Latest Institutional Transactions on Invesco (BSMN)
This table provides information on the latest institutional transactions involving Invesco (BSMN) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.46K- 10.35% |
$212K - $213K
|
73.3K
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
2.22K+ 11.2% |
$55.4K - $55.7K
|
22K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
3.17K+ 12.61% |
$79.2K - $79.6K
|
28.3K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
168+ 0.76% |
$4.2K - $4.22K
|
22.4K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
24+ 0.11% |
$600 - $603
|
22.1K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
231+ 0.72% |
$5.78K - $5.81K
|
32.3K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.89K+ 141.9% |
$47.4K - $47.6K
|
3.23K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
16.4K+ 92.32% |
$410K - $412K
|
34.1K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3.06K- 24.13% |
$76.5K - $76.9K
|
9.62K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.31K- 0.59% |
$32.7K - $32.9K
|
221K
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.67K- 66.58% |
$91.6K - $92.3K
|
1.84K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.06K+ 162.07% |
$51.4K - $51.7K
|
3.32K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31.8K- 14.22% |
$794K - $799K
|
192K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
20K+ 39.72% |
$500K - $503K
|
70.4K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
884+ 1027.91% |
$22.1K - $22.3K
|
970
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$25 - $25.2
|
1
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
468+ 0.99% |
$11.7K - $11.8K
|
47.9K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2K- 18.87% |
$50K - $50.3K
|
8.6K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.63K+ 12.32% |
$40.7K - $41K
|
14.9K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-395- 1.54% |
$9.87K - $9.94K
|
25.3K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-9.7K- 43.37% |
$242K - $244K
|
12.7K
$0
|
|
| Q1 2023 | |||||||
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
812+ 2.39% |
$20.3K - $20.5K
|
34.8K
$0
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
135KNew |
$3.38M - $3.4M
|
135K
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.34KNew |
$33.5K - $33.7K
|
1.34K
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
122+ 22.89% |
$3.06K - $3.08K
|
655
$0
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.31KNew |
$233K - $235K
|
9.31K
$0
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
79.5KNew |
$1.99M - $2M
|
79.5K
$0
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-4.12K- 6.36% |
$103K - $104K
|
60.6K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
13.9KNew |
$347K - $350K
|
13.9K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
11.2KNew |
$282K - $283K
|
11.2K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8.95KNew |
$224K - $226K
|
8.95K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-11.6K- 26.21% |
$290K - $292K
|
32.6K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-1.35K- 13.68% |
$33.7K - $33.9K
|
8.49K
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
19.9KNew |
$496K - $501K
|
19.9K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
48New |
$1.2K - $1.21K
|
48
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
700New |
$17.4K - $17.6K
|
700
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-275- 22.45% |
$6.85K - $6.93K
|
950
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
95.9KNew |
$2.39M - $2.42M
|
95.9K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.24KNew |
$106K - $107K
|
4.24K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13.9KNew |
$346K - $349K
|
13.9K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
297KNew |
$7.39M - $7.47M
|
297K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.22K+ 39.24% |
$180K - $182K
|
25.6K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2.5K+ 72.84% |
$62.3K - $63K
|
5.93K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.13% |
$24.9 - $25.2
|
794
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
34.8KNew |
$867K - $877K
|
34.8K
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
102New |
$2.55K - $2.58K
|
102
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
14KNew |
$350K - $354K
|
14K
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Paradiem, LLC
|
BUY
|
- |
179KNew |
$4.47M - $4.53M
|
179K
$0
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.5KClosed |
$37.5K - $37.9K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
370New |
$9.26K - $9.35K
|
370
$0
|
|