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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-2.39K- 11.51% |
$59.3K - $59.6K
|
18.4K
$458K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-3.25K- 20.58% |
$80.5K - $81K
|
12.5K
$312K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.15K- 7.98% |
$103K - $103K
|
47.9K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-4.16K- 8.12% |
$103K - $104K
|
47K
$1.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.46K- 6.29% |
$110K - $111K
|
66.5K
$1.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.49K- 22.43% |
$111K - $112K
|
15.5K
$387K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.52K- 38.54% |
$112K - $113K
|
7.2K
$179K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.06K- 2.9% |
$125K - $126K
|
169K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.94K- 6.58% |
$197K - $198K
|
113K
$2.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-8.31K- 21.13% |
$206K - $207K
|
31K
$772K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.4K- 2.92% |
$259K - $260K
|
347K
$8.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.3K- 25.28% |
$353K - $355K
|
42.1K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.2K- 11.31% |
$376K - $378K
|
119K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.3K- 10.65% |
$379K - $381K
|
128K
$3.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.2K- 14.71% |
$451K - $453K
|
105K
$2.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.9K- 97.89% |
$492K - $495K
|
427
$10.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.3K- 7.29% |
$502K - $505K
|
258K
$6.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-37.1K- 26.84% |
$920K - $925K
|
101K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-41.8K- 10.92% |
$1.04M - $1.04M
|
341K
$8.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-42.5K- 48.41% |
$1.05M - $1.06M
|
45.3K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-84.7K- 97.01% |
$2.1M - $2.11M
|
2.61K
$65K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-116K- 23.09% |
$2.88M - $2.89M
|
387K
$9.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-249K- 58.88% |
$6.17M - $6.2M
|
174K
$4.32M
|