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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.17KNew |
$275K - $304K
|
3.17K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54New |
$4.67K - $5.18K
|
54
$4.99K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.55KNew |
$221K - $244K
|
2.55K
$236K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-41- 43.62% |
$3.55K - $3.93K
|
53
$4.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5New |
$433 - $479
|
5
$462
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
48.5KNew |
$4.32M - $4.83M
|
48.5K
$4.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
23New |
$2.05K - $2.29K
|
23
$2.13K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
35New |
$3.12K - $3.48K
|
35
$3.24K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.49KNew |
$667K - $746K
|
7.49K
$693K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-11- 0.49% |
$979 - $1.1K
|
2.23K
$206K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-183- 99.46% |
$16.3K - $18.2K
|
1
$92.4
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 3.13% |
$84.8 - $99.9
|
33
$3.05K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
250New |
$21.2K - $25K
|
250
$23.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
322+ 37.53% |
$27.3K - $32.2K
|
1.18K
$109K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.24K- 9.87% |
$105K - $124K
|
11.3K
$1.04M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
40New |
$3.2K - $3.5K
|
40
$3.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.06K+ 244.81% |
$485K - $531K
|
8.53K
$789K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
68+ 12.48% |
$5.44K - $5.96K
|
613
$56.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
471+ 9.53% |
$37.7K - $41.3K
|
5.41K
$500K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
13New |
$1.04K - $1.14K
|
13
$1.2K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-68.3K- 77.62% |
$5.79M - $6.31M
|
19.7K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.28KNew |
$448K - $488K
|
5.28K
$488K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-172- 5.34% |
$14.6K - $15.9K
|
3.05K
$282K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-825- 11.89% |
$70K - $76.2K
|
6.11K
$565K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-68.4K- 77.49% |
$5.8M - $6.32M
|
19.9K
$1.84M
|
|
| Q4 2023 | |||||||
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-2.54KClosed |
$189K - $234K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.35KNew |
$249K - $310K
|
3.35K
$310K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.24KNew |
$166K - $207K
|
2.24K
$207K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.52K+ 34.6% |
$411K - $510K
|
21.5K
$1.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
640+ 4.83% |
$47.7K - $59.2K
|
13.9K
$1.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-58- 32.58% |
$4.32K - $5.36K
|
120
$11.1K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
40New |
$3.12K - $3.6K
|
40
$3.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.74KNew |
$214K - $247K
|
2.74K
$254K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.37K- 53.94% |
$730K - $842K
|
8K
$739K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1K- 40.0% |
$77.9K - $89.9K
|
1.5K
$139K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
500New |
$38.9K - $45K
|
500
$46.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
18.5K+ 11.32% |
$1.44M - $1.66M
|
182K
$16.8M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.67KNew |
$216K - $234K
|
2.67K
$247K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
58+ 2.45% |
$4.7K - $5.08K
|
2.42K
$224K
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
3.38K+ 9.01% |
$274K - $296K
|
40.9K
$3.78M
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
150New |
$12.2K - $14.8K
|
150
$13.9K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-291- 9.07% |
$23.7K - $28.7K
|
2.92K
$270K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.46K- 62.77% |
$444K - $539K
|
3.24K
$299K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
18New |
$1.46K - $1.78K
|
18
$1.66K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
586+ 5.31% |
$47.6K - $57.8K
|
11.6K
$1.07M
|
|
| Q4 2022 | |||||||
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
176New |
$14.1K - $16.3K
|
176
$16.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4New |
$320 - $370
|
4
$370
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
142+ 5.91% |
$11.4K - $13.1K
|
2.54K
$235K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
275+ 77.46% |
$22K - $25.4K
|
630
$58.2K
|
|