Purchases and Sales Made in Q3 2024 in Invesco Bulletshares 2024 Muni (BSMO)
This table provides information about the institutional ownership of Invesco Bulletshares 2024 Muni (BSMO) during Q3 2024. 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, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.9KNew |
$468K - $470K
|
18.9K
$470K
|
|
|
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
$378K
|
|
|
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
$5.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.67K+ 9.99% |
$165K - $166K
|
73.5K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.37K+ 40.84% |
$158K - $159K
|
22K
$547K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.3K+ 23.63% |
$156K - $157K
|
32.9K
$820K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.35K+ 4.43% |
$132K - $133K
|
126K
$3.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.24K+ 7.02% |
$130K - $131K
|
79.9K
$1.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
5.04K+ 14.57% |
$125K - $125K
|
39.6K
$985K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.55K+ 63.22% |
$113K - $113K
|
11.8K
$293K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
3.12K+ 9.36% |
$77.2K - $77.6K
|
36.4K
$905K
|
|
|
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
$91.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.51K+ 11.07% |
$62.1K - $62.4K
|
25.1K
$626K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.01KNew |
$49.8K - $50K
|
2.01K
$50K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 3.5% |
$43K - $43.3K
|
51.3K
$1.28M
|
|
|
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
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.24K+ 6.25% |
$30.6K - $30.8K
|
21K
$522K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
863+ 13.22% |
$21.4K - $21.5K
|
7.39K
$184K
|
|
|
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
$883K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
553+ 0.53% |
$13.7K - $13.8K
|
104K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
375New |
$9.29K - $9.34K
|
375
$9.33K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
309+ 52.02% |
$7.66K - $7.7K
|
903
$22.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
238+ 0.61% |
$5.9K - $5.93K
|
39K
$970K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
230+ 1.8% |
$5.7K - $5.73K
|
13K
$323K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
195+ 0.64% |
$4.83K - $4.86K
|
30.8K
$766K
|
|
|
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
$558K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 0.65% |
$471 - $473
|
2.92K
$72.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
16+ 0.04% |
$396 - $399
|
40.1K
$997K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7+ 0.02% |
$173 - $174
|
38.1K
$947K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.01% |
$49.6 - $49.8
|
21.3K
$531K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2+ 0.01% |
$49.6 - $49.8
|
14.6K
$364K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-20- 0.03% |
$496 - $498
|
64.5K
$1.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-100- 0.24% |
$2.48K - $2.49K
|
41.2K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-239- 1.7% |
$5.92K - $5.95K
|
13.8K
$344K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-570- 1.74% |
$14.1K - $14.2K
|
32.2K
$802K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-976- 2.55% |
$24.2K - $24.3K
|
37.2K
$926K
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-994- 8.75% |
$24.6K - $24.8K
|
10.4K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.24K- 7.42% |
$30.6K - $30.8K
|
15.4K
$384K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-1.29K- 3.01% |
$32K - $32.1K
|
41.6K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.34K- 8.71% |
$33.2K - $33.3K
|
14K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.4K- 8.14% |
$34.7K - $34.9K
|
15.8K
$393K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.43K- 4.4% |
$35.3K - $35.5K
|
31K
$771K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.69K- 17.26% |
$41.9K - $42.1K
|
8.1K
$202K
|