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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
150New |
$12.6K - $16K
|
150
$14.9K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
214+ 9.67% |
$17.9K - $22.8K
|
2.43K
$242K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2- 18.18% |
$184 - $233
|
9
$896
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.04KClosed |
$187K - $238K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.24KNew |
$298K - $378K
|
3.24K
$323K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
870New |
$79.9K - $101K
|
870
$86.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.12KClosed |
$194K - $247K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
37New |
$3.4K - $4.31K
|
37
$3.68K
|
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
BUY
|
- |
2.16KNew |
$198K - $251K
|
2.16K
$215K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
2.25KNew |
$207K - $262K
|
2.25K
$224K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-2KClosed |
$184K - $233K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
512New |
$47K - $59.6K
|
512
$51K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-10Closed |
$918 - $1.16K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-2KClosed |
$184K - $233K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
150New |
$15.3K - $17.8K
|
150
$14.9K
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.74KClosed |
$177K - $207K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22.8KNew |
$2.33M - $2.72M
|
22.8K
$2.27M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
37New |
$3.77K - $4.4K
|
37
$3.68K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-17- 43.59% |
$1.73K - $2.02K
|
22
$2.19K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-90- 95.74% |
$9.17K - $10.7K
|
4
$398
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4Closed |
$408 - $476
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-135Closed |
$13.8K - $16.1K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
144+ 6.89% |
$14.7K - $17.1K
|
2.23K
$222K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20New |
$2.07K - $2.4K
|
20
$1.99K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-351Closed |
$36.4K - $42.2K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
281New |
$29.1K - $33.8K
|
281
$28K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-3.27KClosed |
$339K - $393K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10New |
$1.03K - $1.13K
|
10
$996
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.89KNew |
$401K - $439K
|
3.89K
$387K
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-13Closed |
$1.34K - $1.47K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.28KClosed |
$312K - $351K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-615Closed |
$58.5K - $65.9K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-2.59KClosed |
$246K - $277K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-430Closed |
$35.8K - $40.6K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-118Closed |
$9.84K - $11.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
250New |
$19.5K - $22K
|
250
$24.9K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-275Closed |
$21.4K - $24.2K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
64New |
$4.99K - $5.64K
|
64
$6.37K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-78Closed |
$6.06K - $6.67K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10.1KClosed |
$788K - $866K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.84KClosed |
$299K - $329K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.9KClosed |
$1.31M - $1.45M
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Rda Financial Network
|
SELL
|
- |
-2.73KClosed |
$212K - $233K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-10.4KClosed |
$807K - $888K
|
0
$0
|
|
|
Oct 05, 2020
Q3 2020
|
Independence Bank Of Kentucky
|
BUY
|
- |
100New |
$7.77K - $8.55K
|
100
$9.96K
|
|
| Q2 2020 | |||||||
|
Aug 17, 2020
Q2 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.5KClosed |
$232K - $310K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.98KNew |
$396K - $529K
|
5.98K
$595K
|
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-135Closed |
$8.94K - $12K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Truist Financial Corp
|
SELL
|
- |
-52.6KClosed |
$3.48M - $4.66M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-22KClosed |
$1.46M - $1.95M
|
0
$0
|
|