Purchases and Sales Made in Q4 2023 in Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU) during Q4 2023. 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 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.39M+ 5128.99% |
$21.2M - $23.2M
|
1.42M
$23.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.2M+ 1728.93% |
$18.3M - $20M
|
1.27M
$20.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.06M+ 119.24% |
$16.1M - $17.7M
|
1.95M
$31.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.04M+ 269.05% |
$15.9M - $17.4M
|
1.43M
$23.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
821KNew |
$12.5M - $13.7M
|
821K
$13.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
691K+ 51.6% |
$10.5M - $11.5M
|
2.03M
$33.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
414K+ 380.33% |
$6.3M - $6.9M
|
522K
$8.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
254K+ 72.95% |
$3.87M - $4.23M
|
601K
$9.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
252K+ 248.74% |
$3.84M - $4.21M
|
354K
$5.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
217K+ 309.4% |
$3.31M - $3.63M
|
287K
$4.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
199K+ 188.76% |
$3.04M - $3.33M
|
305K
$4.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
194KNew |
$2.96M - $3.24M
|
194K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
178K+ 53.74% |
$2.72M - $2.98M
|
510K
$8.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
132K+ 19.22% |
$2.01M - $2.2M
|
819K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
125K+ 20.9% |
$1.91M - $2.09M
|
725K
$11.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
118K+ 795.61% |
$1.79M - $1.97M
|
133K
$2.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
117KNew |
$1.78M - $1.95M
|
117K
$1.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
95.9KNew |
$1.46M - $1.6M
|
95.9K
$1.57M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
84.5KNew |
$1.29M - $1.41M
|
84.5K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
63KNew |
$961K - $1.05M
|
63K
$1.03M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
62.5K+ 7739.73% |
$953K - $1.04M
|
63.3K
$1.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
57.6KNew |
$878K - $961K
|
57.6K
$941K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.4K+ 14.32% |
$769K - $842K
|
403K
$6.59M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
47KNew |
$716K - $784K
|
47K
$768K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
42.9K+ 47.59% |
$654K - $716K
|
133K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
42KNew |
$640K - $701K
|
42K
$687K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
39.6KNew |
$603K - $661K
|
39.6K
$647K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.1KNew |
$520K - $570K
|
34.1K
$558K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.9K+ 155.14% |
$502K - $550K
|
54.2K
$886K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
32.2K+ 13.66% |
$491K - $538K
|
268K
$4.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.5K+ 110.61% |
$480K - $525K
|
59.9K
$980K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
29.1K+ 8.72% |
$443K - $485K
|
362K
$5.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
23.7KNew |
$361K - $395K
|
23.7K
$387K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
21.1KNew |
$322K - $352K
|
21.1K
$345K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.6KNew |
$314K - $344K
|
20.6K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.5K+ 51.23% |
$297K - $325K
|
57.5K
$940K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
18.8KNew |
$287K - $314K
|
18.8K
$308K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
18.1K+ 1.07% |
$276K - $303K
|
1.71M
$28M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
18.1KNew |
$276K - $302K
|
18.1K
$296K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
17.7KNew |
$270K - $296K
|
17.7K
$290K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
15.4KNew |
$234K - $257K
|
15.4K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
15K+ 3000.0% |
$229K - $250K
|
15.5K
$253K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
14.9K+ 44.63% |
$228K - $249K
|
48.4K
$792K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
14.9K+ 36.11% |
$228K - $249K
|
56.3K
$921K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.8KNew |
$195K - $213K
|
12.8K
$209K
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
12KNew |
$183K - $200K
|
12K
$196K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
11.9KNew |
$182K - $199K
|
11.9K
$195K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
11.2KNew |
$171K - $187K
|
11.2K
$183K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.5KNew |
$160K - $175K
|
10.5K
$171K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10.2K+ 621.7% |
$156K - $171K
|
11.9K
$194K
|