Latest Institutional Sells of Invesco (BSMN)
This list provides information on the latest institutional transactions involving Invesco (BSMN) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.3KClosed |
N/A
|
0
$0
|
|
Q4 2023 | |||||||
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.6K- 94.09% |
$0 - $241K
|
603
$0
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-490K- 71.5% |
$12.3M - $12.3M
|
195K
$0
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-301K- 86.99% |
$7.52M - $7.55M
|
44.9K
$0
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-146K- 93.87% |
$3.65M - $3.67M
|
9.52K
$0
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-22.3K- 8.36% |
$559K - $561K
|
245K
$0
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.5K- 31.06% |
$464K - $466K
|
41.2K
$0
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.5K- 22.32% |
$437K - $439K
|
60.8K
$0
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-12.3K- 18.18% |
$307K - $309K
|
55.2K
$0
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.46K- 10.35% |
$212K - $213K
|
73.3K
$0
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.19K- 9.38% |
$205K - $206K
|
79.2K
$0
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-6.35K- 31.59% |
$159K - $160K
|
13.8K
$0
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.61K- 89.92% |
$140K - $141K
|
629
$0
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4K- 14.47% |
$100K - $101K
|
23.6K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.56K- 5.79% |
$89.2K - $89.6K
|
58K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.54K- 10.06% |
$88.7K - $89.1K
|
31.7K
$0
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3.06K- 24.13% |
$76.5K - $76.9K
|
9.62K
$0
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.92K- 27.0% |
$73.1K - $73.5K
|
7.9K
$0
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2.49K- 1.74% |
$62.2K - $62.5K
|
140K
$0
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.45K- 1.23% |
$61.3K - $61.6K
|
197K
$0
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.09K- 1.95% |
$52.2K - $52.5K
|
105K
$0
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.88K- 1.72% |
$47K - $47.2K
|
108K
$0
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.77K- 3.84% |
$44.3K - $44.5K
|
44.3K
$0
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.31K- 0.59% |
$32.7K - $32.9K
|
221K
$0
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-1.15K- 15.58% |
$28.6K - $28.8K
|
6.21K
$0
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-921- 10.13% |
$23K - $23.2K
|
8.17K
$0
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-683- 3.3% |
$17.1K - $17.2K
|
20K
$0
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-662- 3.57% |
$16.6K - $16.6K
|
17.9K
$0
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-500- 3.25% |
$12.5K - $12.6K
|
14.9K
$0
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-438- 4.51% |
$11K - $11K
|
9.28K
$0
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-263- 1.06% |
$6.58K - $6.61K
|
24.4K
$0
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31.8K- 14.22% |
$794K - $799K
|
192K
$0
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-9.7K- 43.37% |
$242K - $244K
|
12.7K
$0
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.67K- 66.58% |
$91.6K - $92.3K
|
1.84K
$0
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2K- 18.87% |
$50K - $50.3K
|
8.6K
$0
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-395- 1.54% |
$9.87K - $9.94K
|
25.3K
$0
|
|
Q1 2023 | |||||||
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-11.6K- 26.21% |
$290K - $292K
|
32.6K
$0
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-4.12K- 6.36% |
$103K - $104K
|
60.6K
$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 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-275- 22.45% |
$6.85K - $6.93K
|
950
$0
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.5KClosed |
$37.5K - $37.9K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.5K- 71.74% |
$37.5K - $37.9K
|
591
$0
|
|
Q1 2022 | |||||||
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-8.13KClosed |
$205K - $208K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.8KClosed |
$276K - $277K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.95KClosed |
$203K - $204K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-53.3K- 65.44% |
$1.36M - $1.37M
|
28.1K
$0
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-6KClosed |
$154K - $154K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.35KClosed |
$214K - $215K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-545Closed |
$14K - $14K
|
0
$0
|
|
Q1 2021 | |||||||
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-5.02KClosed |
$128K - $129K
|
0
$0
|