Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / ACTIVE US REAL
-
Total 13F shares
-
612,943
-
Share change
-
-18,170
-
Total reported value
-
$56,060,272
-
Price per share
-
$91.47
-
Number of holders
-
54
-
Value change
-
+$1,285,257
-
Number of buys
-
22
-
Number of sells
-
25
Institutional Holders of INVESCO ACTIVELY MANAGED EXC - ACTIVE US REAL (PSR) as of Q4 2023
As of 31 Dec 2023 INVESCO ACTIVELY MANAGED EXC - ACTIVE US REAL (PSR) had 54 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 612,943 shares of stock of the company.
Largest 10 holders included MOODY NATIONAL BANK TRUST DIVISION, CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, LPL Financial LLC, Invesco Ltd., ROYAL BANK OF CANADA, MORGAN STANLEY, Steward Partners Investment Advisory, LLC, Private Advisor Group, LLC, WELLS FARGO & COMPANY/MN, and AVANTAX ADVISORY SERVICES, INC..
This table shows 55 institutional shareholders of the security as of 31 Dec 2023.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.