Latest Institutional Transactions on Invesco Bulletshares 2024 Muni (BSMO)
This table provides information on the latest institutional transactions involving Invesco Bulletshares 2024 Muni (BSMO) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-1.29K- 3.01% |
$32K - $32.1K
|
41.6K
$1.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-976- 2.55% |
$24.2K - $24.3K
|
37.2K
$923K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.06K- 2.9% |
$125K - $126K
|
169K
$4.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-41.8K- 10.92% |
$1.04M - $1.04M
|
341K
$8.46M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.94K- 6.58% |
$197K - $198K
|
113K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 3.5% |
$43K - $43.3K
|
51.3K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.3K- 10.65% |
$379K - $381K
|
128K
$3.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.9KNew |
$468K - $470K
|
18.9K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.32K+ 15.15% |
$32.8K - $32.9K
|
10.1K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
375New |
$9.29K - $9.34K
|
375
$9.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.34K- 8.71% |
$33.2K - $33.3K
|
14K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
61+ 6100.0% |
$1.51K - $1.52K
|
62
$1.54K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.24K- 7.42% |
$30.6K - $30.8K
|
15.4K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-249K- 58.88% |
$6.17M - $6.2M
|
174K
$4.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.24K+ 6.25% |
$30.6K - $30.8K
|
21K
$520K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.16K+ 13.45% |
$227K - $228K
|
77.3K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2+ 0.01% |
$49.6 - $49.8
|
14.6K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.01% |
$49.6 - $49.8
|
21.3K
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.3K- 25.28% |
$353K - $355K
|
42.1K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.2K- 11.31% |
$376K - $378K
|
119K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.3K- 7.29% |
$502K - $505K
|
258K
$6.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-116K- 23.09% |
$2.88M - $2.89M
|
387K
$9.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.4K- 8.14% |
$34.7K - $34.9K
|
15.8K
$392K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.56K+ 3.42% |
$38.6K - $38.8K
|
47K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-84.7K- 97.01% |
$2.1M - $2.11M
|
2.61K
$64.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
238+ 0.61% |
$5.9K - $5.93K
|
39K
$967K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.2K- 14.71% |
$451K - $453K
|
105K
$2.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.56K+ 226.81% |
$63.5K - $63.8K
|
3.69K
$91.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.98K+ 3.1% |
$173K - $174K
|
232K
$5.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.6K+ 49.88% |
$436K - $438K
|
52.8K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.96K+ 7.54% |
$73.4K - $73.8K
|
42.2K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.4K- 2.92% |
$259K - $260K
|
347K
$8.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.67K+ 9.99% |
$165K - $166K
|
73.5K
$1.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.55K+ 63.22% |
$113K - $113K
|
11.8K
$292K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.3K+ 23.63% |
$156K - $157K
|
32.9K
$817K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.35K+ 4.43% |
$132K - $133K
|
126K
$3.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.15K- 7.98% |
$103K - $103K
|
47.9K
$1.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
5.04K+ 14.57% |
$125K - $125K
|
39.6K
$982K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 0.65% |
$471 - $473
|
2.92K
$72.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
670+ 10.2% |
$16.6K - $16.7K
|
7.24K
$180K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
3.12K+ 9.36% |
$77.2K - $77.6K
|
36.4K
$902K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.46K- 6.29% |
$110K - $111K
|
66.5K
$1.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
50+ 0.22% |
$1.24K - $1.25K
|
22.4K
$557K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.24K+ 7.02% |
$130K - $131K
|
79.9K
$1.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.9K- 97.89% |
$492K - $495K
|
427
$10.6K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
863+ 13.22% |
$21.4K - $21.5K
|
7.39K
$183K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-100- 0.24% |
$2.48K - $2.49K
|
41.2K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.37K+ 40.84% |
$158K - $159K
|
22K
$545K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-3.25K- 20.58% |
$80.5K - $81K
|
12.5K
$311K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.69K- 17.26% |
$41.9K - $42.1K
|
8.1K
$201K
|