Purchases and Sales Made in Q4 2023 in Invesco Bulletshares 2024 Muni (BSMO)
This table provides information about the institutional ownership of Invesco Bulletshares 2024 Muni (BSMO) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
257KNew |
$6.32M - $6.41M
|
257K
$6.4M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
255KNew |
$6.26M - $6.34M
|
255K
$6.33M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
241K+ 179.54% |
$5.93M - $6.01M
|
375K
$9.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
180K+ 77.21% |
$4.43M - $4.49M
|
414K
$10.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
154K+ 118.66% |
$3.79M - $3.85M
|
284K
$7.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
79.9K+ 125.42% |
$1.96M - $1.99M
|
144K
$3.57M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
63.7KNew |
$1.56M - $1.59M
|
63.7K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.5K+ 29.2% |
$1.51M - $1.53M
|
272K
$6.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
50.7KNew |
$1.25M - $1.26M
|
50.7K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
50K+ 136.65% |
$1.23M - $1.25M
|
86.5K
$2.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
45.6KNew |
$1.12M - $1.14M
|
45.6K
$1.13M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
43.3KNew |
$1.06M - $1.08M
|
43.3K
$1.08M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
41.3KNew |
$1.01M - $1.03M
|
41.3K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.3K+ 180.34% |
$992K - $1.01M
|
62.7K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
36.4K+ 123.12% |
$895K - $908K
|
66K
$1.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
32.8KNew |
$807K - $819K
|
32.8K
$817K
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
29.5KNew |
$726K - $736K
|
29.5K
$735K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
24.4KNew |
$601K - $609K
|
24.4K
$608K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
24.3KNew |
$597K - $606K
|
24.3K
$605K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
21.3KNew |
$524K - $531K
|
21.3K
$530K
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
19.5KNew |
$479K - $486K
|
19.5K
$485K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.4K+ 15.62% |
$476K - $483K
|
143K
$3.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
16.1KNew |
$396K - $401K
|
16.1K
$400K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
14.7KNew |
$360K - $366K
|
14.7K
$365K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
14.3K+ 6.03% |
$350K - $355K
|
251K
$6.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
13.8K+ 8.24% |
$339K - $344K
|
181K
$4.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
13.7K+ 29.02% |
$336K - $340K
|
60.7K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.9K+ 66.08% |
$292K - $296K
|
29.9K
$743K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.8K+ 8.45% |
$289K - $294K
|
151K
$3.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
10K+ 16.43% |
$246K - $249K
|
70.9K
$1.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.67K+ 82.86% |
$238K - $241K
|
21.3K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.05KNew |
$222K - $226K
|
9.05K
$225K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.05KNew |
$222K - $226K
|
9.05K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
8.27KNew |
$203K - $206K
|
8.27K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.08K+ 188.68% |
$199K - $202K
|
12.4K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.52KNew |
$185K - $187K
|
7.52K
$187K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.07K+ 115.39% |
$174K - $176K
|
13.2K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.63K+ 7.38% |
$138K - $140K
|
81.9K
$2.04M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.56K+ 4.77% |
$112K - $114K
|
100K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.71K+ 22.85% |
$91.2K - $92.5K
|
19.9K
$496K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.18K+ 8.86% |
$78.2K - $79.3K
|
39.1K
$972K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3KNew |
$73.7K - $74.8K
|
3K
$74.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.72K+ 11.22% |
$66.9K - $67.8K
|
27K
$671K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.64K+ 23.68% |
$64.9K - $65.8K
|
13.8K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.6K+ 22.4% |
$63.9K - $64.8K
|
14.2K
$353K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.1K+ 25.61% |
$51.6K - $52.4K
|
10.3K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.46K+ 13.91% |
$36K - $36.5K
|
12K
$298K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.45K+ 1.29% |
$35.6K - $36.1K
|
114K
$2.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.34K+ 24.27% |
$32.8K - $33.3K
|
6.84K
$170K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.31K+ 6.37% |
$32.3K - $32.7K
|
21.9K
$545K
|