Latest Institutional Purchases of Invesco Actively (PSR)
This list provides information on the latest institutional transactions involving Invesco Actively (PSR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$8.13K - $9.87K
|
100
$9.9K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
18New |
$1.46K - $1.78K
|
18
$1.78K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
865New |
$69.3K - $80K
|
865
$85.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
275+ 77.46% |
$22K - $25.4K
|
630
$62.4K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
176New |
$14.1K - $16.3K
|
176
$17.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
142+ 5.91% |
$11.4K - $13.1K
|
2.54K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100New |
$8.01K - $9.25K
|
100
$9.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4New |
$320 - $370
|
4
$396
|
|
| Q3 2022 | |||||||
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
214+ 9.67% |
$17.9K - $22.8K
|
2.43K
$240K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
150New |
$12.6K - $16K
|
150
$14.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
43New |
$3.6K - $4.58K
|
43
$4.26K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.24KNew |
$298K - $378K
|
3.24K
$321K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
2.25KNew |
$207K - $262K
|
2.25K
$223K
|
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
BUY
|
- |
2.16KNew |
$198K - $251K
|
2.16K
$214K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
870New |
$79.9K - $101K
|
870
$86.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
512New |
$47K - $59.6K
|
512
$50.7K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
37New |
$3.4K - $4.31K
|
37
$3.66K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22.8KNew |
$2.33M - $2.72M
|
22.8K
$2.26M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
150New |
$15.3K - $17.8K
|
150
$14.9K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
144+ 6.89% |
$14.7K - $17.1K
|
2.23K
$221K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
37New |
$3.77K - $4.4K
|
37
$3.66K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
281New |
$29.1K - $33.8K
|
281
$27.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20New |
$2.07K - $2.4K
|
20
$1.98K
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.89KNew |
$401K - $439K
|
3.89K
$385K
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10New |
$1.03K - $1.13K
|
10
$990
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
250New |
$19.5K - $22K
|
250
$24.8K
|
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
64New |
$4.99K - $5.64K
|
64
$6.34K
|
|
| Q3 2020 | |||||||
|
Oct 05, 2020
Q3 2020
|
Independence Bank Of Kentucky
|
BUY
|
- |
100New |
$7.77K - $8.55K
|
100
$9.9K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.98KNew |
$396K - $529K
|
5.98K
$592K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.7KNew |
$511K - $896K
|
8.7K
$861K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$75 - $81.8
|
1
$99
|
|