Latest Institutional Sells of Invesco Actively (PSR)
This list provides information on the latest institutional transactions involving Invesco Actively (PSR) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-5.76K- 40.18% |
$472K - $536K
|
8.58K
$807K
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-2.19K- 48.18% |
$180K - $204K
|
2.36K
$222K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.08K- 19.54% |
$171K - $194K
|
8.58K
$807K
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-246K- 98.37% |
$21.3M - $23.6M
|
4.08K
$384K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16K- 39.65% |
$1.39M - $1.54M
|
24.4K
$2.3M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.17K- 52.69% |
$275K - $304K
|
2.85K
$268K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-898- 34.62% |
$77.7K - $86.1K
|
1.7K
$160K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-460- 11.73% |
$39.8K - $44.1K
|
3.46K
$326K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-426- 13.08% |
$36.9K - $40.8K
|
2.83K
$266K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-411- 7.48% |
$35.6K - $39.4K
|
5.09K
$479K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-128- 66.32% |
$11.1K - $12.3K
|
65
$6.12K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-108- 1.82% |
$9.35K - $10.4K
|
5.83K
$549K
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-82- 3.53% |
$7.1K - $7.86K
|
2.24K
$211K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-45- 0.32% |
$3.9K - $4.31K
|
14K
$1.32M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-41- 43.62% |
$3.55K - $3.93K
|
53
$4.99K
|
|
Q4 2024 | |||||||
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-183- 99.46% |
$16.3K - $18.2K
|
1
$94.1
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-11- 0.49% |
$979 - $1.1K
|
2.23K
$210K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.24K- 9.87% |
$105K - $124K
|
11.3K
$1.06M
|
|
Q1 2024 | |||||||
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-68.4K- 77.49% |
$5.8M - $6.32M
|
19.9K
$1.87M
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-68.3K- 77.62% |
$5.79M - $6.31M
|
19.7K
$1.85M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-825- 11.89% |
$70K - $76.2K
|
6.11K
$575K
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-172- 5.34% |
$14.6K - $15.9K
|
3.05K
$287K
|
|
Q4 2023 | |||||||
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-2.54KClosed |
$189K - $234K
|
0
$0
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-58- 32.58% |
$4.32K - $5.36K
|
120
$11.3K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.37K- 53.94% |
$730K - $842K
|
8K
$753K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1K- 40.0% |
$77.9K - $89.9K
|
1.5K
$141K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12- 10.71% |
$935 - $1.08K
|
100
$9.41K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.46K- 62.77% |
$444K - $539K
|
3.24K
$305K
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-291- 9.07% |
$23.7K - $28.7K
|
2.92K
$274K
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.25K- 27.76% |
$260K - $301K
|
8.46K
$796K
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-25- 0.85% |
$2K - $2.31K
|
2.93K
$275K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2- 66.67% |
$160 - $185
|
1
$94.1
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1- 0.82% |
$80.1 - $92.5
|
121
$11.4K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.66K- 8.53% |
$390K - $497K
|
50K
$4.71M
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-832- 21.55% |
$69.7K - $88.7K
|
3.03K
$285K
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-544- 11.04% |
$45.6K - $58K
|
4.38K
$413K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-172- 5.9% |
$14.4K - $18.3K
|
2.74K
$258K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-44- 1.24% |
$3.69K - $4.69K
|
3.51K
$330K
|
|
Q2 2022 | |||||||
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.12KClosed |
$194K - $247K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.04KClosed |
$187K - $238K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-2KClosed |
$184K - $233K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-2KClosed |
$184K - $233K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-10Closed |
$918 - $1.16K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2- 18.18% |
$184 - $233
|
9
$847
|
|
Q1 2022 | |||||||
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.74KClosed |
$177K - $207K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-135Closed |
$13.8K - $16.1K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-90- 95.74% |
$9.17K - $10.7K
|
4
$377
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-17- 43.59% |
$1.73K - $2.02K
|
22
$2.07K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4Closed |
$408 - $476
|
0
$0
|
|
Q4 2021 | |||||||
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-3.27KClosed |
$339K - $393K
|
0
$0
|