Purchases and Sales Made in Q3 2023 in Invesco Bulletshares 2024 Muni (BSMO)
This table provides information about the institutional ownership of Invesco Bulletshares 2024 Muni (BSMO) during Q3 2023. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2024 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
207K+ 769.97% |
$5.09M - $5.14M
|
233K
$5.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
121K+ 105.02% |
$2.98M - $3.01M
|
236K
$5.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
71.2K+ 20.72% |
$1.75M - $1.77M
|
415K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
64.6K+ 52.3% |
$1.59M - $1.61M
|
188K
$4.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
34.2K+ 15.11% |
$842K - $850K
|
260K
$6.48M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
33.9KNew |
$836K - $844K
|
33.9K
$845K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.9K+ 88.77% |
$737K - $745K
|
63.7K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
29.2K+ 8445.66% |
$719K - $726K
|
29.6K
$736K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
27.1K+ 116.34% |
$668K - $674K
|
50.4K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.7K+ 5.67% |
$608K - $614K
|
460K
$11.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
17.6K+ 11.73% |
$432K - $436K
|
167K
$4.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15K+ 12.09% |
$370K - $374K
|
139K
$3.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
12.4KNew |
$305K - $308K
|
12.4K
$308K
|
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
12.4KNew |
$304K - $307K
|
12.4K
$307K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
12.2K+ 115.02% |
$300K - $302K
|
22.7K
$566K
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
12.1K+ 94.42% |
$298K - $301K
|
25K
$621K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
11K+ 21.94% |
$270K - $272K
|
60.9K
$1.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.56K+ 66.7% |
$235K - $238K
|
23.9K
$594K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
8.2KNew |
$202K - $204K
|
8.2K
$204K
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.34K+ 12.53% |
$156K - $158K
|
56.9K
$1.42M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.83K+ 14.14% |
$143K - $145K
|
47K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.58K+ 23.88% |
$137K - $139K
|
29K
$721K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
5.54KNew |
$136K - $138K
|
5.54K
$138K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.46K+ 4.9% |
$110K - $111K
|
95.6K
$2.38M
|
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
4.05K+ 15.9% |
$99.6K - $101K
|
29.5K
$734K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.85K+ 20.79% |
$94.8K - $95.7K
|
22.4K
$557K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.76K+ 6.91% |
$92.5K - $93.4K
|
58.2K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.35K+ 356.72% |
$82.4K - $83.2K
|
4.28K
$107K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.86K+ 2.36% |
$70.3K - $71K
|
124K
$3.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2.59K+ 2.46% |
$63.6K - $64.3K
|
107K
$2.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.47K+ 14.02% |
$60.8K - $61.4K
|
20.1K
$500K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.29K+ 6.27% |
$56.3K - $56.8K
|
38.8K
$964K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2K+ 57.13% |
$49.2K - $49.7K
|
5.5K
$137K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.91K+ 142.23% |
$47.1K - $47.6K
|
3.26K
$81.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.65K+ 18.66% |
$40.7K - $41.1K
|
10.5K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.38K+ 4.23% |
$34K - $34.4K
|
34K
$847K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.21K+ 2.42% |
$29.9K - $30.2K
|
51.4K
$1.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.21K+ 3.88% |
$29.7K - $30K
|
32.3K
$803K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.15K+ 5.67% |
$28.3K - $28.6K
|
21.4K
$533K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.09K+ 3.14% |
$26.9K - $27.2K
|
35.9K
$893K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
995+ 0.39% |
$24.5K - $24.7K
|
258K
$6.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
860+ 5.59% |
$21.2K - $21.4K
|
16.2K
$404K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
310+ 2.42% |
$7.63K - $7.71K
|
13.1K
$326K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
217+ 5.66% |
$5.34K - $5.39K
|
4.05K
$101K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
210+ 0.27% |
$5.17K - $5.22K
|
78.3K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
196+ 1.72% |
$4.83K - $4.87K
|
11.6K
$289K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
191+ 0.75% |
$4.7K - $4.75K
|
25.7K
$640K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
141+ 0.56% |
$3.47K - $3.51K
|
25.4K
$631K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
130+ 1.6% |
$3.2K - $3.23K
|
8.23K
$205K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
57+ 0.57% |
$1.4K - $1.42K
|
10.1K
$251K
|