Purchases and Sales Made in Q3 2023 in Invesco Index Fd Tr Bulletshar (BSCT)
This table provides information about the institutional ownership of Invesco Index Fd Tr Bulletshar (BSCT) during Q3 2023. The information is specifically focused on institutions that hold shares of INVESCO INDEX FD TR BULLETSHAR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
652K+ 46.08% |
$11.4M - $11.8M
|
2.07M
$37.9M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
210K+ 94.61% |
$3.66M - $3.81M
|
432K
$7.93M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
198K+ 27.7% |
$3.46M - $3.6M
|
914K
$16.8M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
194K+ 49.61% |
$3.39M - $3.53M
|
586K
$10.8M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
183K+ 76.49% |
$3.2M - $3.33M
|
423K
$7.77M
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
150K+ 80.04% |
$2.61M - $2.72M
|
337K
$6.19M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
146K+ 178.87% |
$2.54M - $2.64M
|
227K
$4.17M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
129K+ 63.76% |
$2.26M - $2.35M
|
332K
$6.1M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
121K+ 6.63% |
$2.11M - $2.2M
|
1.95M
$35.8M
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
73.4K+ 258.27% |
$1.28M - $1.33M
|
102K
$1.87M
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
70.9KNew |
$1.24M - $1.29M
|
70.9K
$1.3M
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
70.9K+ 12.17% |
$1.24M - $1.29M
|
653K
$12M
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
67.2KNew |
$1.17M - $1.22M
|
67.2K
$1.24M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54.6KNew |
$953K - $992K
|
54.6K
$1M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
54.5K+ 63.96% |
$951K - $990K
|
140K
$2.57M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.5KNew |
$760K - $791K
|
43.5K
$800K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.7K+ 322.23% |
$746K - $776K
|
56K
$1.03M
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
41.3K+ 11.11% |
$721K - $751K
|
413K
$7.59M
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
29.9K+ 30.09% |
$522K - $543K
|
129K
$2.37M
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
26K+ 3.59% |
$454K - $472K
|
751K
$13.8M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.4K+ 17.17% |
$426K - $444K
|
167K
$3.06M
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
21.3K+ 50.02% |
$372K - $387K
|
63.8K
$1.17M
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
20.8KNew |
$363K - $377K
|
20.8K
$382K
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
20.3KNew |
$354K - $368K
|
20.3K
$372K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.6K+ 19.45% |
$325K - $338K
|
114K
$2.1M
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
17.5KNew |
$305K - $318K
|
17.5K
$321K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17KNew |
$297K - $309K
|
17K
$312K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.7KNew |
$275K - $286K
|
15.7K
$289K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13.8K+ 72.47% |
$240K - $250K
|
32.7K
$602K
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
13.7K+ 25.49% |
$239K - $249K
|
67.5K
$1.24M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 31.27% |
$228K - $238K
|
54.9K
$1.01M
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
BUY
|
- |
12.8K+ 0.84% |
$224K - $233K
|
1.54M
$28.3M
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
11.8K+ 125.95% |
$206K - $214K
|
21.1K
$388K
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
11.6K+ 12.52% |
$203K - $211K
|
104K
$1.92M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.8KNew |
$188K - $196K
|
10.8K
$198K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.96K+ 87.4% |
$174K - $181K
|
21.4K
$392K
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.96K+ 87.4% |
$174K - $181K
|
21.4K
$392K
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
9.68K+ 22.09% |
$169K - $176K
|
53.5K
$982K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7.08KNew |
$124K - $129K
|
7.08K
$130K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.98K+ 21.23% |
$122K - $127K
|
39.8K
$732K
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
6.89K+ 28.48% |
$120K - $125K
|
31.1K
$571K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
6.72K+ 42.1% |
$117K - $122K
|
22.7K
$416K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.67K+ 52.81% |
$116K - $121K
|
19.3K
$354K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.25K+ 8.35% |
$109K - $114K
|
81.1K
$1.49M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.27K+ 17.16% |
$92K - $95.7K
|
36K
$661K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
5.13K+ 1.58% |
$89.5K - $93.2K
|
329K
$6.04M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
3.65KNew |
$63.8K - $66.4K
|
3.65K
$67.1K
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.15K+ 16.74% |
$55K - $57.2K
|
22K
$403K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.81K+ 27.96% |
$49K - $51K
|
12.8K
$236K
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.94K+ 12.76% |
$33.9K - $35.3K
|
17.2K
$315K
|