Purchases and Sales Made in Q1 2023 in Invesco (BSMN)
This table provides information about the institutional ownership of Invesco (BSMN) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History | 
|---|---|---|---|---|---|---|---|
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      Jane Street Group, LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              1.73M+ 2941.61% | 
            
                                   
                  $43.3M - $43.5M
                 
             |    
            
                                 
                1.79M
                $0
                
             |               
            |
| 
               
                  Jun 13, 2024
                  Q1 2023
                 
               |   
            
              
   
      Bank Of Montreal 
       
           
            Toronto, A6  | 
            
               BUY                   
             | 
            - | 
              135KNew | 
            
                                   
                  $3.38M - $3.4M
                 
             |    
            
                                 
                135K
                $0
                
             |               
            |
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      Creative One Wealth, LLC
       
           
            Overland Park, KS  | 
            
               BUY                   
             | 
            - | 
              79.5KNew | 
            
                                   
                  $1.99M - $2M
                 
             |    
            
                                 
                79.5K
                $0
                
             |               
            |
| 
               
                  May 02, 2023
                  Q1 2023
                 
               |   
            
              
   
      Savant Capital, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              62.5KNew | 
            
                                   
                  $1.57M - $1.58M
                 
             |    
            
                                 
                62.5K
                $0
                
             |               
            |
| 
               
                  May 12, 2023
                  Q1 2023
                 
               |   
            
              
   
      Invesco Ltd.
       
           
            Atlanta, GA  | 
            
               BUY                   
             | 
            - | 
              46.8K+ 43.9% | 
            
                                   
                  $1.17M - $1.18M
                 
             |    
            
                                 
                153K
                $0
                
             |               
            |
| 
               
                  Apr 05, 2023
                  Q1 2023
                 
               |   
            
              
   
      Astoria Portfolio Advisors Llc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              42.7KNew | 
            
                                   
                  $1.07M - $1.08M
                 
             |    
            
                                 
                42.7K
                $0
                
             |               
            |
| 
               
                  Apr 21, 2023
                  Q1 2023
                 
               |   
            
              
   
      Resonant Capital Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              36.9K+ 9.0% | 
            
                                   
                  $925K - $931K
                 
             |    
            
                                 
                447K
                $0
                
             |               
            |
| 
               
                  May 10, 2023
                  Q1 2023
                 
               |   
            
              
   
      Nelson, Van Denburg & Campbell Wealth Management Group, LLC
       
           
            Omaha, NE  | 
            
               BUY                   
             | 
            - | 
              21.2KNew | 
            
                                   
                  $530K - $533K
                 
             |    
            
                                 
                21.2K
                $0
                
             |               
            |
| 
               
                  May 04, 2023
                  Q1 2023
                 
               |   
            
              
   
      Levy Wealth Management Group, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              20.1KNew | 
            
                                   
                  $504K - $507K
                 
             |    
            
                                 
                20.1K
                $0
                
             |               
            |
| 
               
                  May 12, 2023
                  Q1 2023
                 
               |   
            
              
   
      Flow Traders U.S. LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              17.8K+ 79.03% | 
            
                                   
                  $447K - $450K
                 
             |    
            
                                 
                40.4K
                $0
                
             |               
            |
| 
               
                  May 03, 2023
                  Q1 2023
                 
               |   
            
              
   
      Integrated Wealth Concepts LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              16.6K+ 17.03% | 
            
                                   
                  $416K - $418K
                 
             |    
            
                                 
                114K
                $0
                
             |               
            |
| 
               
                  May 10, 2023
                  Q1 2023
                 
               |   
            
              
   
      Gateway Wealth Partners, LLC
       
           
            Appleton, WI  | 
            
               BUY                   
             | 
            - | 
              16.3K+ 6.23% | 
            
                                   
                  $409K - $411K
                 
             |    
            
                                 
                278K
                $0
                
             |               
            |
| 
               
                  Apr 27, 2023
                  Q1 2023
                 
               |   
            
              
   
      Sawtooth Solutions, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              13.9KNew | 
            
                                   
                  $347K - $350K
                 
             |    
            
                                 
                13.9K
                $0
                
             |               
            |
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      Captrust Financial Advisors
       
           
            Raleigh, NC  | 
            
               BUY                   
             | 
            - | 
              13.3K+ 146.63% | 
            
                                   
                  $333K - $335K
                 
             |    
            
                                 
                22.4K
                $0
                
             |               
            |
| 
               
                  May 16, 2023
                  Q1 2023
                 
               |   
            
              
   
      Susquehanna International Group, LLP
       
           
            Bala Cynwyd, PA  | 
            
               BUY                   
             | 
            - | 
              13KNew | 
            
                                   
                  $326K - $328K
                 
             |    
            
                                 
                13K
                $0
                
             |               
            |
| 
               
                  Apr 26, 2023
                  Q1 2023
                 
               |   
            
              
   
      Wespac Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              11.2KNew | 
            
                                   
                  $282K - $283K
                 
             |    
            
                                 
                11.2K
                $0
                
             |               
            |
| 
               
                  May 03, 2023
                  Q1 2023
                 
               |   
            
              
   
      Old Second National Bank Of Aurora
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              10.8KNew | 
            
                                   
                  $271K - $273K
                 
             |    
            
                                 
                10.8K
                $0
                
             |               
            |
| 
               
                  May 11, 2023
                  Q1 2023
                 
               |   
            
              
   
      Commonwealth Equity Services, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              10.8K+ 9.96% | 
            
                                   
                  $271K - $272K
                 
             |    
            
                                 
                119K
                $0
                
             |               
            |
| 
               
                  May 12, 2023
                  Q1 2023
                 
               |   
            
              
   
      Stifel Financial Corp
       
           
            St. Louis, MO  | 
            
               BUY                   
             | 
            - | 
              9.9K+ 35.88% | 
            
                                   
                  $248K - $250K
                 
             |    
            
                                 
                37.5K
                $0
                
             |               
            |
| 
               
                  May 16, 2023
                  Q1 2023
                 
               |   
            
              
   
      Colony Group LLC
       
           
            Boston, MA  | 
            
               BUY                   
             | 
            - | 
              9.31KNew | 
            
                                   
                  $233K - $235K
                 
             |    
            
                                 
                9.31K
                $0
                
             |               
            |
| 
               
                  Apr 25, 2023
                  Q1 2023
                 
               |   
            
              
   
      North Crest Asset Manangement, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              8.95KNew | 
            
                                   
                  $224K - $226K
                 
             |    
            
                                 
                8.95K
                $0
                
             |               
            |
| 
               
                  May 12, 2023
                  Q1 2023
                 
               |   
            
              
   
      New Edge Advisors, LLC
       
           
            New Orleans, LA  | 
            
               BUY                   
             | 
            - | 
              8.8K+ 8.67% | 
            
                                   
                  $220K - $222K
                 
             |    
            
                                 
                110K
                $0
                
             |               
            |
| 
               
                  May 17, 2023
                  Q1 2023
                 
               |   
            
              
   
      Thrivent Financial For Lutherans
       
           
            Minneapolis, MN  | 
            
               BUY                   
             | 
            - | 
              8.34KNew | 
            
                                   
                  $209K - $210K
                 
             |    
            
                                 
                8.34K
                $0
                
             |               
            |
| 
               
                  May 12, 2023
                  Q1 2023
                 
               |   
            
              
   
      Beacon Pointe Advisors, LLC
       
           
            Newport Beach, CA  | 
            
               BUY                   
             | 
            - | 
              8.01KNew | 
            
                                   
                  $201K - $202K
                 
             |    
            
                                 
                8.01K
                $0
                
             |               
            |
| 
               
                  May 09, 2023
                  Q1 2023
                 
               |   
            
              
   
      Paulson Wealth Management Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              7.51K+ 49.63% | 
            
                                   
                  $188K - $189K
                 
             |    
            
                                 
                22.6K
                $0
                
             |               
            |
| 
               
                  Apr 21, 2023
                  Q1 2023
                 
               |   
            
              
   
      Asset Dedication, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              6.16K+ 4.56% | 
            
                                   
                  $154K - $155K
                 
             |    
            
                                 
                141K
                $0
                
             |               
            |
| 
               
                  May 11, 2023
                  Q1 2023
                 
               |   
            
              
   
      Envestnet Asset Management Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              6.02K+ 54.78% | 
            
                                   
                  $151K - $152K
                 
             |    
            
                                 
                17K
                $0
                
             |               
            |
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      Cornerstone Wealth Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              6.01K+ 24.4% | 
            
                                   
                  $150K - $151K
                 
             |    
            
                                 
                30.6K
                $0
                
             |               
            |
| 
               
                  Apr 14, 2023
                  Q1 2023
                 
               |   
            
              
   
      Raymond James Financial Services Advisors, Inc.
       
           
            St. Petersburg, FL  | 
            
               BUY                   
             | 
            - | 
              5.46K+ 18.91% | 
            
                                   
                  $137K - $138K
                 
             |    
            
                                 
                34.3K
                $0
                
             |               
            |
| 
               
                  Apr 28, 2023
                  Q1 2023
                 
               |   
            
              
   
      Janney Montgomery Scott LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              5.44K+ 12.97% | 
            
                                   
                  $136K - $137K
                 
             |    
            
                                 
                47.4K
                $0
                
             |               
            |
| 
               
                  May 12, 2023
                  Q1 2023
                 
               |   
            
              
   
      Mariner, LLC
       
           
            Overland Park, KS  | 
            
               BUY                   
             | 
            - | 
              5.22K+ 34.84% | 
            
                                   
                  $131K - $131K
                 
             |    
            
                                 
                20.2K
                $0
                
             |               
            |
| 
               
                  Apr 04, 2023
                  Q1 2023
                 
               |   
            
              
   
      Confluence Investment Management LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              2.72K+ 1.21% | 
            
                                   
                  $68.2K - $68.6K
                 
             |    
            
                                 
                228K
                $0
                
             |               
            |
| 
               
                  Apr 10, 2023
                  Q1 2023
                 
               |   
            
              
   
      Lantz Financial LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              2.54K+ 16.13% | 
            
                                   
                  $63.6K - $64K
                 
             |    
            
                                 
                18.3K
                $0
                
             |               
            |
| 
               
                  Apr 27, 2023
                  Q1 2023
                 
               |   
            
              
   
      Benjamin F. Edwards & Company, Inc.
       
           
            St. Louis, MO  | 
            
               BUY                   
             | 
            - | 
              1.79K+ 25.56% | 
            
                                   
                  $44.8K - $45.1K
                 
             |    
            
                                 
                8.79K
                $0
                
             |               
            |
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      Stephens Inc 
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.76K+ 10.87% | 
            
                                   
                  $44K - $44.2K
                 
             |    
            
                                 
                17.9K
                $0
                
             |               
            |
| 
               
                  May 10, 2023
                  Q1 2023
                 
               |   
            
              
   
      Private Advisor Group, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.5K+ 5.57% | 
            
                                   
                  $37.5K - $37.8K
                 
             |    
            
                                 
                28.4K
                $0
                
             |               
            |
| 
               
                  Oct 17, 2023
                  Q1 2023
                 
               |   
            
              
   
      Nalls Sherbakoff Group, LLC
       
           
            Knoxville, TN  | 
            
               BUY                   
             | 
            - | 
              1.34KNew | 
            
                                   
                  $33.5K - $33.7K
                 
             |    
            
                                 
                1.34K
                $0
                
             |               
            |
| 
               
                  May 12, 2023
                  Q1 2023
                 
               |   
            
              
   
      Koss Olinger Consulting, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.04K+ 8.88% | 
            
                                   
                  $26.1K - $26.3K
                 
             |    
            
                                 
                12.8K
                $0
                
             |               
            |
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      Equitable Holdings, Inc.
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              940+ 6.87% | 
            
                                   
                  $23.5K - $23.7K
                 
             |    
            
                                 
                14.6K
                $0
                
             |               
            |
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      Northwestern Mutual Wealth Management CO
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              878+ 225.13% | 
            
                                   
                  $22K - $22.1K
                 
             |    
            
                                 
                1.27K
                $0
                
             |               
            |
| 
               
                  May 12, 2023
                  Q1 2023
                 
               |   
            
              
   
      Mml Investors Services, LLC
       
           
            Springfield, MA  | 
            
               BUY                   
             | 
            - | 
              853+ 8.4% | 
            
                                   
                  $21.4K - $21.5K
                 
             |    
            
                                 
                11K
                $0
                
             |               
            |
| 
               
                  Aug 28, 2024
                  Q1 2023
                 
               |   
            
              
   
      Farmers National Bank
       
           
            Danville, KY  | 
            
               BUY                   
             | 
            - | 
              812+ 2.39% | 
            
                                   
                  $20.3K - $20.5K
                 
             |    
            
                                 
                34.8K
                $0
                
             |               
            |
| 
               
                  Apr 13, 2023
                  Q1 2023
                 
               |   
            
              
   
      Webster Bank, N. A.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              595+ 2.37% | 
            
                                   
                  $14.9K - $15K
                 
             |    
            
                                 
                25.7K
                $0
                
             |               
            |
| 
               
                  May 17, 2023
                  Q1 2023
                 
               |   
            
              
   
      Advisory Services Network, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              122+ 22.89% | 
            
                                   
                  $3.06K - $3.08K
                 
             |    
            
                                 
                655
                $0
                
             |               
            |
| 
               
                  Apr 06, 2023
                  Q1 2023
                 
               |   
            
              
   
      Horizons Wealth Management
       
           
            Asheville, NC  | 
            
               BUY                   
             | 
            - | 
              95+ 0.3% | 
            
                                   
                  $2.38K - $2.39K
                 
             |    
            
                                 
                32K
                $0
                
             |               
            |
| 
               
                  May 09, 2023
                  Q1 2023
                 
               |   
            
              
   
      Tower Research Capital LLC (Trc)
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              86New | 
            
                                   
                  $2.15K - $2.17K
                 
             |    
            
                                 
                86
                $0
                
             |               
            |
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      Concourse Financial Group Securities, Inc.
       
           
            Birmingham, AL  | 
            
               BUY                   
             | 
            - | 
              0New | 
            
                                   
                  $0 - $0
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  May 11, 2023
                  Q1 2023
                 
               |   
            
              
   
      High Tower Advisors, LLC
       
           
            Chicago, IL  | 
            
               SELL                   
             | 
            - | 
              -493- 1.97% | 
            
                                   
                  $12.3K - $12.4K
                 
             |    
            
                                 
                24.5K
                $0
                
             |               
            |
| 
               
                  May 11, 2023
                  Q1 2023
                 
               |   
            
              
   
      Financial Advocates Investment Management
       
           
            Olympia, WA  | 
            
               SELL                   
             | 
            - | 
              -768- 7.06% | 
            
                                   
                  $19.2K - $19.4K
                 
             |    
            
                                 
                10.1K
                $0
                
             |               
            |
| 
               
                  Apr 14, 2023
                  Q1 2023
                 
               |   
            
              
   
      Raymond James & Associates
       
           
            St Petersburg, FL  | 
            
               SELL                   
             | 
            - | 
              -844- 1.33% | 
            
                                   
                  $21.1K - $21.3K
                 
             |    
            
                                 
                62.7K
                $0
                
             |