Latest Institutional Transactions on Invesco Exc Self Ind Tr (BSCU)
This table provides information on the latest institutional transactions involving Invesco Exc Self Ind Tr (BSCU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
11.9KNew |
$194K - $202K
|
11.9K
$196K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.37K+ 82.9% |
$22.3K - $23.2K
|
3.02K
$49.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
120KNew |
$1.95M - $2.03M
|
120K
$1.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
6K+ 1.46% |
$97.9K - $102K
|
418K
$6.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
26.7K+ 4.67% |
$435K - $453K
|
598K
$9.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12K+ 16.84% |
$196K - $204K
|
83.5K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
12.1K+ 10.79% |
$198K - $206K
|
125K
$2.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.81MNew |
$62.1M - $64.7M
|
3.81M
$62.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
6.68KNew |
$109K - $113K
|
6.68K
$110K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
5.33K+ 35.85% |
$87K - $90.6K
|
20.2K
$333K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
908+ 0.82% |
$14.8K - $15.4K
|
111K
$1.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
15.4K+ 73.23% |
$251K - $262K
|
36.4K
$601K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
65.2K+ 148.27% |
$1.06M - $1.11M
|
109K
$1.8M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
362+ 3.25% |
$5.91K - $6.15K
|
11.5K
$190K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
16.1K+ 2.1% |
$263K - $273K
|
782K
$12.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.07K- 2.01% |
$17.4K - $18.1K
|
52K
$859K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
23.3K+ 10.22% |
$380K - $396K
|
251K
$4.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
4K+ 12.53% |
$65.3K - $68K
|
35.9K
$593K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
605New |
$9.87K - $10.3K
|
605
$9.98K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.95K- 1.2% |
$31.9K - $33.2K
|
161K
$2.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
217K+ 48.44% |
$3.54M - $3.69M
|
665K
$11M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
742+ 3.15% |
$12.1K - $12.6K
|
24.3K
$401K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.23K- 2.11% |
$20K - $20.8K
|
56.8K
$938K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.01% |
$49 - $51
|
20.2K
$333K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
83.9K+ 71.47% |
$1.37M - $1.42M
|
201K
$3.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
10.9KNew |
$179K - $186K
|
10.9K
$181K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
30.9K+ 6.31% |
$504K - $525K
|
521K
$8.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-8.06K- 14.04% |
$132K - $137K
|
49.3K
$814K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
29.1K+ 13.85% |
$475K - $494K
|
239K
$3.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
39.8KNew |
$650K - $677K
|
39.8K
$657K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
187+ 1.02% |
$3.05K - $3.18K
|
18.5K
$305K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-712K- 91.21% |
$11.6M - $12.1M
|
68.7K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
8.38KNew |
$137K - $142K
|
8.38K
$138K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
94+ 0.63% |
$1.53K - $1.6K
|
15K
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
49K+ 134.83% |
$800K - $833K
|
85.4K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
15.8K+ 17.19% |
$258K - $268K
|
108K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
44.8K+ 41.81% |
$730K - $760K
|
152K
$2.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.22K- 9.09% |
$20K - $20.8K
|
12.2K
$202K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
659+ 3.64% |
$10.8K - $11.2K
|
18.8K
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
5.21KNew |
$84.9K - $88.4K
|
5.21K
$85.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
8.28KNew |
$135K - $141K
|
8.28K
$137K
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-1.42K- 0.88% |
$23.1K - $24K
|
159K
$2.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
BUY
|
- |
1.38K+ 5.52% |
$22.5K - $23.4K
|
26.4K
$435K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
5.88K+ 2.27% |
$96K - $99.9K
|
265K
$4.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.92K- 22.53% |
$80.4K - $83.7K
|
16.9K
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
18.8KNew |
$306K - $319K
|
18.8K
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.62K+ 9.84% |
$91.8K - $95.5K
|
62.7K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
15.5KNew |
$252K - $263K
|
15.5K
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
502New |
$8.19K - $8.53K
|
502
$8.28K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
7.45K+ 43.44% |
$122K - $127K
|
24.6K
$406K
|