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 |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.49K+ 3.87% |
$111K - $112K
|
121K
$2.99M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.7K+ 71.95% |
$365K - $367K
|
35.2K
$875K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.7K+ 628.8% |
$1.45M - $1.46M
|
68.1K
$1.69M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
104+ 0.04% |
$2.57K - $2.59K
|
278K
$6.9M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.03K+ 22.28% |
$75.1K - $75.4K
|
16.7K
$413K
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.06K+ 7.2% |
$75.6K - $75.9K
|
45.5K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.13KNew |
$28K - $28.1K
|
1.13K
$28K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.15K- 26.47% |
$77.9K - $78.3K
|
8.75K
$217K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.91K+ 18.28% |
$146K - $147K
|
38.2K
$948K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-124K- 58.75% |
$3.08M - $3.09M
|
87.3K
$2.17M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.6KNew |
$808K - $811K
|
32.6K
$810K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.3K- 9.61% |
$378K - $380K
|
144K
$3.56M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-29.4K- 34.25% |
$727K - $731K
|
56.4K
$1.4M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.96K- 23.19% |
$147K - $148K
|
19.7K
$490K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-223K- 34.56% |
$5.52M - $5.55M
|
423K
$10.5M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-48.1K- 11.16% |
$1.19M - $1.2M
|
383K
$9.5M
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
248+ 0.64% |
$6.14K - $6.17K
|
38.7K
$962K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.6KNew |
$288K - $289K
|
11.6K
$289K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.17K+ 17.39% |
$53.6K - $53.8K
|
14.6K
$363K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.96K+ 23.84% |
$73.2K - $73.5K
|
15.4K
$381K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.66K- 5.84% |
$190K - $190K
|
124K
$3.07M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
69+ 0.26% |
$1.71K - $1.72K
|
26.6K
$661K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.27K- 49.04% |
$130K - $131K
|
5.47K
$136K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.18KNew |
$227K - $228K
|
9.18K
$228K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.07K- 10.43% |
$175K - $176K
|
60.7K
$1.51M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.41K- 1.45% |
$183K - $184K
|
503K
$12.5M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 3.71% |
$47.2K - $47.5K
|
49.6K
$1.23M
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
23.2K+ 11.5% |
$575K - $578K
|
225K
$5.59M
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-26K- 68.4% |
$643K - $646K
|
12K
$298K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-183- 99.46% |
$4.53K - $4.55K
|
1
$24.8
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.6KNew |
$609K - $612K
|
24.6K
$611K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.63K- 3.67% |
$164K - $165K
|
174K
$4.33M
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1K+ 11.14% |
$24.7K - $24.9K
|
9.98K
$248K
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-13.4K- 39.94% |
$331K - $333K
|
20.1K
$500K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.01% |
$49.5 - $49.7
|
21.3K
$530K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
202+ 7.41% |
$5K - $5.02K
|
2.93K
$72.6K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.73KNew |
$216K - $217K
|
8.73K
$217K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.8K- 15.03% |
$292K - $294K
|
66.8K
$1.66M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.61K- 3.68% |
$114K - $115K
|
121K
$2.99M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.46K+ 21.36% |
$36.1K - $36.3K
|
8.3K
$206K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.1K- 6.56% |
$620K - $623K
|
357K
$8.86M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.34K+ 8.33% |
$33.3K - $33.4K
|
17.5K
$434K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-596- 0.57% |
$14.7K - $14.8K
|
104K
$2.57M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
55+ 0.25% |
$1.36K - $1.37K
|
22.4K
$556K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
792New |
$19.6K - $19.7K
|
792
$19.7K
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
14.1KNew |
$348K - $350K
|
14.1K
$349K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
795+ 13.77% |
$19.7K - $19.8K
|
6.57K
$163K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12K- 23.07% |
$297K - $299K
|
40.1K
$994K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.6KNew |
$608K - $611K
|
24.6K
$610K
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-13.2K- 17.88% |
$327K - $328K
|
60.7K
$1.51M
|