Purchases and Sales Made in Q3 2022 in Invesco Bulletshares 2024 Muni (BSMO)
This table provides information about the institutional ownership of Invesco Bulletshares 2024 Muni (BSMO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
125K+ 63.32% |
$3.05M - $3.14M
|
323K
$8.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51.5K+ 272.75% |
$1.26M - $1.29M
|
70.4K
$1.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.3KNew |
$787K - $811K
|
32.3K
$801K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31.9K+ 24.82% |
$779K - $803K
|
161K
$3.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.9K+ 21.59% |
$753K - $776K
|
174K
$4.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
29.7K+ 110.99% |
$725K - $747K
|
56.5K
$1.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
28.6KNew |
$696K - $718K
|
28.6K
$709K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.6K+ 68.35% |
$551K - $569K
|
55.7K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
19.6K+ 100.89% |
$479K - $493K
|
39.1K
$971K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
18.7KNew |
$456K - $470K
|
18.7K
$464K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.7K+ 35.16% |
$431K - $444K
|
67.9K
$1.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
16.3K+ 32.22% |
$396K - $409K
|
66.7K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
12KNew |
$292K - $302K
|
12K
$298K
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
BUY
|
- |
11.8K+ 162.72% |
$288K - $297K
|
19.1K
$474K
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
11.3K+ 122.75% |
$276K - $285K
|
20.6K
$510K
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
11KNew |
$269K - $277K
|
11K
$274K
|
|
|
Oct 17, 2022
Q3 2022
|
J2 Capital Management Inc
|
BUY
|
- |
9.8KNew |
$239K - $246K
|
9.8K
$243K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
9.03K+ 72.35% |
$220K - $227K
|
21.5K
$534K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.39KNew |
$204K - $211K
|
8.39K
$208K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7.4K+ 59.68% |
$180K - $186K
|
19.8K
$492K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.92K+ 17.72% |
$144K - $149K
|
39.3K
$976K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.14K+ 59.09% |
$101K - $104K
|
11.1K
$277K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.12K+ 10.24% |
$101K - $104K
|
44.4K
$1.1M
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.94K+ 12.44% |
$96.1K - $99.1K
|
35.7K
$885K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.33K+ 3.6% |
$81.2K - $83.7K
|
95.8K
$2.38M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.75K+ 3.69% |
$42.6K - $44K
|
49.1K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.38K+ 0.59% |
$33.7K - $34.7K
|
236K
$5.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.38K+ 9.33% |
$33.6K - $34.6K
|
16.1K
$401K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.23KNew |
$29.9K - $30.8K
|
1.23K
$30.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
800New |
$19.5K - $20.1K
|
800
$19.9K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
800New |
$19.5K - $20.1K
|
800
$19.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
403+ 0.79% |
$9.83K - $10.1K
|
51.4K
$1.28M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
400+ 48.08% |
$9.75K - $10.1K
|
1.23K
$30.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
374New |
$9.12K - $9.4K
|
374
$9.29K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-84- 0.11% |
$2.05K - $2.11K
|
76.6K
$1.9M
|
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-847- 7.06% |
$20.6K - $21.3K
|
11.2K
$277K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.01K- 2.35% |
$24.6K - $25.4K
|
42K
$1.04M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-1.43K- 35.54% |
$34.9K - $36K
|
2.6K
$64.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2K- 17.85% |
$48.8K - $50.3K
|
9.21K
$229K
|
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-3.67K- 29.42% |
$89.4K - $92.1K
|
8.79K
$218K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.38K- 21.51% |
$107K - $110K
|
16K
$397K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-4.63K- 15.92% |
$113K - $116K
|
24.4K
$606K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8.16K- 24.15% |
$199K - $205K
|
25.6K
$637K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-29.4K- 14.32% |
$718K - $740K
|
176K
$4.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.8K- 16.93% |
$751K - $775K
|
151K
$3.75M
|