Purchases and Sales Made in Q3 2023 in Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
476K+ 115.28% |
$7.4M - $7.77M
|
888K
$14.6M
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
330KNew |
$5.13M - $5.39M
|
330K
$5.43M
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
288KNew |
$4.48M - $4.7M
|
288K
$4.74M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
277K+ 90.47% |
$4.3M - $4.52M
|
583K
$9.58M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
207K+ 48.32% |
$3.22M - $3.38M
|
636K
$10.5M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
141K+ 11.77% |
$2.19M - $2.3M
|
1.34M
$22M
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
140K+ 67.72% |
$2.18M - $2.29M
|
348K
$5.72M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
130K+ 64.12% |
$2.02M - $2.12M
|
332K
$5.46M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
128K+ 49.44% |
$2M - $2.1M
|
388K
$6.38M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
122K+ 181.32% |
$1.89M - $1.99M
|
189K
$3.1M
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
74.8K+ 220.53% |
$1.16M - $1.22M
|
109K
$1.79M
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
66.4K+ 10.69% |
$1.03M - $1.08M
|
687K
$11.3M
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
63.8KNew |
$992K - $1.04M
|
63.8K
$1.05M
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
56.1K+ 164.45% |
$872K - $916K
|
90.2K
$1.48M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47.2K+ 80.87% |
$734K - $771K
|
106K
$1.74M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.6K+ 14.49% |
$694K - $728K
|
352K
$5.8M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38KNew |
$591K - $621K
|
38K
$625K
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
BUY
|
- |
32.1K+ 1.93% |
$499K - $524K
|
1.69M
$27.8M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.8K+ 37.25% |
$417K - $438K
|
98.8K
$1.63M
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
20.6K+ 8.64% |
$320K - $336K
|
259K
$4.26M
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
19.5KNew |
$303K - $318K
|
19.5K
$321K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
19.1KNew |
$296K - $311K
|
19.1K
$314K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
18.3K+ 22.06% |
$285K - $299K
|
101K
$1.67M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.5K+ 15.11% |
$241K - $253K
|
118K
$1.94M
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
14.8KNew |
$230K - $242K
|
14.8K
$243K
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
13.2K+ 137.26% |
$205K - $215K
|
22.8K
$375K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
12.8K+ 3.98% |
$198K - $208K
|
333K
$5.48M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.6KNew |
$164K - $172K
|
10.6K
$174K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.98K+ 0.63% |
$155K - $163K
|
1.58M
$26M
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
9.8K+ 31.06% |
$152K - $160K
|
41.4K
$680K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
9.36KNew |
$146K - $153K
|
9.36K
$154K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
9.27K+ 4.09% |
$144K - $151K
|
236K
$3.88M
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
7.96K+ 31.21% |
$124K - $130K
|
33.5K
$551K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7.85KNew |
$122K - $128K
|
7.85K
$129K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.09K+ 10.87% |
$110K - $116K
|
72.3K
$1.19M
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
5.68K+ 47.43% |
$88.3K - $92.7K
|
17.6K
$290K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.05K+ 6.13% |
$63K - $66.2K
|
70.2K
$1.15M
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
4.01K+ 2.78% |
$62.4K - $65.5K
|
148K
$2.44M
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.82K+ 20.76% |
$43.9K - $46.1K
|
16.4K
$270K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.64K+ 14.18% |
$41K - $43K
|
21.2K
$349K
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
2.3K+ 3.43% |
$35.8K - $37.6K
|
69.4K
$1.14M
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
2.15K+ 13.75% |
$33.4K - $35.1K
|
17.8K
$293K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.81K+ 17.76% |
$28.1K - $29.6K
|
12K
$197K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.45K+ 5.37% |
$22.5K - $23.7K
|
28.5K
$468K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.39K+ 555.38% |
$21.7K - $22.8K
|
1.65K
$27.1K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.38K+ 12.14% |
$21.4K - $22.5K
|
12.7K
$209K
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
808New |
$12.6K - $13.2K
|
808
$13.3K
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
493+ 0.73% |
$7.67K - $8.05K
|
68.4K
$1.12M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
400+ 1.18% |
$6.22K - $6.53K
|
34.4K
$566K
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
397+ 0.92% |
$6.17K - $6.48K
|
43.6K
$718K
|