Purchases and Sales Made in Q1 2022 in Invesco Bulletshares 2024 Muni (BSMO)
This table provides information about the institutional ownership of Invesco Bulletshares 2024 Muni (BSMO) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2024 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
202K+ 155.41% |
$5.03M - $5.19M
|
332K
$8.25M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
126K+ 61.36% |
$3.15M - $3.25M
|
332K
$8.25M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.6K+ 89.19% |
$1.54M - $1.59M
|
131K
$3.25M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
40.3KNew |
$1M - $1.04M
|
40.3K
$1M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
32.9K+ 458.72% |
$821K - $848K
|
40.1K
$998K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.5KNew |
$660K - $681K
|
26.5K
$659K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
25.8K+ 71.52% |
$642K - $663K
|
61.8K
$1.54M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.4K+ 123.1% |
$383K - $395K
|
27.9K
$693K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.11K+ 63.41% |
$127K - $131K
|
13.2K
$328K
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.32K+ 17.22% |
$108K - $111K
|
29.4K
$731K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.06K+ 19.23% |
$101K - $104K
|
25.2K
$626K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
2.5K+ 13.48% |
$62.3K - $64.3K
|
21.1K
$524K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.51K+ 2.76% |
$37.6K - $38.8K
|
56.2K
$1.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.5K+ 252.53% |
$37.4K - $38.6K
|
2.09K
$52.1K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.5KNew |
$37.4K - $38.6K
|
1.5K
$37.3K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.01KNew |
$25.2K - $26K
|
1.01K
$25.2K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31+ 0.92% |
$773 - $798
|
3.4K
$84.5K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3+ 0.03% |
$74.8 - $77.2
|
10K
$249K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-360- 0.26% |
$8.97K - $9.26K
|
136K
$3.39M
|
|
|
May 03, 2022
Q1 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.12K- 7.37% |
$27.9K - $28.8K
|
14.1K
$350K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.58K- 4.95% |
$39.3K - $40.5K
|
30.3K
$753K
|
|
|
May 05, 2022
Q1 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-8.78KClosed |
$219K - $226K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-9.21KClosed |
$230K - $237K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-10.6KClosed |
$264K - $273K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-12KClosed |
$299K - $309K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.7KClosed |
$317K - $328K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-14.9KClosed |
$371K - $383K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-82.5KClosed |
$2.06M - $2.12M
|
0
$0
|