$102K - $116K
|
2.84K
$255K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.8K+ 117.85% |
$311K - $353K
|
7.02K
$632K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.12% |
$81.9 - $93.1
|
90
$8.11K
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.3KNew |
$189K - $214K
|
2.3K
$208K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32- 0.28% |
$2.62K - $2.98K
|
11.3K
$1.02M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
376+ 9.21% |
$30.8K - $35K
|
4.46K
$402K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.89K- 24.1% |
$482K - $548K
|
18.5K
$1.67M
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-59- 1.16% |
$4.83K - $5.49K
|
5.03K
$453K
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-516- 14.25% |
$42.3K - $48K
|
3.1K
$280K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
56+ 0.96% |
$4.59K - $5.21K
|
5.88K
$530K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8- 4.21% |
$655 - $745
|
182
$16.4K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.09K+ 11.9% |
$171K - $195K
|
19.7K
$1.77M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9+ 0.05% |
$737 - $838
|
18.7K
$1.68M
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-434- 25.59% |
$35.6K - $40.4K
|
1.26K
$114K
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
5.35KNew |
$439K - $498K
|
5.35K
$482K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-184- 6.93% |
$15.1K - $17.1K
|
2.47K
$223K
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-162- 1.42% |
$13.3K - $15.1K
|
11.2K
$1.01M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
770+ 15.21% |
$63.1K - $71.7K
|
5.83K
$525K
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 0.47% |
$573 - $651
|
1.48K
$134K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
80+ 2.31% |
$6.55K - $7.45K
|
3.54K
$319K
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-75- 2.92% |
$6.14K - $6.98K
|
2.49K
$224K
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
41New |
$3.36K - $3.82K
|
41
$3.69K
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.52K- 7.84% |
$207K - $235K
|
29.7K
$2.67M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4New |
$328 - $372
|
4
$360
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
21+ 0.42% |
$1.72K - $1.95K
|
5.02K
$452K
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
521+ 6.29% |
$42.7K - $48.5K
|
8.8K
$793K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
246New |
$20.2K - $22.9K
|
246
$22.2K
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
27+ 0.86% |
$2.21K - $2.51K
|
3.16K
$285K
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-2.19K- 48.18% |
$180K - $204K
|
2.36K
$212K
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.48% |
$164 - $186
|
420
$37.8K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
8+ 3.35% |
$655 - $745
|
247
$22.3K
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-5.76K- 40.18% |
$472K - $536K
|
8.58K
$773K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.08K- 19.54% |
$171K - $194K
|
8.58K
$773K
|
|
Q1 2025 | |||||||
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-82- 3.53% |
$7.1K - $7.86K
|
2.24K
$202K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-426- 13.08% |
$36.9K - $40.8K
|
2.83K
$255K
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.17KNew |
$275K - $304K
|
3.17K
$286K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.55KNew |
$221K - $244K
|
2.55K
$230K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54New |
$4.67K - $5.18K
|
54
$4.87K
|