Latest Institutional Sells of Invesco Bulletshares 2024 Muni (BSMO)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2024 Muni (BSMO) 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 |
---|---|---|---|---|---|---|---|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.27K- 0.89% |
$31.3K - $31.4K
|
141K
$3.5M
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-229K- 61.01% |
$5.67M - $5.71M
|
146K
$3.63M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-80.3K- 28.21% |
$1.99M - $2M
|
204K
$5.06M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-69.7K- 27.82% |
$1.73M - $1.74M
|
181K
$4.48M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-69.4K- 15.36% |
$1.72M - $1.73M
|
382K
$9.47M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-47.8K- 33.34% |
$1.18M - $1.19M
|
95.5K
$2.37M
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-37.6K- 53.06% |
$930K - $938K
|
33.3K
$824K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-30.4K- 48.5% |
$753K - $759K
|
32.3K
$800K
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-28.2K- 28.15% |
$698K - $704K
|
72K
$1.78M
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-24.2K- 24.67% |
$599K - $604K
|
73.9K
$1.83M
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-20.1K- 68.24% |
$498K - $502K
|
9.37K
$232K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.3K- 12.78% |
$454K - $458K
|
125K
$3.1M
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-14.4K- 30.1% |
$357K - $360K
|
33.5K
$831K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.1K- 17.21% |
$349K - $352K
|
67.8K
$1.68M
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-13K- 26.17% |
$321K - $324K
|
36.7K
$908K
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-12.5K- 50.0% |
$309K - $311K
|
12.5K
$309K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.58K- 6.8% |
$237K - $239K
|
131K
$3.25M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.11K- 42.34% |
$225K - $227K
|
12.4K
$307K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.02K- 16.67% |
$199K - $200K
|
40.1K
$994K
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-7.84K- 20.52% |
$194K - $196K
|
30.4K
$753K
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-6.31K- 39.18% |
$156K - $157K
|
9.79K
$243K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-5.21K- 94.04% |
$129K - $130K
|
330
$8.18K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.09K- 23.23% |
$126K - $127K
|
16.8K
$417K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.94K- 23.42% |
$122K - $123K
|
16.1K
$400K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.15K- 13.91% |
$103K - $104K
|
25.7K
$637K
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.79K- 7.3% |
$93.8K - $94.6K
|
48.1K
$1.19M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.45K- 15.92% |
$85.2K - $86K
|
18.2K
$451K
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.19K- 7.0% |
$78.9K - $79.6K
|
42.4K
$1.05M
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.07K- 83.64% |
$75.9K - $76.5K
|
600
$14.9K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.02K- 7.73% |
$74.8K - $75.4K
|
36.1K
$895K
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.91K- 8.34% |
$47.3K - $47.7K
|
21K
$521K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.59K- 54.13% |
$39.3K - $39.6K
|
1.35K
$33.3K
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-855- 9.45% |
$21.2K - $21.3K
|
8.2K
$203K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-782- 6.79% |
$19.3K - $19.5K
|
10.7K
$266K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-776- 0.74% |
$19.2K - $19.4K
|
104K
$2.58M
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-605- 1.81% |
$15K - $15.1K
|
32.8K
$813K
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-17.4K- 86.43% |
$427K - $433K
|
2.73K
$67.5K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.63K- 13.49% |
$89.3K - $90.6K
|
23.3K
$577K
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.23K- 8.06% |
$54.9K - $55.7K
|
25.5K
$631K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-743- 7.37% |
$18.3K - $18.5K
|
9.33K
$231K
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-400- 2.66% |
$9.83K - $9.97K
|
14.7K
$363K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-214- 61.67% |
$5.26K - $5.34K
|
133
$3.3K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-940- 10.19% |
$23.1K - $23.4K
|
8.29K
$205K
|
|
Q1 2023 | |||||||
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-1.31K- 13.31% |
$32.2K - $32.6K
|
8.5K
$211K
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-750- 3.5% |
$18.5K - $18.7K
|
20.7K
$512K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-275- 22.45% |
$6.72K - $6.84K
|
950
$23.5K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-56- 0.35% |
$1.37K - $1.39K
|
15.9K
$395K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.5KClosed |
$36.9K - $37.5K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.5K- 71.63% |
$36.9K - $37.5K
|
594
$14.7K
|
|
Q1 2022 | |||||||
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-9.21KClosed |
$230K - $237K
|
0
$0
|