Purchases and Sales Made in Q4 2023 in Invesco Self Indexed Fd Tr Bul (BSJT)
This table provides information about the institutional ownership of Invesco Self Indexed Fd Tr Bul (BSJT) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO SELF-INDEXED FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
82.9KNew |
$1.61M - $1.77M
|
82.9K
$1.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.5K+ 3776.47% |
$1.27M - $1.39M
|
67.2K
$1.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
52.3KNew |
$1.01M - $1.11M
|
52.3K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
43.1KNew |
$835K - $918K
|
43.1K
$931K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42K+ 95.09% |
$815K - $895K
|
86.2K
$1.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
26KNew |
$504K - $554K
|
26K
$562K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.9KNew |
$405K - $445K
|
20.9K
$451K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.2KNew |
$315K - $346K
|
16.2K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.7K+ 271.1% |
$285K - $314K
|
20.2K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.4K+ 85.11% |
$222K - $244K
|
24.9K
$537K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.72K+ 39.35% |
$169K - $186K
|
30.9K
$667K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.04KNew |
$39.6K - $43.5K
|
2.04K
$44.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.36K+ 11.88% |
$26.4K - $29K
|
12.8K
$277K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.35KNew |
$26.1K - $28.7K
|
1.35K
$29.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
624+ 56.06% |
$12.1K - $13.3K
|
1.74K
$37.5K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
370+ 2.46% |
$7.17K - $7.88K
|
15.4K
$332K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
370+ 2.46% |
$7.17K - $7.88K
|
15.4K
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
118+ 121.65% |
$2.29K - $2.51K
|
215
$4.64K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$1.94K - $2.13K
|
100
$2.16K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
98+ 0.5% |
$1.9K - $2.09K
|
19.5K
$421K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.43K- 26.02% |
$183K - $201K
|
26.8K
$579K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-51.9K- 43.57% |
$1.01M - $1.11M
|
67.2K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-69.6K- 54.44% |
$1.35M - $1.48M
|
58.2K
$1.26M
|