Purchases and Sales Made in Q2 2023 in Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO EXC SELF-IND TR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
365K+ 766.46% |
$5.87M - $6.08M
|
413K
$6.79M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
192K+ 169.29% |
$3.09M - $3.2M
|
306K
$5.03M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
162K+ 288.72% |
$2.6M - $2.7M
|
218K
$3.59M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
156K+ 338.83% |
$2.51M - $2.6M
|
202K
$3.33M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
114K+ 77.79% |
$1.83M - $1.89M
|
260K
$4.27M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
102KNew |
$1.65M - $1.71M
|
102K
$1.69M
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
100K+ 19.3% |
$1.62M - $1.67M
|
621K
$10.2M
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
100K+ 72.74% |
$1.61M - $1.67M
|
238K
$3.92M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
80.6K+ 3239.03% |
$1.3M - $1.34M
|
83.1K
$1.37M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
77.6K+ 14.86% |
$1.25M - $1.29M
|
600K
$9.86M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
57.4K+ 392.53% |
$923K - $956K
|
72K
$1.18M
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
49.3K+ 3.06% |
$792K - $821K
|
1.66M
$27.3M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34KNew |
$547K - $566K
|
34K
$559K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.1K+ 131.07% |
$533K - $552K
|
58.4K
$961K
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
31.4K+ 27.9% |
$505K - $523K
|
144K
$2.37M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.4K+ 10.95% |
$488K - $506K
|
308K
$5.06M
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
28.9K+ 550.95% |
$464K - $481K
|
34.1K
$561K
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
27.1KNew |
$436K - $451K
|
27.1K
$446K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
26.9K+ 9.16% |
$433K - $448K
|
321K
$5.27M
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
20.8K+ 10.1% |
$334K - $346K
|
227K
$3.73M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.2K+ 1.72% |
$325K - $337K
|
1.2M
$19.7M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.1K+ 42.89% |
$324K - $335K
|
67K
$1.1M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.5KNew |
$313K - $325K
|
19.5K
$321K
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
15.6KNew |
$251K - $260K
|
15.6K
$257K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.3K+ 27.64% |
$230K - $239K
|
66.1K
$1.09M
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
12KNew |
$192K - $199K
|
12K
$197K
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
11KNew |
$176K - $183K
|
11K
$181K
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
10.5K+ 1.96% |
$169K - $175K
|
548K
$9.01M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.2KNew |
$164K - $170K
|
10.2K
$168K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
5.39KNew |
$86.6K - $89.7K
|
5.39K
$88.6K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.85K+ 8.03% |
$78K - $80.8K
|
65.2K
$1.07M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.1K+ 17.9% |
$65.9K - $68.3K
|
27K
$444K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.1K+ 0.73% |
$49.9K - $51.7K
|
429K
$7.05M
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.02K+ 24.27% |
$48.6K - $50.4K
|
15.5K
$255K
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.2K+ 19.25% |
$35.3K - $36.6K
|
13.6K
$224K
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
1.5K+ 4.97% |
$24K - $24.9K
|
31.6K
$519K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
954+ 5.41% |
$15.3K - $15.9K
|
18.6K
$306K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
700New |
$11.3K - $11.7K
|
700
$11.5K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
699+ 7.85% |
$11.2K - $11.6K
|
9.6K
$158K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
500New |
$8.04K - $8.33K
|
500
$8.23K
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
489+ 1.95% |
$7.86K - $8.15K
|
25.5K
$420K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
300New |
$4.82K - $5K
|
300
$4.94K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
251New |
$4.04K - $4.18K
|
251
$4.13K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
99+ 1.32% |
$1.59K - $1.65K
|
7.61K
$125K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
99+ 1.32% |
$1.59K - $1.65K
|
7.61K
$125K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
24+ 0.39% |
$386 - $400
|
6.1K
$100K
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
11+ 1.08% |
$177 - $183
|
1.03K
$16.9K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 2.15% |
$1.61K - $1.67K
|
4.55K
$74.8K
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-209- 0.31% |
$3.36K - $3.48K
|
67.9K
$1.12M
|