Purchases and Sales Made in Q4 2022 in Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU) during Q4 2022. The information is specifically focused on institutions that hold shares of INVESCO EXC SELF-IND TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
762K+ 177.33% |
$11.6M - $12.6M
|
1.19M
$19.5M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
281KNew |
$4.27M - $4.63M
|
281K
$4.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
270KNew |
$4.1M - $4.44M
|
270K
$4.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
110K+ 584.91% |
$1.67M - $1.81M
|
129K
$2.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
105KNew |
$1.6M - $1.74M
|
105K
$1.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
80.9K+ 30.19% |
$1.23M - $1.33M
|
349K
$5.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
69.6KNew |
$1.06M - $1.15M
|
69.6K
$1.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
68.2KNew |
$1.04M - $1.12M
|
68.2K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
59.3K+ 18.23% |
$902K - $978K
|
385K
$6.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
55KNew |
$836K - $907K
|
55K
$900K
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
49KNew |
$745K - $808K
|
49K
$802K
|
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
45.2KNew |
$688K - $746K
|
45.2K
$740K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
43.4K+ 144.38% |
$659K - $714K
|
73.4K
$1.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36K+ 102.38% |
$547K - $593K
|
71.1K
$1.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
29.1KNew |
$442K - $480K
|
29.1K
$476K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
20.1K+ 4.0% |
$306K - $332K
|
524K
$8.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.6KNew |
$253K - $274K
|
16.6K
$272K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15KNew |
$229K - $248K
|
15K
$246K
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
12.5KNew |
$191K - $207K
|
12.5K
$205K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
12.5KNew |
$190K - $206K
|
12.5K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.5KNew |
$160K - $174K
|
10.5K
$172K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
8.2K+ 1159.26% |
$125K - $135K
|
8.9K
$146K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
7.35K+ 4.01% |
$112K - $121K
|
191K
$3.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.94K+ 39.41% |
$105K - $114K
|
24.5K
$401K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.11KNew |
$92.8K - $101K
|
6.11K
$99.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.6KNew |
$69.9K - $75.8K
|
4.6K
$75.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.5K+ 7.38% |
$38K - $41.2K
|
36.4K
$595K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.75KNew |
$26.5K - $28.8K
|
1.75K
$28.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.34KNew |
$20.3K - $22.1K
|
1.34K
$21.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
955+ 3.66% |
$14.5K - $15.7K
|
27.1K
$443K
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
955+ 1.41% |
$14.5K - $15.7K
|
68.8K
$1.13M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
580+ 8.08% |
$8.82K - $9.56K
|
7.76K
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
508+ 1.39% |
$7.72K - $8.37K
|
37K
$604K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
172New |
$2.61K - $2.83K
|
172
$2.81K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
10+ 0.55% |
$152 - $165
|
1.82K
$29.7K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
6+ 0.6% |
$91.2 - $98.9
|
1.01K
$16.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-157- 1.32% |
$2.39K - $2.59K
|
11.8K
$192K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-1.19K- 6.68% |
$18K - $19.6K
|
16.6K
$271K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.17K- 1.47% |
$93.8K - $102K
|
414K
$6.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-7.96K- 76.18% |
$121K - $131K
|
2.49K
$40.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-9.57K- 59.13% |
$145K - $158K
|
6.61K
$108K
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-10.7K- 0.77% |
$162K - $176K
|
1.38M
$22.6M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-35.1K- 41.53% |
$533K - $578K
|
49.3K
$807K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-414K- 23.16% |
$6.29M - $6.82M
|
1.37M
$22.4M
|