Latest Institutional Purchases of Invesco Bulletshares 2024 Muni (BSMO)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2024 Muni (BSMO) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.9KNew |
$468K - $470K
|
18.9K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.6K+ 49.88% |
$436K - $438K
|
52.8K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.2KNew |
$376K - $378K
|
15.2K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.16K+ 13.45% |
$227K - $228K
|
77.3K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.98K+ 3.1% |
$173K - $174K
|
232K
$5.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.67K+ 9.99% |
$165K - $166K
|
73.5K
$1.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.37K+ 40.84% |
$158K - $159K
|
22K
$545K
|
|
|
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
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.24K+ 7.02% |
$130K - $131K
|
79.9K
$1.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
5.04K+ 14.57% |
$125K - $125K
|
39.6K
$982K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.55K+ 63.22% |
$113K - $113K
|
11.8K
$292K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
3.12K+ 9.36% |
$77.2K - $77.6K
|
36.4K
$902K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.96K+ 7.54% |
$73.4K - $73.8K
|
42.2K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.56K+ 226.81% |
$63.5K - $63.8K
|
3.69K
$91.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.51K+ 11.07% |
$62.1K - $62.4K
|
25.1K
$624K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.01KNew |
$49.8K - $50K
|
2.01K
$49.8K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 3.5% |
$43K - $43.3K
|
51.3K
$1.27M
|
|
|
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 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
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.24K+ 6.25% |
$30.6K - $30.8K
|
21K
$520K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
863+ 13.22% |
$21.4K - $21.5K
|
7.39K
$183K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
670+ 10.2% |
$16.6K - $16.7K
|
7.24K
$180K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
608+ 1.74% |
$15.1K - $15.1K
|
35.5K
$881K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
553+ 0.53% |
$13.7K - $13.8K
|
104K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
375New |
$9.29K - $9.34K
|
375
$9.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
309+ 52.02% |
$7.66K - $7.7K
|
903
$22.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
238+ 0.61% |
$5.9K - $5.93K
|
39K
$967K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
230+ 1.8% |
$5.7K - $5.73K
|
13K
$322K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
195+ 0.64% |
$4.83K - $4.86K
|
30.8K
$763K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
61+ 6100.0% |
$1.51K - $1.52K
|
62
$1.54K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
50+ 0.22% |
$1.24K - $1.25K
|
22.4K
$557K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 0.65% |
$471 - $473
|
2.92K
$72.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
16+ 0.04% |
$396 - $399
|
40.1K
$994K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7+ 0.02% |
$173 - $174
|
38.1K
$944K
|
|
|
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
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
82.2KNew |
$2.03M - $2.04M
|
82.2K
$2.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.6KNew |
$808K - $811K
|
32.6K
$810K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.6KNew |
$609K - $612K
|
24.6K
$611K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.6KNew |
$608K - $611K
|
24.6K
$609K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
13.1KNew |
$324K - $326K
|
13.1K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.6KNew |
$288K - $289K
|
11.6K
$288K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.82K+ 15.27% |
$243K - $244K
|
74.1K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.18KNew |
$227K - $228K
|
9.18K
$228K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
9KNew |
$223K - $224K
|
9K
$223K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.07KNew |
$200K - $201K
|
8.07K
$200K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.92K+ 14.03% |
$72.2K - $72.5K
|
23.7K
$588K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.46K+ 21.36% |
$36.1K - $36.3K
|
8.3K
$206K
|
|